I have been looking at chinese auto parts makers. Their auto market will be huge as chinese make more money and buy more cars.
Also US auto parts makers have been reporting blow out earnings and stocks going higher. PBY is yet to report next monday and stock is cheap.
pep boys have been going faster than the rest of the autoparts market. THey also have auto service which has also been growing which advance auto and autozone does not have.
TAO, EJ, XIN.
Those are only RE related from china. I especially like TAO. Most of its holding firms are from HK. These HK firms are very experienced since they invest and build all kind of buildings in HK before. Solid cash and good experience and management skill. Since 1990, they began to invest in China.
Copper is really weak today and I am not sure FCX won't take another leg down.
I don't know anything about solar. Right now, I am nibbling at solid companies (XOM, T, GOOG, RIMM) and staying away from too much risk.
I do think that dry bulk shippers are oversold, but the technicals are bad right now.
FCX. I will watch it. Thanks.
How about solar? After BP, I bet OB will push more on green technology, plus global warming conference end of this year on Mexico. I am looking for sth to long on green tech. side. I used to own ENOC, power grid. But that one is highly manipulated by MM.