Markets Collapse: 4 Stocks HIGH on my BUY LIST

Summary

In this video, the host discusses four high-quality companies on his buy list, emphasizing the importance of due diligence and a watch list for investors. He covers AMD for AI-driven growth, MRK for healthcare stability, CRM for tech efficiency, and META for potential in digital advertising and political campaigns. Despite not owning these stocks currently, he outlines his strategy for potential buys, including using options and waiting for price pullbacks, while highlighting the companies' market performance and future growth prospects.

Takeaways

• 😀 The speaker emphasizes the importance of having a watch list and doing due diligence in advance for investing opportunities.
• 📈 The video discusses four high-quality companies that are on the speaker's buy list, which he does not currently own.
• 👍 The speaker asks viewers to like the video and subscribe to the channel for more content.
• 💡 The speaker is a CPA but not a financial advisor, and the content should not be taken as financial advice.
• 🔊 The video is sponsored by the Motley Fool, offering resources for investors and a special link to get the '10 best stocks to buy now'.
• 📉 The technology sector has experienced volatility, with the speaker noting a significant market drop and potential for further declines.
• 🏭 The first stock discussed is Advanced Micro Devices (AMD), a semiconductor company with a history of growth and potential for future expansion due to AI and computer industry developments.
• 💊 The second stock is Merck (MRK), a pharmaceutical company that offers defensive qualities in the healthcare sector, with robust drug sales and a diversified pipeline.
• 🤖 The third stock is Salesforce (CRM), a technology company that has faced growth concerns but is investing in AI and has potential for recovery as the economy strengthens.
• 📺 The fourth stock is Meta Platforms (META), known for its digital advertising potential, especially with upcoming elections and the need for advertising by new candidates.
• 📊 The speaker provides specific price levels at which they would consider buying these stocks, based on potential market pullbacks or earnings reports.
• 📝 The video also mentions the speaker's 6-week investing accelerator course for those interested in learning more about stock valuation and analysis.

Q & A

What is the main theme of the video?

The main theme of the video is discussing four high-quality companies that the speaker has on his buy list, which he would consider purchasing if their stock prices fall.

Why is it important to have a watch list of stocks?

It's important to have a watch list of stocks to be prepared for investment opportunities, perform due diligence ahead of time, and know at what levels you want to buy those particular stocks.

What does the speaker suggest doing before investing in a stock?

The speaker suggests performing due diligence on the stocks, understanding the company's fundamentals, and being comfortable with the levels at which you want to buy the stock.

What is the significance of the sponsor mentioned in the video?

The sponsor, The Motley Fool, is mentioned as a resource for investors with various tools and products. They are offering a sign-up for their '10 best stocks to buy right now'.

What is the current state of the technology sector according to the video?

The technology sector has seen some volatility and is experiencing a downturn, with the speaker mentioning it had its single worst day since December of 2023.

What is AMD and why is the speaker interested in it?

AMD, or Advanced Micro Devices, is a semiconductor stock that the speaker has owned in the past and made good money with. The speaker is interested in it due to its potential in AI and the computer industry.

What is the current market cap of AMD according to the video?

The current market cap of AMD is $224 billion.

Why is the speaker interested in Merc (MRK)?

The speaker is interested in Merc (MRK) because it operates in the healthcare sector, which is a defensive area that can perform well regardless of the overall market conditions, and it has a robust and diversified pipeline of drugs.

What is the speaker's view on Salesforce (CRM)?

The speaker believes that Salesforce, despite its recent slowdown in growth, is building efficiencies for companies and could benefit from another subcycle as the economy strengthens again.

What is the speaker's strategy for investing in these companies if their stock prices fall?

The speaker plans to be ready to buy these stocks if their prices fall and mentions using options by selling cash-secured puts to generate income while waiting for the stocks to reach a desirable price.

What is the speaker's outlook on Meta Platforms (META)?

The speaker believes there will be a bounceback in digital advertising for Meta Platforms and sees potential growth due to the upcoming presidential election and the need for advertising by new candidates.

What is the speaker's disclaimer regarding the content of the video?

The speaker is a CPA and not a financial adviser, so the content should not be taken as financial advice, and viewers should do their own research before making investment decisions.