Coffee Sipping Big Board Stocks

[NorthWesterner]

Actually, I think the infrastructure is safer than the end users. The one thing I'm sure about is that whoever is on top in the telecom business is going to need equipment. Personally, I think it's easier to pick who the surviving equipment makers will be than who the surviving end users will be. JMNSHO!

That's why, for example, I like Shaw. Power companies may come, power companies may go, but power is forever. Bet on the companies that make the power plants, because somebody will always be buying from them, and I don't much care who.

Of course, you have to be sensible about it. You can't do dumb things like following CSCO up to absurd PEs. But if you're careful with valuations, and patient, I think the infrastructure companies are the better bet, personally.



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The cheaper the paper, the more important the information. Peter Lynch.