It can get pretty hard to stay the course when the stock market wobbles, U.S. markets sink into a correction, and all you hear is non-stop negativity when tuning into your favourite financial television show. Undoubtedly, it’s been all about Trump, tariffs, and trade wars. Let the pessimism get to you, and it’d feel pretty good to hit the sell button on a wide range of names that have been weighing down your portfolio in recent trading sessions.
And while it seems like things can only get worse from here as non-stop tariff news acts as a gravitational force on stocks, I think that long-term investors should buy despite expectations of continued pain. Indeed, Trump tariffs will bring a lot of pain. But just how much is, the big question.
Either way, I think if you’re in the markets for the next six to seven years (at minimum), it makes sense to do some buying right here, right now, while investors grow fearful of equities across the board. Indeed, whenever you have an indiscriminate sell-off, there can be huge opportunities within the names that may already be down by double-digit percentage points. In this piece, we’ll look at a few names that I think will be fine in the long run, regardless of how the trade war plays out.
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Brookfield Corp.
Brookfield Corp. (TSX:BN) is an easy buy whenever it dips into a correction. The company has some of the best-in-class income-producing tangible assets out there. And while shares were overdue for a pullback after a meteoric rise to new all-time highs, I think that those who stick by the legendary alternative asset manager will continue to do well over the coming years, regardless of the economy’s next trajectory. The stock has now shed 22% of its value, sinking way faster than the broader TSX Index.
Though the bear market could have longer to go, I view shares as a fantastic bargain as the company looks to keep making smart investments in renewables and infrastructure. In short, BN stock is a great one-stop-shop value play amid this sell-off. If there’s one name to walk away from this market rout, it’d have to be Brookfield Corp. It’s oversold, and at some point, it’ll be overdue for a bounce.
Apple
Up next, we have shares of Apple (NASDAQ:AAPL), which are flirting with bear market territory, now down around 18% from all-time highs. Undoubtedly, it’s just another one of the hard-hit Magnificent Seven stocks that have amplified downside in the markets.
And while a bear market seems unavoidable, the lack of catalysts on the year seems like more than enough reason to ditch shares while they’re trading at over 33.0 times trailing price to earnings. As analysts and investors punish the name for coming up short on artificial intelligence (AI), China headwinds and more, I think that the crowd is losing sight of the long-term plan.
It seems like investors have completely forgotten about DeepSeek and how cheap it can be to “catch up” in the AI race. All considered, AAPL is an oversold bargain that’s worth checking out as the bear makes its return.
