To The Moon

My November shopping list: Instead of running away from a falling market, I want to prepare my cash and look for opportunities to buy quality businesses at discounted prices.

If November brings another major correction in the US stock market, I do not necessarily see it as a disaster. In fact, I see it as a possible shopping opportunity.

Of course, I cannot predict whether November will bring a 5%, 10% or 20% correction. But I can prepare a list of companies that I would be happy to own if their share prices become more attractive.

My strategy is simple: I do not want to buy stocks just because they have fallen. I want to buy businesses with strong competitive advantages, established operations, recurring demand and the potential to recover over the longer term.

Here are my 10 preferred stocks.

1️⃣ Nvidia (NVDA) – The AI powerhouse

Nvidia remains one of my favourite stocks to watch during a market correction.

The artificial intelligence industry is still developing, and Nvidia supplies some of the most important computing hardware behind this transformation.

Its GPUs are used in AI data centres, cloud computing and advanced computing applications.

Why would I buy during a sell-off?

Because a market correction could temporarily push down even excellent technology companies. If Nvidia falls because investors are reducing risk rather than because its business fundamentals have deteriorated, I would be interested.

My strategy would be to accumulate gradually rather than chase the price.

2️⃣ Microsoft (MSFT) – A technology giant with recurring revenue

Microsoft is another company I would consider buying during a correction.

Its business covers cloud computing, enterprise software, productivity applications and artificial intelligence.

One reason I like Microsoft is its diversified business model. It does not depend on just one product.

Its Azure cloud business also gives it exposure to the expansion of AI infrastructure.

If the market sells off, I would look at whether Microsoft’s valuation becomes more attractive relative to its long-term earnings potential.

I would rather buy a quality company at a reasonable valuation than chase a stock after a strong rally.

3️⃣ Amazon (AMZN) – More than an online shopping company

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Amazon is interesting because many investors still associate it mainly with online shopping.

However, Amazon has several important businesses, including e-commerce, advertising and Amazon Web Services (AWS).

AWS is particularly important because businesses continue to need cloud infrastructure.

During a market correction, Amazon could become attractive if investors sell technology and consumer stocks indiscriminately.

I would watch its operating margins, cloud growth and free cash flow.

I am not buying simply because the share price is down. I want to see that its underlying business remains healthy.

4️⃣ Alphabet (GOOGL) – The power of Google

Alphabet is another stock on my November shopping list.

Google has an enormous digital advertising business, YouTube, Google Cloud and exposure to artificial intelligence.

Its competitive advantage comes from its ecosystem, technology, distribution and enormous user base.

The biggest concern I would monitor is competition in AI and the possibility that changing search behaviour could affect its traditional advertising business.

If Alphabet experiences a correction, I would examine whether the market has become excessively pessimistic about its future.

I want to buy when the valuation offers a reasonable margin of safety.

5️⃣ Meta Platforms (META) – Advertising and AI

Meta is a company I would consider if technology stocks experience a broad correction.

Facebook, Instagram and WhatsApp provide an enormous global ecosystem.

Its advertising business benefits from businesses spending money to reach consumers.

I also like the potential for AI to improve advertising targeting, recommendation systems and operational efficiency.

However, Meta is not without risks. Advertising spending can weaken during economic downturns, while heavy investments in AI infrastructure could affect profitability.

I would therefore pay attention to its earnings and capital expenditure before buying.

6️⃣ Berkshire Hathaway (BRK.B) – My defensive choice

Not every stock in my portfolio needs to be a high-growth technology company.

Berkshire Hathaway gives me exposure to a diversified collection of businesses and investments.

Its portfolio includes insurance, energy, rail transportation and other operating businesses.

I like the idea of owning a company with a long-term investment philosophy and a substantial capital base.

During a market correction, I would look at Berkshire as a possible defensive addition.

It is important to remember that Berkshire is still an equity investment. Its share price can also fall during a major bear market.

7️⃣ JPMorgan Chase (JPM) – Banking and financial strength

I also want some exposure to the financial sector.

JPMorgan Chase is one of the largest banking institutions in the United States.

Banks can benefit from lending, deposits, investment banking, payments and wealth management.

I particularly like having different sectors in my investment portfolio instead of concentrating everything in technology.

However, a recession can create credit losses, weaker loan demand and pressure on banking profitability.

During a sell-off, I would monitor loan quality, capital strength and valuation.

I want to buy a financially strong bank at a price that compensates me for the risks.

8️⃣ Visa (V) – The global payments network

Visa is one of my preferred companies for long-term consideration.

The business benefits from electronic payments and global transaction activity.

As more consumers and businesses use digital payment systems, Visa has an opportunity to participate in that growth.

I like businesses that operate essential financial infrastructure without needing to manufacture physical products for every transaction.

During a correction, I would look at Visa’s valuation, payment volume growth and profit margins.

I would not automatically buy it at any price, but a meaningful valuation reset could make it interesting.

9️⃣ Manulife Financial (MFC) – Insurance and dividends

I would also keep Manulife on my shopping list.

Unlike the major technology stocks, Manulife gives me exposure to insurance and wealth management.

I like the potential combination of dividend income and long-term business growth.

Insurance companies can be particularly interesting for investors who want exposure to financial services without relying entirely on traditional banks.

I would monitor investment returns, insurance business performance, capital strength and dividend sustainability.

For me, Manulife is an example of a company that could complement a portfolio dominated by technology stocks.

I would also compare its valuation and dividend yield with other insurers before adding more shares.

🔟 Royal Caribbean (RCL) – Travel and leisure recovery

My final choice is Royal Caribbean.

I like having some exposure to travel and leisure because consumer spending is not limited to shopping and technology.

Cruise businesses generate revenue through ticket sales, onboard spending and other travel-related services.

Royal Caribbean could benefit from continued demand for holidays and experiences.

However, this is a more cyclical investment than some of my other choices.

A recession, higher fuel costs, increased debt expenses or weaker consumer confidence could affect its earnings.

If the stock drops significantly during a broad market correction, I would examine its bookings, debt levels and cash flow before considering an entry.

🐱 How I would approach a November market crash

I would not invest all my available cash on the first red trading day.

Instead, I would divide my buying into several stages.

Market correction My approach

5% decline Start monitoring valuations

10% decline Consider first purchases

15% decline Add to stronger opportunities

20% decline Reassess fundamentals and consider larger purchases

These are planning triggers, not predictions or guaranteed entry points.

1️⃣ Why am I making this trade now?

My reason for preparing this list is simple.

Markets do not move upwards forever. Investors can become overly optimistic, valuations can become expensive and unexpected economic developments can trigger widespread selling.

When panic arrives, even profitable companies with strong competitive positions can experience significant share price declines.

I want to prepare before that happens.

I am particularly interested in balancing my portfolio across different sectors:

* Technology: Nvidia, Microsoft, Amazon, Alphabet and Meta.

* Diversified investments: Berkshire Hathaway.

* Financial services: JPMorgan Chase and Manulife.

* Payments: Visa.

* Travel and leisure: Royal Caribbean.

This gives me exposure to different economic drivers rather than relying on just one industry.

2️⃣ What’s my plan from here?

My plan is to keep cash available and wait for attractive valuations.

I will not assume every falling stock is automatically cheap.

Before buying, I want to examine earnings, debt, cash flow, business growth and management guidance.

I also want to avoid concentrating too much money in a single stock.

For investors who use options, cash-secured puts could be another way to approach selected stocks, provided they have enough cash to purchase the shares if assigned and are comfortable owning them at the strike price.

Covered calls could also generate premiums on shares I already own, although they limit some upside.

My final thoughts 🐱

A market crash can be frightening, but it can also create opportunities for patient investors.

I do not need to catch the exact bottom. I would rather accumulate quality companies at progressively more attractive valuations and give my investments time to grow.

My November watchlist is not a guarantee that all 10 stocks will be bargains. Some may deserve to fall because their fundamentals have weakened.

But if the market gives me an opportunity to buy strong businesses at sensible prices, I want to be prepared.

The goal is not to predict the crash. The goal is to prepare for the opportunity. 🐱

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