Following continued tumultuous market conditions, there are now opportunities presenting themselves that are worth considering. In some sectors/stocks, it appears as though institutional investors are bailing out to free up cash for ratio/reserve requirements with no particular rationale for such drastic downward moves.

One example is CEDC, which I posted about recently. This fast-growing emerging market supplier to alcoholic beverages in Eastern Europe as been on a steady decline following Russia's muscle flexing and the cooling impact the prospect of another cold war are having on the region. However, on no news today, the stock was down close to 50%.

I bought shares at 36, unfortunately, missing a rapid return of an additional 20% to fair value on the upswing, but fortunately, picking up a net 12% in the couple hours following the trade.

I anticipate a continued rise in this stock, regardless of market conditions. In these conditions, people tend to drink more, not less, right?

I'll be posting more later on other moves made today following several weeks of patient waiting.

If you enjoyed this article, make sure to Subscribe to this feed