From Forbes: The real estate bubble, or maybe it was a credit bubble, is gone and not likely to return. Home builder stocks and financial stocks aren’t likely to rebound to the point where valuations get out of hand.
Tech stocks recovered somewhat after the 2000 crash, but the bubble never reinflated. So fundamental investors might have good luck with KB Home or JPMorgan Chase going forward. The crazy times are behind us; fundamental analysis is back……..Full Article: Source