Unfortunately, due to SEC regulations, Jenny was not able to mention any specific companies. Damn that SEC! She did, however, mention that the consumer area (retail and media specifically) are becoming attractive. She believes that the developing markets will slow, and will bring oil service and infrastructure companies down with them.
I wish that she could divulge more, but it is still a good idea to listen in.
http://www.wallstreetreporter.com/page.php?page=featured&id=27459
Subscribe to:
Post Comments (Atom)
1 comment:
Sounds like a great stock.
Post a Comment