22 STOCKS TO WATCH - CHANNEL RECAP | Summary and Q&A

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September 23, 2017
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Value Investing with Sven Carlin, Ph.D.
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22 STOCKS TO WATCH - CHANNEL RECAP

TL;DR

This video provides a recap of 20 recommended stocks, discussing their current status and potential as investment options.

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Key Insights

  • 🙃 The video emphasizes the importance of a margin of safety when investing and looks for stocks with high upside potential.
  • 🏅 Gold and copper mining stocks are recommended due to their leverage to commodity prices.
  • 😋 Organic food distributors and producers like High Liner Celestial are seen as good investments due to their involvement with major retailers like Whole Foods and Amazon.
  • 👋 Brazilian utilities, such as ELP and CIG, are considered good long-term investments, especially if the economic situation in Brazil improves.
  • ✋ The video suggests being cautious with high-risk stocks like Mia, as their value can quickly decline due to regulatory changes or other factors.
  • 🍉 Skechers and Starbucks are recommended as long-term investments, with growth opportunities in Asia being particularly promising.
  • 🙈 Qualcomm is seen as a good investment due to its involvement in developing 5G technology and autonomous driving.
  • 🤢 Real estate plays like AHC Bella and cigar bar investments like AACQ are highlighted as potential opportunities.

Transcript

good day fellow investors I have started this channel four months ago and in the four months we have analyzed more than 20 stocks and the 20 stocks I think I said it was a good buy in this video I want to recap the 20 stock buy recommendations see what's going on whether there are still a buy and I'll do that by quickly discussing the stock seeing ... Read More

Questions & Answers

Q: What was the first stock recommendation discussed in the video?

The first stock recommendation was Nova Gold Resources, which was seen as leveraged to gold prices with long-term growth potential.

Q: How has Harmony Gold, another recommended stock, performed since its recommendation?

Harmony Gold initially went below its recommended price but has since increased in value, making it a good investment for those who bought in early.

Q: What were the reasons behind recommending Emira Nature Foods?

Emira Nature Foods was recommended due to its strong growth in the Indian basmati rice market, low price earnings ratio, and consistent book value growth.

Q: Why is YY considered a better investment than Mom?

YY had higher growth rates compared to Mom, even though its valuation was three times higher. However, if YY stops showing growth in paying users, its valuation could decline significantly.

Summary & Key Takeaways

  • The video analyzes 20 stock buy recommendations made in the past four months, looking at their current performance and future prospects.

  • It emphasizes the importance of finding investments with high upside potential and a margin of safety to minimize risks.

  • The stocks discussed include gold, copper, organic food, utilities, social platforms, gas exporters, and more.

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