If I knew we were headed for a bear market? Not many of our little stocks would make the cut. My experience is that most would suffer, no matter how good the numbers. Most of our stocks are undervalued but most have also run up a long ways.
So if you review your portfolio and see that a stock is at a p/e of 8, you can't relax and say it's safe because if you look back 18 months ago, it was probably at a p/e of 5. Could easily go back there.
BUT we won't know we are in a bear market until it's too late in many cases. Some here are already preparing for winter by raising cash.
First I would look at how a bear market might affect the stock. MDF is going to chug along without a hiccup because they are not driven by the normal consumer spending. Seniors are going to buy health insurance. The govt is going to pay. End of story. Results should be about the same. MDF should do fine.
Many of the rest of my stocks are energy related. Depends on the reason for the bear market. Did China have a hard landing?? Did their demand soften? Then maybe my energy stocks take a hit along with base metals. However, even if China suffers a recession, I think the growth story over the next decade is still intact and eventually my stocks would do ok. Hard to predict a bear market, much less which stocks would win in spite of the overall bear market. Good luck, Bobwins
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