Not market trends or macro economics. Not when the market bottom will be in. But about actual stocks and companies we are looking at or avoiding.
Here are some of mine:
Great companies that have come back to earth on valuation: Microsoft and Google. There are some antitrust concerns and general fears about advertising revenue slowing. But I see these as two behemoths so entrenched in our technical infrastructure that they will not be left out of future growth. I see attractive entry points.
What I am looking to avoid: anything that is not turning a profit. As the economic landscape becomes more challenging I think stock prices will more and more reflect the financials and less the promise of big future returns
My underdog moonshot: PARA. Great dividend yield. Low pe. Profitable and poised to eat some market share from big competitors
What you all buying, watching, selling or avoiding?
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