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what's the next hot sector?
07-22-2008, 10:25 AM
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#1
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Dryer sheet aficionado
Join Date: Apr 2008
Posts: 36
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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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07-22-2008, 10:42 AM
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#2
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Thinks s/he gets paid by the post
Join Date: Jun 2005
Posts: 1,543
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plastics
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07-22-2008, 11:54 AM
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#3
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Full time employment: Posting here.
Join Date: May 2008
Posts: 546
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Tinfoil.
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07-22-2008, 11:58 AM
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#4
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Oct 2005
Location: North Oregon Coast
Posts: 16,483
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 Quote:
Originally Posted by godoftrading
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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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...
__________________
"Hey, for every ten dollars, that's another hour that I have to be in the work place. That's an hour of my life. And my life is a very finite thing. I have only 'x' number of hours left before I'm dead. So how do I want to use these hours of my life? Do I want to use them just spending it on more crap and more stuff, or do I want to start getting a handle on it and using my life more intelligently?" -- Joe Dominguez (1938 - 1997)
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07-22-2008, 12:00 PM
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#5
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Recycles dryer sheets
Join Date: Jan 2008
Posts: 325
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Gaming
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07-22-2008, 12:04 PM
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#6
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jul 2003
Location: Kansas City
Posts: 7,968
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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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07-22-2008, 12:26 PM
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#7
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Thinks s/he gets paid by the post
Join Date: Apr 2006
Posts: 1,490
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definitely tinfoil!
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07-22-2008, 12:32 PM
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#8
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Mar 2003
Posts: 18,085
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beaver cheese futures.
__________________
"All animals are equal, but some animals are more equal than others."
- George Orwell
Ezekiel 23:20
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07-22-2008, 12:38 PM
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#9
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Full time employment: Posting here.
Join Date: May 2008
Posts: 546
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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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07-22-2008, 12:41 PM
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#10
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Thinks s/he gets paid by the post
Join Date: Jan 2008
Posts: 2,020
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I'm taking futures on if god ever replies to a thread he's started.
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07-22-2008, 12:42 PM
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#11
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Full time employment: Posting here.
Join Date: May 2008
Posts: 546
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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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07-22-2008, 12:51 PM
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#12
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Mar 2003
Posts: 18,085
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Quote:
Originally Posted by CitricAcid
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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All fine and well, so long as he can keep his mouth shut long enough to play.
__________________
"All animals are equal, but some animals are more equal than others."
- George Orwell
Ezekiel 23:20
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07-22-2008, 01:49 PM
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#13
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Aug 2006
Posts: 12,483
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The next hot sector? Porn.........
__________________
Consult with your own advisor or representative. My thoughts should not be construed as investment advice. Past performance is no guarantee of future results (love that one).......:)
This Thread is USELESS without pics.........:)
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07-22-2008, 02:04 PM
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#14
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Thinks s/he gets paid by the post
Join Date: Oct 2004
Posts: 1,719
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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.
__________________
He had one of those rare smiles with a quality of eternal reassurance in it . . . It faced, or seemed to face, the whole external world for an instant and then concentrated on you with an irresistible prejudice in your favor. -- The Great Gatsby, F. Scott Fitzgerald
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07-22-2008, 02:06 PM
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#15
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Feb 2005
Location: Central MS/Orange Beach, AL
Posts: 9,071
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Quote:
Originally Posted by FinanceDude
The next hot sector? Porn.........
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It's always been a hot sector. 
__________________
Retired 3/31/2007@52
Investing style: Full time wuss.
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07-22-2008, 02:17 PM
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#16
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Full time employment: Posting here.
Join Date: Jan 2006
Location: Boston
Posts: 620
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Force fields.
You heard it here first.
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07-22-2008, 03:11 PM
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#17
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Full time employment: Posting here.
Join Date: Feb 2006
Posts: 987
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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 "...
- Ron
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07-22-2008, 03:18 PM
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#18
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Administrator
Join Date: Jan 2008
Location: Chicagoland
Posts: 40,698
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Quote:
Originally Posted by brewer12345
beaver cheese futures.
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That's Venezuelan Beaver Cheese, I'll have you know
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07-22-2008, 03:23 PM
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#19
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Dec 2003
Location: Losing my whump
Posts: 22,708
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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.
__________________
Be fearful when others are greedy, and greedy when others are fearful. Just another form of "buy low, sell high" for those who have trouble with things. This rule is not universal. Do not buy a 1973 Pinto because everyone else is afraid of it.
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07-22-2008, 03:42 PM
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#20
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jul 2003
Location: Kansas City
Posts: 7,968
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Quote:
Originally Posted by cute fuzzy bunny
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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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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