Friday, November 2, 2007

There for the Taking

The market is continuing to give us buying opportunities today. The reason for this downturn is again the financial stocks. Although they are starting to look like bargains, I wouldn't step in and buy banks just yet. But elsewhere, there are some opportunities. International companies involved in growing industries is where I'm looking. SAP software (SAP), which I mentioned last week, is one I like. Manitowoc (MTW), which I purchased on weakness yesterday, is another. Also, I'm keeping an eye on the ETF's in Emerging markets or the BRIC (Brazil, Russia, India, China) region.

I'm updating the portfolio today so you can keep up with the moves I've made.

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