Quote:
Originally Posted by 3GFX
7. AB inbev -people drink more in recessions
9. British Tobaco - people smoke more in recessions
I wonder if this will hold true as much now as it did in the past.
Do you think potential substitutes would have the same affect?
- Netflix - people will binge and watch TV more?
- NVIDIA - people will game more? PC etc.
- AutoZone - people will fix rather than buy new?
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I dont know if that truth will hold the same merit but both are down substantially and the divined yield is outstanding and may make up for slow pps growth.
Netflix is a great stock but as many think they have alot of headwinds, to many streaming services coming on line. Thats why i picked Disney they have deep pockets and are a money making machine.
Nvidia has this new service called nvidia now basically offload the gaming hardware to the cloud. I heard they have been having licensing issues with the various game developers and they all have their own online game offerings. But those games have to be downloaded to an on premise gaming rig. We will see how this shakes out. Also mining crytpo is def on the decline.
Autozone- Not a fan expensive and has not been performing. Forretail im a huge Fan of
Home Depot and its great div yeild. I may actually replace one of my stock with HD