Favourite current stock ideas.

[specultr]

I'm looking at the homebuilders. They've come down considerably. The housing picture is bleak. I just need some more bad news (such as people losing homes on TV) and maybe an entry in October when the market is generally bottoming, and I'm in for the long haul. I may be a little premature, but I won't try too hard to pick a bottom.

I remember in 2002 when the techs dropped and JDSU was 95 cents. I didn't buy. Everyone said that the tech bubble would never re-inflate to previous levels. And they were right. But JDSU is now ~$16.