For me, the idea in industry rotation is to find stocks that fit one of two paradigms: 1)
strong companies in troubled industries, and 2) well - run, cheap companies in industries where favorable trends are over-discounted.
Not exact matches
Blue Wolf's deep investment experience with special situations, including
companies in need of capital for restructuring
in and outside of Chapter 11, and partnering with management teams who want to emerge
stronger from
troubled situations, is particularly relevant
in today's highly - volatile, deeply -
troubled energy markets.
If the games stop selling, they might figure, then they'll stop being released, and if that happens, then Nintendo — a
company that many people (myself included) have felt a
strong connection to since childhood — will be
in trouble.
The
company has stayed
strong and resilient throughout the 2007 - 2008 financial crisis, and has reused to participate
in the
Troubled Asset Relief Program (TARP) and has not taken any kind of federal bailout.