Far be it from me to rain on the mental parade that probably began for you on Thursday, when we saw some decent market gains after a number of dreadful sessions on robust volume. But did you see that Thursday selloff? Listen, instead of staying in a mental rut, I suggest you become as angry as Hannibal Lecter in order to bring clarity to the stocks you are holding. Doing so will help you cut through the musings of the fee collectors and view present holdings -- and those spied as opportunities -- in the type of light that is necessary in a market that, frankly, is depressing to track day to day.
Hannibal Lecter Macro Checklist
McDonald'sThe cheerful folk trumpet the McDonald's dividend, its global reach and "low-earnings-expectations hurdle bar" as tasty ingredients to buy the stock. A Hannibal Lecter-oriented investor will seek to profit from the real story on McDonald's over the next three to six months, to be realistic on time horizon: valuation risk based on fundamental trends. These include the following:
CaterpillarHow could this stock be approachable, given the following?
BoeingThe angry investor is fully aware that the company's exposure to the government, and quantification as a capital-goods play, has dented appetite for the stock. But, in contrast to McDonalds and Caterpillar, Boeing has catalysts.
Special Note: 'Tout' TheStreetTheStreet did its inaugural Tout Thursday, and we will be fine-tuning it in the weeks ahead. What's cool is that you can Tout at us. The app, which you can download on your smartphone or tablet, is free, fun, and a wonderful platform on which you can be heard. I want to help, so "Tout" at me on Twitter and via TheStreet's feed. Feel free to voice any investing problems or moments of investing rage -- or anything else related to making money and not losing it all. Try and include a clever hash tag.
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