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lquadland10 (< 20)

Now that my panic has abated.

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6

July 29, 2008 – Comments (3) | RELATED TICKERS: AUY , MON , POT

    Things will change as all things will. Some things will not change however. We will still need food and clothing. So target or wal mart? I will go with wal mart because as the sitution gets worse then the shoppers of Target will go to Wal mart. Then the ones who go to Wal Mart will go to the dollar store. The new president who takes office will have to jump start the nation. This will be done with construction of our roads and bridges for the super highway,so X is a good steel co. and you will need concrete. I will look into that later. As our dollar gets weaker and China is now charging American  companies over there a 25% capitol gain tax they are now starting to come back home to the U.S. because of the tax waivers of cities desperate for revenue from the jobs they will supply. So buy into the top 1 or 2 home builders for that monopoly and cost average down as you go. More blood in the streets so wait for the banks 3 or 4 should emerge for another monopoly but I have a feeling that Wells Fargo as bad as they are will survive. Buffet (CFR) likes it and is backing it so for now it looks good. We will get an energy bill and alternative energy will be the next bubble so go for the wind solar and yes bio fuel because they will go from corn to something else. Cost average down again. fcx and pcu for the copper and other stuff they will need to build the new factories and roads and bridges.So as this starts then buy into coach tiffany and other  high end stores. 

 

 

3 Comments – Post Your Own

#1) On July 29, 2008 at 5:38 AM, DemonDoug (80.85) wrote:

I love love love PCU.  Love it.  FCX not as much but still good.

As far as homebuilders, HB's have ZERO moat.  ZERO.  none.  I can go out tomorrow and hire a contractor to build a house after i buy a piece of land.  All of the publics can go BK potentially.  All of them.  Smaller players can easily rise up and gain marketshare without legacy costs.  (Hmmm, legacy costs, where have i heard that term before... airlines maybe?  Where basically ALL have gone bk at one time except LUV?)

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#2) On July 29, 2008 at 11:04 PM, lquadland10 (< 20) wrote:

Thanks dd

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#3) On July 31, 2008 at 6:08 PM, camistocks (< 20) wrote:

lq 

Very good reasoning in your post. I agree with you.

I find it strange how you suddenly did a U-turn? From superbearish to bullish... 

Never mind... 

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