I was thinking of adding new positions to my stock portfolio.
With the market down and the euro/dollar at 1.13 compared to its historical 1.06-1.08 it seems like a good opportunity at least better than a few months ago 🤷♂️
After reviewing the market a bit I have thought of 4 stocks that I have in mind:
- $ACN (-0,4%) at 23.5 times earnings
A company that given its status will benefit directly from all the advances in artificial intelligence with great expectations of future growth a controlled debt and a good dividend (of around 2% and with a payout ratio below 50%).
- $NKE (+2,56%) at 17 times earnings
Although the financials are not particularly good it is an investment in the brand returning to what it was, Nike's situation has gone from bad to worse, but just as it happens when companies that grow in profits are exaggerated and their price grows even more than profits and so continuously, well it is happening the same but the other way around 🙃 Profits fall but the price falls more than profits do and that makes it a buying opportunity
- $MC (+0,08%) at 19 times earnings
I am not a big fan of luxury but this company has a historical average of a Per of 25 times, after the fall of the last year I do not rule out that it can continue to fall however the situation may change, it has a good dividend with a payout ratio of less than 50% and a clear growth expectation
- $META (-1,11%) at 21 times earnings
Although if you look at the average profits in the last 5 years the Per is much higher than now, I do not believe that profits tend to decrease, it is one of the leading technology companies and I have no doubt that it will eventually recover if not on its own merits by the thrust of the market in general.
Any more suggestions or anything important to keep in mind? Let me know 👇