Energy and Tech
September 29, 2009
– Comments (0) |
RELATED TICKERS: FLEX
, AMT
, PXD
That is the theme you should be focusing your attention on. The Tech market will draw strength from emerging markets infrastucture projects.
Look to telecom support plays in areas like microwave communication and towers.I like FLEX and AMT in this sector There are large upgrades going on in Brazil, China, Russia, these projects are similar to he ones we built in the mid 90's.
In energy you need independants who will bennifit in a gas boom like SWN,DVN,APC,PXD,MMR.