11 Stocks to Buy If BREXIT Creates More Fear In the Markets

- June 26, 2016

Buffett

If I am right, then last Friday’s assault of stocks is just the beginning of a larger crash in equities that should last through next week. While it is impossible to know for sure how stocks will trade, one thing I do know is that any affects from BREXIT won’t be felt for another year, maybe even two. Therefore, if stocks do in fact fall more, I have come up with a list of 11 stocks to buy.

Importantly, these are not stocks to buy on Monday. These are stocks that could fall further with the market but have very little exposure to the EU and U.K. These stocks to buy will end up looking more like gems with each percentage loss caused by the BREXIT fear.

11 stocks to buy

Expedia (NASDAQ:EXPE) stock fell 7.4% in response to BREXIT. It’s made acquisitions worldwide over the years, but most of its bookings still come from North America. That, coupled with strong guidance after its last quarter makes EXPE loss very appealing.

XPO Logistics (NYSE:XPO) fell 13.3% after already being down 50% from its 52-week high. Yes, it has strong European roots with Norbert Dentressangle, a French company, but with over 50,000 European employees across 12 countries XPO provides both jobs to the U.K. & a way to trade. Thus, it will be minimally affected. Although, it may take the market some time to realize the fact.

Rite Aid (NYSE:RAD) fell 0.7%. A 0.7% loss isn’t significant when you consider the loss of both the market and other stocks. However, there is acquisition in play that will send shares upwards of $9 from $7.71. Walgreens is very likely to keep falling due to its European roots, which could weigh on RAD. Fortunately, none of the RAD acquisition is tied to WBA stock.

U.S. Bancorp (NYSE:USB) down 5.6%. PNC Financial Services (NYSE:PNC) down 6.5%. Fifth Third Bancorp (NYSE:FITB) down 8.4%. This is where real value can be found: regional banks with no ties to Europe that are drug lower with the rest of the financial sector. Remember that.

American International Group (NYSE: AIG) down 7.2%. AIG was 30% below its book value per shares before the BREXIT, and after a 7% loss it is looking that much better. The big catalyst here is a $25 billion capital return plan over two years for a company that is now valued at just $56 billion. With just $3.5 billion spent on dividends and buy backs during its last quarter, AIG will be a can’t miss stock once the selling subsides.

Acadia pharmaceuticals (NASDAQ:ACAD) is down 6%. I’ve been saying that ACAD stock is going to have a volatile road ahead and during the launch of Nuplazid. However, the drug is still a blockbuster in waiting. Therefore, any percentage loss from this point forward just makes the stock that much more attractive.

Walt Disney Company (NYSE:DIS) is down 3.3%. The cheaper it gets, the better DIS looks. All of Disney’s segments are outperforming, and while the U.K. Does give favorable tax credits for movie production, it does not ultimately affect the many areas that make DIS click.

Netflix (NASDAQ:NFLX) is down 3.5%. Netflix is now just a few short months away from the start of its Disney partnership. That’s a huge catalyst short-term in a stock that is oversold. U.K’s independence has nothing to do with how many people ultimately watch and enjoy Netflix.

Regeneron Pharmaceuticals (NASDAQ:REGN) is down 5%. REGN is more than 50% off its high and fell 5% last Friday. It is a NY based company with major catalysts on the back end of this year.

 

 

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