Brian Rosenthal's Weblog

5/26/2005

Stock strategy

Filed under: — brian @ 4:38 pm

There are general topics that go in and out of fashion and have a positive effect on stock prices.

Oil, Healthcare, telecommunications, Internet, ERP / enterprise software, real estate, …

The problem is that it is easy to find the ones that are in fashion, but useless, because if you want to invest, you want the ones that are out of fashion.

Today, it’s energy and real estate, and we’re probably poised for a bubble in those markets.

But, you want to buy value, not things about to bubble, and I wonder how to find that.

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