Street Justice: You Gotta Believe

Hey all, how's it goin? Looks like another down day for the dow today. Things could be worse though. It would seem investors are expecting a Fannie/Freddie bailout before it's safe to call a bottom. Still, There are plenty of safe places to put your money now. As a matter of fact I've got 3 for you today.
First up is IT/Gartner Inc. They provide solutions for research and analysis on information technology, computer hardware, software, communications and related technologies. IT operates in the US, Canada, Europe, The Middle East and Africa. The relative value and timing for IT are great, but the relative safety is pretty low(0.76 of 2.00). They have a P/E ratio of 24.36 and a 6% net margin. IT's ROE is 1,301% and EPS were up 88% over last year. Sales for IT were up 12% for the year and net income increased 26% over last year. IT is up(price) 55% YTD, 27% over 12 weeks, 22% for 1 month and 1% over the past 7 days. Next is CBR/Ciber Inc. They provide information technology system integration consulting and other I.T.(information technology) services. Their services are offered on a project or strategic staffing basis and their customers consist mainly of government agencies, fortune 500 companies and middle market companies, across most major industries. CBR like IT has excellent relative value and timing with not so hot relative safety. CBR has a 6% ROE and a P/E ratio of 13.52. EPS were up 10% over the last fiscal year and 6% of the past 5 years. They have had sales increase 13% over last year and net income was up 17% for the year. CBR has a 14% forecasted earnings growth rate and a 3% net margin. CBR has climbed(price) 33% YTD, 15% over the past 12 weeks, 24% over the past month and 4% over the past 7 days. Last, but not least on today's list is EME/Emcor Group. They design, integrate, install, start-up, operate and maintain mechanical and electrical systems. EME provides lighting, low-voltage, voice and data, communications, heating and ventilation systems to customers n The US, Canada, The UK, The Middle East, South Africa and Europe. EME has killer relative numbers across the board(value, timing and safety). They have a P/E ratio of 12.24 and an 18% ROE. EME has a 2% net margin a forecasted earnings growth rate of 26%. Sales for EME have climbed 18% for the year and net income has risen 46% over the same year with EPS jumping 60%. EME is up(price) 38% YTD, 16% over the past 12 weeks, 20% for the month and 5% over the past 7 days.
Despite the fact that the market was down today, I am still satisfied with the way the market continues to take blow after blow and refuses to go down(below 11,000). What else can I say other than You gotta believe. You gotta believe that the US is not going to let this recent dilemma bring it down, just like it hasn't let challenges in the past destroy it. This is a market that gets stronger and smarter everyday because WE(the investors and citizens) get stronger and smarter everyday.
So what do you think about the Fannie/Freddie situation? Is it time for the government to step in a do what they have now been given the job to do? Will the bailout move us one step closer to Socialism? Let me know.
It would seem we have hit a snag in the dollar rally. A combination of factors including a kick back up in oil and the Freddie/Fannie issue have stopped the dollar dead in it's tracks and even caused a slight reversal. There are some who believe the dollar is overvalued at it's current prices, but I'm on the opposite end of that debate. I see the USD continuing it's climb after this short break. Though I would be mindful of entry points and stop/loss levels or you could have some trouble.
Due to events out of my control, I will be writing my posts from school for the next month or so. I don't anticipate any problems but if something comes up and I miss a day or something, don't fret I will double up the next day. Just bare with me, cause we're all in this together. Thanks for reading.