re: Random Market Strategy

I mean finding stocks that are undervalued is usually a solid investment strategy, whether their currently doing well or not.

However, I don’t think limiting the options to one group or the other to find value is necessarily the best strategy from a risk perspective, but I think searching for the “losers” as a starting point creates too much downside risk and not as much upside risk as that starting point might suggest.

I also think given that we’ve been in a pretty strong market for the better part of a decade, that losing in a winning environment is a red flag and a larger than average risk if we head into a less ideal market.