What's on your (stock) shopping list ?

As we go through some turbulence in the markets, what stocks are on your radar to buy?   It's good to have a plan in place to pull the trigger on stocks you wish you'd owned earlier, and are now getting an opportunity to buy them cheaper.    Have a plan in place so you're not acting on emotion (particularly on the sell side).  Here are some that are on my "to buy" shopping list ; 

* ETN - a company that is involved in the data center (power) build out associated w/ AI, is also a solid industrial company. 

* SMH - this ETF is front-and-center involved in AI.  I already have 1/2 a position in this ETF, and am down around 10% at the moment on this recent purchase.  I  will pull the trigger on the remaining half when (if) it gets down to around 25% of my original purchase price.  Lots of thoughts about China's "deepseek", and BABA having some serious competitive threats to Invidia and others.  Call me skeptical about the full capabilities of China offerings at this point in time. 

* PLTR - this company is still so outlandishly expensive that it will (still) need to drop quite a bit to get my attention.  It is the poster child for stocks that have been caught up in the momentum mania, and has very little profits to be speak of (yet).  

* NKE - Nike has been on my radar for about 6 months, long before the recent market turbulence.  This is a turn-around story, and a belief that they can bet their mojo back.  It's been losing market share for years to the likes of Hoka, ON, among others...  And It's still expensive on a FWD P/E ratio basis, but I can see that it's gotten support at the high 60's, low 70's recently,  investors thinking the worst is behind it.  I'm not so sure...    It's still trading near multi-year lows, but I'll wait for the market flush that sends this much lower (an opportunity that my never come).

* HOOD - I'm still kicking myself for not buying this around $10 less than a couple of years ago, it seems.  But I had good reason to not pull the trigger, already having MS JPM, SCHW, and BAC as part of my financial, brokerage portfolio.  I just sold all of my MS and BAC just last week for good profits, so this opens up HOOD.  I want to find a better price, and really love the direction of this company.  I'm a big proponent in the education of the masses to get involved in "investing" at a young age.  Robinhood gets it, and has a big following among the Millennial & GenZ crowd, already.  The baby boomers will be passing on their assets to "you know who" over the coming decades.  This one sets up nicely for years to come, but has gotten caught up in the momentum mania (like PLTR).  

I don't have a strike price on any of these stocks, and will update any buys I make... Today is a total market flush with the DOW down over 1k at the time of this writing... But I feel there will be more pain in the days/ weeks to come.  

*  NVDA - I neglected to mention NVIDIA earlier..  I've never owned it, and just pulled the trigger on this one at $105.78 at 1/4 of a normal position size for me.  This is obviously tied into the AI investment theme with SMH.  I may increase NVDA to 1/2 of a regular purchase size as (if) the market goes lower.  In no way shape or form do I think I'm buying this one at the low, thus my small 1/4 position size...  

Hello Rush51, bought GD @ 260 also added some to AVGO in my Roth, just 10 shares @ 181.1976. already have GD in my ROTH. 

NVDA looks cheap, should go up to at Liest to 200 - 300 @ years end  !!!

@artdb

 GD is one that should work.  I can't see defense spending getting the axe under a Trump presidency.  

 Rush51 I should have beat St. Bonaventura -2 because of my namesake. Oh well !!!

just want to make everyone laugh !!! 

Rush51  IBM  plus oil stocks XOM  good luck to all  

I've got the XLE which I've owned for some years now.  The energy sector has such a small weighting in the S&P nowadays that I feel it needs  more concentration.  And this is an easy way to do it , with XOM and CVX among its biggest holdings. 

Regarding IBM, It's not my favorite tech stock.  It's "old tech" to me w/o much of a catalyst, and it's earnings growth is only in the mid-single digits ..  Speaking of "old tech",  I took a small flier on INTC a few months ago.  This one is much more risky, but I feel it has much more upward potential if they can get bought out or form a partnership (TSMC & AVGO have been interested suitors), or if they can now get things right on a new vision (AI ?) with their new CEO.  This company has been like a rudderless ship ever since they (rightly) fired Gelsinger last year, who really mismanaged the company.  This is a turnaround story for sure fraught w/ risk.   

Regarding my stock list from earlier, I've noted that NKE is dangerously low to hitting its 52-week low.... But I'm not particularly excited about it because it still trades at a market multiple of 39x next year's earnings, it's not expected to grow in '25 & '26, and faces much more significant competition (particularly w/ running shoes) that they haven't faced in decades past.   That's a full plate of challenges for current investors.      This one really needs to get flushed out to get me interested, as it's apparent there are lots of people still hanging on to this stock waiting (hoping) for that turnaround... I want a much bigger safety cushion at lower prices to compensate for the risks that I see...   

Bought a small position in ETN,  (1/2) of normal size position,  @ $283.73, on today's downdraft in the Market. 

I neglected to mention earlier that I bought a very small position,  (1/5) of normal, in HOOD @ $36.26 on March 10th, the same day I bought a position in NVDA.  I really anticipated this thing to keep diving lower, which explains the very small position size.  I'm happy I have a starter position, but I really want to increase the size of this thing, but will be patient and scale into this stock further at lower prices (I hope).     

Good Luck Rush51  

Rush51 how do you feel about HSY ?

@artdb

 Thank you !  You as well..  

HSY seems like a classic stock that should do well in this type of chaotic Stock Market.  And I see it did well today, too,  in an otherwise absolutely horrendous day for the Market.  Hershey's performance today almost leads me to believe the cocoa (and all/most other ingredients) they use are sourced here in the U.S.   And I'm guessing Hershey's market is overwhelmingly located here in the U.S., with a very small minority in foreign markets sales.  Don't know if any of this is true or not, but today's price action seems to indicate it may be.  Also, chocolate probably benefits from being a "go-to" indulgence when it feels like the world is a little chaotic. 

I'd stick with it if you already own it...and will probably be a steady winner long-term if you're thinking of buying.   It almost feels like a Buffet-like stock that's a long-term winner, been around for decades, and  works in both good times and bad.   

[Quote: Originally Posted by Rush51 , on March 10, 2025]*  NVDA - I neglected to mention NVIDIA earlier..  I've never owned it, and just pulled the trigger on this one at $105.78 at 1/4 of a normal position size for me.  This is obviously tied into the AI investment theme with SMH.  I may increase NVDA to 1/2 of a regular purchase size as (if) the market goes lower.  In no way shape or form do I think I'm buying this one at the low, thus my small 1/4 position size...[/Quote]

I bought more NVDA today at $103, at the same 1/4 position size as before..  So, this brings it up to a 1/2 position size, with no further buy plans .  I already own the SMH at roughly 1/2 position size, and there is obviously great overlap between the two, so that completes NVDA.   

I would normally space out the buys to get a much better discount the second (or third) time around, but I was anxious to complete the NVDA position, and am happy it came back again in the low $100s.  On a related theme, I will plan on waiting for HOOD to come in and get a better price than the first time around.  I'm looking for something in the low $30s before buying any more, which is almost another 30% drop from here !  

Thanks Rush51 you always make me feel good with your knowledge and WISDOM!!!  

I had absolutely no expectations of buying more GOOGL..but the opportunity presented itself.   This has been my biggest ( stock)  holding over the years  by far, and a 3x bagger in about 7-8 years .  I just sold it for the first time in the beginning of the year about 1/3 of the position , at close to $200.  Then , a few weeks ago, I decided if it got to ridicously cheap again at levels at $150/ share, I would buy again..  

So, today, before market open I put in a limit order at $150 that executed at $148.10.  I saw the pre market turbulence,  and knew I would get a good price...

GOOGL is a phenomenal company,  but it is not w/o its challenges.   DOJ antitrust concerns,  a threat to its Google search  dominance,  and a belief that companies will turn off their  ad spend ( a cash cow for GOOGL).

I am well aware of the competitive threats to this company.   This is a good buy. 

Quote: Originally Posted by Rush51]Bought a small position in ETN,  (1/2) of normal size position,  @ $283.73, on today's downdraft in the Market.      I neglected to mention earlier that I bought a very small position,  (1/5) of normal, in HOOD @ $36.26 on March 10th, the same day I bought a position in NVDA.  I really anticipated this thing to keep diving lower, which explains the very small position size.  I'm happy I have a starter position, but I really want to increase the size of this thing, but will be patient and scale into this stock further at lower prices (I hope).[/Quote]

I bought the other 1/2 of this position in ETN at $247.03... 

I still have my sights on HOOD in the low $30s.  This might be one of the better stocks over the next 5 - 10 years.  It's that good, and dwarfs brokerage giants Fidelity,  Vanguard , and Black Rock.  But it has demographics on its side.  It trades so wild and violent, that I'm willing to let it come in..... 

@Rush51

 Thanks, I'm goanna do the same and take a small position !!

Got NVDA order filled @ 94.79 this a.m.

@THEMUGG

 Good Buy 

MUGG, that should pay off nicely in the long-term.