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Stocks To Buy for May 2020

Peter Lynch:
"Far more money has been lost by investors preparing for corrections or trying to anticipate corrections than has been lost in corrections themselves."

Everyone expects the second wave of the market crash. I can see a lot of people sitting on cash and waiting for another crash. People would like to see a 50% decline to be happy and start buying.
But with all this doom and gloom, the same time, my stock market portfolio is at the all-time high again. Are we going to see another stock market crash soon? I have no idea. But my portfolio proved that it is not a good idea to wait and try to buy at the bottom.
Another stock market crash may happen. But my base scenario is that companies from my stock market portfolio will double the current prices in 5 years from now.
Watch this video to find out what are my Stocks To Buy for May 2020.

The S&P500 index went up by 12.7%. As there was a panic selling during March, was it a panic buying in April? The S&P500 index went up by 32% from its bottom on the 23rd of March.

Yes, my choices almost doubled the result of the S&P500 index. Let's start with my American companies. Alphabet went up 15.6%. Facebook skyrocketed by 22.8%, and Apple climbed up by almost 15%. Next, there is my Polish gaming exposure. CD Projekt went up by 23.69%, 11 Bit Studios increased its market capitalisation by 20.83%, and TenSquare Games did a fantastic job and went up by 48.23%. Can you imagine that, such a growth in just a month!
All these gaming companies achieved results better than their respective benchmark, which is the index of the Polish stock market.

Here you can see the change of capital if the initial investment was $10,000. My Stocks To Buy choices delivered 35.8% gains versus the S&P 500 index, which went down by 2.2% during seven months of this series. I beat the index by 38%, which is an amazing result for slightly more than half a year investment. I should consider working for Warren Buffett or some investment banks. Or… maybe later.

My best performing stock this month was Tesla which grew by 49%.
Yes, I agree that it is nice to see almost 100% gains in my Tesla shares.
I do not know where the market goes in the short term. I hope for the correction, but I have no idea what will happen.

Before we get to my choices for May 2020, let's think who likely winners of the current situation are.

Among them, obvious winners are going to be Alphabet and Facebook – my two biggest positions in my stock market portfolio.

It was not an easy decision if I should include Apple company in my Stocks to Buy now choices. It is not obvious that people will buy new electronic devices when they may lose their job or have their income reduced.

What Alphabet has been doing during the first quarter of this year? It looks like they were busy with spending. At a time when many companies are scaling back or eliminating their stock repurchase programs, Google parent Alphabet bought back a record $8.5 billion of stock in the first quarter.

Google is also in talks to acquire D2iQ, an enterprise cloud software company. Alphabet on Tuesday beat analysts' estimate for quarterly revenue as its Google unit posted double-digit advertising growth despite the economic slowdown. Alphabet's overall revenue in the first quarter was $41.2 billion, up 13% compared with the same period last year.

Particularly strong was its performance in Cloud, which was up 52% year-over-year, mostly driven by Google Cloud Platform. CFO of Alphabet marked that in March, the company experienced a significant slowdown in ad revenues.
But Alphabet is still king of cash and the company ended this quarter with a net cash position of roughly $112 billion.
Facebook was also spending its massive cash pile.
The social networking giant Facebook announced a massive $5.7 billion investment in Jio Platforms.

I would like to add Mastercard to my portfolio as well as increase my Tesla stake. Unfortunately, their share prices did not reach the level, which seemed attractive to me.

As I started with a quote by Peter Lynch, I will finish with one as well:
"The trick is not to learn to trust your gut feelings, but rather to discipline yourself to ignore them. Stand by your stocks as long as the fundamental story of the company hasn't changed."



Why The Stock Market Is Going Up?
https://youtu.be/i2gGYfUWxzg



Music: Leonell Cassio



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Please note I am not a regulated financial advisor, and so any help will be non-advisory. If you are unsure of the suitability of any investment, you should seek professional financial advice.