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what's the next hot sector?
Old 07-22-2008, 11:25 AM   #1
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what's the next hot sector?

Any thoughts? Where's the sector rotation going?

Just a thought: the market rebounds 27%, on average, before corporate earnings rebound. If you look for deep value plays, that rebound can be quite a bit bigger.

Anyhow, aerospace could hold some real value. Might be a good place to rebalance some hot commodities money, if oil/precious metals resume their correction. The market always looks ahead, and the rebound could be enormous.
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Old 07-22-2008, 11:42 AM   #2
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plastics
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Old 07-22-2008, 12:54 PM   #3
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Tinfoil.
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Old 07-22-2008, 12:58 PM   #4
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Might be a good place to rebalance some hot commodities money, if oil/precious metals resume their correction. The market always looks ahead, and the rebound could be enormous.
I don't think the market wants to see me get out of my position in oil. I've done such a good job in tanking it over 11% already...
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Old 07-22-2008, 01:00 PM   #5
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Old 07-22-2008, 01:04 PM   #6
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Pssst - America. Lead by the slow struggle of the dollar back to more better.

'God Looks After Drunkards, Fools and The United States of America.'

Shockey traded to the Saints! Yikes - the Saint's and tight ends have a long and storied history. Notice I said storied not glorious.

heh heh heh - Actually I haven't a clue. .
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Old 07-22-2008, 01:26 PM   #7
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definitely tinfoil!
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Old 07-22-2008, 01:32 PM   #8
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beaver cheese futures.
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Old 07-22-2008, 01:38 PM   #9
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Sorry to hijack for a second, but it's not like this thread is going anywhere. Just read up about Shockey going to the Saints, they finally have a fast enough TE to be able to block farther outside/downfield for Bush, as well as a legitimate another option for Drew Brees. But, then again, NFC South is not necessarily known for being a dominant division.
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Old 07-22-2008, 01:41 PM   #10
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I'm taking futures on if god ever replies to a thread he's started.
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Old 07-22-2008, 01:42 PM   #11
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You gotta give me pretty good odds and I might take it, is sending a PM off-limits?

Edit: God often acts in mysterious ways.
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Old 07-22-2008, 01:51 PM   #12
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Sorry to hijack for a second, but it's not like this thread is going anywhere. Just read up about Shockey going to the Saints, they finally have a fast enough TE to be able to block farther outside/downfield for Bush, as well as a legitimate another option for Drew Brees. But, then again, NFC South is not necessarily known for being a dominant division.
All fine and well, so long as he can keep his mouth shut long enough to play.
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Old 07-22-2008, 02:49 PM   #13
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The next hot sector? Porn.........
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Old 07-22-2008, 03:04 PM   #14
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They say that small cap stocks precede an economic recovery. You may want to troll for bargains in that range. Otherwise, I'd look into companies that deal in battery technology.
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Old 07-22-2008, 03:06 PM   #15
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The next hot sector? Porn.........
It's always been a hot sector.
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Old 07-22-2008, 03:17 PM   #16
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Force fields.

You heard it here first.
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Old 07-22-2008, 04:11 PM   #17
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Duh, let me check my current issue of Money or Fortune (or any of the other trash).

No, better yet, let me turn on CNBC to get "the facts "...

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Old 07-22-2008, 04:18 PM   #18
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beaver cheese futures.
That's Venezuelan Beaver Cheese, I'll have you know
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Old 07-22-2008, 04:23 PM   #19
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Nuclear power plant construction.

Somewhere along the line as gas keeps jumping a buck a gallon per year, most folks will finally figure out that a few hundred pounds of spent fuel dropped into a 5 mile deep hole in the ground is better than 3 brazillion tons of recycled batteries full of lead, cadmium, lithium and other fine metals.

Or those guys with that fast charge capacitor system for cars that allegedly works.
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Old 07-22-2008, 04:42 PM   #20
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Nuclear power plant construction.

Somewhere along the line as gas keeps jumping a buck a gallon per year, most folks will finally figure out that a few hundred pounds of spent fuel dropped into a 5 mile deep hole in the ground is better than 3 brazillion tons of recycled batteries full of lead, cadmium, lithium and other fine metals.

Or those guys with that fast charge capacitor system for cars that allegedly works.
Sorta agree - but my nuke ute(EXC) the old Commonwealth Ed of Chi town is running away from the S&P the last 5 yrs and sports a PE north of 21 or so.

Cat out of the bag?

Played with the opposite - fast capacitor discharge system to bang titanium rivets on the never built American SST in 67. That was fun. Don't know if they still mag hammer oil cans out of Space Shuttle fuel tanks.

Progress. I understand it's considered easier to add capacity to existing nuke plants than try to green field a new facility - hence the high PE??

heh heh heh -
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