Paul's call seems brilliant so far, but i think this thing is going to pop upwards soon enough and I will be on the front side of it.
My MTL is down 20% and so far I am refusing to let it go as i think they are doing all the right things at just the right time so i will hold on and If I am wrong then my bad.
Morgan Stanley is strong BWLD really strong stock CMI ditto MDR ditto Rame ( cheap penny play ) SD ( small psoition- could have tremendous upside in buyout ) NGA ( niche steel mkt- galvonizing- strong balance sheet) KMGB ( niche chemical- great growth prospects) FHC ( been aroud forever- recently growing revenues good) QCOR- growing like crazy CPD - regulatory issues holding it back BLUD- strong strong consistant performer SIGM- basing and trending in right direction UVE- ??? worth the risk- divi is very good, may be huge one day
so many many more companies out there ripe for entry
Does anyone like BEAT? I LOVE the whole health sector especially suppliers, people will still be getting sick no matter if it is a recession or not. Stay away from basic materials those will get hit the hardest imo.