- Massive downturn over the past year
- Should lead to a broad rally within the next couple of years
- Lots of company stock prices are sure to rise
- Identify sectors that have been beaten down and are likely to rise due to mega-trends
- Find good names in each that have been beaten down but will be in demand
- Find ones with cheap LEAP Calls
- Go long: 2012 Calls, < $1
- e.g. HomeBuilders, Financial companies, Healthcare (esp. related to epidemics which are likely to rise), autos?
Punished sectors likely to rise again: XLF,ITB
- Find the recovery leaders of each sector
Other sectors, stocks likely to rise:
Technology: MOT (handheld computers), YHOO (new CEO), XRX (new CEO)
Disease mgmt/Epidemics
Energy storage/Battery
Transportation
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