$Wal-Mart(WMT)$During recession, which may come very soon and last for a few years, people cut back their discretionary spendings, like luxury goods, travels, etc. but they usually stick to and sometimes increase their grocery spending.With recession looming, Walmart is a good stock to own. Its heavy investment in e-commerce and delivery network will start paying dividends now. Time to start getting a position or increasing existing position, using dollar cost averaging.
$BlackBerry(BB)$Obscure company, ex giant has found new life as security expert for IOT, especially EVs. Good fundamentals, experienced leadership. I believe it's time for the grand comeback ofblackberry!
$Airbnb, Inc.(ABNB)$The road ahead for the next 2 years will be tough, as the world battled inflation, rising interesting and a looming recession. Cyclical and discretionary consumer stocks like travel companies are extremely vulnerable.However, among them Airbnb is best positioned to weather the storm and emerge strong. Leadership with proven track record to navigate uncertain times, innovative technology, top-notch brand value, and market leaderposition with a large moor all set it for future success.
$Adyen N.V.(ADYEY)$For those in the fintech industry, travel or retail industry, Adyen isa very familiar with meteoric rise in the past 5 years or so. Strong brand with high market penetration, impressive and sustainable growth track record, great reputation in the field.Unfortunately it's stock has been dragged down by the tech sell off in last 6 months. I believe it's positioned to grow to even greaterheight in the coming 5 years. Worth holding for long term.