Strategies – Page 225 – Smarter Investing

These are the businesses best positioned to withstand an economic downturn.

Consumer staples – when losing less is more

After such a big correction in the equity market, the probability a full-blown bear market increases if earnings start to slow down significantly.

That means that there are few options to deal with a market decline except to increase leverage.

With such uncertainty in the air, we were hesitant to make any purchases during August.

We believe that TIPS have a significant place in portfolios to protect against inflationary erosion of the monetary base.

I expect the market to be rocky for some time to come. In the long run, though, I expect well run companies with strong market prospects to do well.

The Fed's next (possible) program is problematic for businesses that make money on the spread.

Here's why long-term I am very bullish on this stock at the current trading levels.

Recession or no recession, there are real bargains to be had.

Those sugary drinks have produced some very sweet profit margins.

A big, fat dividend. Plus China, Brazil and their need for iron.

To illustrate the inflationary pressure we are experiencing, I’ll draw an analogy to personal household finances.