Broadcom is listed as one of the best businesses in the world, but without a specific investment thesis or action mentioned.
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My Plan for the 2026 Market Sell Off - I’m Buying These Stocks
Dividend DataMar 31, 2026
The creator discusses a market downturn in March 2026, viewing it as an opportunity to buy undervalued stocks, particularly in the tech sector. They highlight Microsoft as a primary investment due to its attractive valuation and strong growth prospects, especially in cloud and AI infrastructure. The creator also mentions other companies like Alphabet, Amazon, and Meta as potential investments, while noting the outperformance of energy stocks like Exxon Mobil, Hess Midstream, and MPLX due to geopolitical events.
Linked Mentions
Tickers discussed in this post
Altria Group is a quality high-yield dividend stock that the creator bought at a good price and is happy with.
Salesforce is highlighted as an example of a software company being heavily impacted by the market downturn, down significantly year-to-date.
Tesla is listed as one of the best businesses in the world, but without a specific investment thesis or action mentioned.
JPMorgan is listed as one of the best businesses in the world, but without a specific investment thesis or action mentioned.
Apple is listed as one of the best businesses in the world, but without a specific investment thesis or action mentioned.
Nvidia is listed as one of the best businesses in the world, but without a specific investment thesis or action mentioned.
MPLX is mentioned as an energy stock that has performed well and contributes to the creator's dividend income.
Hess Midstream is a favored high-yield dividend stock and a core holding, with the creator expressing a desire to accumulate more shares at lower prices.
Exxon Mobil is a strong performer in the energy sector, providing significant returns and income, though the creator is not actively buying more at current levels.
Meta is mentioned as a company whose stock is down year-to-date and is considered one of the best businesses in the world, with potential for investment.
Alphabet is mentioned as a company whose stock is down year-to-date and is considered one of the best businesses in the world, with potential for investment.
Amazon is mentioned as a company whose stock is down year-to-date and is considered one of the best businesses in the world, with potential for investment.
Microsoft is a primary buy due to its historically low P/E ratio, strong earnings growth, cloud business expansion, and significant investment in AI data centers, making it an attractive long-term holding.