I would avoid auto stocks this time since they are really messed for many years already. Besides, you have many sectors with exciting valuations such as retails. SBUX, can you believe, it is trading less than 18 P/E? How about MOT? It tumbled > 15% today, and it almost trade at single digits. Other retail like CC, RSH, BEBE with solid cash and if they can make it through for 2-3 years after the recession is a good proposition. Also, other shares that I have no time to mention currently
. But, F is not as valuable as others, IMO