Hi all,
I'm trying to put together a list of companies that fit the following criteria:
- Go way down in a recession. Let's just say a drop 60+% in 2007/2008
- Are solid businesses, shouldn't default unless there's insane circumstances, and can bounce back from the stock loss.
This is just to produce a list that allows me to be opportunistic at some point in my life.
I'll go first: ROK(Rockwell Automations). They're a well run company, have a Moat(IMO), have well established clients/contacts, automation is on the rise, and rising minimum wages over the long-term will drive sales.
Any stock/explanation would be appreciated.
Submitted March 11, 2017 at 01:34PM by rawrSilverGold http://ift.tt/2mxyvQS
