Companies that BENEFIT from a recession

STOCKTALK

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Non-Tech
Companies that BENEFIT from a recession

An SI Board Since December 2000

Posts	SubjectMarks	Bans
34	3	0

Emcee: Sid Turtlman	Type: Unmoderated

Introduction Compact

Whenever the economy appears to be heading into a recession, investment strategists typically recommend that investors switch to "defensive" stocks, companies that are likely to be hurt less than average, or will be unaffected by, an economic decline.

I'd like this forum to cover companies that will actually benefit from a bad economy, outfits whose profits are likely to be better in hard times than in good. They are out there, and I know of a couple. Given the recent economic indicators, I think the time is right to consider them. My first message will discuss one of them, and I look forward to ideas from others, and dissenting viewpoints on any ideas presented.

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
34	come back Sid, you are missed!	Scoobah	-	9/15/2010
33	Sid, Your views on the TLT play of mine a few months ago, upon reflection, look	zebraspot	-	7/15/2008
32	A follow-on from Turk: Gold will still be a good place to be. If the US gets a	zebraspot	-	4/4/2008
31	I got this from James Turk today: >>Your negative bet on treasuries will	zebraspot	-	4/3/2008
30	On your M99, you're saying that monetary inflation will not be easy to engin	zebraspot	-	4/2/2008
29	I was trying to get Turk to clarify his comment, but nothing yet. Good spot, as	zebraspot	-	4/2/2008
28	That James Turk quote is at least partially wrong. One of the very first things	Sid Turtlman	-	3/23/2008
27	Thanks for the replies. I tend to do best when I have the courage of my convict	zebraspot	-	3/19/2008
26	I'll add that a bearish bet on long term treasury bond prices is also, in ef	Sid Turtlman	-	3/15/2008
25	"...since you probably know more about this than me." Actually, nobod	Sid Turtlman	-	3/15/2008
24	Sid wrote:>>Another macro play that, however, could turn out to be a terri	zebraspot	-	3/3/2008
23	Hi Sid. Yeah, CL may be a little popular and obvious, but the p/e in past recess	zebraspot	-	2/6/2008
22	Hi Zebra. Sorry for the delayed response. I haven't looked into SI in some	Sid Turtlman	-	1/29/2008
21	Sid, Another point on topic. As you point out about STB, when recessions come t	zebraspot	-	12/28/2007
20	Sid: Saw your Student Transportation write-up at VIC.. which is coincidental, si	zebraspot	-	12/28/2007
19	How about CXW (Corrections Corp.)? Hard times probably are bullish for prison co	zebraspot	-	12/28/2006
18	Sid, On your Zero coupon bond idea, what is a good vehicle, other than buying th	zebraspot	-	7/17/2006
17	Agreed that PRGO is less simple than it used to be. But, the generic drugs, etc	zebraspot	-	6/19/2006
16	Sorry for the delay. I think PRGO will work out well. I won't get involved	Sid Turtlman	-	6/7/2006
15	I'd be interested in your take on it. The current forward p/e appears less	zebraspot	-	5/25/2006
14	That's a good, recession resistant or even beneficiary, company. I haven	Sid Turtlman	-	5/25/2006
13	I bought some cheap, out-of-the-money Perrigo calls today, figuring that the mar	zebraspot	-	5/24/2006
12	True, the wait for real estate to finally give up the ghost is a little like the	zebraspot	-	4/28/2006
11	I also have some bearish real estate related plays, although here we are getting	Sid Turtlman	-	4/28/2006
10	Are you looking at any heavy PP users, a la Home Products, that would similarly	zebraspot	-	4/27/2006

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