Here is My ‘Buy the Dip’ Portfolio of Free Cash Flow Giants

Everyone should have a shopping list of great companies to buy when markets get smashed to pieces. In the event you were too slothful to partake in a little research yourself, Le Fly is here to save the day–once again–to provide you with the ammunition you need to prosper, whenever the hell the market decides to tick higher.

For the sake of organization (Le Fly is a stickler for organization), I’ve broken down my favorite stocks per sector, with ytd returns next to it.

(FYI: For Exodus members: this list is derived from the FCF portfolio inside the Grid)

Basic Materials: VLP (-13%)

Consumer Goods: MNST (-5%), DEO (-6%)

Financial: V (-7%)

Healthcare: JAZZ (-11%)

Industrials: TDG (-4.5%)

Services: AMCX (-2%)

Tech: GOOGL (-9%), AVGO (-17%)

Utilities: WEC (+2.8%)

I know this list is conservative and it lacks the brand of degeneracy that many of you exhibit each and every day of your lives. But, given the level of misery being doled out by the markets, I had to dial back my aggressive ax swinging Viking side of me, in favor for a more genteel approach to finance. These are hard, dark, insidious days. The type of days that will snuff out your portfolios and leave you on the side of the street, stranded, without clothing. Rip yourselves away from the goggle-box and sort out your finances. Play the bounce like a gentleman and then remove yourselves, if I might be so bold, like a cavernous Cro-Magnon as soon as the rally has exhausted itself.