Ep. 232 David Ryan: How To Size Positions Like A Three-Time U.S. Investing Champion
Investing With IBD
Analyzing Cyclical Stocks and Identifying Profitable Opportunities
This chapter features a conversation with a three-time investing championship winner discussing the shift in the oil and gas sector, the importance of understanding market cycles, and identifying potential opportunities. They analyze the price movements of growth stocks Tidewater and Oceanary International, highlighting consolidations, breakouts, and subsequent moves. They also discuss the challenges of researching companies in the commodity sector and determining the turnaround of cyclical stocks based on earnings.
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