Value Portfolio - Value Stocks to Invest in for the Long Run - 2019 Value Stocks - Value Stocks | Summary and Q&A

TL;DR

Analyzing value stocks from Dow 30 companies to create a diversified portfolio for long-term growth.

Key Insights

• 🤶 Dow 30 companies like 3M, Boeing, and United Technologies offer value opportunities post-market challenges.
• 🪛 Stability and growth potential drive selection of financial sector giants like Goldman Sachs and J.P. Morgan.
• 🛻 Defensive healthcare picks Johnson & Johnson and Pfizer exhibit consistent revenue growth.
• 🛢️ Energy sector choices Chevron and Exxon show profit growth despite oil price volatility.
• 💁 Apple and Intel offer value pricing in the information technology sector.
• 💄 Walgreens' strategic positioning in the industry makes it an attractive value stock.
• 💐 Consideration for adding CVS, General Electric, and an ETF like VOO for portfolio diversification.

Transcript

Hi I'm Jimmy in this video. We're gonna be looking at value stocks that are going to make up our value portfolio from our Dow 30 analysis. So if you're new to this channel Well what we've been doing is we've been doing an analysis. We call the Dow 30 analysis where we analyze all 30 companies in the Dow Jones industrial average. We then take that a... Read More

Questions & Answers

Q: What is the main focus of building a value stock portfolio based on the Dow 30 analysis?

The primary focus is to select reasonably priced stocks with growth potential for long-term investments, utilizing research on Dow Jones Industrial Average companies.

Q: How does the merger of United Technologies with Raytheon impact the value portfolio?

The merger presents synergistic opportunities for both companies to achieve economies of scale and enhance long-term value for investors in the portfolio.

Q: Why are Johnson & Johnson and Pfizer considered defensive names in the healthcare sector?

Despite recent criticisms, both companies have shown consistent revenue and profit growth, making them suitable additions to a value portfolio for their stability.

Q: What factors make Chevron and Exxon favorable choices in the energy sector for a value portfolio?

Both companies have demonstrated the ability to grow profits amidst fluctuating oil prices, positioning them as stable choices for long-term investment in the sector.

Summary & Key Takeaways

• Jimmy analyzes Dow 30 companies to build a value portfolio for long-term holders.

• Selected companies include 3M, Boeing, United Technologies, Goldman Sachs, J.P. Morgan, Johnson & Johnson, Pfizer, Chevron, Exxon, Apple, Intel, and Walgreens.

• Proposes adding CVS, General Electric, and an ETF like VOO for diversification.