The best of the best

Discussion in 'Stocks & Derivatives' started by dccpa, Mar 14, 2020.

  1. dccpa

    dccpa Active Member

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    I have posted my investment theory years ago and it may finally be happening, or not.

    Short version of my theory and going off of memory - In major crisis, liquidity issues arise hammering 3rd world countries first and working up the food chain. Last men standing (for a little while) will be the USD & US Treasury bonds. In USD terms, foreign markets will decline an average of 50% and foreign currencies decline around 20-25%. For examples, see 2000 & 2008 crisis. That would be an effective price of .38-.40/$1 for USD holders buying foreign investments. Once you see King USD on magazine covers, it will be time to trade USDs for foreign stocks/investments.

    Because of governments all catching cases of extend and pretend flue, things are taking years longer than I expected. I am not sure that Covid has triggered this type of economic scenario, but I am watching Dr. Copper closely. Today, Copper closed below what appears to be critical support ($2.50 USD). If Copper stays below $2.50, then I figure the event has started. If Copper recovers, then this is likely just a relatively short, albeit painful economic blip.

    I have been saving cash and patiently waiting for the crisis. Now I am looking for ideas of what people consider to be the best of the best companies that pay a dividend of at least 5%. Because of Chinese investment laws, Chinese stocks are excluded. Thanks in advance for advice and/or ideas.
     
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  2. 66rounds

    66rounds Well-Known Member Silver Stacker

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    Boeing will be a good buy. They are working on personal rockets so that we can get the hell of this damn rock.
     
  3. mmm....shiney!

    mmm....shiney! Well-Known Member Silver Stacker

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    This is not the endogenous correction I thought that was inevitable eg due to ridiculous overvaluations and a reliance on passive investment and algorithmic trading. This has been a result of exogenous factors. What do people think of the idea that we’re still due for a systemic correction?

    Back on topic, I can’t help the OP with suggestions as dividends don’t play a part in stock selection for me but many of the stocks I liked ore-corona crash are still attractive to me eg Samsung..
     
  4. minimilled

    minimilled Active Member

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    Healthcare looks like it will pay dividends
     
  5. 66rounds

    66rounds Well-Known Member Silver Stacker

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    Of the bottom doesn't fall off after they all die.
     
  6. minimilled

    minimilled Active Member

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    Maybe hedge that with funeral parlours, graveyard plots, tombstones and crematoria?
     
  7. sterling-nz

    sterling-nz Well-Known Member

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    Is it possible to buy into any online poker or gambling sites?
    If people are going to be locked then you will have increased use by casual players as well as those who can not get to a casino to get their fix.
    Ill have a look to see but if at all possible gambling sites will see huge increase in use and id guess profit as a result/
     
  8. dozerz

    dozerz Well-Known Member Silver Stacker

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    follow the boomers and buy into high dividend tax free franking credit stock. will be a risk/return analysis but i would split across industries (health, big4, mining, tech, retail) most in asx200 with some asgard managed fund along with some high risk marijuana and crypto startups.

    i dont think the bottom is yet in, dont buy boeing as they still cant build an aircraft.
     
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