What to buy/short into rate cut Tuesday?

[Goods]

My thoughts are that a .25% cut is priced in and may even cause a down day. Where a .50% (or above) would make for a nice up. Obviously, no cut would kill the market. I'm guessing Monday will be fairly flat waiting for the call.

So my question is, what do you think the best sectors are, long or short, into Tuesday's meeting? Any favorite stocks? I'll do some research today and make my picks a bit later.

[whodi]

Tough call Goods, best option if you are pretty much on the sidelines now could be to stay there and wait until after. As far as a long term stocks, you already own EMC, and I like BRCM long term. We will all know shortly.

[whodi]

I posted this back in August as far as long term stocks.


Software and Semi's tend to have good 2nd quarters and are seasonal stocks. Not a bad time to get in for positions. Want to make sure your picking solid companies and you should be able to turn a nice profit by Christmas. Usually sometime around January is when the stocks have had there run and is a good time to unload

[Goods]

Thanks Whodi.

I was thinking in terms of daytrades once the call is made. Financials would move well. Gold, if lower rates look to raise inflation.

JPM, BEN and C all had big gains after the August cut was announced.