Wednesday, April 25, 2018

If we have a selloff, whats on your shopping list

It looks like the market is getting close to re-testing the 200 day moving average. If we break (a big if) there is a chance the market has a big sell off. And when the market panics, you can often buy great companies on sale. You can wait until the selloff to start your research you have to know the companies today, IMO, and then be ready to start buying when they reach a level you think is a steal.

So what companies are you looking to buy if we a get a big market sell off. I like a mish-mash of tech and basic materials here. Would love to get $shop, $splk, $ctrip and some other chinese internet names lower. $cck is interesting as is the whole packaging sector and I like Glencore and a lot of other metals. I'm also a fan of south africa bc of ramaphosa



Submitted April 25, 2018 at 09:01AM by abeecrombie https://ift.tt/2vJlEBQ

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