Chit Chat Stocks

4 Stocks To Hide In During A Stock Market Bubble (OTCM, BTI, ALSEA, DG)

Dec 25, 2024
Curious about where to hide during a market bubble? The discussion kicks off with an analysis of whether we're currently in a bubble. Then, dive into four compelling stock picks! British American Tobacco shines with its impressive dividend yield and stable earnings. Discover Dollar General's potential as a counter-cyclical gem that thrives during downturns. The hosts also delve into international opportunities and beaten-down stocks that could emerge victorious. Join the conversation on resilience in investing!
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INSIGHT

Market Bubble Concerns

  • Ryan Henderson feels the current market sentiment resembles that of 2021, with soaring valuations and speculative investments.
  • He notes extreme valuations in companies like Palantir, the rising PE ratio of the S&P 500, and the resurgence of the IPO market.
ADVICE

Stocks for a Bubble Burst

  • Given the difficulty of finding safe investments during the 2022 market downturn, Ryan and Brett identify stocks for a potential bubble burst.
  • They aim to find stocks that can weather a market storm and provide opportunities when valuations drop.
INSIGHT

Safety and BTI

  • Brett Schaefer prioritizes a margin of safety during market bubbles, aiming to preserve wealth for future opportunities.
  • He looks for high dividend yields, non-cyclical earnings, and low starting multiples, suggesting British American Tobacco (BTI) as a fit.
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