Top Stocks on My Radar After the Market Sell-Off

Be greedy when others are fearful

The market sell-off we just experienced is very interesting. Unlike most market sell-offs, even usual safe havens like healthcare and utilities didn’t hold up It was a broad risk-off move, nearly everything got sold, no matter what.

Source: Marketscreener.com

But it is important to be greedy when others are fearful and here is a clear signs: fear is everywhere. However, it is impossible to know where the bottom will be so I always follow the same strategy: I identify stocks I like, I define buy zones and I deploy my capital progressively.

Last week, I published an article with buy zones for 50 stocks to update your watchlists. It is time to share my watchlist, not the full list, but the stocks I find particularly compelling following this initial market sell-off. This article has 2 goals: first, to give you insight into my investment approach so you can refine your own, and second, to highlight the best opportunities I see right now, saving you hours of research.

The stocks I want to buy

The types of stocks I am looking to buy fall into 3 main categories:

• Ultra-high quality companies that are approaching attractive valuations. These are businesses with strong fundamentals, durable moats, and consistent performance that I am willing to own for the long term

• Beaten-down stocks showing signs of fundamental improvement temporarily out-of-favor names where the underlying business is strong, offering potential for significant upside as sentiment shifts

• Deep value opportunities, stocks that appear too cheap to ignore, but I remain cautious to avoid value traps, since "cheap" is never the main reason I invest. I am focused on quality even within the value space

• Close to buy zones. And as you will discover in this article we have a lot of stocks close to buy zones (the question is therefore how to prioritize as you cannot buy everything or use of your cash at once)

---

To discover the stocks, you need to be a paid subscriber. Here is why upgrading to a paid subscription is worth it:

• Access exclusive content. Dive deeper with detailed analyses, advanced insights, and premium research not available to free subscribers

• Follow my portfolio. Gain exclusive access to my portfolio, including monthly updates, tracking my moves, and watchlists

• Discover more stock ideas. Explore in-depth stock ideas, technical analyses, and strategies tailored to uncover hidden opportunities

• Support this newsletter. Your subscription directly supports the creation of high-quality, valuable content to help you achieve your investment goals

---

For each stock, I will assign a score across the following categories:

• Interest in increasing position: ⭐️ = Low interest / ⭐️⭐️ = Moderate interest / ⭐️⭐️⭐️ = High interest (Note: the interest is for me and depends on my target portfolio, my current positions and the current opportunity created by the sell-off)

• Valuation: 💰 = Overvalued / 💰💰 = Fairly valued / 💰💰💰 = Attractively valued

• Risk level 🔴 = High risk / 🟠 = Moderate risk / 🟢 = Low risk (Note: All investments carry some level of risk)

Large caps in my portfolio

Adobe (ADBE)

• Current price: $349

• Interest to reinforce ⭐️⭐️ | Valuation 💰💰 | Risk 🟠 (moderate)

• Buy zones $335 / $275 / $210 (slightly changed since my last analysis)

Interesting valuation (PE around 22x). Software may be risky in case of recession. AI is a risk and an opportunity. Buybacks will have a stronger impact with a lower valuation.

Adyen (ADYEN.AS)

• Current price 1,259€

• Interest to reinforce ⭐️⭐️⭐️ | Valuation 💰💰 | Risk 🟠 (moderate)

• Buy zones 1,240€ / 1,040€ / 750€

Unchanged long-term trend. Strong partnership. Expected accelerating growth in 2025 (at least before the tariffs)