RE: Shares to look out for post war14 Mar 2026 13:12
Worya
Take a look at IAG, traded out of them a little before the war (got lucky) and will move back in again at some point but still hold a base position, used my profits and capital from them to buy some short term trades in DEC at £9.80 and £10.30 but now it is more medium term trades. Perhaps trade out of these DEC trades and back into IAG depending on what is happening. For IAG if Oil price goes down will be a big bonus, bought new plains when cheap, repaid most of the Covid debt and when finished lot more cash for BBs, dividends, expansion. An interesting small company is SRT, huge order book and doing very well, I picked some more at 79p not so long ago. The financial stocks like AV, LGEN, SDLF (was PHNX), M&G, BARC, HSBC etc should pick up as well, could be a short to medium term play but I have long term positions in some of these for dividends. As we head to next election NS O&G should pick up, SQZ, KIST and others. For the brave Uranium stocks are always worth considering miners at a high like CCJ and NXE, SMR very risky but potentially huge or YCA for pure uranium play.
ENOG should be good if/when ME becomes more stable.
In the very lone term always like miners, GLEN, BHP, RIO etc and O&G as these have huge amounts of assets in infrastructure and stuff in the ground but gone up a lot recently so timing very important. Been trading GLEN and BHP but also holding long term position and slowly adding to GLEN, BHP and some O&G on dips but not for a time.
As always just my opinion and DYOR.