【Thursday Special】How to pick quality companies when it is in the dip?

MillionaireTiger
2023-05-25

Welcome to this week's Thursday Special!

After the Japanese stock broke through the record high this week, well-known investment banks are still bullish on the future of the market, this potential stock to "one of the best"?

Soaring more than 500 billion Warren Buffett's bullish Japanese stocks are really going to turn the tide?

The REAL Reason Buffett Is Buying Japanese Stocks In 2023 - Should You? - YouTube

So, today’s topic is “How to pick quality companies when it is in the dip?”

You may find some clues from

- Growth

- ROC

- Margins above industry

- Cash conversion

- Interest coverage

- FCF yield > Risk-Free Rate

- Low dilution

...

Please share your opinions with evidence in the comments.

Tips:

Everyone who shares specific experiences or strategies will be rewarded.
No coins for the exact same one.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Shyon
·2023-05-26
TOP
逢低买入是一种常见的策略，但实际上并不容易。一般来说，我的策略是密切监控，尤其是当市场经历了急剧而充分的调整时。
一旦市场挤出了泡沫，消化了高估值，就该寻找值得投资的优质公司了。
稳定且不断增长的收益、高股本回报率（ROE）、高股息率和正现金流是公司财务成功的常见指标，表明该公司可能是一项良好的投资。
希望这有所帮助！
@koolgal @rL @Aqa @GoodLife99 @Universe宇宙 @LMSunshine @melson
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- ShyonReplying tomizzle:
  是的，我同意效果不会很明显，但从长远来看，你仍然会在低点买入那些好公司。就像现在的半导体股票一样，许多股票似乎处于中期下跌趋势，但一些催化剂会将大部分股票送上太空。许多是已经接近新高了。
  2023-05-27
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- mizzle:
  当美国银行业的动荡在3月初首次爆发时，有一些迹象表明，投资者正试图“买入下跌”以快速获利。“这种策略是不合时宜的。这些地区性银行股未能像预期的那样反弹，使投资者犹豫是否再次买入。”
  2023-05-26
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Tigress02
·2023-05-26
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Pick undervalue stocks because their prices will eventually return to their intrinsic value And when that happens the investors can gain from the variations between the cost price and current market price
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- Tigress02Replying toriffy:
  No Idea I’m a newbie Just starting out like you Try ask Google ❤️
  2023-05-29
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- Tigress02Replying toriffy:
  Or try and ask ChatGPT, re type your question here: https://openai.com/blog/chatgpt
  2023-05-27
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- Tigress02Replying toriffy:
  Try and ask Google (www.google.com) Type that question again in Google ❤️
  2023-05-27
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MHh
·2023-05-25
TOP
P/B ratio can be an option to first evaluate if it is even ‘value for money’ to buy because even if it is a dip, it may still be expensive
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- MHhReplying tohappygo:
  I wouldn’t
  2023-05-27
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- dimpy:
  How do I know if the stock I want to buy is really worth the money based on its P/B ratio?
  2023-05-25
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- happygo:
  💸 Should I buy a stock just because it's on sale, even if its P/B ratio is still high?
  2023-05-25
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LMSunshine
·2023-05-27
I use the 52W High-Low to calculate the average and try to enter popular tech stocks (i.e. MAANG,NVDA,AMD) and leveraged bull ETFs when it dips below that value and I keep averaging down if it continues to drop😉 THX Loads @MillionaireTiger for this Helpful Investimg Event❣️Friends share a different comment from others for coins❣️@BillionaireN @aiyoh79 @Moolele @mster @intheloop @drandy @eeth @Zack44 @Cyberguard @kaite @BlueDragon @Tonyoh @AlfonsoDex @InvisibleTig @AlanTiger @kwk @InvisibleP @miaomiao007 @TigerHulk @HappyRat @Zacv @Alconies @justforcoins @cubinvestor @我i168 @ZeroG @JennyChiang @MGOH
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- LMSunshineReplying tojingli:
  Agree❣️
  2023-05-28
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- jingli:
  For now, Nvda is dominating the market. Amd is chasing but depands on if its upcoming HI300 can compete with Nvda's Grace Hopper chips later?
  2023-05-28
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- ColinThorndike:
  A decline in price is coming. No stock grows to the sky without rain
  2023-05-28
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icycrystal
·2023-05-26
TOP
根据他们的生活水平，日本曾经是一个生活成本很高的地方。这些年来，情况发生了变化。与上次相比，现在的东西似乎更便宜，更实惠。他们的一些品牌不再在全球占据主导地位（如索尼）。然而，我确实相信，如果日本采取正确的策略夺回市场份额，他们将能够“重返游戏”。他们毕竟是创新的人。[微笑][微笑][微笑]
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- wimpy:
  日本生活成本的下降对他们的经济和就业市场有什么影响？
  2023-05-27
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- mizzmo:
  日本可以用哪些策略来重获其全球科技主导地位？
  2023-05-27
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airui
·2023-05-26
TOP
i will only consider mega caps when they are oversold on both daily and weekly charts. if not i will sell some put options.
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- EraGrowth_Wealth:
  I like your strategy，thanks！
  2023-05-29
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- wubbie:
  How do you manage risk when selling put options in a volatile market?
  2023-05-27
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- wimpy:
  What are the indicators you look for to determine oversold conditions in mega caps?
  2023-05-27
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nerdbull1669
·2023-05-26
TOP
I look at their free cash flow and intrinsic value, when these stocks is below it's intrinsic value and have a good or strong cash flow, it is time to buy them for mid or long term.
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- nerdbull1669Replying tomizzmo:
  I develop a program to calculate the intrinsic value because I find that some other calculation given tend to be on the higher side which make it rather not so accurate.
  2023-05-28
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- nerdbull1669Replying tosnappyz:
  u can look at their cash flow used for operating and investing during their quarterly reporting, you do your assessment whether this company is investing and getting returns to pump back to their cash flow.
  2023-05-28
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- mizzmo:
  How do you determine the intrinsic value of a stock and is it always reliable?
  2023-05-27
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Aqa
·2023-05-27
TOP
Buy the dip when the macro trend looks picking up. Is japanese stocks going up with a push by Warrem buffett? Choose the established market leader. Check out The growth of the company. Its a good sign if the company is growing . ROC is also a good sign. The margin above industry is also a considerstion for me. I’ll DCA if all criteria are positive. Thank s @MillionaireTiger
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- GoodLife99Replying toAqa:
  sorry for late reply, I didn't study for Intel, but from the graph itself, it seems a good opportunity as it's has yet to surge for so much.
  2023-05-29
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- Aqa:
  @GoodLife99 are u eyeing any tech stock to buy? How do u think Intel?
  2023-05-27
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- ShyonReplying toAqa:
  Haha thanks! Sorry that the tag didn't work
  2023-05-27
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Bons
·2023-05-26
TOP
I'll pick 🇯🇵 companies which have already built its international networking, such as having branches in multiple countries. after that, I'll looking into their financial statements whether they still generate a sizable profit or logical income.
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- BonsReplying tofizzzi:
  well, to begin with, a Google would help in revealing whether it has multiple branch/ representative offices in many countries/regions.
  2023-06-03
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- BonsReplying tosnappyz:
  a lot of. actually I'm not too good since many articles in here have reporting that many factors needed to search for the company profitability, such as: market share, historical data, market penetration, customers growth, ROE, ROA, and so on.
  2023-06-03
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- snappyz:
  What factors should I consider when analyzing a company's financial statements to determine its profitability?
  2023-05-27
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Cory2
·2023-05-26
TOP
据我所知，日本正在将许多离岸（制造）公司带回家。出于这个原因，我会在这方面做一些研究，并寻找那些在质量和良好利润方面享有盛誉的公司。日本正在寻求提高其全球出口能力，尽管这可能需要几年时间，但随着日本公司开始建立和握手交易，增长的潜力已经存在&hellip
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- jazzyco:
  日本公司为了扩大其全球影响力，正在进行什么样的交易？
  2023-05-27
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- wubbie:
  日本出口能力的增长潜力有多大，需要多长时间才能看到效果？
  2023-05-27
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0QH
·2023-05-26
TOP
in sg, I look for monopolistic stocks like $NETLINK NBN TRUST(CJLU.SI)$ . They are a better alternative with fixed deposit interest and tbills yield dropping
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- glitzy:
  With fixed deposit interest and tbills yield dropping, what other investment options should I consider besides stocks?
  2023-05-27
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- jazzyco:
  What other monopolistic stocks should I look for in SG?
  2023-05-27
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tradelaggard
·2023-05-27
TOP
go back to dcf. without a dcf. you won't know how cheap is cheap. cheap can get cheaper. dcf will let you know if cheap is undervalued.
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- glowzi:
  What are the key factors to consider when evaluating a company's financial health?
  2023-05-27
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- dimpy:
  How do I calculate the fair value of a stock?
  2023-05-27
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fxaw
·2023-05-26
TOP
The easiest is buying the good ETF in the dip.... or just buy what the Buffet had or accumulated....
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- happygo:
  Is it really a good strategy to blindly follow what Buffet is buying?
  2023-05-27
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- glowzi:
  How do I know which ETF is a good buy during a dip?
  2023-05-27
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LMSunshine
·2023-05-27
I use the 52W High-Low to calculate the average and try to enter popular tech stocks (i.e. MAANG,NVDA,AMD) and leveraged bull ETFs when it dips below that value and I keep averaging down if it continues to drop😉 Share a different comment from others for coins❣️@alylady @moliya @maricel @Sonoma @LuckyPiggie @Doge2theMoon @equitygenius @StayHome @SGboy @Sandyboy @Stayclose @DMTrader @BettyT @Bunta @tigjun21 @JohnL @jace0777 @DoreamonGo @TTrade @VonCat @boonk @Trevelyan @jgaldon @Kok @Agxm @Dodonan @BubTigger @Decromer @OddEyeCircle @StarAce @zerolih @WuDi @Asphen @MasterStonker @MoneyCub @MiniAce @StayCalm @ee244c @Huangyulee @tarotsgirl @Lord_Kuberan @ShengSoon @jllwang @Shiella @cristine @Gunawanh @WLing @Zash @Snoopymint @GrumpyDino @YTGIRL @VivianChua @MSJYJ @YJ13 @bernardtayet @Kindryl @angyenyen @KBWSG @JazzyTizzy @Alupigus @tigernoob @MojoStellar
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Alubin
·2023-05-26
TOP
still have to check for good fundamentals. for example P/B ratio, recent news, history. then dca into good potential
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- gleezy:
  How much should I be investing when I dca into a company with good potential? Is there a certain percentage of my portfolio I should be allocating?
  2023-05-27
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- cutzi:
  How do I determine if a company has good fundamentals? What metrics should I be looking at?
  2023-05-27
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Bunifa Latif
·2023-05-26
TOP
I willl find based on the dividend yield and its past performance and see what others have to say
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- fizzzi:
  How has the company's stock performed in the past year compared to its competitors?
  2023-05-27
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- happygo:
  What is the company's dividend history and payout ratio?
  2023-05-27
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Papa Bear
·2023-05-26
TOP
I like to look at cashflow primarily. However the business itself must have a moat otherwise it is not a long term investment for me.
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- twiddly:
  What do you consider to be a "moat"? How do you assess a company's competitive advantage?
  2023-05-27
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- gleezy:
  How do you evaluate a company's cashflow? What metrics do you look for?
  2023-05-27
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LMSunshine
·2023-05-27
我用52W的高低来计算平均值，当它跌破这个值时，我会尝试进入热门科技股（即MAANG、NVDA、AMD）和杠杆牛市ETF，如果它继续下跌，我会继续下跌。😉分享与其他人不同的对硬币的评论。Y123@psk@pekss@amroui@Ericdao@StickyRice@StarLuck@Success88@kungpao@CL Wong@Derrick LesterTan@IAS@HSTew@Kerrisdale@PhilipChow
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第N次大变革大分流
·2023-05-26
TOP
看ROE值，看现金流，看盈利前景，看护城河，最重要的还是护城河，护城河强的企业即便在熊市之后依然能够迅速崛起。把对手甩得更远。熊市是检验护城河的重要途径
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StickyRice
·2023-05-30
I will pick based on momentum. Usually I will try to see if the stock over bought or oversold first
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