It is clearly evident that the recession is finally over. Consumers are coming back. I am expecting huge growth in the TABLET and SMARTPHONE space, hence I would be a buyer of semiconductors such as Broadcom, SNDK, MU, ARM Processor, Qualcomm.
I like the Auto industry as well as USA is once again the innovator for cars. Japan is lagging behind the electric car arms race.
For Auto, F and GM are good picks. Abit of Toyota wont hurt too.
Lastly, Hedgefunds are interested in Energy as they see an energy shortage in the future. If only ENRON was still alive.
John Paulson and Alan Greenspan are in my school today. Should be interesting.
Very futuristic design. Well done USA for the good cars.
1 comment:
Tradedragon et All
Financials have stumped me with their lack of participation to this 2011 rally - particularly BAC & C. A little frustrating to say the least especially with the SPX and DJIA due for a healthy correction/pullback soon.I see accumulation on the dips but no real move. Are they waiting for the stress test to be over?? Are they in worse shape than the markets show them to be?? Is this going to be dead in the water $$ for 2011?? Any opinions are welcome
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