Tuesday, March 25, 2008

lost in the shuffle?

has anyone else noticed how light preannouncement season has been so far? should non-financial profit growth come in around current expectations of 13%, one would expect a decent market environment for the companies with strong fundamentals.

to me that means down and cheap stocks in the industrial, tech, material, energy, and soft consumer space can be considered. now might not be a bad time to do some homework and selective bottom fishing in the laggard department.

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