I'm willing to take a small, defined risk long side play into earnings.
If interest rates go lower, that will likely jump-start investor demand for quality dividend companies -- looking to these real estate investment trusts is a good bet.
An industry-wide rout of real estate investment trusts has brought ultra-high quality Simon Property Group back into extremely undervalued territory.
Investors can reap a nice monthly income stream through STAG Industrial, which owns tens of millions of square feet of warehouses, distribution centers and light manufacturing facilities.
Cement stocks will be big beneficiaries of the Chinese administration's infrastructure growth plans.
Smaller stocks had outperformed large-caps for much of 2018, but now find themselves down for the year to date after a tough couple months.
The stocks that performed well were the stocks that you would reach for in a recession.
Wabash National is a key example -- dealing with the triple whammy of higher labor costs, higher steel costs from tariffs and higher interest rates.
The jobs report shows this slowdown, but perception is everything.
Rising interest rates and bearish signals on its charts hint at price weakness ahead for the data center REIT.