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Anyone For Technology?

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Many on this forum will be listeners to FinancialSense.com which over the last 2-3 years has been in the frontline as commodity/metals Bulls. Well, the last couple of weeks, Jim Puplava has gone "selectively" bullish on some technology stocks. I get the impression that Frank Barbera has convinced him that there is now value in technology.

So, does anyone else fancy technology as the next contrarian play?

Or should we be looking elsewhere? I'm trying to find the sector that has been kicked down and looks like a classic contrarian proposition. To this end, retailing is taking a hit right now, but I'm not brave enough to go bottom fishing there just yet and given the economic outlook, they could fall a lot further. Could technology be the one?

http://www.netcastdaily.com/fsnewshour.htm

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If you want technology then ITWN is a great technology play. the brands will crumble in the coming deflation. but you still need a fab. DCA over the next few years though as will likely have a brutal sell off.

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  • 301 Brexit, House prices and Summer 2020

    1. 1. Including the effects Brexit, where do you think average UK house prices will be relative to now in June 2020?


      • down 5% +
      • down 2.5%
      • Even
      • up 2.5%
      • up 5%



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