Replies to post #108639 on Zeev's Turnips Patch-No Politics (ZEEV)

[south louisiana]

Kyros - I was using the report of increasing Iraqi oil output as an example of the type of influences that will be used in support of the economy/market in an election year.

[Joe Stocks]

>>>As for equities I will be looking at sectors that are relatively shielded from global competition, particularly Asian competition, such as utilities and health care.<<<

Kyros, I with you on this. The only two sectors I look into, in general terms, for something to carry long term is energy or health care related. About a year or two ago I wrote that by the end of this decade there will be more interest in the latest hot healthcare stock than most tech stocks. Healthcare will be the place to be for share price appreciation and energy will be the best place for income with some growth. everything else will be laboring to meet sales goals of the past. Just as the boomers moved Gerber foods to the front in the 50's and Levi's in the 70's, health sciences will be the hot sector 10's and 20's. Could we see assisted care and funeral services hot in the 30's?