I like the way your thinking Tau. Read a article from Newsletter writer today that states only about 5% of the smaller companies on the TSX will be here 2 yrs from now. Only those with good cash positions and good mnmt will survive this downturn. He expects 2-4 yrs of a bear market in the TSX. He says during the bull mrkt the bad co's ran up with the good and sometimes ran up more because they were good at telling stories. Now , they are all being sold off the good along with the bad. Within 6 months he expects tje investors to reexamine these good companies and they will begin to rise in a stealth market of their own. The ones with the capital and the mngmt will make spektacular gains.

I could not copy and paste the article. He also said you might look into possibly shorting the Oil Sands Companies. Oil prices under $70 will be devastating for them. Dont shoot the messenger, just thought this worthwhile to share.