Carnival Cruise Line is presented as a potential buying opportunity due to its strong earnings and stock price disconnect, despite headwinds from fuel prices and currency rates.
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My Stocks Are Crashing | Canadian TFSA & RRSP Stocks To Buy Updates
The creator discusses the current market downturn, noting that while the S&P 500 is not yet in correction territory, big tech companies are trading at lower multiples than the broader index. They highlight Meta and Take-Two Interactive as potential buying opportunities due to extreme discounts, while also expressing interest in Microsoft at a lower PE ratio. The creator believes individual stocks will rebound more significantly than the broader market.
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Amazon has held up relatively well due to its e-commerce and cloud business, but is not trading as cheaply as other tech stocks and is not the creator's primary focus.
The creator is aggressively buying Take-Two Interactive, believing its stock price discount is extreme and anticipating a significant rebound, potentially 50-100% by year-end.
Despite recent setbacks and a sell-off, the creator views Meta as a strong buying opportunity due to its fundamental business strength and attractive valuation compared to Pepsi.
The creator is waiting for Microsoft to reach a 20 PE ratio or lower before investing heavily, seeing it as a potential buying opportunity.