cjespo

A Back of the Envelope Look at Infrastructure

very good rationale. beats most analysis I've seen in a long time. short, to the point and no exrtra number grinding needed, which is what this market is all about. Find what is most likely to happen, pick the stocks in that sector, avoid ones with bad data-fundamentals, cash flow, goofy accounting, reasonable P.E. and most important have a decent chance in this lousy environment. Then look at the chart and see that a bottom has been put in, plus other technical goodies along with a non-bear market repeat prospect in the future.