Broker Check

We are Not Just Riding This Out, We Have a Process

March 24, 2020

We want to let you know what we are doing to adjust portfolio strategies. We are looking for positions for you when this economy turns around. Not just waiting for something to happen. Some companies will do better in the recovery than others. We still like dividend paying stocks, that hasn’t changed.

The good news, the U.S. economy is in a much better position to absorb this volatility than in 2008, but the impact is still huge. When you remember 2000 and 2008, have confidence that the current uncertainty will also end, and know the U.S. medical infrastructure has more capacity and is growing.

We are looking at durable medical equipment manufacturing, and medicine manufacturing that likely will be shifted away from China to reduce U.S. dependency. We are looking at companies that have strong online presence and 5 G related companies. Delivery companies are going gangbusters. And, we are looking at technology companies with a lot of cash that do not need federal help who might choose to buy back their stock at huge discounts.  Consumer goods, communication services, online streaming are other areas that show potential.

Companies that sell seat slots like airlines and restaurants, are the most vulnerable obviously. There will be a time for those to rebound, but not today. This economic environment like all before, will have its winners and its losers, and the market is oversold based on earnings.     

We have a process, and this process gives us confidence to move forward for your account and re-position for these enhancements, as stock markets are low and bond markets are at all-time highs as interest has plummeted. We think there is wisdom in doing this as long as you maintain any liquidity you need.

If you have questions or concerns, we are here, please reach out. Tell your friends, “you aren’t just riding this out, your portfolio managers are making strategic changes for what follows!”

Meanwhile if you are staying home more:

Resources for you and your loved ones, and great information to share with friends.

 Grocery Delivery Services:

Publix Grocery Delivery                    

Kroger Grocery Delivery                    

Wal-Mart Grocery Delivery              

Amazon Prime Now Grocery Delivery


Food Delivery Services:

Uber Eats 





Ideas and Free Educational Materials for Kids at Home:

Scholastic’s Free Learn at Home Program