3 Stocks To Buy From 15 Cheap S&P500 (SO, PYPL, MO, F, KR, DD, CE, HP, WBD, EBAY, WBA, MO, IP, VICI)
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- Опубликовано: 6 июн 2024
- I am finishing with the research on cheap stocks in the S&P 500. Here are the details with 3 stocks to buy, 5 stocks to bet on and 7 stocks to leave to pension funds.
0:00 Cheap S&P 500 Stocks
1:16 Southern SO
4:55 Paypal PYPL
9:06 Altria MO
11:38 Ford F
12:35 Kroger KR
14:09 Du Pont DD
15:15 Celanese CE
16:65 HPQ
20:49 WBD
26:34 EBAY
27:32 WBA
28:46 Mosaic MO
30:16 IP
31:16 VICI
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It would be interesting to see a deeper analysis of some Chinese stocks Tencent/BABA/JD/PDD, especially with them trading at such low Price to FCF ratios when compared with similar companies in the S&P500
thanks for suggesting!
chinese stocks is just not the way, way too volatile
@@CapybaraBEATZthe best market today for risk/reward .. if you invest for the long term of course.. volatility is value investors friend ;)
@@Value-Investing
I think sven will not do video because he is investing in some of this company, especially JD.. just a wonder of mine 😅
Agreed.
Love it! Thank you for the free research Sven
Glad you enjoyed it!
Always appreciate your insights, Sven. Thanks again.
My pleasure!
Sven, awesome as usual!
Amazing analysi, thanks Sven!
Thanks!
Great channel , been watching for a while and the vast majority of advice pans out.
thanks!
Thanks for a other great Video Sven ;D I Bought WBD on the dip after earnings ;D
Thanks for sharing!
Awesome it. Very keen and broad research. Thank you very good!!
:-)
Thank you, Sven. I like these type of videos.
Glad you like them!
Really love your research and perspectives :)
Glad you like them!
Hey Sven, I like the new haircut. Great content as always!
THANKYOU for printing the stocks in long form ..most times I do not know what mo etc is..THANKYOU for making it easy for me ....THANKYOU I appreciate your excellent content
:-)
Fantasy is worth more than reality. Sven, I will never forget this advice Very wise.
:-))
Great ! Thank you Sven!
great work Sven thank you. It looks like WBD deserves a deeper look out of the 15 very interesting set up long term
It does!
The new Haircut looks good Sven!
For the past few months i’m only buying VICI, i don’t see any other available option..
Hope for better opportunities, without really bad times like a recession.
Keep the content coming, i think we all appreciate it, especially in such crazy greedy times.
VICI is great REIT, BNL and ADC are good as well from the same sector. BTI is better alternative to MO.
Dru you don’t know everything stop
thanks for sharing!
thanks again: very good education!
thanks!
Hey Sven thanks for the great video. Quick question though, when looking at companies such as WBD which have a huge debt load relative to their market cap, wouldn't it make more sense to look at the company's enterprise value when looking at valuation ratios? From an EV/FCF perspective, WBD trades at a roughly 9-10x ratio, which is fairly cheap given the strong IP, but a lot of their money still comes from legacy media, so growth moving forward doesn't look very promising. Granted they have great content pipeline for the next 2-3 years, but moving further, it's much more impredictable don't you think?
A great one. TY!
I'll tell you how HP can raise the PER. Announcing an AI printer!
Thank you for your analysis. Very valuable
hahahah, good one111
Thanks Sven !!
Grande Sven,la strategia su wbd ey geniale
:-)
Thanks for the video
Thanks for the video.
:-)
Sven congrats for your channel. I have been watching your videos regularly the last year. Can you make a video for mercedes and the other traditional automakers? Lately their stocks had significant gains and p/e are very low
wait for a recession
thank you!
VICI seems the most attractive for me; SO, KR, MO - in case of a recession!
what's your thought on health stocks? after tech, this is my fav sector! pros: good dividends, lower volatility - cons: their costs for M&A and regulations...
maybe some time in the near future you'll make a video on top stocks from this sector, if they are some that worth it for value investors! ;)
that is not my circle of competence
Sven you are looking healthy, nice choices for the video thank you
:-) thanks!
Great stuff
So which 3 are buys? The author sounds negative about every stock on the list except WBD.
Would also like to know
:-)
wbd, mo, hpq
Good you have not included Boeing:) ruclips.net/video/oWgIUs_Lx1I/видео.htmlsi=nmHpMm5DxgSvZTJv
@@xaidas9945 WBD, MO around $40
What about CVS? Increasing dividend and very cheap at 9 times forward earnings
Thanks. On these types of videos would you put a summary page at the end... a bullet point summary of which 3 stocks to buy, 5 to bet and 7 for pension funds?
thanks for the feedback! Good point!
Sven can you analyze these 3 stocks, please. Perion Network, Axcelis Technology and Air Products and Chemicals.
Great analysis
Thanks!
Hi Sven. What’s your thoughts on CHTR right now?
Hi Sven! Cool video, thank you for creating it! What is your takeaway on investing some portion of you money in smaller cap stocks, like S&P600 small cap or S&P400 mid cap stocks - individual stocks from those indexes? Tnx in advance! 🙋♂️
I have small caps, but it all depends on the price versus value, not the size of the cap
You're da best !
fresh hair cut, sven. 😊
Hi Sven, can you please analize Eutelsat comunication, ETL, 25% dividend stock?
I would be curious about some international stocks that many Americans like myself might not be familiar with that we can put on our watch lists.
good suggestion!
About Mosaic: You have talked about BHP:s Jansen mine couple of times. Remember that there is also growing demand fundamentally (there is more of us, people in developing world get less poor and eat more). More important for medium term is that large part of potash comes from Russia and Belarus. I would be very surprised if their production doesn't start to deteriorate. Those countries don't prioritize capex -spending in the middle of their own current problems and even their ability to make them has considerably worsened.
I guess Mosaic is more about phosphates but if you follow e. g. Nutrien this is something to keep in mind.
good point, I know demand grows steadily, but the cycle always goes around that trend
Thank you for your Videos I really love them, they are so educational and informative. Just one question why don't you look around at the Russell? Warren ones said small caps have much more potential compared to S&P. Also I found Russell has much more interesting companies.
I did two years ago, maybe it is time to look again!
BEP - Real estate that holds solar and wind energy production across the world. Clean Power for data centers. Good Div. Some Cash. Huge benefit of low interest rates and high power demand? Price stays boring forever? Thanks :)
An update on Amsterdam Commodities would be interesting. Stock has fallen a bit since last time.
just a bit!
I agree on alot with you on MO. I personally like BATS for its super cheap valuation and fairly low payout ratio, and also global exposure. divs over 10% . Forward p/e of 5,8ish. (6 now). As i have touted many times here. Look to my country Norway. nobody smokes 300k out of 5.5 millions. but still 20 prosent use nicotine daily 1.1 million people. Nicotine pouches have taken fully over. Have been many articles on how PM and BATS have managed to push nicotine pouches globally. Vuse is also taking markets here in europe with storm.
thanks for sharing, good points!
3 buys here are PayPal, Altria, and VICI. I have been buying at their recent lows. Did my own research and like what I found. Good luck all.
Same
Great stuff Sven
Thanks
What about LEU? Enriching Uranium company with a very low P/e ratio and almost monopoly business
plus 500 stock. not sp 500 but LSE. 7 PE 900m cash 1700m market cap no debt does 10% buybacks and 9% dividends per year. looks like a good value stock. earnings are a bit cyclycal
Next uk govt may change tax structure of their business. Same case for IGG too.
Have been waiting to see the Tax plan of next Labour govt.
Hi, Sven! Can you do an example video where you research some company? Like where you go to pull the data and how you put it together? Thank you!
I go till I know enough for me - will try to do on an example!
@@Value-Investing Thank you! Looking forward to it!
can you do Tesla stock from a value perspective, as it has fallen quite a bit, but of course would likely still not be considered "cheap" on many usual metrics just yet, depends how far down into value territory it goes this year
thanks for suggesting!
Would you be interested in analyzing the companies that produce nuclear fuels (LEU, LTBR, BEP, BWXT)?
Thank you.
thanks for sharing
Great overview of many interesting businesses (even if the valuations are not very exciting for now).
One question - you mentioned a few times how index flows go into the most expensive stocks and out of the cheap and shrinking stocks. Can you explain why? I thought - if SPDR own 1% of WBD at $16 per share (40bn market cap) and WBD share price goes down to $8 (20bn market cap) - SPDR has already reduced their $ allocation to WBD inline with the market cap and no further selling is necessary.
there are many indexes, it all starts from size, and then goes lower, the lower the size, the lower the exposure that yes, goes down with the price, but some also lower exposure like dividend funds that got this from the att spin
Suggestion chart industries (GTLS)
thanks for suggesting
Great video.
I would love to have your point of about TP / Teleperformance.
Well diversified across verticals and localisations.
Steady Growth but hardly hammered lately due to the potential impact of IA and the rational of Majorel acquisition.
Already bought 100 shares at -60% of all time highs. I want to buy 100 shares Monday after the big drop lately.
+5% revenue
Dividend : 4,48% - (38% Payout Ratio)
Cashflow rate conversion : 40%
Share buyback : 350 M$
P/E : 8-9 PE
Objective : x2 in 2027
I really like the numbers. I fear that i miss something in the story a part the IA theme.
thanks for sharing, but it is also about customers, they will expect it all cheaper... we will see
@@Value-Investing thank you for response and ur effort.
92nd 🙌. Thanks again for an informative video! 💥 👍 = ✅
Even though sometimes you break my heart by saying that BRK is not a buy 💔💔💔, I'm here to say that I'm grateful for the video. Between the research, the editing, etc., this is easily a week long worth of work compared to the research from a top analyst from Morningstar, etc. Thank you, Sir!!!
BRK is a buy for 99% of people, just not for me: ruclips.net/video/4AE_qtqsa34/видео.html
But thanks for the kind words!
Sven, your Rubis call is looking more and more prescient by the day.
:-)
Hello, thank you, great analysis. Maybe I am missing something, but do you know the reason why Altria has negative equity?
they are spending it all on dividends and buybacks, as long as there is cash flows, equity isn't relevant, the same with Apple
@@Value-Investing thank you for you answer. The high dividend yield makes the company attractive, but the negative equity makes this company falling out of my comfort zone.
Thanks as always Sven, loving the content! What about WW (weight Watchers)? That seems like a company with a powerful industry name that is currently facing some negative news, and for that reason their price is down. I believe they have a higher debt level than desirable…but I feel that for the number of people that face obesity, this would be a brand that would be in a good position to make a possible rebound. Additionally, Weight loss drugs, seem to be controversial from the perspective that once you are off them you gain all the weight back and more…
If WW is not good enough for Oprah it is not good enough for me 🙂
Hi Sven. Curious to see if you will start to follow some of these businesses now on your research platform:)
I still have to check some things on WBD, which could contend following, but you know it is hard for me to invest in film...
Market peak
maybe worth to mention that VICI is a reit ? FFO needs to be looked at ?
MO has no litigation with NJOY, this is fully approved by US regulators. Juul story already long time over. MO works with regulator to get rid of illegal vapes out of the market. More space for them for NJOY sell
I only have a relatively small account to invest with. I would love to join your platform, but how large an account do you think is needed for the value to be there? thanks for the free content.
It is a research platform focused on value investing, maybe the price is high compared to your money, but if it allows you to compound your wealth for decades, then the price is small
Thansk
It seems that HBO max is the first if the new streaming services to actually make a profit, you might want to check that detail if you make a video about Warner Bros.
Your haircut looks good 👍
Thank you 😁
UNH would be really interesting at these prices!
thanks for suggesting!
I think Paramount Global and Medical Properties should be in the list as their price to book ratio is 0.3. Pretty sure if they file bankruptcy or being acquired , shareholders at current price has to make some profit
Sven , as you said about MO, in negative trends a mistake can be huge, you see the performance lately, they are doing ok with a huge mistake of Juul! Imagine what kind of company can withstand this kind of mistake and still perform, the fundamentals and MOAT is simply incredible.
thanks for sharing!
Would love to see ASRNL, a dutch insurance company.
No verzekeringen for me :-(
When you say "just leave it to pension funds" Do you mean to leave it into a long term investment account such as a Roth IRA or to ignore it altogether as a retail investor?
Ignore, I consider pension funds ironically here
Suggestion: Aspo Oyj is a small industrial conglomerate from Finland, with market cap under 200m. It comprises three businesses: ESL shipping (dry bulk cargo company in the
Baltic Sea region), Telko (sale of plastic and chemical raw materials, as well as lubricants) and Leipurin (sale of raw materials and machinery to the bakery and other food industry).
Long term financial targets are 5-10% growth, 8% operating margin and 20% ROE, which they tend to meet. Growth is generally in the low end around 5%; they have recently had to divest the Russian businesses.
There is some debt that they have been paying down (3x EBITDA) and they distrbute 70-80% of profits as a dividend.
Average profit margin over the past decade has been 3.5%, so at the current market cap they trade at 9x earnings, when they normally trade above 15x.
Assuming 5% growth from the current 550m revenue, 3.5% profit margin, 75% dividend payout and a 15x terminal multiple, the intrinsic value for a 10% return is around 9 euros, so you get an above 8% dividend, plus 5% growth, plus potential multiple normalization.
thanks for sharing!
Got Paypal in my portfolio. Of course, am slightly in red numbers. I think, the management must grow up a bit, start promoting the business as a value investment, perhaps even pay a tiny dividend. At the moment nobody is really willing to buy and to sell
MO has the cannabis industry play in the back pocket once fully regulated major upside in that industry in my opinion.
Thanks for sharing
What about Citigroup? Would like to hear your take.
here is my take on banks ruclips.net/video/EMhoCEYSa6o/видео.html
Finaius also has doc video on them.
It would be nice if you analyse Arm
thanks for suggesting!
Best part of the video 13:10
key message: leave it to pension funds .... cheers 🙏🙏
:-)
It is a strong list. No AT&T ?
we discussed T here: ruclips.net/video/fuLCtyCZocI/видео.html
i am user of WBD and i have admit platform is good. But my family love movies so we have almost every streaming company.
Paypal will use Userdata big Time. New CEO do right things. Mo at 39 USD nice. WBD at 8,8 USD also cool Buy this 3 Companies, WBD to cheap for the Cash Flow, if the leverage under 3 they can buy back ....i think its easy double till 2026. And i owned SO in my Cashflow depot.
thanks for sharing! I hope PYPL manages to turn the ship around!
Best Channel on RUclips
Thanks!
Touché ! 😂😂
Why does WBD have a negative P/E if they are making money?
it is the ammortization of assets bought or made in the past that should now be producing cash flows, so cash flows are the focus
So what were the 3 companies
the ones that best fit you
Yaaaaa boy.
:-)
That SSO Graph is bad has hell, it just augmented the dividends 4 times, and it looks that augmented every year.
so YT portfolio project is already gone?
I see I can't be focused on it, so better just doing videos like this.
Another problem with PayPal is Amazon is dropping Venmo this year. Just like eBay did.
thanks for sharing!
Do you think Netflix taking over wbd is even realistic? Couldnt there be a competition authority issues there and it would not go through even if netflix want to do it.
they should test it, there is still plenty of competition
@@Value-Investing
Little bit offtopic maybe but I just took hbo max and loved 2 shows from there Mare of Easttown, and The white lotus(If you watch 2nd season you want to visit Sicily for sure). And they also have one of my favourite comedy tv shows Silicon Valley...Sven take a look when you need to relax from looking at financial mambojambo ;)
I would like your opinion on Brazil ETF EWZ. At first glance it looks like a bargain but my concern is government corruption and political risk of socialist government nationalizing companies and using profits for personal slush fund. What is your take on investing in Brazil?
Acomo update?
Yeah also very interesting in ACOMO now after the stock fell so much. It's similar to ADM in that sense
@williamhanlon9479 he made a very good video on adm, looks like a good opportunity now. Their earnings are next week so will be interesting to see exactly what's happened
I don't get it. What are the 3 stocks to buy?
every stock is a buy, every transaction somebody buys somebody sells, see how the risk and reward fits you
@@Value-Investing useful as a fortune cookie
@@Value-InvestingSven are you braindead
Just don’t buy the wrong one ;)
I own 100 shares of Kroger at $44.91 per share cost basis, I agree it's fairly if not slightly over valued right now. I'll let dividends reinvest but I'm looking for a pullback under 45 per share before I'll add to it anytime soon.
I hate printers too!!😂
:-))))
Please do analysis of Air France KLM Stock, insane Value compared to Peers, Olympics are in France !
Olympics are just a month, while the issues such companies have are forever!
Priced in. come on everyone knows that
It's IMO worth mentioning that WBD's management did what they said when the spin off was announced. With such a low market cap of 21 billion and FCF of 6 billion this isn't a value investing stock. The upside is too big. 😂 - no, I am not a shareholder.
:-))))
What stock is WBD?
Warner Brothers Discovery. You're buying Lord of the Rings and Harry Potter Movies, classic tv shows like Sopranos and The Wire, Lady Gaga in the JOker 2, a very low PE and bucket loads of debt, I like it
Warner Bros Discovery!
Why not just go all in SOXL for the next 12 months?
because it is a daily product structurred to go to zero over time, read the prospectus
What about Tesla?
I don't consider it cheap, but then I am not a genious on Tesla...
I may have missed it but i didn’t hear any "buys."
WBD is one example
@@Value-Investing but not for you 😅