Comments on: The Right Perspective In Today’s Stock Market: Forget the Bailout, Focus on the Next Big Bull Market

By: How To Buy Stocks In This Volatile Market : Moolanomy

How To Buy Stocks In This Volatile Market : Moolanomy — Fri, 26 Dec 2008 05:00:24 +0000

[...] stocks in a fearful environment might be a good investment. I recently wrote an article on the next bull market. Perhaps, there are indications of what the next bull market(s) will look like. Buying into these [...]

By: Ray The Money Man

Ray The Money Man — Wed, 12 Nov 2008 19:57:09 +0000

There is a huge bull market coming, but is that late 2009, early 2010? there is lot’s of money to be made between now and then.

Thanks, great post!

By: How To Buy Stocks In This Volatile Market (GP) | TheOnlyDevice.com

How To Buy Stocks In This Volatile Market (GP) | TheOnlyDevice.com — Thu, 09 Oct 2008 17:41:10 +0000

By: Stephen Ponce

Stephen Ponce — Mon, 06 Oct 2008 07:56:21 +0000

@Matt,
You’ve made some pretty good recommendations there (although I’m not too sure about the Harley one ).

In any case here’s my two cents on the issue. A little about my background, I am currently working within the web development sphere and currently the biggest buzz is mobile phone applications. The iPhone has helped fuel this buzz, but with Google’s release of Android (their open-source phone operating system) the mobile phone scene will surely begin to gain much more popularity.

Think about the success a company like Google has had within the past decade, and that should provide some confidence behind the theory that the mobile phone market is quickly expanding, especially in the global market. Developing nations and even third world countries do not have near the market saturation that the US has…Industry studies are predicting that by 2010 over 90% of the worlds 6 billion people will have/own a mobile phone.

With that said I’ll sum it up: mobile phones are the next big thing…Invest in them

By: Matt Peer

Matt Peer — Wed, 01 Oct 2008 19:09:41 +0000

Oh yeah, I forgot about entertainment. I believe that no matter how the economy fares, people always need escapes whether it be on the “cheap” at the movies (rather than a vacation) (think Disney, Marvel, NBC/Universal via GE, CBS, Viacom, etc.)

I like Disney (DIS). ESPN for the guys, Desperate Housewives and Grey’s Anatomy for the gals, Hannah Montana, Pixar, etc. for the kids. all are strong franchises that will be around on TV if the economy tanks. Their knack for developing a ridiculously popular franchise with little capital is very impressive.

GE is awesome, especially since Warren Buffett just stuck $3B into them. Their culture of innovation coupled with CEO Jeff Immelt’s desire to do a ton of business in China in the next few years, in addition to their majority stakes in NBC/Universal as described above could make for a great and cheap stock.

By: Matt Peer

Matt Peer — Wed, 01 Oct 2008 14:59:34 +0000

That’s possible, but as I said, Harley’s demographic has a increasingly affluent clientele. More lawyers, doctors, and bankers are riding them besided rebels. They have a strong clothing brand too, and they just opened a museum in my hometown, Milwaukee.

Harleys in the lower end are reasonably priced ($7-8k) as well for the everyday commuters in warm-weather states.

Besides, they also make a “crotch rocket” in Buell, a bit lower priced.

I would rather be positioned in HOG while it is priced in the $30s rather than when consumer sentiment picks up and is in the $70s or 80s.

By: kevin duffey

kevin duffey — Wed, 01 Oct 2008 13:22:55 +0000

Matt,

Don’t you think a slowdown in the consumer might make sales on high end motorcycles go down?

I like your other recommendations.

By: The Frugal Rebel » Be a Rebel, Invest Now

The Frugal Rebel » Be a Rebel, Invest Now — Wed, 01 Oct 2008 12:58:05 +0000

[...] Duffey at 20smoney wrote a great blog yesterday. He says: “Let me begin by saying the stock market is crazy. Nobody can deny that. [...]

By: Matt Peer

Matt Peer — Wed, 01 Oct 2008 12:53:46 +0000

Anything infrastructure-related should do well. Look for the “picks and shovels” industries that go along with energy, i.e. oil services, equipment or engineering companies. Also, anything raw material-related. Arcelor Mittal (MT), the world’s largest steel company could be extremely cheap right now, plus it gives you international exposure. For equipment, try Caterpilar (CAT) or Bucyrus (BUCY). Engineering, URS (URS) is strong.

You might want to consider buying Harley-Davidson (HOG)now. The reason I would say a long position on a company that makes very expensive motorcycles is that as (if) fuel prices continue to escalate, poeple wil want to buy a fuel efficient vehicle. Harleys can get around 40 MPG. The are the Great American Brand (brand “moat”). Their clientele is increasingly upscale.

By: sbf

sbf — Wed, 01 Oct 2008 02:03:29 +0000

Alright, well Kevin hit it right on, energy is on the back burner and the next big BOOM!

Get in while it’s good (cheap) because this time next year you’ll be wishing you had.