🔴Warren Buffett is Investing HEAVILY into These 5 Stocks for 2020 🔴

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워런 버핏이 2020년 매수한 종목(오xy덴털 페트롤리엄, 레스토레이션 하드웨어, 수노코 에너지, GM, 크로거)과 매도한 종목(골드만삭스, 웰스파고, 애플)을 분석한 영상. 오xy덴털(OXY): 버크셔가 1,150만 주를 매수해 지분을 150% 이상 늘렸다. 사업모델이 단순하고 주가 하락으로 배당수익률이 매우 높다. 다만 미국 대선 결과에 따른 에너지 정책 변화가 단기 최대 리스크다. 레스토레이션 하드웨어(RH): 연회비 100달러 구독 멤버십 기반 가구 판매 모델. PER 약 29, PSR 1.7로 주가 급등 후에도 상대적으로 저평가로 봄. 2020~2021년 매출 연 7% 성장 전망, 국제 확장이 성장동력. 버크셔 지분 41% 증가. 수노코 에너지: 2018년 4분기 신규 편입 후 지분 40% 추가. 캐나다 오일샌드 합성원유 생산. 배당수익률 4.24%, 낮은 밸류에이션(PER 13)이 매수 이유. 2019년 매출은 1.2% 감소. GM: 기존 보유에 추가 매수. PER 약 5, 낮은 밸류에이션이 매력. 2020년 매출 4.7% 성장 후 2021년 3% 감소 예상, 전기차 경쟁력 부족이 약점. 크로거: 월마트 대비 낮은 밸류에이션(PER 15, PSR 0.2)과 배당 성장(13년 연속)이 매력. 2020년 매출 0.9%, 2021년 2.6% 성장 전망, 배당수익률 2.15%. 매도 종목: 골드만삭스는 2년간 주가 13% 하락(S&P500 22% 상승)과 말레이시아 국부펀드 스캔들 벌금 리스크로 지분 35% 매도. 웰스파고는 수년간 지분 15% 매도. 애플은 360만 주 매도했으나 여전히 포트폴리오의 29%를 차지. 결론: 버핏은 에너지·저평가 가치주 및 배당주 중심으로 매수하고 은행·기술주 일부를 축소했다.

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01. Warren Buffett is undeniably one of the greatest investors of all time amassing billions of dollars through his simple long-term investing strategies starting from just seven thousand dollars per share Berkshire Hathaway class a stock has gone up thousands of percent making it three hundred forty three thousand dollars per share this makes it easily the most expensive stocks on the New York Stock Exchange in this video I'm gonna take a look at which stocks Warren Buffett is buying in 2020 and given his investment philosophy we're gonna go through his thought process on each of these stocks while it's gonna take a look at which stocks Warren Buffett is selling and with that being said let's get started the first stock in this list is aweso dental petroleum he recently bought 11.5 million shares increasing Berkshires holdings by more than 150 percent following Buffett's investment philosophy Occidental Petroleum has a very simple business model this is a company that is engaged in hydrocarbon exploration as well as petrochemical manufacturing in United States Canada and Chile but you can forget all that confusing vocabulary all the complexion all we have to know is that this is a company that explores for oil and gas after obtaining this oil and gas then they develop this oil and gas and sell it to the mainstream this is a very simple business model and Warren Buffett knows that and now it makes sense why Warren Buffett is buying this stock the stock is already done thirty six percent and one year this gives a stock incredible value but most importantly a very high dividend now it's important to understand that when a stock price goes down and the dividend stays the same the dividend yield of the stock will increase because now that dividend is worth more of the stock price as a result although the dividend for Occidental Petroleum didn't increase that much over the past few years because the stock price went down now the dividend yield is insanely high along this Warren Buffett is also a very renowned value investor in occidental petroleum provides incredible value you're probably wondering houses incredible value if the p/e is so high with four PE at 50 five and chillin P of 30 this Lord EVs is primarily due to Austin toes fantastic sales growth they aren't going to earn as much money in the next few years but we have to understand that the company's management is more focused on sales growth however a huge concern for Occidental Petroleum is a fear of political change in the u.s.

02. concerns over global warming and the potential for a significant shift and US energy policy leaves lots of fear for president Trump not winning the re-election in November and therefore a huge shift in US energy policy by the new democrat president now I don't want to get political because this is an investment Channel but based on which side will win the next election this will determine the fate for AUSA dental petroleum this is a massive risk in the short term but over the long term as we know Warren Buffett is a long-term investor we do know that Warren Buffett does believe in the company for the long term the second position got Warren Buffett's increasing heavily in 2020 is Restoration Hardware Restoration Hardware operates around 110 retail and outlet stores across the u.s.

03. and Canada and essentially what they do with these stores is sell home furniture through a subscription plan this subscription plan is called the RH members plan which costs an annual fee of $100 allowing you to utilize their services this is a strange business model we haven't seen before and the reason why it's been so successful for our age is because the plan incentivizes customers to buy more furniture than they want to this is because customers believe that they're saving money by buying furniture from RH because they already have the RH members plan however the reality is that they're actually losing a lot of money by buying artists furniture but this is part of the scheme of RH despite the stock price already increasing 177 percent from its 52-week low the valuation ratios for RH make it look fairly valued there are trillion pe6 at Twentynine right now and the four pieces at 17 alone thought they were pets a sales ratio of 1.7 which is relatively low when you consider that the stock price has gone up so much the largest growth opportunity for our H is the RH international launch in 2021 and 2020 - this is something the management cause their largest growth opportunity and as a result sales are expected to increased seven percent year-over-year in 2020 and 2021 Buffett increases firm's ownership in our age by 41 percent or 500,000 shares Berkshire Class B is now our ages fifth largest shareholder with nine point one percent of the shares outstanding the third stuffiness this is Suncor Energy buff initiated this position in the fourth quarter of 2018 but since then he's added to his stake by 40 percent making the value of his stake at four hundred ninety-two million dollars Suncor is a rare international play by Buffett our Sun Court is primarily based in Canada Sun Court has a four point two four percent dividend yield with a payout ratio of fifty percent but the main reason for Warren Buffett to invest in Sun Court is because of its low value so in court chrony has a trailing p/e of 13 and a 4-pete of 15 and this is primarily due to a decrease in sales growth as in 2019 their sales decreased by 1.2 percent despite having a sales growth increased 16 percent in 2018 Suncor specializes in the production of synthetic crude from oil sands this synthetic crude is used as a synthetic feel which is meant to substitute for oil natural gas manufactured from coal or from biological waste these substitutes are mainly used for combustion engines the fourth stock warren buffett is buying his General Motors this is a company he's already exposed to by a huge amount with already 75 million shares and a value of 2.7 billion dollars however recently he's been increasing his stake in General Motors one of the reasons why warren buffett is buying a huge amount of General Motors stock is because of its low value it's chilling peace it's at 7 and it's 4 P is 5 however low value comes with negative effects and 2020 General Motors is expected to grow 4.7 percent in revenue but in 2021 it's actually expected to decrease 3 percent one of the reasons behind this is GM's lack of evolution in the electric vehicles this is a market with increasing market share however although GM does have some money invested into electric vehicles it doesn't seem like they're inverse not in electric vehicles to actually become a competitor in this area first we to understand who GM actually is GM owns a wide variety of companies including Chevrolet GMC Buick Cadillac Fiat Chrysler dealer in Pontiac similar to Kraft Heinz where when you buy the stock you own a huge amount of companies like Kraft Heinz owns when Warren Buffett invested that GM is actually investing into all these smaller car companies that make up one manufacturer v stock Warren Buffett is buying his color when Buffett first announced that he'd invested into Kroger a lot of investors were really shocked people thought Warren Buffett would rather invest in companies like Walmart amazon.com and other large stores that aren't competing in the grocery segment this begs the question why did Warren Buffett choose Kroger over other grocery stores at Walmart the biggest argument to be made here is Cobras value Kroger currently has a chilling p/e of 15 and a 4 P of 13 along the price of sales of just 0.2 this is incredibly low let me take a look at Walmart they were chilling PE sits out 22 and therefore P is at 21 allowing dr.

04. prices sales is at 0.6 these valuations are much higher than a compliment Kroger so it's reasonable to say that Warren Buffett thinks Kroger is undervalued Kroger is by no means a growth company their sales in 2020 is expected to grow 0.9% and in 2021 their sales is expected to grow 2.6 percent year over year however we have seen warren buffett buy a large amount of dividend stocks recently and Kroger is actually one of them coger currently has a dividend yield of two point one five percent with a parent ratio as low as twenty-nine percent this leaves lots of potential for Cobras dividend to increase as time goes on their five-year growth rate is currently at 12% in Cobras dividend housing 13 years of consecutive growth now that we have taken look at the stocks Warren Buffett has been buying let's switch sides and take a look at all the stock stock Warren Buffett has been selling in the past year Warren Buffett has been selling a lot of his bank stocks as Berkshire does hold a varying number of stocks and he's selling a lot of these stocks including Bank of America and Bank of New York Mellon but the two most notable banks that he's been cutting by huge amount are Wells Fargo and Goldman Sachs Warren Buffett actually sold 35% of his Goldman Sachs stock this may be because Goldman Sachs underperforming as the shares are down 13% over the past two years while the S&P 500 is up 22% they're also currently in a scandal with a Malaysian sovereign wealth fund that could result in a fine as much as two billion dollars we're still waiting for the negotiating settlements with the federal regulators but this could be a massive fine for Goldman if the case does go in the wrong direction I'm sure Wells Fargo Warren Buffett cut 15% of his stake in Wells Fargo in over the past few years was fargo has also been doing the same interest Coleman Sachs attempting to recover from a series of scandals and finally Warren Buffett also sold a lot of Apple shares he actually sold 3.6 million shares however despite this reduction Apple still accounts for 29 percent of Berkshires portfolio as they still have 245 million shares remaining so that wraps it up for the video if you enjoyed this video please hit the like button and subscribe also comment down below if you want more videos like this and I hope to see you in another video