4 Stocks I Own - May 2018

TL;DR

In this video, the content creator discusses their four biggest investments in the stock market: Cirrus Logic, Toll Brothers, Callaway Golf, and L Brands. They provide in-depth analysis and reasoning behind their excitement for these companies.

Transcript

you already know what time it is for stocks io May 2018 edition this is my favorite series the most popular series on the entire channel we're gonna dive into what my four biggest investments are in the stock market right now and why I'm so excited about these companies you guys know I'm a long-term investor I invest in companies for several years ... Read More

Key Insights

• 🔜 Cirrus Logic is expected to report earnings soon, which may have a significant impact on the stock's performance.
• 💪 Toll Brothers's strong growth and presence in various markets indicate a positive outlook for the luxury homebuilder.
• 🌍 Callaway Golf's recent financial results showcase their success in international markets, particularly in Asia and Europe.
• 💪 L Brands is experiencing a turnaround in sales, with a positive comparable sales growth for Victoria's Secret and a strong performance from Bath & Body Works.
• 🍉 The content creator's portfolio is well-diversified and focused on long-term investments with potential for growth.
• ☠️ Interest rates are not expected to significantly impact Toll Brothers' target market, which consists of buyers who can afford luxury homes.

Questions & Answers

Q: Why is Cirrus Logic one of the content creator's biggest investments?

Cirrus Logic is a promising company with a strong track record of growth. They have a significant presence in the smartphone industry, especially with Apple, and have potential for growth in digital headsets and the Android market.

Q: What makes Toll Brothers an attractive investment?

Despite the low PE ratio, Toll Brothers has been experiencing strong growth in various markets across the United States. They are well-diversified and cater to the luxury segment of the housing market, where their average selling price is significantly higher than competitors.

Q: What factors contribute to the content creator's excitement about Callaway Golf?

Callaway Golf has reported strong growth in net sales, especially in Asia and Europe. Their market share in various golfing categories is significant, and they also benefit from a 15% ownership stake in the rapidly growing company, TopGolf.

Q: Why did the content creator choose L Brands as their biggest investment?

L Brands, the owner of Victoria's Secret and Bath & Body Works, has shown signs of a turnaround. After a challenging 2017, their recent sales figures indicate growth potential, especially with positive comparable sales data for Victoria's Secret and strong growth for Bath & Body Works.

Summary & Key Takeaways

• The content creator's fourth biggest investment is Cirrus Logic, an audio component supplier for smartphones. They have a strong track record of consistent growth and potential for further expansion.

• Toll Brothers, a luxury homebuilder, is the content creator's third biggest investment. Despite a low PE ratio, they continue to experience strong growth in various markets across the United States.

• Callaway Golf, known for their golf equipment and accessories, is the content creator's second biggest investment. Their recent financial results show substantial growth and strong performance in Asian and European markets.

• L Brands, the owner of Victoria's Secret and Bath & Body Works, has become the content creator's biggest investment. They are experiencing a turnaround in sales and are expected to return to growth in the future.