TDI Podcast 74: The Crash of ’08 – How to Profit
September 14, 2008 10:50 pm
If you invest, you need to listen to this episode. How to play a market correction/crash and 5 Stocks that are cheap in terms of their PEG ratio. Also how to protect your portfolio while the market is continually taking it apart – one position at a time. Andrew brings a few pieces of advice and a special segment on the ways to hedge your portfolio. Systematic shocks to the system come and go, but this will be the mother-of-all-market-events if we do not figure out a quick and efficient solution.
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Hedging strategies are explained using ETF’s like SKF, DUG, SZK as well as option strategies for this volatile market.
In a discussion of PEG ratio we look at the Quant process that brought us to the 5 positions last year that all outperformed the S&P 500. In this episode, we review these and explain the process along with the 5 positions for next year.
Finally, see all of the recent positions added to the Strategy Lab Portfolio. New this week include Mosaic (MOS), Intrepid Potash (IPI) and Terra Nitrogen Company (TNH)
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