Originally Posted by
bull....
good points although all the stocks you mention are influenced by different cycles within the economy so unless your wanting to trade a specific cycle a mix of stocks for yield is probably better , but you already know that I believe as mentioned by your comments.
actually interesting that all those stocks you mention trade with very good fundamentals even cheap some may say wonder if it because maybe they are all a little bit risky in some way?
thl is influenced by consumer confidence - when everyone is feeling good about there financial well being they go on holiday when we are not feeling good we stay home.
thl fortunes flow with this cycle both local and international and by the way china problems may only have limited effect on thl ( I don't know how many Chinese drive campervans anyway?) as any slack maybe taken up by us and Europe people.
a financial market meltdown is very bad for thl even more so than regional dynamics as meltdown effects everyone at once