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Real-Money Stock Picks / Bryan Hinmon


Subject:  Re: A Contrarian bent? Date:  11/2/2010  5:14 PM
Author:  TMF42 Number:  3 of 77


I attack from the bottom and the top.

From the Bottom

I'll be using a handful of screens, primarily based on valuation metrics and price (looking for big price drops and shares trading near 52-week or historical lows). These screens are definitely bottoms-up, company-specific. But often they lead to finding entire industries that are out of favor.

For instance, six months ago my screens were peppered with retail names like Aropostale (NYSE: ARO), Gymboree (Nasdaq: GYMB) and Buckle (NYSE: BKE). The retail industry has recovered nicely since, but I wasn't searching for an entire industry.

From the Top

My top down ideas will generally come from simple analysis of more macro events. The perfect example is investing in deepwater offshore drillers and other tangential investments in the wake of the BP (NYSE: BP) Deepwater Horizon fiasco. If you haven't read my recent article, I touch on that:

Any ideas? I'm kicking around a few and should have my first BUY rec out within a few weeks.

Thanks for reading belsto, I look forward to having some fun.

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