Author: Keith Kaplan, TradeSmith

A part of being prepared is knowing the stocks to avoid… even if it means dumping some of your current laggards.

They look particularly attractive right now.

They’re high-quality, undervalued, and featuring positive momentum.

The data I closely watch tells me that the odds have risen sharply for a recession in the next six months. And since we’re already headed for a corporate earnings recession, an economic recession at the same time could be a bad combination.

Investors who pass over ETFs are more interested in single-stock opportunities because, if those stocks are successful, they will provide larger returns than a diversified fund. That’s fair enough… but one way to find single-stock investments in a certain industry of interest is by looking inside an ETF’s holdings…