bear_mkt

Dispelling the Gloom: Examining a Few Healthy Companies

Diverse list of choices. Big Lots has the advantage of not ever getting mentioned by the press when they talk about discounters in a tough retail market. (WalMart holds that honor.) Since BIG is undiscovered by the business press, there's some publicity upside left.

BIG is also a play on a change of administration. A post-election stimulus plan could benefit BIG. Also, there's a large short position in BIG. A change in the White House could mean that the laws against naked short selling may finally be enforced by the SEC.

Agco is another wall-flower. It never gets as much publicity as the more US-oriented Deere. A lot of AG's operations are overseas, which I like. That adds growth potential and international currency diversification (and some considerable risk in this market) to a portfolio.