While waiting for the stock market correction everyone is talking about, I’m considering the following stocks for my next purchases. Expected order is roughly as follows:
- Omega Healthcare Investors
- Allianz
- Nordea
- Telia-Sonera
- Aflac
- Deere
Bubbling under:
- Adidas
- Travelers Companies Inc.
OHI has been on my watch list for a while now so it is the most obvious pick. Aflac and Deere are existing positions but both are very likely to present attractive opportunities during the next 6-24 months. I’m not in hurry to add on those positions but instead will start on adding positions in european companies before the spring payouts. This is pretty much the preliminary shopping list for the next six months. Execution depends on the moods of Mr. Market.