Quote:
Originally Posted by Table 5
The best deals will always be in the things that are hated. Right now, that's cyclical sectors like Oil (especially Offshore), Coal, Shipping, Uranium, etc. I know people are always looking at the next hot tech stock, but if you have some guts and patience, there are lots of deals to be had in areas that are completely decimated.
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I think shipping is overvalued for the most part at this point when you look at companies like Fedex, XPO and TFII. Agreed on everything else though.