Stocks, is it Time to Buy Technology? Or is it Time to Buy Alcohol, Tobacco, and Gambling?

I’ve been thinking of buying some stocks.  I usually only buy mutual funds.  But.  I’m tempted.  I’ve been looking at MSFT.  If it gets to $20.  I’ll buy.  Also.  I’ve been looking at APPL.  $79B market cap and $20B in cash.  The big question is just how much these guys will slow down.

Now.  In time of a recession.  I’ve always heard to buy tobacco, gambling, and alcohol.  That these sectors are counter cyclical.  I’ve never been one to prey on someone’s misory.  I wonder how many people are adding BUD, WYNN, and MO.  What do you think?

2 Responses to “Stocks, is it Time to Buy Technology? Or is it Time to Buy Alcohol, Tobacco, and Gambling?”


  1. 1 JM

    Just read that electronics are still at the top of Xmas wish lists:
    http://www.marketingvox.com/tech-gifts-are-must-haves-in-icky-economy-041586/?camp=newsletter&src=mv&type=textlink

    So maybe that APPL bet might be a good one.

  2. 2 Paul Edmondson

    Steve Jobs made some comments after their earnings that he didn’t know the impact the slumping economy would have have on appl.

    I can see technology gifts on the top of the list, but will people pony up for them?

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