I see a couple areas of that market that have a lot of value, and I’m happy to share my ideas. Please leave a comment if you think I’m wrong, dumb, crazy, etc.

Financials: I think AIG and Mercury General are cheap… so are Citigroup, Washington Mutual, and Old National Bancorp… maybe Eaton Vance too.

Healthcare: Merck, Pfizer, Abbott Labs, and Bristol Myers are all bargains.

Oldies but Goodies: Home Depot, McDonald’s, Wal-Mart.

Boring old megacaps all, I know, but boy do they look cheap to me.