As the rally in bonds gathers steam it may be time to look for opportunities in stocks that have suffered the most in the inflation panic over the last few years.
High yielding property and infrastructure stocks have seen stiff selling pressure as interest rates spiked and commercial property prices came under pressure due to the post-COVID hangover of falling occupancy rates.
Perhaps there are a few oversold gems that should bounce back as rates fall.
I show you a list of stocks in today’s Closing Bell video that have shown signs of life in the last few months, giving us a hint that the worst may be over for them in the immediate future.
The correction has been brutal in many of these stocks, so you’d want to do some due diligence before deciding whether to invest or not. If they have high exposure to commercial property they may be worth steering clear of due to the longer term structural issues that they face.
But as a starting point for your investigations, I think this is a good list to get you started.
Click on the picture above to watch today’s Closing Bell and don’t forget to ‘like’ the video on YouTube to show your appreciation for my work.
Editor, Retirement Trader and Fat Tail Microcaps
Murray Dawes is our resident expert trader and portfolio manager. He is a former Sydney Futures Exchange floor trader who went on to design custom trading systems and strategies for ultra-wealthy clients (including one of Australia’s richest families). Today his mission is to help ordinary Aussie investors to make profitable investments, while expertly managing risk.
He uses his proprietary system for his more conversative and longer term focussed service Retirement Trader…and then applies the same system to ultra-speculative end of the Australian market in Fat Tail Microcaps (this service is strictly limited and via invitation only).