k45

American Brands Are On Sale

Some good picks and ideas, thanks.

However, the expected timing of a market turn around in "April or midsummer" runs contrary to the "normal" market calendar which is strong November to May and flat May to November. Indeed the market has done well since the late October (possible) bottom. I picked up some great companies at low prices in November/December (CAT, OSK, NUE and others) but I thinking of selling or hedging come late April. With the dividend yields, I'm thinking more toward holding on and hedging.

Of course 2009 could be different than the normal annual market cycle.