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Petróleo Brasileiro S.A. - Petrobra Message Board

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  • musketeernumberone musketeernumberone Mar 7, 2011 10:19 AM Flag

    Ben Bernanke is a rock star!

    Yes... Thank you, Ben.

    I think the market is very treacherous right now... Libya and the rest of the turmoil makes it even more so. I have sold a bunch of stuff and have $ to put back to work when the coast is a bit more clear.

    If the troubles continue, energy, energy services, and alt energy could be one place to go.

    If the troubles recede, the economic recovery continues, commodities, industrials and, increasingly, consumer discretionary probably still have room to run.

    What do you think?

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    • I agree Musket. I'm hoping for a nice correction in the next few months. Who knows when but it appears the markets are running out of a bit of steam. I still like the whole energy and commodity story. Seems like emerging markets have lagged this year as fund managers etc have moved money back into US stocks. I think the emerging economies are still the place to go long term. If we get a nice correction I will search there.

      Still some great US companies to watch....ones with great revs and roic like SAM, EBIX, DECK, ISRG, and APPL. I recommended all those awhile back if you recall and they have all done well.

      For now I hold about 40% in cash and wait for a correction. I never like to overpay for anything. Yes, valuations may stay higher than normal since nobody wants to get into bonds and a bit of a premium will exist in stocks prices from now till they raise rates.......if they ever do hahaaa...

      • 1 Reply to jaquecroissant
      • Yup...

        DECK is fashion and not my thing. I like ISRG, but not at 35 PE. AAPL rocks, and will rule the world. I am on board.

        My best ideas are: Ferts: MOS, POT and CF. CF has been hit recently and I think may have a good entry point now. ASYS is a solar semiconductor equipment maker that is on a roll. Recent sell-off presents interesting opportunity. RBCN, VECO and AIXG are VERY interesting LED plays, but risky. Precious metals are interesting in an inflationary environment. My fav is SLW. My core remains pipelines. They yield 6% and appreciate... what is not to like.

        Maybe EMs will have a good year this year. But they have been weak of late. I still think big money is betting on a turn around in the US economy and that our markets will benefit.

        Ben will not allow a double dip, even if the Republicans want it to happen -- so they can conquer the White House. At this point in the recovery, *fiscal responsibility* is a trojan horse for *let the economy tank again*. Thanks, Ron Paul, John Boner and pals. The economy tanked on YOUR watch and now you want us to endure more pain? No, thanks.

 
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