These positions may improve as the housing sector rebounds and demand for timber increases from builders.
Staying long, but reducing risk by looking at less expensive (low P/E) and lower volatility (beta) holdings.
The latest from GMO Research suggest boring, high quality stocks are beautiful. They can outperform the market.
The latest research from the folks at Wisdom Tree makes it pretty clear: Dividend stocks outperform the market and do so with less volatility.
These sell-offs come in waves, and I expect more selling pressure as shocks from Europe and elsewhere continue to roll in.
Janet Yellen, the Fed's No. 2, is one of three voting Fed policymakers to make a possible case for QE3, which would be seen as a positive for the stock market.
The luxury goods sector targets wealthy emerging-market consumers that tend to weather economic storms better than the rest.
