Strategies
3463 posts
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.
These sell-offs come in waves, and I expect more selling pressure as shocks from Europe and elsewhere continue to roll in.
The luxury goods sector targets wealthy emerging-market consumers that tend to weather economic storms better than the rest.
If all we do is ride the wave and collect an nice and growing dividend in the process, we think it’s a home run.
term, so even though there's no way of knowing what's going to happen short-term, in the long-term I'm hopeful that the stocks I've chosen will outperform the
Spain is home to some of the world’s finest multinational companies, and the crisis has created absolute steals that we may not see again in our lifetimes.