hey guys how's it going it's Andy from Magoo investing happy Wednesday in today's video
I’m going to be talking about the four stocks I’m looking to buy in November of 2020. if you missed
yesterday's video the whole idea of kind of my portfolio breakdown was to talk about how I have
a lot of cash sitting in my portfolio the most I’ve ever had sitting at around I think it's like
22% and also if you missed that video I’ll link that above right now if you want to get a full
breakdown of what I own and kind of an explanation on kind of my mindset going forward into the last
couple months of the year but in today's video I’m going to talk about the four stocks I’m just
kind of eyeing going into the end of the year I have a lot of opportunities with the cash
that I have sitting in my account and I’ve picked four stocks based off of three different criteria
I’ve picked two stocks if the market falls and I’ll kind of explain why I’ve picked these two
stocks I picked one if I’m trying to play things more safe and it's not as dependent on the overall
market movement and the last one is a stock that would do very well if the market continues to go
in the trend that it's been going with a lot of the reopening stocks bouncing back significantly
and the overall just kind of market going up so I have some stocks that I think a lot of people
will be eyeing going forward and these are just kind of the four things that I’m looking at and
this video is just an explanation of my mindset going into the last couple months so before we get
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 for what I’m going to do with my
stock portfolio and I need to do research before making any investment decisions also if you've
been liking these videos I really appreciate it hit the like and subscribe button as would help
my channel out a lot also if you don't like my mustache I would love to hear about it in the
comment section down below so let's first start off with the two stocks that I’m looking to buy
if the market falls overall because that's kind of where I think the market's going to be heading
towards the end of this month and so the whole idea from yesterday's video is talking that I want
to buy kind of safer options uh in the past couple months I’ve been a little more aggressive buying
options taking those more aggressive plays but I want to kind of slow down and bind a blue chip
so all four of these stocks you consider them blue chips but some of them have varying levels of risk
and so the first stock I want to talk about is going to be Apple Stock (AAPL Stock) ticker symbol
$AAPL if you watched that video from yesterday you know that it's the most recent edition of my stock
portfolio but it's also the smallest part of my portfolio so currently Apple Stock (AAPL Stock) is
trading for $110 and it's up 50% and it does have a dividend of 0.75 percent and it's about
to go ex-dividend it is the largest company with a market cap of 1.87 billion dollars
I do remember when it hit 2 billion dollars and that was just crazy to think about it went through
a stock split back in September it spiked right after it's fallen down recovered and it recently
fell after their last earnings report and so for my portfolio I’m looking for overall stability and
anytime I can get you know probably the most stable company out there the largest company
at a discount I think that's very attractive I’ve already dipped my toes in a little bit
and I’m profitable on my trade so far but if it falls further I will happily add on to my position
so Apple Stock (AAPL Stock) fell five percent after the last earnings report uh and based off
of the numbers that they talked about the outlook and just kind of the narrative that came from
that earnings report was a lot of uh oh the iPhone revenue was not as high as previously expected but
when I looked at that I saw a short term negative and a long term positive some of the things that I
saw was a lot of the headlines saying iPhone revenue dropped this is a problem the way
I saw it is there were more headlines talking about how all other sections of their business
exceeded expectations my only other gripe that I’ve ever had with Apple Stock (AAPL Stock) is
that they're too reliant on their iPhone sales being between 50 and 60 percent of their overall
revenue on any given quarter and so the fact that all of these other exceptions their business
whether it be wearables iPad mac services all beat expectations yeah it's not great that iPhone are
not doing as well as they have in the past but the fact that the rest of their business
is catching up gives me a more a safer feeling with a company and it becomes a more well-run
and balanced business that's why I love Microsoft Stock (MSFT Stock) so much because their
main three sections each make up 33 of their revenue which is just beautiful to look at so
I thought this was a very positive going forward and just because iPhone sales are down now I
expect them to bounce back in the future I think it's very dependent on uh you know how the end
of the pandemic goes if we go into a recession because consumer spending is something to watch
and these new iPhone are not cheap so and so Apple Stock (AAPL Stock) is going to be
my number one stock I’m targeting because it's the largest company in the US. I think it's a
fantastic opportunity if it falls further uh and it'll be the first thing I’m going to be adding
my portfolio if that does happen the next stock I would be looking to kind of add to it's something
that I already own is going to be Nike Stock (NKE Stock) ticker symbol $NKE and so currently
Nike Stock (NKE Stock) is trading for 123 and it's up 22 on the year with a dividend of 0.8 percent
Nike Stock (NKE Stock)'s already part of my portfolio I think it's around 9%
at this point and it's done very well I think it's my best performing long-term investment at this
point and so Nike Stock (NKE Stock) is looking super attractive right now and they've had some
very great earnings reports that gives me a lot of confidence going to the holiday season so uh
if the market falls I will happily buy this at a cheaper price and it's not going to be lower in
my average price but I’m going to be adding more shares for when it does bounce back so the next
earnings report won't happen until December but as I mentioned their last earnings report looked
really solid the stock jumped 13 mainly off of their online sales jumping 82 percent and so with
a lot of these physical retail stocks I worry that consumers won't be making a switch to the online
shopping aspects of their business and so if we have a another shutdown and stores have to
close the fact that the customers have shown that they will go and purchase things from the online
sources makes me feel very confident going into the holiday season and so Nike Stock (NKE Stock)
is one of those companies that the brand loyalty is so high I was driving through downtown Portland
a couple days ago drove past the Nike Stock (NKE Stock) store and there was a line out the door so
brand loyalty is super high right there and going into the end of the year I expect there
to be a very nice beat across the board going into holiday season so I feel very good about
that going forward and that boost from the digital sales gives me all the confidence in the world if
I can buy this at a discount so that's going to be my number two stock I’m going to look at if
the stock market does fall further a number three is going to be a stock that I’m looking at if I
want to place things safe this is something that isn't really dependent on the overall stock market
I could go up could go down don't really care that much and that stock is going to
be Pepsico Stock (PEP Stock) ticker symbol pep and so currently Pepsico Stock (PEP Stock) is
trading for 137 dollars and it's completely flat on the year and the reason it doesn't
really matter if it goes up or down is because it has a very nice dividend of 2.8 percent and
they have 48 straight years of dividend growth so this is one of the top dividend stocks out there
I’ve talked recently how I do think that Pepsi stock (PEP Stock) is a better opportunity for
my portfolio than something like a Coca-Cola stock (KO Stock) sticker symbol $KO and mainly
the whole premise of that idea is that Pepsico Stock (PEP Stock) has such a diverse product
line compared to Coca-Cola stock (KO Stock) that's very dependent on beverage sales when you look at
the different brands that Pepsico Stock (PEP Stock) is at owns at this point uh they have 23
brands that have more than a billion dollar annual sales and so these include a lot of the beverage
companies you would associate with Pepsico Stock (PEP Stock) but they also have stuff like lays
Doritos Gatorade just all these different areas of their business that can pick up the slack if some
of the areas that normally boost beverage sales like sporting events movie theaters restaurants
continue to be closed so mainly from the last earns report it was a lot of these snack foods
that uh kind of gave the investors a lot of hope going forward uh from that earnings report
beverage sales were up six percent Frito lays had a seven percent gain and Quaker was up six percent
so they have a very diverse product line of a very solid dividend it is flat on the year and this
is a company that if I want to go relatively safe going forward I think buying a dividend
is it's not a dividend aristocrat at this point I believe I can't remember if that's 50 or 25 but
48 years of dividend growth is incredible this is a stock that would happily buy and own for pretty
much ever at this point and then the last stock on this list is going to be a company that would do
well if things kind of stay the same pace we've been seeing for the past couple months that be
the market not really reacting as much to the pandemic we have more of the reopening stocks
and that's why I bought into stuff like planet fitness stock (PLNT Stock) and
southwest stock (LUV Stock) and so this last stock is going to be Disney Stock (DIS Stock) ticker
symbol dis currently Disney Stock (DIS Stock)'s trained for 124 dollars and it's down 14
on the year uh and they do not have a dividend at this point they did uh and they just suspended
that back in may so Disney Stock (DIS Stock) is going to be my top pick if kind of the market just
continues to chug along it is done on the year and there aren't many blue chip stocks that you can
pinpoint that are down on the year at this point a lot of the major tech stocks
as I mentioned Nike Stock (NKE Stock)'s up 22 Apple Stock (AAPL Stock) is up 50
and you look across the board for the tech stocks and they're pretty much all green at this point
the last earnings report looked kind of rough if you kind of dug into it
the reopening process has helped them a bit but some of their major revenue sources coming from
their parks and cruises aren't open at this point they saw a 3.5 billion drop in their operating
income mainly from the parks uh being closed and the rest of the results of the pandemic uh
when I looked at revenue I was kind of surprised to see the breakdown the fact that media makes
up 50 of their revenue and 83 of their operating income so while the parks being shut down and the
other area the parks the cruises stuff like that seems like a big deal it's not as big of a hit to
the company as I was kind of expecting the company posted a 4.7 billion net loss and that spooked
me at first because I was like I thought their revenue mainly came from their media sources and
83 percent of their operating income but when you looked into it I had to do a little bit of extra
digging comes at most of those losses actually came from the acquisition of 21st century fox back
in 2019 a deal is for 71 billion dollars and was a move to kind of boost their streaming a reputation
and so far their business has been doing very well with streaming having 100 million total
subscribers in the last quarter that can be from stuff like Disney Stock (DIS Stock) Hulu espn plus
and then the fox streaming services so they're doing very well with media it's 50 of their
revenue 83 their operating income and this is a stock that would do very well with the
reopening process I don't know how long it's going to take until we get there but
if I had to pick a stock to buy if things just kind of chugging along Disney Stock (DIS Stock) is
going to be that one also if you haven't seen the first episode of the Mandalorian highly recommend
that so yeah so overall those are going to be my four top stocks that I’m kind of eyeing in
November of 2020. these are four stocks with some different criteria for why I would buy in
Apple Stock (AAPL Stock) and Nike Stock (NKE Stock) would be if the market falls overall
because I would love to buy these blue chip stocks at a significant discount second is Pepsi which
isn't really reliant on the market going in any one direction it's more on me changing my pace and
wanting to be more conservative with my investing strategy considering it is a very nice dividend
stock and then finally Disney Stock (DIS Stock) is if the market just keeps like chugging along as
it's been doing for the past couple months this is a stock that would do very well with the reopening
process uh it has had some problems based off the pandemic but being able to buy a company
like Disney Stock (DIS Stock) at a discount of 14 pretty attractive so this kind of covers all
my bases going into the end of the year and these are the four stocks I’m going to be watching so
let me know what four stocks you're watching going to the end of the year in the comment section
down below thanks for watching this video I appreciate all support and I will see you tomorrow