The market environment has been performing badly past months. Some say the market or S&P 500 bottomed out at 1,200 in the mid-July. However, I believe the market has been behaving badly since then. Most upside has been made by the snap-back in financials, such as BAC, C, LEH, MS, and more bitten-up names. I don’t think rational investors had put money in financial names when the market was near the bottom. I believe more investors were over-weighted in commodity names and now all the commodity names are knocked down.
It is totally a difficult market to stay around but investors should never give up. Let’s keep moving forward!
I like some bitten-down energy and commodity names, such as Transocean (RIG: NYSE) and Freeport McMoRan (FCX: NYSE). Both names are trading much lower than early this year. RIG is a worldwide leading off-shore driller and now trading less than 8 time earnings. It’s a great time to put money in this name now. FCX was trading sharply lower early this week and now trading nearly 10 times this year’s earnings. This name should be a take-over candidate, and it should not trade lower than the current level of $80.
Next up, a healthcare sector should be the one to invest. The healthcare sector was the worst performer last year and it should have more upside potential from this level. This sector also has a defensive nature and should be able to hold up well in this market environment. St. Jude Medical (STJ: NYSE) and Genentech (DNA: NYSE) are my favorite play.
McDonalds (MCD: NYSE) as well as Altria (MO: NYSE) are the perfect places to invest. As they have a defensive nature, they also should perform well in this difficult market. They yield 2.4% and 6%, respectively.
The market seems to experience another downside from now on and it is better to prepare for a next asset allocation. Those above names should perform well into next year. Be patient with the market and I am 100% sure that this is the time to invest for a long-term. After 10 years later, we will realize this pull-back to be the best place to be…
It is totally a difficult market to stay around but investors should never give up. Let’s keep moving forward!
I like some bitten-down energy and commodity names, such as Transocean (RIG: NYSE) and Freeport McMoRan (FCX: NYSE). Both names are trading much lower than early this year. RIG is a worldwide leading off-shore driller and now trading less than 8 time earnings. It’s a great time to put money in this name now. FCX was trading sharply lower early this week and now trading nearly 10 times this year’s earnings. This name should be a take-over candidate, and it should not trade lower than the current level of $80.
Next up, a healthcare sector should be the one to invest. The healthcare sector was the worst performer last year and it should have more upside potential from this level. This sector also has a defensive nature and should be able to hold up well in this market environment. St. Jude Medical (STJ: NYSE) and Genentech (DNA: NYSE) are my favorite play.
McDonalds (MCD: NYSE) as well as Altria (MO: NYSE) are the perfect places to invest. As they have a defensive nature, they also should perform well in this difficult market. They yield 2.4% and 6%, respectively.
The market seems to experience another downside from now on and it is better to prepare for a next asset allocation. Those above names should perform well into next year. Be patient with the market and I am 100% sure that this is the time to invest for a long-term. After 10 years later, we will realize this pull-back to be the best place to be…
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