• InvestKaki
  • Posts
  • [Premium] 3 Stock Buys amid this Trade War

[Premium] 3 Stock Buys amid this Trade War

Author

James Yeo
April 10, 2025

- SuperKakis-

Hi SuperKakis,

I hope you’re unfazed by the ongoing Trade War…

[Trade Alerts]

While Donald Trump is flipping pratas, we should try to catch the bargains as they come along…

As mentioned in the Telegram (https://t.me/+ZDdDP3-X02pkZjk1) chat (pls join if you haven’t done so), we think this is a good opportunity to average down or buy stocks.

With that in mind, here are the few stocks we will purchase for our model portfolio based on tonight’s opening price.

  • SATS Group - Singapore-based leading provider of ground handling and food services for aviation. Hammered 40% from the ongoing Trade War but neglect the constant growth and that this service is a recurring one!

  • Occidental Petroleum - generating lots of FCF + Buffett as main backer!

  • Alphabet - see quick thesis below:

I just bought Alphabet last night personally and going to add for our portfolio...

This is because while everyone is focused on how its losing its Google Search's market share to Chatgpt, i see 3 bright spots that investors are neglecting:

1) Waymo - Self-driving market leader with no real competitors (Tesla only rumoured to start late this year)

2) Youtube - dominating video + TV leader -> even winning Netflix and Disney in watch time - You cant hit the sheer volume of UGC (User-Generated Content)

Even my daughter wants to start her Youtube channel due to peer pressure these days!

3) Google Cloud/Ai gaining ground in B2B - just check out the 2 recent news below:

What’s Next?

I’d love to know your thoughts on the Trade War and what impact it has done to your portfolio…

Share your ideas and ask questions in our private Telegram group: https://t.me/+ZDdDP3-X02pkZjk1.

Thank you for your continued support and happy investing!

Warm regards,
James “trying to stay calm” Yeo