Jump to content

Wishlist - Getting Ready for a potential drop in the market?


BG2008
 Share

Recommended Posts

Market drops a few percent and we get a topic on wishlists. Another minor example of how little fear and how much greed there is.

Only bought index puts with some margin and only if the market drops I'll consider selling them for more long exposure.

 

It's never too late to have a wishlist of companies.  Regarding your market comment.  I personally have a view on China that could prove more problematic than most people anticipate. 

Link to comment
Share on other sites

V and MA would rock at p/e 13.

 

also CFX, DEO, MIDD, PX and TDG.

 

maybe zoetis, i'm still trying to decide if i like them or not.

 

this all depends on how far they drop but these are the ones i'd really like to have at half price.

 

there are also some european (mostly nordic) stocks on my list but i don't think these are of interest to anyone.

Link to comment
Share on other sites

V and MA would rock at p/e 13.

 

also CFX, DEO, MIDD, PX and TDG.

 

maybe zoetis, i'm still trying to decide if i like them or not.

 

this all depends on how far they drop but these are the ones i'd really like to have at half price.

 

there are also some european (mostly nordic) stocks on my list but i don't think these are of interest to anyone.

 

CFX is on my list along with POST and MKL.  Let me know if you come up with any strong conclusions on ZTS and want a sounding board.  I'm in the same spot as you on it.  I think I might prefer NVS' animal business if they swap it with MRK and MRK spins it out.  There is risk in the business of selling antibiotics for livestock, it seems to me.

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
 Share

×
×
  • Create New...