pauleckler (61.68)

November Summary

November 23, 2008 – Comments (0) | RELATED TICKERS: NWN , SPH , LG

This month's screen turned up natural gas utilities as top performers.  They seem likely to do well as cold weather is arriving, lower fuel costs should improve margins, and even those with limited resources will probably pay to heat their homes (now that gasoline prices are giving them some room).  NWN was already doing well.  So I looked for similar ones to come up with the current 4.  One is a propane supplier, but I already have SPH, which has done quite well.  Two are yield stocks; two higher PE/good performers.

 This adds to last month's find that telephone utilities are a good opportunity.  T and VZ were added.  And low end retailers continue to be OK.  WMT, MCD.

After BUD paid off handsomely, I went for YHOO on theory that Yang reassignment might lead to acquision.  So far looks questionable.

Still holding RIMM and AAPL as solid growth stocks.  Will sales trends overcome recession or will that sector too slow down significantly.

My CAPs points plot seems to have bottomed after a flat stage.  Let's hope that is real.  We shall see.