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Jolly_Rancher » Comments » CCJ

  • 36 Opportunities for the Beginning of the Bull [View article]
    I just set up a pseudonym because I tired of being User X. In this discussion I posted above as User 210417.

    Ames, I actually think you and Bill Cara are both correct partially!! I think this is a bottoming cycle but the bottom ain't gonna be pretty -- maybe six months of wicked downs and ups that will pretty much keep the ETF investors thoroughly whipped out. 1975 this is NOT. The best one can do is buy companies whose earnings are not entirely driven by the economy, like selective drugs/healthcare. Again, very company specific. Indiscriminate buying or shorting will result in whiplash. Perhaps dividend plays make sense here -- stable companies only with little economic downside.
    Oct 05 21:32 pm |Rating: 0 0 |Link to Comment
  • 36 Opportunities for the Beginning of the Bull [View article]
    I agree with you, but...

    I think GE is probably not the most imaginative pick. Why pick a stock for it's industrial nature whose earnings in the past have come mostly from the finance arm? Also it is composed of heavily healthcare and entertainment. Doesn't make sense. Maybe TEL makes more sense as an industrial conglomerate.
    Oct 05 18:57 pm |Rating: 0 0 |Link to Comment
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