Signs to buy

We have learned from Buffett that we start to buy, sound businesses, in tough times.

Definitely, we are in a rocky surface. Look to this: The biggest drop in home building in 15 years weighed on growth last quarter. And this: Residential construction declined in the fourth quarter at an annual rate of 19.1 percent, the most since 1991, after an 18.7 percent decrease the previous quarter, Commerce estimated last month. The drop subtracted 1.16 percentage points from GDP.

But: Purchases rose to an annual pace of 990,000, up 5.7 percent from January, according to the median estimate of economists surveyed by Bloomberg News ahead of a Commerce Department report tomorrow.

It is time to buy some selected stocks. In the opposite side of Buffett, we enjoy Internet stocks, because the net is the future. The challenge is to find the best and the next leaders.