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Quality stocks are trading at a Black Friday discount right now.
41 stocks are a ‘Buy’ right now in our Buy-Hold-Sell List!
Let’s dive in right away.
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Tough Markets
The stocks on our Watchlist are now cheaper than when Trump announced his tariffs.
41 stocks are currently a ‘Buy’.
38 stocks were a ‘Buy’ this April.
Weird, right?
Because the S&P 500 is flirting with an all-time high:
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The reason?
Everything that is not AI or momentum related is having a hard time nowadays.
Just look at this chart shared by my friend Michael Gielkens (Partner of Tresor Capital):
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How to read this chart?
The white line: Momentum stocks
The blue line: Quality stocks
This is very dangerous territory if you ask me.
The market seems to be in an ‘Extreme Greed’ phase.
And this while fundamentally healthy companies seem to be struggling.
This is something lovely for us.
Why? Look at what Warren Buffett said in 1998:
Anybody that is going to be a net saver – practically everybody in this room – is more likely to be a net buyer of stocks over the next ten years than they are a net seller. So everyone of you should prefer lower prices.
I mean, if you’re going to be a net eater of hamburger in the next ten years; you want hamburger prices to go down, unless you are a cattle producer. And if you’re going to be a buyer of Coca-Cola and you don’t own Coke stock, you hope the price of Coke goes down. I mean, you’re looking for it to be on sale this weekend at your supermarket. You want it to be down on the weekends, not up on the weekends when you attend the supermarket.
The New York Stock Exchange is a big supermarket of companies, and you’re going to be buying stocks. What do you want to happen? You want those stocks to go down, way down. And you will make better buys, then.The right way to look at Our Buy-Hold-Sell List?
A supermarket with high-quality stocks.
Let’s do some shopping!
Buy-Hold-Sell List
The Buy-Hold-Sell List is a list of quality companies.
Here’s an overview of this series: