When the sentiment changes, we could probably get a pretty good rally, because that is what we're talking about, sentiment. The fundamentals are looking fine.

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Retailers are probably a pretty good group.

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A lot of the economic releases are basically suggesting that economic activity has stopped declining, ... With interest rates coming down and the tax cut in the works, you've got to believe the economy will be expanding.

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After being worried that the economy was too hot and that inflation was coming back, suddenly you have this notion that maybe the economy is a little soft, that maybe the Fed has been a little overzealous.

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Two sectors that have taken a terrible beating here over the last couple of months that we think have terrific long-term prospects are technology and biotechnology. A lot of those stocks are - even though they've bounced back here in the last couple of days - still down 50 percent from where they were only a few weeks ago.

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Some of the 'new economy' stocks are looking a lot more interesting these days. I think some of the biotech stocks might be worth a look. That's a big, big area, with all the developments there. There are a lot of new products coming out.

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Is there any reason to really believe we're going to be in a severe recession, or have a terrible inflation problem? I'd say the answer is no. On that basis, the stock market still looks like a pretty interesting place.

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