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House Price Crash forum > Investment > Investment in general
Ash4781
May 13 2007, 11:43 AM
Stocks for a downturn

-Supermarkets
-Tobacco
-Electricity and gas
-Defence
-Pharmaceuticals

Any more ?




christhpc
May 13 2007, 11:56 AM
Booze - e.g. Scottish and Newcastle
muttley
May 13 2007, 04:28 PM
QUOTE(Ash4781 @ May 13 2007, 12:43 PM) [snapback]636119[/snapback]
Stocks for a downturn

-Supermarkets
-Tobacco
-Electricity and gas
-Defence
-Pharmaceuticals

Any more ?

Are you going to share your reasons as to why you believe these stocks are due for a downturn? I can think of individual shares in all these sectors that I wouldn't mind in my portfolio. I would happily hold TSCO, BAT, NG., VEG, and GSK.

QUOTE
Booze - e.g. Scottish and Newcastle


...and SCTN.
Ash4781
May 13 2007, 05:59 PM
QUOTE(muttley @ May 13 2007, 05:28 PM) [snapback]636336[/snapback]
Are you going to share your reasons as to why you believe these stocks are due for a downturn? I can think of individual shares in all these sectors that I wouldn't mind in my portfolio. I would happily hold TSCO, BAT, NG., VEG, and GSK.
...and SCTN.


Sorry I meant stocks to hold for a slowdown / recession.
muttley
May 13 2007, 06:05 PM
QUOTE(Ash4781 @ May 13 2007, 06:59 PM) [snapback]636397[/snapback]
Sorry I meant stocks to hold for a slowdown / recession.

Apologies. I misunderstood your (somewhat ambiguous) thread title. Yes, I agree!
slurms mackenzie
May 19 2007, 11:13 AM
Insurance perhaps? I'm thinking of snapping up some aviva


Water and related industries .....


The uk suppliers are probably not much value but think beyond that ....

http://uk.reuters.com/article/stocksNews/i...23?pageNumber=2


Ash4781
May 19 2007, 12:36 PM
http://www.telegraph.co.uk/money/main.jhtm...18/ccftse18.xml

QUOTE
Low borrowings, or in the case of nearly a fifth of the FTSE 100 net cash, makes companies vulnerable to takeover. It provides private equity bidders with the opportunity to load an acquisition with debt and so magnify returns on reduced shareholders funds.



I'm not too sure about these valuations' on the property portfolios' for supermarkets, and pubs. Sainsbury's recently re-valued it's portfolio. I suppose it's more of a problem if they sell and leaseback a lot of their property and we hit a recession and possible deflation.

Would leases be at say 25yrs at a high rent ?



paolo88888
May 28 2007, 11:03 PM
QUOTE(slurms mackenzie @ May 19 2007, 12:13 PM) [snapback]642633[/snapback]
Insurance perhaps? I'm thinking of snapping up some aviva
http://uk.reuters.com/article/stocksNews/i...23?pageNumber=2


Thats my feeling. I hold Aspen Insurance Holdings AHL (AMEX). PE 6.14. The share price was hit by hurricane Katrina, and has not recovered, although the earnings were only hit in one quarter of 2005.
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