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Good international stocks to buy

Joined
4 August 2019
Posts
27
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18
This is rare opportunity to buy dip. It can go down further, but let's not discuss that here. Instead let's focus here only on list of stocks that are good and had huge drops recently.

Only well known stocks, no small or unknown companies.

- BA Boeing
- BKNG Booking
- DAI Daimler AG
- AIR Airbus
 
Now is the time to buy AFTER the bounce, and we are not close to there, yet.
That said, your choice of stocks could hardly be worse - transport and tourism - neither should be contemplated in the present environment.
If you can find an almost pure defence play, like OEC, or another equity type that is barely affected by the present turmoil, yet has been marked down sharply, then you will continue to be badly burned.
As a gold bug, largely unhedged, low debt producers are hardly affected right now in terms of FY profitability, but their share prices have been hammered. For example, throughout 2020 the gold price has been consistently no less than $100/oz higher than the September 2019 peak of $1557/oz. I am not aware that any mines in Australia have closed shop due to COVID-19. That's not a guarantee, however.
 
There are bargains everywhere.

The market has fallen like 1987, however, unlike 1987, we are not launching into a bull market. The COVID-19 will likely trigger a recession.

Therefore, if there are defensive stocks that you loved pre-fall, they may well be worth a look now.

I personally have an order in for DFEN (x3 leverage) military stocks, which will hopefully fill at the open.

jog on
duc
 
Why the tread has been put in ASX stock chat? It's mostly about International Companies. Please move it back to international stock section.

Guys please stop doing predictions and discuss possible market moves. Let's focus instead on stupid and simple thing - finding biggest drops in good looking companies, like Boeing and Mercedes etc.

Now is the time to buy AFTER the bounce, and we are not close to there, yet.
That said, your choice of stocks could hardly be worse - transport and tourism - neither should be contemplated in the present environment.


That's probably the reason those stocks fell so much - everyone are afraid of it and it fell the most. As for the timing - I agree with you, and also believe (and hope) it will go down significantly more, ideally 50% more down.

The problem is - it's impossible to catch the biggest drop timing exactly. So I would like to spend probably ~30% on the current drop, and keep 70% for later if the bigger drop will occur.

It's not a defensive play, those fallen stocks can fell further and yes if you buy it now there could be losses, but that's ok. It should be expected that those investments will be locked for half a year or maybe two years until they recover. That's the known problem of trying to catch falling knife, sometimes you will be cut, that's ok.
 
With populations essentially stuck at home for prolonged periods, what about a baby boom towards the end of the year?

Beneficiaries, please?
BUBS on the "internationally traded" ASX. Ansell also.

International, many masks have respirator valve's?/ filters made by 3M...
Can envisage the future of filtration systems altogether rising..so priority is air conditioning systems for trains, planes, buildings etc... woops, sorry for the prediction @axyd

@Joe Blow ?
 

A good thread.

@rederob May I ask you or other members of ASF to expand on QAN hedging of aviation fuel particularly in relation to the fall in the price of oil over the last four quarters.

Either here or in the QAN thread.



gg
 
Why the tread has been put in ASX stock chat? It's mostly about International Companies. Please move it back to international stock section.

I have split the thread and left only posts in this thread that relate to stocks listed on overseas exchanges. I have also edited the thread title.

For those looking to discuss good ASX-listed stocks to buy, please see the Good ASX-listed stocks to buy thread.

It is important to be be very specific with thread titles. If you only want to discuss stocks listed on specific exchanges then please mention that in the thread title. My personal view is that thread titles can never be too specific.
 
It is important to be be very specific with thread titles. If you only want to discuss stocks listed on specific exchanges then please mention that in the thread title. My personal view is that thread titles can never be too specific.
Thanks Joe.
 
with changing social interactions, NETFLIX would have to be getting some traction. Stay at home and limit interactions, (gatherings of >500 only) should see a switch to passive media consumption. Games too.

As to whether these sorts of stocks sold off, I dunno. There's been a fair amount of commentary that anything with debt funded growth , not making a profit, your usual unicorn category killa, has been jettisoned recently of late (and for good reason).
 
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I went in as well at 14 from memory
A few gems like that but risk still high


The powers that be are so entrenched with military spending, it's only a matter of time (my opinion).

jog on
duc
 
Thanks for DFEN looks interesting, its holdings

More stocks:

EXPE Expedia
UBER Uber

I'm going to create online spreadsheet with live quotes, will publish soon
 
I created spreadsheet with live market data and calculation how much it fell during last 6 months.

Click on the "Good" tab and look at the last "Drop = current price / max price over last 6 months".
 
I was thinking about DFEN - but it's 3x bull - what's going to happen to it when it fell further? Is it going to go to 0 or negative - and can it recover after the 0?
 
I was thinking how to filter out garbage stocks. There's EV/EBIT and ROCE. It's like EV/EBITDA and ROIC but calculated before tax.

I knew about that before but was in stress and hurry with this market crash and kinda forget about it. A very good way to filtering overpriced stocks, with huge debt or without revenue.

According to these metrics some of less fallen stocks like INTEL are more attractive than stocks that fell more.
 
Update. I believe this approach is wrong - just looking at the discount I mean. Sold BA today with ~20% loss.

What I thought:

- BA fell from 350 to 160 - looks like a good discount.
- It's a cornerstone of US Aircraft Industry, Aircrafts are not going to vanish, it will recover.
- It's a cornerstone of US Aircraft Industry, Government won't allow it to fail.

Things I din't realised at the time:

- It has terrible fundamentals EV/EBIT: doesn't even exist, Return on Capital Employed: -4.19% Price to Tangible Book Value: -3.421 Pietrovsky F-Score 1. That is scary, BA seems to be so inflated that it still has a long way to go down.
- Aircraft Industry will do fine, Boeing will do fine, and if needed the Government will rescue it, I'm 98% sure about that. The problem is - all this won't guarantee you will keep your money. It will be bankrupted, assets taken away from you and reborn as a new company and you won't get a single share in that new and wonderfull reborn Boeing. And shares of old Boeing you have - will go to 0. Like they did with GE.
- I tried to buy PUT options for next year, but they have insane price of ~27$ like 1/4 of a stock price, doesn't make sense to buy it at such price.
- So... I sold it today, with the loss....
- And bought some cheap Boeing out of money CALL options with expiration in year 22. Well, not today, I bought it a week ago when the stock fell to 95. I realised then that call options are far better idea than the stock. Because - I'm not betting on a little recovery, I'm betting Boeing going back to 300-400-500 range, and CALL options in that range are cheap, so if I'm betting on such huge growth - it doesn't make sense to keep the stocks at all, far out of money CALL options will do just fine.
 
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