Does anyone know which stocks have dropped the most with the virus? I’m looking for some chips to go with this dip.
Travel and Energy, it looks like. I wouldn’t buy travel now though, it seems uncertain what the market will do. Does anyone know why Energy stocks have dropped relatively more? Is it pricing in that people and businesses will just be doing less.
My next buy is McDonalds, I have been planning to add this as my 12th share so far, so hopefully get a decent price on this when the US market opens on Monday.
Yes as commodity prices fall (especially oil) then major energy companies earnings come under pressure. Growth in oil demand for 2020 may actually come in at 0 (or even below) which means that companies struggle to recoup costs from major projects. Some oil majors (such as Shell) are better at cost cutting to maintain profits then others.
Having tried some of them I find some interesting stuff
they all do different sorts of features even thought their shared goal I feel is to help people better invest
atom finance is a straightaway copycat of key Bloomberg functions: news, transcript, financial data. Their app is quite user unfriendly in displaying the financial data and transcript. News is a partial of what I can get from Google. I think their target is professional investors who have a couple of hours of free time investing in markets, which is why their PC version is way better than the app.
Genuine Impact is an interesting one. they do all sorts of factor analysis like quality, momentum, growth, ESG etc etc. One thing I like is they cover both funds and stocks which Atom doesn’t. They don’t have any news or data functions so big difference from atom finance. I found myself learn more about companies from them than atom because they tell me directly what to like about funds and companies with their rankings and comments. On Atom, I feel lost or overwhelmed, i.e. too much to know what to look at properly.
I signed up to seekingalpha a while ago as well as motley fool. motley fool is a bit too promotional asking me to sign up to premium to get their stock tips. seekingalpha is good, a better yahoo finance but again they don’t have a good app. Tons of articles on seekingalpha which I find useful sometimes.
Simply wall street is somewhere in between Genuine Impact and Atom finance I feel. They have good graphics and comments about companies which I find useful. Free views per months is very good thing. Their app is a bit buggy and I have not tried their PC version properly. Slight nuance from Genuine Impact is that they don’t do relative rankings, but almost help me translate what the financial data means. Not a full blown Atom Finance, neither a direct ranking Genuine Impact on the other side. They don’t have any fund analysis.
So overall, no one is perfect, and I will perhaps continue to use several of them together. I think so far the best combo is to start with Genuine Impact and then use Simply wall st. I myself won’t use Atom finance a lot because it is too much to me (I have about 20 minutes daily spent on investing related stuff where Atom is targeting those with more than 2 hours I feel)
I’d be highly surprised if the market will stay like this, corona is only now spreading through Europe and the USA and the economic impact isnt yet understood. I’d expect lots of volatility at least and most likely various dips and re-tests a for the next month or so.
The data should be available if you/a platform have/has access to market data. Stock trading apps should be able to get it - for example, a competiting app from Australia shows which US stocks are up and down the most every day (a lagging indicator but nevertheless very insightful). Getting this kind of features into Freetrade as a platform offering is probably a product management decision. This is exactly why Bloomberg charges so much for the terminal - it’s the data and many useful customisable functionalities.
Cheers dude, and I always imagined that you’d be a cat wearing a tie 
i really like Amazon however I have been waiting for a market downturn to get them at an optimum price as i felt we were nearing the end of the market cycle. I believe that the market has further to go (downwards). Which is great for us investors this is when money is made 
Scottish Mortgage, Polar Technology and maaaaaybe L&G ROBO.
Nearer the end of the dip, if it looks like we’ll be clear of Corona by Summer, might go all in on Spoons. Figure everybody will need a drink after this one is done.
Got your wish? 
My revised shopping list:
If FreeTrade gets their act together and adds these, ill buy as well:
Get a move on, @Viktor 
I bought a lot of Disney stock, my most expensive buy ever!!! Hope I am not making a big mistake!
Can’t wait till my retirement to look back at this and laugh.
Anyone got an ETF on their wishlist?
For ETFs TRIG has been relatively stable in the turbulence, only really dropping a bit with the oil price. So not a virusy bargain but possibly good for balance. I’ve been hammering Aviva as it drops for the juicy dividend. Might not be short term sustainable after the next bumper payout due to virus impact but still expecting a good long term return and a share price recovery.
oh also
3M
Microsoft
Facebook
Cisco
Boeing
Royal Dutch Shell
Shell sticks out like a bit of a sore thumb there, given they’re dipping due to the oil price war as well as coronavirus. There’s an awful lot hanging on how they move into renewables, I think.
Looking at casino stocks like Wynn etc who are getting hit big as leisure and hospitality. With such a big exposure of the sector to Macau I think they can turn fast when the Mainland/Asians start to travel again even if it takes a while for Vegas to get back up and running.
Also trying to scratch my head on hedging out currency exposure as think can be some pretty big moves on that next 6 months
VWRL
INRG
RBTX
Microsoft
Alphabet
Amazon
Ceres
those are the main ones I’m currently eyeing up
VUSA
Apple
Microsoft
IBM
Intel
Disney
JNJ
Visa/MasterCard
PayPal/Square
Uber
Tesla
I’m looking into the following, all will be new or re-additions:
Alphabet
AMD
Boeing
Carnival
LSE
Ocado
Shell
Square
Uber
Visa
I’ll be increasing stakes in:
Aviva
Bushveld
Ceres (South of £3)
Disney
INRG
ITM Power (South of £1)
Legal & General
Lloyds
Taylor Wimpey
VWRL