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Wednesday 29 April 2015

REA, CAR, SEK, Three Disrupter Companies, that it could be time to buy.

The market seems to be trading sideways with many stocks fully valued, its hard to see the banks going much higher, and iron ore and oil stocks still a bit volatile, and a general malaise in many stocks.

On the other hand its hard to see good stocks, even the banks, sliding much, where else do you put you money?

If your older, and looking for income, not much joy in term deposits.

So may be a good time to buy the dips, so what do you buy?

Where is the growth going to come from, maybe the medical area because of an aging population, but many stocks there look pretty fully valued.

I still like the the disrupters like Realestate.com, pretty expensive, but still dominates the market in its segment.

Realestate.com REA  still a market leader, even with the competition, hard to see them being beaten, same for Carsales.com CAR and Seek SEK, money making machines, that are disrupting the traditional way we do thinks.

Growth opportunity into Asia, so these little pullbacks might be a good chance to get into them for a long term portfolio.


 REA Real estate .com
 
  
 
CAR Caresales.com
 

 
SEK seek


 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

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