[oldprof]

@Jeff P

I’m not sure about your screening criteria, but one of my key items is management flexibility. Companies that have or are adapting to the changing demand profile are in a position to do the best. Right now that means smaller homes and younger buyers.

Jeff

[oldprof]

@Bob

My guess is that alcohol will continue to do well through the recession. Will people drink less afterward? Probably. This would be a good survey question.

Jeff

[oldprof]

@Steve

Few have done well forecasting interest rates. It is something I will be watching. You are absolutely right about the current best features for banks.

Jeff

[oldprof]

@Katherine

These are all good points. I expect banks to be much more attractive post-recession. There will be less pressure because of loan failure concerns and also a better yield curve.

Jeff

[Author]

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