Howdy folks, it looks the January sales are starting! Time to get ourselves a shopping list of good old stocks to buy on the cheap in the forthcoming days and weeks. So, here we go: AAPL GOOG GS ADM IBKR CMG RIMM VMW MON EBAY CME Now every good portfolio can benefit from a healthy dose of risk, so lets throw in some stocks from the beaten up financials and other hard-hit sectors, maybe even a real-estate play! As an added bonus, when you tell people you are buying this lot, they will think you are stark raving mad. Don't forget to cackle loudly and have that wild look in your eyes, to look the part! BSC C LEH WM MS SHLD TOL Now any self-respecting gambl^H^H^H investor gotta have some exotic beauties from abroad hidden away in the bottom reaches of his portfolio. Just don't tell the wife, ok? EWJ FXI VIP MT RYAAY Yahoo Japan Urban Corporation Then, we oughta use some options to juice our returns. Since the market will be going higher, we gonna be sellin some puts - lets say the at the money December 2008 puts. And since the market is gonna rally within a few weeks at most, we wanna be picking up some Feb 2008 calls outta the money. Maybe 5% higher strike than the price at the time of the crash. Now we can do some nifty portfolio management here - use the premiums from the Dec 2008 puts to fund the purchase of the Feb calls! Who said there's no free lunch in he markets, eh? Now onto the most important part of any investment decision - risk-maximisation. After all, there's no point buying the bottom if you only got a few hundred shares, is there? My philosophy is simple - if you ain't on full margin, then you ain't got any conviction in the trade. So, I expect y'all to be going 200% long, you hear? Just remember - wait for the tabloids to put "Stock Market Crashes" as their lead story for the day. By the time the selloff becomes news at the National Enquirer, you just know it's at the bottom! But I expect all of you to be outta stocks until our friends in the media let us know it's time to buy, you got that? Sit on your hands and wait. So once you see this, just go 200% long as soon as the market opens. Then just sit back and enjoy the ride! P.S. If any hedge funds or pension fund trustees are looking for a risk manager and/or trader, I'm your man. My areas of expertise are hedging (Texas variety), selling puts during stock market panics, and margin trading. PM me for further info.