Some stocks to consider.DRYS - shipping will be the first to benefit coming out of a recession.GRMN - oversold and Morgan Stanley somewhat positiveGMRN has been holding up relatively well in the downturn.
beanie,Name you time frame and I will bet you that SLX or MOO will outperform PBW.
3 years from now:PBW from 25 to 100 (hell yeah!)SLX from 88 to 350MOO from 53 to 210NLR from 39 to 155Which is more likely? PBW, back up 9 trucks.Btw, PBW is an etf. Nothin wrong with 50% of your money in it. Just watch the sector and watch the chart for developments.