Anybody have a stock market crash wish list?

PrideandLuna

Hi guys,

I’d be interested to know if any of you have a wish list of stocks to buy on sale during a market crash? I was considering getting a list together and doing some DD myself. I know nobody can accurately time market crashes but it would be nice to have a wish list of companies to buy at a discount(if possible)

Some companies I have my eye on are:
Alibaba
Constellation brands
3M
Tencent
Northrop Grumman
Lockheed Martin
PayPal
Apple
Google
Amazon
P&G
Disney

valoren

Here's my wish list.

Apple
Nike
Home Depot
Starbucks
McDonald's
Johnson & Johnson
Microsoft
Altria
Philip Morris
Abbott Labs
AbbVie
Medtronic
Boeing
3M
Royal Bank of Canada
Disney
Coca-Cola
PepsiCo
Exxon Mobil
BP
Lowe's
Colgate
Procter & Gamble
Royal Dutch Shell

Whenever the dividend adjusted PEG ratio is below one for any of the above then it's a no-brainer investment for me. They're the highest quality, lowest beta companies for me. Once invested in them selling is verboten. A market crash of 30%+ is manna from heaven as most if not all are all over priced. I have enough Exxon which is a buy. Would prefer Boeing as it's close to a purchase point.

Lockheed is a buy per the above but it can't be purchased via DeGiro at all.

Mach 3

Is it a wish list or a regret list - ie I wish i bought these a few years ago?
My regret list(personal circumstances prevented) from 2009 was:

Ffyees (.15)
Datalex(.10)
Smurfit (1.25)

The latter for some reason gets hammered when there's a crash.

Mach 3

Mach 3 wrote: »

Is it a wish list or a regret list - ie I wish i bought these a few years ago?
My regret list(personal circumstances prevented) from 2009 was:

Ffyees (.15)
Datalex(.10)
Smurfit (1.25)

The latter for some reason gets hammered when there's a crash.

True to form - Smurfit dropped a little over 20% this Month. Smurfit having a bit of an uptick today with European bourses.

Are many here buying their wishlists yet?

neris

Oil (though not a stock)

PrideandLuna

Mach 3 wrote: »

True to form - Smurfit dropped a little over 20% this Month. Smurfit having a bit of an uptick today with European bourses.

Are many here buying their wishlists yet?

I’m not entering anything at the moment. I think there is more correction to come. There is a major resistance that must hold on spy at about 253... if that breaks, carnage is coming IMO. Really we could be looking down to 180 or below.

GDP is still growing in the states but you’ve got a massive worldwide debt problem, look at Italy for god sake! Then you’ve got property bubbles about to burst, left right and centre.

I’m in all cash apart from one small long term speculative play (KHRN) which was playing out very nicely until the market started to act up.

What I am going to be looking at entering soon is some well funded uranium companies as I am liking the odds of a uranium boom in the next 2-5 years.

Then of course when the market gets really nasty I will be loading up on great companies on sale 🙌ðŸ»

PrideandLuna

Found these statistics from Jack Schannep of the Down Theory very interesting.

Pussyhands

Amazon is down 25% on it's peak.

PrideandLuna

Pussyhands wrote: »

Amazon is down 25% on it's peak.

Still overvalued IMO... well for an entry I’d be interested in.

Mach 3

PrideandLuna wrote: »

Found these statistics from Jack Schannep of the Down Theory very interesting.

Call me cynical, but the fourth "*" has no relationship to the point the Author is trying to make?
Couldn't be arsed checking if his stat's are right.

Mach 3

neris wrote: »

Oil (though not a stock)

On the wish list or have you bought already?

neris

Mach 3 wrote: »

On the wish list or have you bought already?

Wishlist. More to see a fall in the price reflected at the pumps.

q85dw7osi4lebg

BRK B

q85dw7osi4lebg

Laylah Puny Spinach wrote: »

BRK B

Up 10% since post. Easy money.

Mach 3

Seems apt to give this thread a *bump*

antimatterx

Apple
Delta
Coca Cola
Mastercard
Microsoft
Tesla

Then to a lesser extent I'm willing to take a punt on
- Uber
- Snap


If I could only pick one it would be Apple. They're an incredible company.

drunkmonkey

I was waiting for someone to say Tesla that's one company could really stuggle with sustained low oil prices and consumer demand.

Virgin Galactic could do well out of all this if we have to vacate to the moon.

drunkmonkey

antimatterx wrote: »

If I could only pick one it would be Apple. They're an incredible company.

The One Plus was voted phone of the year. The way technology is evolving they could get left behind in a short space of time. Just look at what happened to Nokia and Motorola but they still hold the title of some of the best selling phones ever.

Wombatman

When is a much better question than what.

antimatterx

drunkmonkey wrote: »

The One Plus was voted phone of the year. The way technology is evolving they could get left behind in a short space of time. Just look at what happened to Nokia and Motorola but they still hold the title of some of the best selling phones ever.

You do know apple is more than phones. Their wearable division is worth $200B, their services division is worth $200B. They have computers, accessories and more than hundreds of billions. Even if their phone division ever failed (never going to happen) they will be a solid division.

MfMan

Surely Ryanair has strong 'bouncebackability'?
Perhaps Flutter (PP)? Not a good week so far for favourites in Cheltenham.

krissovo

I came across Vmware today, down 40%/50% on the year but backed by Dell with a very strong customer base and strong product. Some issues with the SCC plus the pandemic has hit them hard.

Worth a big punt? Its sub $100 now but should be good for at least $150 when recovery happens.

manonboard

krissovo wrote: »

I came across Vmware today, down 40%/50% on the year but backed by Dell with a very strong customer base and strong product. Some issues with the SCC plus the pandemic has hit them hard.

Worth a big punt? Its sub $100 now but should be good for at least $150 when recovery happens.

Interesting pick. With so much going towards cloud tech. Non VM clients just make no sense.
I use VMware player myself, wonderful too. Very stable, never any crap. Solid product.

Shedite27

MfMan wrote: »

Surely Ryanair has strong 'bouncebackability'?
Perhaps Flutter (PP)? Not a good week so far for favourites in Cheltenham.

Have a look at the PP app, their homepage is currently offering a special on DEvante Rodney to score next for Halifax against Ebbsfleat. They're going to be one of the biggest impacted by the Corona shutdown - no sports = no betting = no income.

Mach 3

Always a bit sceptical when the you see some of these articles for free, but might be worth keeping an eye on these stocks all the same.

He has $128 billion cash at his disposal.

Source:https://www.ccn.com/warren-buffett-is-ready-to-pounce-on-this-stock-market-massacre/

Cute Hoor

Tomorrow will surely be another bloodbath, temporary halt in Egypt today and down around 7%, Dubai down 4%, hard to see anything but red in Europe after all thats been happening over the weekend, and US likely to follow suit

Mad_maxx

Cute Hoor wrote: »

Tomorrow will surely be another bloodbath, temporary halt in Egypt today and down around 7%, Dubai down 4%, hard to see anything but red in Europe after all thats been happening over the weekend, and US likely to follow suit

I reckon we see a rise over the coming week, which is not to say i think the bottom is in

dartboardio

What about the likes of Walt Disney etc, they will be mental I'm sure once covid has calmed down a bit all over.

Shedite27

dartboardio wrote: »

What about the likes of Walt Disney etc, they will be mental I'm sure once covid has calmed down a bit all over.

I think nobody will deny that.

The conundrum is whether you should buy today at $86 to get the bump back to $150 or if you wait a month will they be at $50

Supercell

Rally today followed by dump tomorrow if the pattern continues.

Villa05

Shedite27 wrote:

The conundrum is whether you should buy today at $86 to get the bump back to $150 or if you wait a month will they be at $50

Heavy involvement in tourism. Theme Parks. cruises cinema closures etc. One would imagine there is a lot more damage to come before any rebound

Shedite27

Villa05 wrote: »

Heavy involvement in tourism. Theme Parks. cruises cinema closures etc. One would imagine there is a lot more damage to come before any rebound

Their steaming service Disney+ Is launching next Tuesday, at a time when everyone with kids locked indoors is dying for something to entertain them. Have a look at how other steaming services share prices are doing. Could be a perfect boost

KevRossi

Will be buying BMW in a couple of weeks, made very good money on them about 10-12 years ago. Will be happy to sit on them for 12-24 months.

Villa05

Shedite27 wrote:

Their steaming service Disney+ Is launching next Tuesday, at a time when everyone with kids locked indoors is dying for something to entertain them. Have a look at how other steaming services share prices are doing. Could be a perfect boost

london and new york bordering on lockdown.

Disny+ is a good product but a bit restricted in who it will appeal too needs a bit of diversity to drum up mass appeal

Mad_maxx

KevRossi wrote: »

Will be buying BMW in a couple of weeks, made very good money on them about 10-12 years ago. Will be happy to sit on them for 12-24 months.

Good dividend if they don't cut

greenfield21

What percentage of Disney revenue is from that streaming service? Ok that's probably a stupid question considering they have only launched. Also the competition...

krissovo

KevRossi wrote: »

Will be buying BMW in a couple of weeks, made very good money on them about 10-12 years ago. Will be happy to sit on them for 12-24 months.

BMW were my first shares, bought mid 20's with inheritance money and sold when they hit 80 something. BMW like a lot to car manufacturers have been decline and have missed a trick with the current models. They are also late to the EV party and missed another belter with not developing the I3 so will be playing catch up with others. I dont think the I4 will get a decent market share with the pricing I have seen.

I am watching Hyundai closely.

overkill602

apple $200 am waiting

antimatterx

overkill602 wrote: »

apple $200 am waiting

Probably the safest bet, with Microsoft

argolis

Netflix might be a good punt if they get ppl signing up during self-isolation worldwide who decide to keep the service on afterwards?

Otherwise, I thought Slack would be good and Microsoft (cloud services, Teams, Office365 and Skype could all do well)

The Tetrarch

I was thinking of a boring stock like General Mills (GIS).
In this strange market GIS is far from boring. Their price surged as people stockpiled.
Stockpiles will be consumed in months.

Prices surge, prices collapse (airlines/travel).
These are not permanent, just a swing away from the real value of the share.

The dollar is a bit strong for my liking at 1.075 to a Euro.
Around 2008 I got 1.55 to a Euro.
I might be shopping local this time.

Mad_maxx

How freaky is it how well Kerry is holding up considering how expensive it is?

Tell me how

Mad_maxx wrote: »

How freaky is it how well Kerry is holding up considering how expensive it is?

Food is something which people are going to be very focused on during this period.

Mad_maxx

Tell me how wrote: »

Food is something which people are going to be very focused on during this period.

That hasn't saved glanbia or Unilever to name just two

Browney7

Mad_maxx wrote: »

That hasn't saved glanbia or Unilever to name just two

In Glanbia's case there'll be a lot less people popping protein shakes and slimfast with gyms closing and people having less disposable cash in general

Mad_maxx

Browney7 wrote: »

In Glanbia's case there'll be a lot less people popping protein shakes and slimfast with gyms closing and people having less disposable cash in general

They do much more than that

Millionaire only not

Mad_maxx wrote: »

How freaky is it how well Kerry is holding up considering how expensive it is?

There very clever in Kerry , they must’ve supporting the price privately themselves !
It’s moving up and down 10/14% daily if I had the balls and sold and bought this week everyday , I’d be laughing !
Setting my limits just touch too high for selling everyday .

y0ssar1an22

i'm thinking something along the lines of...

ryanair/iag. have taken such a hammering.
Associated British Foods...primark. if this virus leads to a recession more shopping will be done there rather than (say) next.

aside from that i'm keeping an eye out and my ears open.

The Tetrarch

My funds are not with a stockbroker and it might take a bit of time to get them released and transferred.
As I mentioned above I looked at General Mills and see their price surged due to people stockpiling food.
I would not be interested in companies that might do well temporarily in a crisis.
Shares that get hammered down are more interesting, if the business is well financed with little or no debt, the cockroaches of business.

y0ssar1an22

The Tetrarch wrote: »

My funds are not with a stockbroker and it might take a bit of time to get them released and transferred.
As I mentioned above I looked at General Mills and see their price surged due to people stockpiling food.
I would not be interested in companies that might do well temporarily in a crisis.
Shares that get hammered down are more interesting, if the business is well financed with little or no debt, the cockroaches of business.

any other tips aside from General Mills?

Lex Luthor

Boeing for definite
Exxon
any American oil company