The purpose of this article is to again look at what sort of companies may be appealing for purchase during September 2020. With overvaluation now reaching large proportions in key segments and earnings forecasts still not materially recovered (and likely won't be until at least 3-9 months), picking the right and undervalued stocks becomes a key concept.
As always, it's about the responsible allocation of investment capital, as best as I can see it in the market's current position today. We'll focus on 1-3 companies per sector. This allows me to mention both a grade-A