A year and a half ago, Pin Oak Aggressive Stock Fund's Mark Oelschlager sized up the ailing U.S. stock market as an opportunity too good to ignore, despite widespread fear that the whole financial system might collapse. He focused on communications hardware, grabbing bargains like Garmin (GRMN). He also went after consumer services, a broad category that includes retailers, travel and entertainment. One of his top buys there was Amazon (AMZN).