These sectors may be disliked by many but I seem to have a good knack for sector picking and overall views. I’m “overweight” on the following
Exchanges love CME,CBOT, ICE, ISE
Cellular and Wireless manufacturers Too many to list. I think the cell phone market is going to keep growing as cell phone technology changes so fast that people are forced to buy new phones every year to keep up with the new gadgets. OVTI is one I like.
GPS I think GPS has a long way to go. The little thing on the dash is just a small sample of what can be accomplished with it. Huge market will develop . Love GRMN but hate the vol.