Forget what you already own for a moment, and think about what you would buy if all you had was cash and you dared venture into this market.
Here's my top ten (per the model):
|Blackstone Group LP||BX||PPEQ|
|First Niagara Finl Group||FNFG||THRIFT|
|CVS Caremark Corp.||CVS||DRUGSTOR|
|Ethan Allen Interiors||ETH||FURNITUR|
Kind of a homebody couch potato list, when I look at it. You need electricity (JOY and EIX) to power your TV (TIVO) after you finish reading the news (GCI).
When it's time for a break you take a nice walk to the drugstore (CVS) for your blood pressure medicine, and then take a nice drag on a cigarette (MO) on your way back home.
Since cigarettes are so expensive now you'll have to cash in some of that loose change you have lying around (OUTR).
It's a long walk around the block, and you can't wait to plop back down on the couch (ETH) for some Oprah (TIVO, again).
Livin' the life, eh?
Kind of a depressing list for the economy as a whole, now that I think about it....