My opinions: Engineered materials, innovative uses of biotech, "things that seem like blogging," and resource extraction (meaning Halliburton). Consumer credit, assuming nothing really changes or gets worse (the entry point for that was probably more when the sky was falling), and that if things do change or get worse, investments will be the last thing to worry about.
I tried to throw some cash at generic drugs, which you'd think would be a matter of commodity manufacturing, and demand, but my pick decided to diversify and implode to some extent.
My own personal view is to try to balance the 'risky' stuff with the 'boring, conservative, employs people who probably deserve to eat' stuff such that I can potentially retrieve "enough" from either. (This is a way of restating the whole 'save 10%' rule or whatever, but for stock in particular I allocate risk based on 'do I have a reasonable expectation of this company still existing in 10 years, or am I just being a dumb*** swing trader?' ... Obviously if you lose the whole purse, you don't get to keep playing.)
Edit: Also, I love Stern, and you guys are putting ideas in my head. :-D But my question with Sirius is going to be whether they can "survive" or "adapt" to IP streaming everywhere -- if, for instance, they suck it up and let the show be omnipresent, they'll do great, but if they pull an RIAA, they'll end up with a hugely-pirated property and nothing to show for it. Right now:
5. Can I stream SIRIUS’ Sports, News and Entertainment programming?
Due to certain limitations, we are unable to make those channels available live on the SIRIUS Player. However, you can listen to the SIRIUS OutQ channel and Lynn Samuels on SIRIUS Left // 143.
(Still, censorship has a lot going for them, and I might be in the minority for enjoying the games ad-supported media has to play with its sponsors... on the other hand, the FCC could make them another Yukos. :-o)
