Value Investors: Where Are You Looking Right Now?
Do we have any value guys/gals on the forum?
Given the pandemic related market rout, are you hunting for bargains, or are equities still too richly valued?
I'm personally not a fan of travel & tourism (wish I was paying enough attention to buy some puts when the pandemic started :s )
What about Oil & Gas?
Exxon is down more than 60% from it's 12 month high, and currently sports a P/E of ~10 and pays a handsome 10% dividend (though that might get slashed)
Two executives just purchased 1 million in stock each, so that kind of insider buying is reassuring...
Or does Saudi Arabia make O&G unattractive?
What about some of the non-speculative cloud providers (i.e. not Zoom, Slack, etc.) like Microsoft?
XOM looks like a good opportunity at some point but it still has systematic risk. If the markets keep tanking, so will XOM.
Non ratione voluptates error laboriosam enim. Expedita iste natus reiciendis ullam nulla praesentium est aut. A totam pariatur et quod.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...