U.S. goods are leavin' on a jet plane, Don't know when they'll be back again
OK, so that headline didn't really make much sense. But doesn't it feel good to start the day with a little John Denver? The point of the headline was to say that another area that I have been focusing on looking for investment opportunities in, U.S. companies that are heavily involved in exporting their goods (see my blog from 1/24 http://caps.fool.com/Blogs/ViewPost.aspx?bpid=31274&t=01001019292467236494), is playing out perfectly. Today the government announced that U.S. exports rose 1.5% in December to $144.32 billion.
Too bad I haven't purchased more companies in this area yet. One that I did buy is Hurco (HURC). Its stock has pulled back significantly over the past several months and a large portion of its business comes from overseas. I will keep my eyes open for more opportunities along these lines.