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Non-Tech : Auric Goldfinger's Short List -- Ignore unavailable to you. Want to Upgrade?

To: koan who wrote (19373)	2/23/2011 7:35:49 PM
From: Cautious_Optimist	Respond to of 19428

I would have to agree that the confluence of events is in the U.S. and North Africa are significant and extremely bearish for stocks. Inflation will translate into a move toward traditional hedges. Obviously energy production is bullish, especially in winter; discretionary consumption like the hospitality industry and airlines is bad. On consumption, people gonna buy the Honda Civic, not the Big Benz, so to speak. Kirkland, not Burberry. Thus, total retail sales numbers will be down, though profits might be spared for "value" inventory and production. Also longer collection periods, overvalued and stranded assets on books. For example in the Concrete/ready Mix industry, how much are those virtually mothballed Kenworth trucks really worth??? Things I would be wary of: bargain hunting Asian inflows; M&A. Especially if U.S. dollar weakens further. I like your portfolio, thanks for sharing the specific ideas. JMHO.