BloggingStocks http://www.bloggingstocks.com BloggingStocks http://www.blogsmithmedia.com/http://www.bloggingstocks.com/media/feedlogo.gif BloggingStocks http://www.bloggingstocks.com en-us Copyright 2012 Weblogs, Inc. The contents of this feed are available for non-commercial use only. Blogsmith http://www.blogsmith.com/<![CDATA[Post-election investment thoughts: Energy, tech, infrastructure]]>http://www.bloggingstocks.com/2008/11/05/post-election-investment-thoughts-energy-tech-infrastructure/http://www.bloggingstocks.com/2008/11/05/post-election-investment-thoughts-energy-tech-infrastructure/http://www.bloggingstocks.com/2008/11/05/post-election-investment-thoughts-energy-tech-infrastructure/#commentsFiled under: , , , , , ,

This post was written by Minyanville contributor Sean Udall.

Through my career I've generally stayed apolitical with regard to investment and trading decisions, but there have been times when some higher percentage trades have presented themselves due to political circumstances. Examples include: the tech push in Clinton's second term, the defense sector after Bush's 2000 victory, as well as the oil patch. Based on that, here are some overriding thoughts, in no particular order.

  • The market has moved to the phase where many if not most participants want and expect a pullback. Since the market confounds the greatest number of players most of the time, is a big pullback a lower probability event now? Moreover, does the selling panic of much of October turn into a buying panic in the coming weeks and months? I'm letting the charts lead me here but aware that this bullish case could possibly trump terrible economic conditions.

  • I still think the alt energy patch (solar, wind, battery tech, clean coal) will produce some of the best winners, but a lot of easy money has been made in just days. Quality and fundamentals will likely count much more now than over the past few months. Also, extended runs may become vulnerable quickly if policy decisions do not show quick tangible follow-through. Companies with the best balance sheets and funding sources will benefit the most and have the least downside on sharp technical pullbacks.

    • Continue reading Post-election investment thoughts: Energy, tech, infrastructure

    Post-election investment thoughts: Energy, tech, infrastructure originally appeared on BloggingStocks on Wed, 05 Nov 2008 13:00:00 EST. Please see our terms for use of feeds.

    Read | Permalink | Email this | Comments]]>    110508aecomakamakamaibbybest buyBestBuyctrixctxsfeaturedffivmdrobamapoliticspwrquantavmwWed, 05 Nov 2008 13:00:00 EST