Opportunity?

Poon

With the emphasis on trying to put a positive spin on this, where would you suggest the opportunities are with markets crashing and the pound in freefall? 

Is anybody looking at particular funds or shares with a strategy to try and make the best for there future out of a bad situation?  

Username999

What ever happens we will always need food and energy.

LobsterMemory

And spellcheckers

EdGasketTheSecond

Gold and silver

mcooke999

Toilet roll companies might be a good idea

Thrugelmir

PZ Cussons a UK manufacturer of soap and hand sanitiser. 
Buy the product and support British business at the same time.......

Username999

Thrugelmir said:

PZ Cussons a UK manufacturer of soap and hand sanitiser. 
Buy the product and support British business at the same time.......

A good dividend history too.

Thrugelmir

Username999 said:

Thrugelmir said:

PZ Cussons a UK manufacturer of soap and hand sanitiser. 
Buy the product and support British business at the same time.......

A good dividend history too.

Hasn't had the best of times more recently. Perhaps an opportunity for a resurgence. For a variety of reasons. 

tropic_of_Username015

Looking forward to April, when I will rebalance in line with my pre-existing plan (which does have a little room for interpretation at the margins). You do have an investment plan, don't you?

BrockStoker

What ever happens we will always need food and energy.

And medicines/healthcare.

That's why I've always liked the biotech/healthcare sectors. Not for the fainthearted though (especially individual stocks'), but if you have high tolerance for risk, the gains (or losses) can be substantial. Some stocks I hold are down 60+% right now, and I recently sold one (NASDAQ: CRIS) that was about to implode (at a 40% loss - it's since tanked another 30 or 40% last time I checked). Thankfully I only invested a smallish amount in that one since it was extremely high risk.

On the other side of the coin, a few stocks in my portfolio were up 200-300% since I bought in Oct/Nov, before everybody started dumping risk assets

Many of the stocks I hold are speculative, and those are suffering because biotechs have high cash burn rates, and there is a chance they burn through their cash before they become profitable. Companies with approved drugs/treatments are safer, but it's the speculative ones where the gains can potentially be huge.

You can pick up some real bargains right now, but you need to know what you are doing. I have a thread on this forum with more info and you can find some ideas about which to buy, but I could be wrong, and they might all turn out to be losers. Obviously I don't think they will loose, or I would not have bought them, but some are more speculative than others.

One stock I like the look of at the moment is One Life (NASDAQ: ONEM), which IMO is a good bet, and is down 20% today alone. It's basically healthcare via an app, and gets rave reviews from many that have used it. I think it may well be the future of healthcare, and could well explode in share price as it is truly disruptive, but it's still loss making, hence why people are dumping it. I nearly bought some earlier, but I already have 150 shares, and will see if it drops further.

Other recent buys are Arrowhead and more Biocryst, both highly speculative, but if they survive the current mess, they have the potential to multiply your investment many times over.

Once again, biotechs are risky (healthcare less so), so don't buy unless you can afford to loose your entire investment.

You could always look at less risky biotechs like Regeneron and Gilead, but if you are going to do that, it's probably better to buy a biotech fund - I like Polar Capital biotechnology and the Biotech Growth Trust. Much less chance of getting wiped out that way, but you should still be prepared to hold for a minimum of 5-10 years.

tropic_of_Username015

BrockStoker said:

What ever happens we will always need food and energy.

And medicines/healthcare.

And clothing. And homes. And the tools and products to maintain them, or services by which other people do that for us. And communications and transport. And something to keep us distracted from our problems, or to make us better informed. And savings and insurance. And all the businesses supplying all the above will have needs of their own, supplied by other businesses.

Are there any market sectors we haven't covered yet?

This is the argument for investing via broad tracker funds, which cover — as near as is practicable — all the businesses that it's possible to invest in.