Savage Capital

Four Stocks for 2009

i would be wary of betting on solar and infrastructure on the back of obama's stimulus. solar cant exist profitably given current energy economics. infrastructure will benefit at the private, govt and too small for stock pickers too benefit level. home builders, certain banks and the life insurers are where you want to be if you believe the global stimulus will work. if you put a gun to my head, i would take FSLR over JASO and MR over CMED.