Summary: I had the chance to talk with the Squawk on the Street anchors about how I think about investing in the time of coronavirus. My view: it’s time to make your list of Robinson Crusoe stocks but don’t pull the trigger yet. You can watch a short video of the interview by clicking here.
Later that day, CNBC.com ran an article about the interview, with my quote below as the lede. You can read the article by clicking here.
My Robinson Crusoe stocks have massive equity, piles of cash, little or no debt, and products and markets protected by Intellectual Property or regulatory fences. Among them are some obvious names: AAPL, BABA, DIS, JNJ, JPM, MSFT, VZ. Get your shopping list together now but slowly, slowly. We have not seen the bottom yet.
JR
