hey guys how's it going it's Andy from Magoo investing happy Wednesday yesterday I took a
break talking about individual stocks and I went and talked about how I felt about the overall
stock market because I saw some warning signs and three reasons specifically why I was worried that
the stock market is going to crash in the upcoming weeks or months and so if you want to hear my
reasoning behind that or if you just want to support me I will link that video up above right
now but since we are getting towards the end of the year I thought it would be fun to go back to
one of my videos from early January of this year where I talked about my six favorite stocks going
into the year and since we're getting towards the end of it I wanted to talk about how I feel about
the stocks now and if I feel like they're good buys going into 2021 and to be fair they are sick
stocks and that Bitcoin (BTC) I feel like every time I talk about it if I say the actual thing the
automatic subtitles that get produced give me so many spam comments uh from all these like Russian
accounts trying to get me to buy uh into it but I’m going to be talking about this but so it's
going to be six stocks and that Bitcoin (BTC) thing at the end which just hit a record today
um but yeah I’m going to talk about these favorite stocks and I’m probably going to make a video
uh talking about my favorite stocks going into 2021 just kind of put all of the videos that
I’ve been making together into one so hopefully you guys enjoyed this video but before getting
started I do have to say that I’m not a licensed financial advisor and this is not financial advice
anything you hear in this video is just me giving my own opinions on the stock market and
you need to do your own research before making any investment decisions also if you've been enjoying
these videos really appreciate if you hit that like and subscribe button as will help my channel
out a lot also I do have a second channel which I will be posting a second video by the end of
this week so if you want to go support me I’ll link to that will be above and will be the top
link in the description if you want to go check that out so also before hopping into
it there are time stamps in the description if I’m talking about a stock you don't really care about
feel free to move around to whichever stock you care about and want to hear my opinion on so
the first stock in today's video is going to be Twitter Stock (TWTR Stock) ticker symbol $TWTR
currently is trading for 54.78 and it's up 71% on the year and Twitter Stock (TWTR Stock) has
finally had a good year on the stock market if you've been watching I’ll throw the all-time chart
up right now but it's just so hectic it feels like every time they had some momentum going in the
right direction they would have a poor earnings report specifically that ad bug that they had in
October of last year it just crashed the stock and all the momentum that they had on its side
would go away so it finally had a very solid year this comes after the company
posted decent earnings reports during the year and they finally had a boost to ad spending
going into the summer there was a lot of problems and worries that ad spending was going to be
staying low because of the pandemic as all these companies were trying to hold on to
as much cash as possible also with some of the movements that we saw over the summer not as much
spending wanted to go in but so far Twitter Stock (TWTR Stock)'s had a very solid year
in their last earnings report they did fall pretty significantly
but even though it fell it has rebounded and is now above that
price after an incredible month of November so in that report they had beats on earnings per share
revenue but they missed on their monetizable daily active users and it seems like wall street cares
about the same things that I do I’ve always talked on this channel for social media stocks that
I don't really care about revenue I don't really care about profit I want to see growth in their
user base and that is the metric that you usually see is monetizable daily active users
and so they did have an increase uh compared to the last quarter but it wasn't as big as
wall street expected and that's why the stock sold off significantly after that
earnings report however they have had some pretty impressive growth in the past year they had a 29
uh growth worldwide 32 international and it was slightly hampered by only a 20 growth
and monetizable daily active users in the us but recently Twitter Stock (TWTR Stock) got upgraded
from a couple analysts and that has pushed the stock up going into the end of the year but
anytime you talk about Twitter Stock (TWTR Stock) there has to be a lot of drama and that primarily
comes from the election this year there was a lot of interesting things going on there is the
Twitter Stock (TWTR Stock) going under these specific tweets and putting them as disputed
claims uh and they've even been trying to weed out some of the fake accounts to stop the spread of
false information on the platform and they've been including features that I’ve really liked that ask
people to read the full article before actually retweeting links that have articles attached to
them so that you actually know what information you're spreading around under your circle and
so there's plenty of drama about how the company operates it'll be very interesting to see how the
ad spending decreases now that we're out of the election because that was a huge point of emphasis
going into this year is that they're expecting to see a boost in spending because of the
election but then they cut down on how much election spending they're going to be
allowing the different parties to use so we'll be very interesting but I’m very bullish on the
company long term because of the incredible growth that they've seen in the past couple
years I think it has become a legitimate news source I think it's become an important part
of us and worldwide politics so I think Twitter Stock (TWTR Stock) is going to be here to stay
and I think that it is a great buy going into 2021 so sticking along with the social media stocks I
have to talk about Snapchat Stock (SNAP Stock) ticker symbol $SNAP that's currently trading
just above 51 and it's up 214 percent on the year and so snapchat stock (SNAP Stock) was one
of my favorite companies overall I’ve made a couple of videos on this channel back in
mid to late 2019 talking about why I bought more shares after they had some poor earnings reports
uh but at this point I have sold all of my shares for a fantastic profit going into this year but I
do want to talk about how I feel about the company going into 2021. Snapchat Stock (SNAP Stock) other
social media stocks had some ad spending worries which I mentioned with Twitter Stock (TWTR Stock)
during the summer but when they released their incredible beat on earnings in
October snapshot of 20 and set the stage for most of the other social media stocks to do pretty well
and so we saw an incredible beat for revenue for Twitter Stock (TWTR Stock) but the stock did fall
because of their miss for their monetizable daily active users but pretty much across the board
with Facebook stock (FB Stock) uh Snapchat Stock (SNAP Stock) Twitter Stock (TWTR Stock) they all
had beats on their revenue as the ad spending came back better than expected so that was
great news for them so in that report they posted better than expected earnings per share revenue
global daily active users and ARPU which is average revenue per daily
user and so as I mentioned the daily active users is the most important metric for me
and they did see an 18 increase year over year to 250 million users and the number of snaps sent per
day was up 25 year over year and so snap is one of these platforms that has a very interesting
demographic I’ve talked about the demographics of stuff like Pinterest Stock (PINS Stock) that is
primarily women and it was interesting to see that Snapchat Stock (SNAP Stock) has majority women
compared to men which I was kind of surprised about also looking at their demographics almost 70
percent of US teens use the platform and similar to how I felt about Lemonade Stock (LMND Stock) I
think this could be interesting to see uh if the company can take advantage of this going forward
Lemonade Stock (LMND Stock) is focusing on the younger generation and as they get older they're
going to be spending more on the different types of insurance it'll be interesting to see if they
can capitalize on that as the younger generation grows up and has the ability to start buying
a different product so it'll be interesting to see if they innovate on their platform but one
of the fun facts that I saw is that active snap users open the app on average 30 times per day so
I’ve always talked about brand loyalty on this channel that's why I like stuff like lululemon
stock (LULU Stock) and Sonos stock (SONO Stock) because they have high quality products that the
users absolutely love and that makes me feel very confident for a long term investment and based
off of the numbers that we've seen I feel very good about Snapchat Stock (SNAP Stock) overall
maybe a little bearish in the short term just because it is up two hundred percent on the year
uh but very long term bullish on the company I think it's fantastic I think it's a very well
loved company and it's going to be very interesting to see how they can innovate
going forward so very bullish on Snapchat Stock (SNAP Stock) ticker symbol s and ap for 2021.
okay next up I want to talk about my first stock that I actually bought ever which is going to
be Paypal Stock (PYPL Stock) ticker symbol $PYPL currently Paypal Stock (PYPL Stock) is trading for
229 dollars and it's up 111% on the year so Paypal Stock (PYPL Stock) has been one of these companies
I’ve absolutely loved when I went to college Venmo was one of the ways that I was able to pay rent
uh pay all my friends if we went out and got drinks or got food and it's been a part of my
app library for like six years at this point I feel very strongly about it but in 2020 I have
kind of changed my views a little bit I was very biased against Square Stock (SQ Stock) going into
this year because I had only used their Square Stock (SQ Stock) pay platform one time and I
did not have a great time with it and so it's always pushed me away from the platform but
considering that they are up 260 on the year I did kind of have to change my tune on them overall but
overall I’m very bullish on both of these companies even though they're in very different
spots and so when you compare the two of them Paypal Stock (PYPL Stock) is the leader when
it comes to payment volume and revenue I’ll put up the charts for how much they've brought in in
revenue since 2015 and it's easy to tell that Paypal Stock (PYPL Stock) has been the leader
but when I look at Square Stock (SQ Stock) I’ve been very impressed by some of the stuff coming
out of their cash app and so similar to what we talked about with social media stocks the average
revenue per user is an important metric to see how effective a company is at milking money out
of its users Facebook Stock (FB Stock) has always been incredible at doing that and we're starting
to see some of the other social media stocks get better at that but when you look at the
two uh looking at the average revenue per user on an annual basis Paypal Stock (PYPL Stock)'s
Venmo brings in 12 dollars per user compared to 54 from cash app so it's very impressive how much
money that they've been bringing in and while it does look like Square Stock (SQ Stock) has a lead
based off of that I am going to make arguments for both sides because I think there are pros and cons
to both of them so as I mentioned Square Stock (SQ Stock) seen incredible growth in 2020 and as
a result they're up 260 percent on the year both of these companies were well poised uh in position
to take advantage of the stay-at-home movement as people were not as often buying things in person
and the peer-to-peer transactions that they have with the cash app and Venmo has been a very common
way to move money around during the pandemic and with the crazy increase in price that we've seen
with Square Stock (SQ Stock) in 2020 it does lead to some crazy evaluations for the company
looking at Square Stock (SQ Stock) they currently trade at 260 times earnings compared to only 53
for Paypal Stock (PYPL Stock) and Square Stock (SQ Stock)'s price over cash flow was 585 percent
higher than Paypal Stock (PYPL Stock) but I will go out and say that I don't really care about
these metrics too much a lot of the articles that I was reading kind of comparing the two
this morning were saying that oh because of this Paypal Stock (PYPL Stock) is a much better deal
and I think that some of these valuations of like PE ratio or the forward earnings is great
if you're buying a well-established company that's been around for a long time that's why I talked
about why I liked Intel Stock (INTC Stock) for a long term play because it had a very low PE ratio
compared to its historical range but when you talk about these innovative tech companies I don't
think that PE ratio should be used as a red flag because we've seen that some of these innovative
companies specifically tesla which is trading at crazy high PE ratios that has never stopped the
company so PE ratio is something that I think people should take a look at but I think it's
only for some of the well-established companies that are blue chip stocks that have been around
for a long time so that doesn't really worry me about that but Paypal Stock (PYPL Stock)'s
revenue is 2.6 times higher and they also have a much higher gross profit margin so there are
pros and cons to both of these for the pros for Paypal Stock (PYPL Stock) I think it's
the pro is that it's a much larger company it is not up as much on the year which means it'll be
likely safer if we do see a major sell-off uh but then when you look at Square Stock (SQ Stock) it's
seen incredible growth it is higher ARPU but you do have the cons that since it is up 260% on
the year if it does sell off it's going to sell off pretty aggressively most likely as it would
try to give back a decent amount of the profits that they've seen in 2020. so overall I’m very
bullish on both of them it really depends what type of route you're looking for invest in if
I was looking for a safer option I think Paypal Stock (PYPL Stock) is a better option for myself
if I’m looking for something that's going to have incredible returns but have higher risk
I think Square Stock (SQ Stock) is great for that and so we've seen an incredible switch in the way
that transactions are done online and Paypal Stock (PYPL Stock) and Square Stock (SQ Stock) uh we're
both in great spots to take advantage of that so very bullish on both of them overall next up I’m
going to talk about Activision Blizzard stock (ATVI Stock) ticker symbol $ATVI
currently is trading for 87 and it's up 47% on the year so going into 2020 Activision
Blizzard Stock (ATVI Stock) was one of my favorite stocks because I was very interested to see
how well they're going to be able to capitalize on the esports market and then obviously the pandemic
happened and that has been a real hindrance to the company but they have done very well so far
this year but seeing that they're only up 47 I was kind of surprised because I thought they'd
be doing much better considering the crazy moves that we've been seeing with a lot of the other
stay-at-home stocks so I do consider Activision Blizzard Stock (ATVI Stock) to be at a decent
discount because I think it should be up much higher this year but in my video game stocks video
I did put Activision Blizzard Stock (ATVI Stock) at the very top compared to stuff
like take two stock (TTWO Stock) and EA Stock when you see how they've moved in the first half
of 2020 and it is only the first half because i wanted to show how the companies have moved
up during the lockdown periods Activision Blizzard Stock (ATVI Stock) wasn't the lead for that I
don't really see any argument that I could make to have Take Two stock (TTWO Stock) or EA Stock be a
better buy in my opinion so I love Activision Blizzard Stock (ATVI Stock) and so far they've
had an incredible 2020. recently they've seen incredible successes with their world of warcraft
release which recently broke the record held by their own diablo 3 title for the number
of copies sold in the first month their latest wow shadowlands has sold almost 4 million copies
worldwide at the time of recording and they've had successes with call of duty mobile candy crush
their call of duty war zone which was their competitor that they released to try to compete
with the fortnite craze uh and then they had this hit with world of warcraft and I love the future
of this company the last earnings report saw a 78 increase in profits and had great outlook going
forward in addition to the yearly releases that they have with the call of duty stuff
they do have some rumored titles coming out uh in 2021 with overwatch 2 and diablo 4.
uh and based off the success of those two uh franchises I think those would be huge hits and
be incredible boost to their revenue going into 2021. put that with the potential of the next
generation consoles that just came out that's been boosting the interest in the video game sector I
feel very good about the company looking at their revenue chart you do see cycles where the kind of
ebbs and flows of the video game cycle mainly with stuff like call of duty it usually comes
out late fall early winter and then you get into the summer months and you're just kind of waiting
to see what's going to come out next but I think their variety of games that they've been releasing
makes me feel very good about the company and their rumored releases with overwatch 2 diablo 4
and the potential of the next generation consoles very bullish on them overall they have had some
problems recently specifically around hearthstone with their latest expansion that pissed off a lot
of their user base which is never a good thing to do also they've had some failures with their
competitive scene that has been exclusively streaming on YouTube and this came after a
deal where google paid activision blizzard stock (ATVI Stock) 160 million dollars for the exclusive
streaming rates and as a result that saw an 85% drop in the viewership for the hearthstone events
and so I think esports is a fantastic way to promote your game and bring in some revenue at
the same time and we haven't seen some problems with that but it'll be very interesting to see
what happens with their overwatch league which is the owl that's mentioned in that title
uh so it's going to be very interesting to see what happens it's not a red flag
but it is going to be something to watch going forward so overall I’m very bullish
on $ATVI and I still think that it is the best video game stock out there right now
uh and then I’m going to be talking about Starbucks Stock (SBUX Stock) ticker symbol $SBUX
which is trading for 104 and it's up 18% on the year Starbucks Stock (SBUX Stock) was in a great
spot going into the pandemic uh and obviously it did have some problems because of the shutdowns in
addition it was one of the first companies to ring the alarm bell on the pandemic because of their
overall exposure to china and that when i put up the chart right now that is the major drop that
you see back in February Starbucks Stock (SBUX Stock) is the type of company that has crazy
levels of brand loyalty that makes me feel very good about buying them going into the recovery
effort and so this is something that people that use Starbucks Stock (SBUX Stock) and buy it on a
regular basis absolutely love their product and I don't see that stopping when people go back to
work and things go back to normal hopefully in 2021 so it makes me feel very good about
that especially after their bounce back after their crazy bad earnings hit that they took in
the middle of the summer which was the quarter starting from march going to June
where their earnings were down 47% but after that point they've been able to rebound pretty well
looking at the revenue chart you can see that there was a a year-over-year drop in revenue but
compared to the 47 drop that we saw before that's a very nice rebound and it's much quicker than i
was actually anticipating uh for their last report the company put confidence in the rebound and
that pushed the stock higher anytime you have outlook that feels very good about the company
having a rebound it's going to push the stock higher because of that so I’m also going to be
watching Starbucks Stock (SBUX Stock) plans to expand going forward and one of the places that
they've been expanding as china and they're trying to expand more into the Midwest and the south
and as of right now they're planning to close 800 underperforming locations and open
850 new ones and so I always think this is a good thing it is only a net 50 location increase
but I also love the fact that the company is closing the underperforming locations and trying
different areas to try to expand so I just had a slight heart attack because when I went to
finish this recording I went over and it was not recording but it just was because I ran out of
space on my phone so it's going to be interesting because Starbucks Stock (SBUX Stock) is on track
to become the largest restaurant chain in the world taking over from yum brands which currently
has 50 000 locations so I love the growth optimism of the company I think it's in a great spot
and I was very bullish on them going into 2020 and since I’ve seen how well they've recovered in 2020
I’m feeling very good about them going into 2021 so I don't think this is going to be one of the
top performers for 2021 but I am very bullish on the company overall and then I’m going to finish
talking about bitcoin (BTC) which is up above twenty thousand dollars for one of the first times
it has had some problems in the year as uh there have been some government officials that are very
bearish against it and has pushed it down but it is up 288% on the year and this is something
that I’ve owned for a long time I bought it for the first time around six thousand
then I ended up buying more at around ten thousand after it dropped from thirteen
and so this is something I’ve owned for a long time and I just want to put that out
there that I’ve been a bitcoin (BTC) bull for a long time and it just isn't something that i
jumped on the trend recently because it's done very well so let me know what you guys thought
about my analysis of my top stocks for 2020 and how I feel about their outlook going into 2021
let me know what stocks you guys are watching and which ones you're wanting to buy going into 2021
so thanks for watching I appreciate all the support and I will see you in the next video