Health Care sector is a good place to look as the reform will likely be a windfall for the insurers if/when passed.
Also, as always, I will keep quality bio techs on the buy list when they dip as they always do from time to time.
I hope to elaborate on these ideas in the near future and share a few more as well. Keep in touch.
Don't forget, that even though GS and others have repaid TARP, GS for one still needs to come into compliance with banking requirements per Bloomberg guest early on 10/13.