Im joking clearly, just doing what winner69 does on every thread
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Im joking clearly, just doing what winner69 does on every thread
Keeping my eye on:
RBD Fastfood companies typically do ok during recessions and before the recent drop it was gangbusters.
MFT Once the borders freeup after the virus, there’ll be a surge in transportation needs to recoup low stock-levels worldwide.
XRO
MFF (on the ASX) invested in high-quality U.S. companies
I got miniscule fills at the bottom for a couple of shares and now we seem to be recovering? Not to worried, many more weeks of this I suspect and only bidding part of my capital.
Which stocks do you guys think will benefit the most out of this coronavirus situation?
Two I can think of now are FPH and EBO.
FPH have already lifted guidance a few weeks back - from $255-265m to $260-270m, but are they still too overvalued at $26?
EBO have alot of different businesses in healthcare space. Which parts of EBO stand to benefit most? And which parts will be impacted?
thanks for requoting Beagle.
I have been thinking about starting to nibble as the market falls hard however the prices quoted above are much lower than I would have thought likely so that gives me pause for thought.
I see it more as leaning against the wind rather than being all in or all out. Buying slowly , judiciously on the way down and sticking to quality , and then the cycle changes and eventually things get exuberant again and selling into that
Benjamin Graham reckoned one should never have less than 25% in equities and no more than 75%. And to move from one to other as the cycle revolved. Probably easier to say than do. But not that hard to know when prices are high and prices are low?? I still have my doubts they will go down to Beagles levels but would be a buyer down there of course. And before too , but not so many.
Ebos need to be on the list. At say $15 I guess but not sure it will go anywhere near that.