The stock market investing environment is certainly a lot of fear of investors in the short term. With fears of a recession on the horizon, along with problems such as the depreciation of the dollar, rising commodity prices, distressed credit ratings and problems with inflation, the idea of pushing new money into the stock market is definitely not a popular idea.
After testing the January lows, quite successfully, I feel as if the market conditions mayTake a look at last improved. Oversold In my honest opinion, we are. "While the market has a downward trend, a market being oversold, may still be no place for short sales … and arrived in the bargain bin in the first half of 2008 is perhaps the best move you ever make .
A look into "safe" areas of the market are few and far between in our selection. Straying from the popular markets such as tobacco and special offers of food, I want to highlight some areas of the stock market, which remains a high growthPotential … and some risk remains in check. Which sub-industries I speak? Aerospace & Defense Agriculture and of course! 
Agriculture
For all of the sectors in the stock market, agriculture is a hotbed of investment that are not really slowed down or made negative numbers for 2008. As we all pillars of the observed decline (banks, retailers, restaurants, etc.), agriculture's turn never came! The AG. Commodities such as wheat, maize andSoybeans have shown no signs of ending its run-up has, and the outlook for 2008 from this stellar company has been nothing but positive. Whats more? Most of these companies with low risk to come, despite a high head … something rare in today's market.
If you want to play this bull, and I suggest that if you want a sharp eye on Deere (NYSE: DE), Monsanto (NYSE: MON), Potash (NYSE: POT) and Mosaic (NYSE: MOS) believe. Let's start with Deere. I believe that they are the safest wayThis ag boom play, because it is a sector industrial society by definition. I recommended the company back on 11 February, and my views have not really changed. You're not going to be a great guest, as they have almost always at a premium to the market trading at … but unless you can catch a game, I do not see this train slowing down any time soon.
Moving on Monsanto, this is a fantastic investment if you can get in at an attractive price now. They recently announced a majorAgreement with Becker Underwood and Plant Health Care, a new hybrid seed treatment platform. The Dow recently launched a partnership with Monsanto, and the outlook is very good for the future.
Potash and Mosaic are really sitting on cloud nine right now. Even after we saw a large disk in these companies in recent weeks, I think there is space available and the people really are not as aggressive as they should be. Mosaic is another stock that I recommended that thisthe end of January, and their catalytic converters have not changed. Your PEG is from 3 years. Ignore it. This ag. Companies are not cheap, but I see they continue to step up.
Aerospace & Defense
As an industrial sector buff, you can not help but be safe in the Aerospace industry. One thing that is not usually a bit slow at times during the recession, growth behind military contracting, financing of national defense and space development. With the currentWar in Iraq, there is a constant driver for most of the five major A & D companies, much of which is guaranteed for 2008 and beyond. I like General Dynamics (NYSE: GD), United Technologies (NYSE: UTX) and Lockheed Martin (NYSE: LMT).
I want to Boeing (NYSE: BA), especially with her being dirt cheap compared to their recommended assessment historic trading range, but I can not see through this cloudy future. Personally, I want it now alone, but with the controversies and such after the lossan agreement at a joint Northrop Grumman and Airbus EAS team, their future is somewhat uncertain. Instead, I like General Dynamics. Not too cliché, but Jim Cramer recently devoted an entire segment to this A & D powerhouse. They are the largest position in the industrial sector of the Nittany Lion Fund, LLC, that I manage, and we are very confident in their future success. If McCain is elected, this is a superstar. But even if he's not, this company continues to secure its basic features andis trading at a discount in a boom industry.
The Aerospace industry is red hot, safe, and trade at a discount to their historical average premiums, despite the market leader in this year. In this sense, I like United Technologies and Lockheed Martin in addition to the DG. UTX has recently been a proposal to acquire Diebold, the United Tech for a couple of solid growth opportunities abroad, the position. All future impacts remain bullish on the stock market, and analysts seem tobe loving this, the largest domestic aerospace & defense company in the future. Lockheed Martin is a typical proper operation to impress that on. Not to disappoint these people, and have remarkable fundamentals and cash on hand, as long as I can remember had. LMT is safe and at an attractive price!
As investors, we need for safe havens such as agriculture and Aerospace & Defense for predictable growth, stability and recession look-proofing measures to grow, to continueour portfolios. I wanted to touch on the commodity-linked stocks such as those that gold, oil and gas bound … but we will soon be touching on these, so that we save the best for last. Concentrate on the Ag. and defense companies, if you, as I can, an oversold market with low prices to gain some sense. The one thing to catch a falling knife, but these industries do not really like at all … they are ripe for investment.
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