Question:

Stock picks when Bullish on dollar?

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What are the stocks that will benefit the most from the dollar getting stronger in the next 5 years?

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  1. This is a novel question.  Most people are interested in the opposite. Assuming that the dollar were to become a stronger currency during the next 5 years, it stands to reason that companies importing to the U S will benefit greatly.  Canon would be one-CAJ.  The Indian info-tech companies would be another.  Infosys, Wipro,  Satyam.  Perhaps the Chinese solar companies another.  Trina Solar, Suntech Power.  And maybe Vesta Wind Systems of Denmark.  

    Actually,  I sort of expect these to do well regardless of how the dollar does, but a stronger dollar should certainly benefit all.  

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