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Multinational Stocks: A Smart Play In Down Markets

 October 06, 2011 02:50 PM
 

by Jason Jenkins, Investment U Research

What do you do in a bear market? Most people would tell you to run and get out.

Thousands of investors are flocking to the perceived safety of Treasury bonds.

But as Alexander Green writes, the Treasury bond market is a calamity waiting to happen. And if you invest in short-term Treasury notes, you may as well stuff all your cash in the mattress, because you'll get the same return.

What those who had success in the market know is that you don't make money following the herd. You find opportunities. As strange as it may seem, geopolitical dysfunction in the United States and Europe may just provide that opportune moment.

Opportunities Exist Despite U.S. and EU Recession Fears

Last week, Warren Buffett made us take a look at possible stock buyback prospects. Along those lines of undervalued equities, we should also look at multinational corporations.

We have to remember that the current ups and downs we see on Wall Street for equities aren't being driven by the bottom-line numbers of many companies. The primary cause of volatility is a lack of confidence in policy makers and officials.

  • One day the Eurozone says they'll act accordingly to solve their debt problems. The market goes up.
  • The next day they tell you they need two months to discuss what they may or may not do.

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