Honestly, I think it's hard to time the market. And I have gotten burned by picking individual stocks. Tyco? That's going to be the next GE, right? Doh, that stung. My take-home lesson: Have a varied portfolio and do dollar cost averaging. Set up a regular investment plan. I know, it's boring.
And if there's a particular company that you like, maybe look at a fund that concentrates on that market. For example, if you think that home repairs are going to be the next big thing, I'd favor a fund with that focus rather than trying to pick Lowe's over Home Depot--been there, done that, learned a lesson with HD.
I learned a lot from an earlier version of this book, too: http://www.amazon.com/Complete-Idiots-Guide-Personal-Finance/dp/1592573320/ref=sr_...
