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Rule Breaker Investing

5 Stocks to Feed the Bear

Rule Breaker Investing

The Motley Fool

Investing, Business

4.5928 Ratings

🗓️ 10 February 2016

⏱️ 28 minutes

🧾️ Download transcript

Summary

We don't believe in timing the market, but we do believe in taking advantage of a market drop to buy long-term positions in stellar companies. Today David highlights 5 under-the-radar, lower-risk companies with great prospects and discounted price tags.

Transcript

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0:00.0

It's the Rule Breaker Investing Podcast with Motley Full Co-founder David Gardner.

0:07.0

Welcome back to Rule Breaker Investing. I'm David Gardner. Wow, what a market it's been. We're going to talk about really my favorite market talk of all, which is not so much about the market itself. It's seemingly near-term random meanderings in this case pretty

0:26.4

downward last few weeks. But really my favorite kind of market talk is about companies themselves

0:32.4

and stocks that I would themselves and stocks that I

0:33.2

would buy and stocks that I like right now especially in the face of this bear

0:38.2

market that we're living in right now by the way by my calculation at least my

0:42.4

kinds of companies rule Rule Breakers, Supernova stocks, Motley Full Stock

0:45.6

Advisor, I now have a lot of members listening.

0:47.9

So you know my stocks, I would say somewhere around August 15th, these stocks began to underperform. And while there was some

0:56.0

great standouts for 2015, performers like Amazon and Netflix, the really big

1:01.2

well-known companies, the vast majority of stocks that I follow had pretty disappointing 2015, especially after August

1:10.3

15th.

1:11.3

So here we are nearing February 15th nearing Valentine's Day and

1:14.7

I'm already thinking that we're kind of six months into a bare market. Just not a

1:19.6

prediction and not something I spend a lot of time thinking about, but if that's helpful for anybody,

1:24.5

a lot of the bad stuff has already happened.

1:27.0

That's why this week we're going to talk about good stuff.

1:29.0

We're going to talk about five companies that I really favor right now.

1:32.6

But before we get to that, I just want to mention

1:34.7

a couple of the things we've done in recent weeks.

1:36.7

I like to go back as I want to do

1:39.2

and just refresh where we've been with Rule Breaker Investing. So for example, three weeks ago we talked

...

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