12 Stocks I Hope To Buy If The Market Crashes


Thapana Onphalai

I haven’t been making as many buys in the market as I usually do, leading many subscribers to request an updated watch list.

For a couple of months now, I’ve been doing my best to stockpile cash to pay for several real estate transactions (and the associated costs).

Happily Building Bear Market Cash

Is A Recession On The Horizon?

US Bureau of Labor Statistics

Formulating A Watch List

Established an emergency fund (covering roughly 6 months of my family’s expenses).

Set cash aside that is earmarked for market weakness (in recent years, I’ve taken advantage of the market’s strength to build up my bear market cash position),

Focused on safe and reliably growing passive income with my past investments, meaning my portfolio will create its own dry powder to spend during the next market sell-off.

Focus On Quality Above All Else

Company

Ticker

Price

Fair Value Estimate

Dividend Yield

5-year DGR

Increase Streak

Microsoft

MSFT

$374.38

$325

0.80%

10.16%

22 years

Accenture

ACN

$343.22

$270

1.50%

11.82%

19 years

S&P Global

SPGI

$426.81

$360

0.84%

12.47%

50 years

Moody’s

MCO

$380.57

$285

0.81%

11.84%

14 years

MSCI

MSCI

$526.02

$440

1.05%

23.52%

10 years

FactSet Research

FDS

$453.20

$435

0.86%

9.08%

25 years

Visa

V

$259.56

$270

0.80%

16.27%

16 years

Mastercard

MA

$420.75

$415

0.63%

17.92%

12 years

Automatic Data Processing

ADP

$236.68

$230

2.37%

12.96%

48 years

Broadridge Financial Services

BR

$193.84

$177

1.65%

13.49%

17 years

Intercontinental Exchange

ICE

$117.93

$130

1.42%

12.26%

11 years

McDonalds

MCD

$291.42

$275

2.29%

8.26%

48 years

Click to enlarge

Company

Ticker

Historical Positive EPS Growth Reliability

Number of Double Digit EPS Growth Years

10-year EPS CAGR

2024 EPS Growth Consensus

2025 EPS Growth Consensus

Microsoft

MSFT

17/20

11 out of 20

14.30%

14%

15%

Accenture

ACN

19/20

12 out of 20

10.70%

5%

8%

S&P Global

SPGI

16/20

15 out of 20

15.10%

14%

14%

Moody’s

MCO

17/20

15 out of 20

10.90%

12%

15%

MSCI

MSCI

13/15

11 out of 15

19.40%

11%

14%

FactSet Research

FDS

20/20

15 out of 20

12.30%

11%

11%

Visa

V

14/15

13 out of 15

16.50%

13%

14%

Mastercard

MA

15/16

15 out of 16

17.10%

17%

18%

Automatic Data Processing

ADP

19/20

9 out of 20

12.50%

11%

10%

Broadridge Financial Services

BR

14/16

10 out of 16

14.10%

10%

11%

Intercontinental Exchange

ICE

20/20

12 out of 20

13.30%

4%

11%

McDonalds

MCD

17/20

10 out of 20

6.50%

6%

10%

Click to enlarge

Company Overviews



This article was originally published by a seekingalpha.com . Read the Original article here. .