there is definitely some value out there now....i just think you should wait till we take one more dump into the abyss before you start cherry picking....
the overall markets i'm guessing are gonna be in the dumps for a long time
your gonna have to be spotty with what you choose
many industries will struggle for a decade or more going forward
in some ways i see this whole situation as a transitory period...the banks going
up and our huge burden of debt on the consumer side just kinda sped up this process to all happen at once.......
some old industries will die....while the new takes over....the technology transfer effect to some extent.....
like news/media is a good example of this....newspapers print media is toast...even TV/cable viewing will go down.....internet is the new media going forward