Investing With IBD
Ep. 232 David Ryan: How To Size Positions Like A Three-Time U.S. Investing Champion
Aug 31, 2023
Guest David Ryan, three-time U.S. investing champion and protege of IBD founder Bill O'Neil, shares his approach to sizing positions for huge stock moves. He reviews his winning trades, discusses current stocks like TDW, OII, and CRS, and provides an updated view on market conditions.
01:05:29
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Quick takeaways
- Sizing positions is crucial for capturing huge stock moves and can significantly impact your portfolio.
- Tidewater, Oceaneering International, and Carpenter Technology are stocks to watch for potential future opportunities.
Deep dives
Tidewater: Recovering offshore industry presents a potential opportunity
Tidewater has shown a consistent uptrend since October 2022, with a breakout in June 2023 and strong recent earnings. The CEO's positive comments about the offshore industry on the conference call further support the potential for growth.
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