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Jon Chait is a retired CEO of Hudson Highland Group, Inc, a global recruitment and talent management company. He has held senior executive positions in global companies for the last 20 years.
I have traded my own account for over 20 years. In a rapidly, perhaps foolishly, rising market, it is helpful to invest around themes; otherwise you are just chasing charts. I think about themes over the next 5-10 years. This helps me figure out what is "cheap" today. I trade around a core position in these thematic stocks to avoid simply riding the market up and down. I also buy options to take advantage of short term price anomalies. I tend to favor a value style and look for undervalued stocks.
current themes: 1. Luxury goods. The middle class is rapidly expanding on a global basis. Of course, this includes China, India, and many other developing countries. But even in the US, in a recovering environment, people will begin spending again. The "big" luxuries are houses and cars. But many "luxuries" give people a sense of well-being, which include products from companies such as RL, LVMH, and many others. 2. Dividends. Dividends of major industrials are higher than treasuries, and fairly safe. The industrials offer price appreciation also which the pharma companies do not. 3. Recruitment & Staffing. These are cyclical volatile companies but generally not widely followed and poorly understood. The time to buy is when the gloom is deepest, and the time to sell is when the world looks over-confident. 4. Financials. Dividends will rise over the next year and for another 3-5 years as problem loans subside. There is a sale on the largest and most well run banks. It takes a strong stomach for the short term. These will act more like pharma companies in the future. Maybe bad for America, but good for conservative investors seeking dividends. I will comment on other themes from time to time.
Developed International Markets, Dividend stock ideas & income, Options, Stocks - long, Stocks - short
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Jon has held senior executive roles in global companies for over 20 years. He lived in Europe for 10 years and has a deep understanding of European business and culture. He applies his macro view point to stocks in his personal portfolio. Generally, he follows a value strategy and is looking for undervalued
stocks with low fundamental risk.
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down sharply yesterday on no news....While divy has been reduced, the current $1.25 looks sustainable and better than comps
Feb 17, 2012
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