What does everyone cover?
I find myself wondering if anyone else covers the same industries as I do. At any rate, might be nice to know what people cover so we can run ideas by each other (or I can hire you as my analyst when that time comes).
At any rate, I cover:
Defense
Aerospace
Airlines
Private Corrections
Broadcast Radio
Broadcast Television
At any rate, I cover:
Defense
Aerospace
Airlines
Private Corrections
Broadcast Radio
Broadcast Television
posted by Fresh at
1:37 PM
9 Comments:
Software & Services
Health Care (except Biotech)
Business Services
Insurance
Banks
Brokers
Asset Managers
Exchanges
Insurance
Reinsurance
REITS
Ag/Biotech...that makes sense
Consumer Staples
Energy
Materials - This is deemphasized as their are few names that would meet our criteria for investing.
Free, that is a nice mix of industries to cover. Your head spinning yet?
It is a bit overwhelming but I can't complain about the industries I am covering, except for Insurance of course. No offense blog_name. Financials and me just don't mix.
world t free, i saw SAIC last week. solid company. do you like it?
smart people own banks...rich people own insurance companies
I guess that would make me stupid and poor.
In regards to SAIC, I cover small and micro caps and I believe they have a cap in excess of $6 Billion. However, I do like Stanley, another recent IPO in the same industry.
So... I have to ask, blog_name. If you cover REITs, are you reading research by your boy, Wokasch?
Diversified Industrials
Heavy Machinery
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