I don't believe the underlying economics have changed right now for the US. Need more proof check out the personal testimonials of American's across the country. These are everyday people and they are sharing how the recession, inflation, credit crunch, and housing bubble are affecting them. See this story from CNN.COM:
http://money.cnn.com/galleries/2008/news/0803/gallery.real_stories/index.html
So with these realities right in front of us. I still REPEAT that I like same industries that I have been discussing for the last few months.
Commodites - Examples are steel, oil, gas
Technology
International & Multinationals
Popular Product Companies - Research in Motion (blackberry), Netflix, Apple
URB RADAR:
Check out a few of the companies that have come up during my screens:
Ricks Cabaret (NASDAQ:RICK)
New York Times (NYSE:NYT)
Phillip Morris International (NYSE:PMI)
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