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· But I love guns
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362 Posts
Discussion Starter · #1 ·
I think infrastructure is a good idea:

-Waste management/recycling/scrap companies
-Energy (DTE/FPL etc.)
-Rails
-Solar panel innovators (floating or rollable panels etc.)
-Natural gas (for homes and car engines)
-Biodiesel (we'll continue using oil for a while, but I think diesel/hybrid cars will eventually outnumber gasoline ones)

Other:
-Marijuana research (it will be legalized soon enough. Many companies have everything in place to put out new products (pills, food, teas etc.) they just need the legal environment)
 

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I think what he meant was "upcoming market correction", because after a total market collapse there will be no real investment for quite a while.

My guess is that the correction we'll see in late 2013/early 2014 will be a bit deeper than 2007/8.....look for it to go closer to 5000 before it stops, I would bet. Imo, your best bet depends on who wins the november election. A Romney win would cause me to short gold/silver in the near term because a Romney win makes it less likely we'll see QE3, but he won't be able to stop the next market correction anyway. An Obama win means when the next correction comes there will be more spending to try to recover, causing silver and gold to continue along their meteoric rise. Beyond that I would look to trends in the last recession for clues. Companies that rely upon consumer spending of disposable income will suffer, retailers of everyday can't-live-without it goods like grocery stores will do well. Construction companies and manufacturers of heavy construction equipment will do poorly until a recovery begins. Healthcare will remain solid until employment starts taking a hit, then it depends on government's ability to offer medical coverage. It goes on and on
 

· Prepared Firebird
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Not hard to figure out. Just look for companies that manufacture/provide goods and services that people either cannot do without OR very much don't want to do without.

Generally, group it into four main categories: Utilities; Food & Transportation; Health & Medical Care; and Household Needs. These would include (but are not limited to):

Electric, natural gas, and water companies

Manufacturers of generic drugs

Hospitals and Nursing Homes

Oil companies

Manufacturers of toilet paper

Manufacturers of "little everyday luxuries" (like Coca-Cola)

I'm sure (once you start thinking about it) that you can think of more to add to this beginning list.

Generally, avoid manufacturers of big-ticket items. Home builders and car manufacturers are on the ropes and likely to remain there.

The boomers (who have been driving our economy for a long time) are now moving from their spending years into their saving years. Think about that........and what the long-term effects will be. Then, make your investing decisions, accordingly.

In spite of what the eternally pessimistic doomers on this board would like you to believe.......there ARE opportunities in the current economy.
 

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I'll be shopping for excellent PE ratios and stocks that get knocked down to 1/4 of their 52 week highs. That worked very well for me last time the Dow hit 7000.
+100

History repeats itself over and over again.
Some people would say that at 5000-7000 they would never invest in the markets, that a further recession was imminent. However, cash would be worthless in a further recession and the downside is minimal compared to the upside. I can easily envision 100%+ returns given this scenario.

As a side note, I don't consider PM's, food or ammo an investment since I am maxed out on all survival preps.
 

· Learning
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1,190 Posts
Tough one, but since we're talking theoretically here. After a market crash I don't believe there will be sound investments for sometime. PMs will likely skyrocket, not many will have the stomach for bonds of any kind, and stocks will... well see comment above regarding bungee cords.

After the next market crash I don't see us emerging the same country. Never let a good crisis go to waste has been so overused at this point that the next crash will come with so much over-regulation, fear driven laws, and diabolical stripping of freedom we won't even resemble the same country.

In a market correction as Merlin noted things would be different (but not completely). I would look towards stable companies with products that were essential for survival. Ditch Apple and Microsoft in favor of food sector, ditch all the jokes of virtual offerings like Pandora, Facebook, and Groupon for energy and building material. I would look heavily toward surviving lumber companies or home repair companies such as Home Depot or Lowes because lets face it, the next market crash is coming with some riots and social unrest.
 

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I don't know about the next crash, but after the last one, I wish like hell I'd scraped up every dollar I could, and bought Ford stock. I believe, IIRC, it went from a dollar and change, to around $12 in a little over a year.
But still, you just never know, it could take years to do that next time. And even the most solid companies seem to have concealed debt and ingrained mis-management and corruption.
I honestly don't trust any of the F-ers,I probably won't be buying any of their crap.;)
 

· Veritas Aequitas
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1,956 Posts
"Next time" I'm not sure we'll still be using FRNs to invest. Just something to consider in a total market crash. If the banks go down your cash is worthless and hard assets will be your best bet...like they always are.



http://www.zerohedge.com/news/gold-...ers-5-year-anniversary-great-financial-crisis
Gold, Silver, Corn, And Brent Are Best Performers On The 5-Year Anniversary Of The Great Financial Crisis


If you're still "investing" in the stock market you are a sucker. The market is better left for algos to TRADE at this point.
 

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"Next time" I'm not sure we'll still be using FRNs to invest. Just something to consider in a total market crash. If the banks go down your cash is worthless and hard assets will be your best bet...like they always are.



http://www.zerohedge.com/news/gold-...ers-5-year-anniversary-great-financial-crisis




If you're still "investing" in the stock market you are a sucker. The market is better left for algos to TRADE at this point.
I saw that chart a little earlier. good call.
 

· Live Secret, Live Happy
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I interpret a total market crash as a 80% drop in large cap stocks. After that I would buy more farm land and help my extended family move there. I would not invest in anything paper.

I think it is more likely we will see a major correction (40%) in a specific sector (like banking). I would still not jump into the stock market if bank of America goes bust, but I will cheer from the sidelines.
 
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