I picked up the following oil service stocks: BAS and THE. I also have an IRA that can only be invested in Fidelity mutual funds (I've not converted it as I really don't need anything more to "trade"). I picked up some aerospace and defense and some energy funds with this dormant money. While aerospace and defense have done really well, I think that that we may only be seeing the beginning of a super cycle in defense spending.
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Updated 02.27.07 6:33 p.m.: I may wish that I hadn't picked away!
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