I will start by saying I hope all goes well for humanity. The days of living without COVID are far in the future with a new variant every few months. With this said, after the short trading day yesterday, and watching one of the quickest falls of the Dow Jones in real time since 2008, how does a person invest for the mid-term with all happening? Tbh I understand some people will stop here and say to invest in the long-term. Sure, in that case buy some mega-cap stocks and chill. However, if you want to invest for the mid-term (4-16 months) with all that is going on/going to go on, let us dig in:
1) Stocks such as MRNA, PFE, BNTX: Invest in them if you have not already. I hold 12 shares of MRNA, 4 of PFE and 29 of BNTX. The usual tools I use to know if a stock is under or overweight are not yet adjusting for this recent news (i.e. see this link: https://finviz.com/quote.ashx?t=BNTX). I see each of these 3 stocks going upward of 20% over the next 4-16 months.
2) Stocks such as W, AMZN, ETSY: Invest immediately. The newer strain coming out of South Africa will be in your American neighborhood most likely by April of 2022 (when people tend to get off the web and buy more at brick and motor stores). I own 17 shares of W, 1.5 shares of AMZN, and 4 shares of ETSY. Likewise to the above mentioned stocks, looking for indicators of a stock's fair value/relativeness to other things is not factoring in this new news quite yet.
3) Energy stocks/etfs (the stocks people tend to invest in during high inflation): A week ago I would have said to buy up all of these stocks. I am now telling you to sell. I am not saying these stocks like CLR or BP cannot rebound in say a year... I am saying there are bigger gains elsewhere.
Submitted November 27, 2021 at 10:52AM by Dynasty__93 https://ift.tt/3leQJVg
