I was listening to the HSBC chief economist last night on "Your Money" and he sees potentially a strong low interest rate environment for a long time to come, with most debt being held by those who can afford it, ie top end types.
A strong spec sector is one of the likely results alongside well supported medium/large caps. Gains should be most pronounced at the smaller end. Look for strong financials, revenue/profits, strong sectors and good 'in demand"product. Smart management is going to help as well.
BMG
Ann. today, extended targets
May see BMG follow the lead/MC of GLN
Lithium coming into focus
BMG MC about $5 mill
GLN MC about $32 mill same cash
ECX
got smacked down again Friday after pushing higher
shorts still around , lower entry is better here imo
RDN
more vol arrived on Friday, beginning of a good move into drilling season
Not sure DT, but consider ST
CDX
had a play with this waiting on news, that didn't really arrive
trust issues for me maybe?
