저자: JosephHogue,CFA · 외국인
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워런 버핏 전략을 활용한 종목 선별 방법과 추천 종목을 소개하는 영상이다. 결론: 버핏식 가치투자 스크리너로 종목을 걸러 다이아몬드백에너지, 서던코퍼, 제프리스, 스카이웍스, 퀘스트다이아그노스틱스 등을 관심 종목으로 제시한다. 버핏 스크리너 설명: 무료 앱 moomoo의 사전 구성 스크리너를 이용하며, 시가총액 5억달러 이상, 매출총이익률 30% 이상, 순이익 성장률 연 6% 이상, ROE 10% 이상, 영업이익/세전이익 70% 이상 등의 조건을 적용한다. 이 조건으로도 743개 종목이 남아 추가 필터가 필요하다고 설명한다. 추가 필터 예시: PER 15배 이하, 영업이익률 10% 이상, 배당수익률 보유, 부채비율 80% 이하 적용. PER 기준은 업종 간 차이가 있어 섹터별 해석이 필요하다고 언급한다. 다이아몬드백에너지(FANG): 손익분기 배럴당 약 50달러, 잉여현금흐름 36억달러 전망(전년比 49% 증가), 배당 44% 인상 전망. 애널리스트 매수 의견, 목표가 180달러로 현재가 대비 약 42% 상승 여력. 서던코퍼(SCCO): 구리 수요 증가(전기차) 관점에서 공급 부족을 전망하며, 2024년경 구리 공급 적자 가능성 언급. 매장량 세계 최대 수준, 매출의 84%가 구리. PER 약 12배, 배당수익률 약 9%. 애널리스트 평균 보유 의견, 목표가 60달러(약 17% 상승 여력). 제프리스(JEF): 버핏 포트폴리오가 상업은행 중심이라 투자은행·트레이딩 노출을 보완하는 종목으로 제시. 올해 실적 감소 전망 후 내년 이익 24% 회복 예상, PER 약 8.7배, 배당 4.4%. 목표가 약 38달러(35% 상승 여력). 스카이웍스솔루션즈(SWKS): 무선 연결 반도체 리더, 5G·IoT 수혜 강조. 올해 EPS 11.12달러 전망, PER 약 8.3배, 배당 2.4%. 목표가 149달러로 약 61% 상승 여력. 퀘스트다이아그노스틱스(DGX): 미국 인구의 1/3 서비스 제공, 환자 데이터 활용 잠재력 강조. 코로나 진단 특수 이후 실적 둔화 예상, 올해 EPS 9.23달러, PER 약 14배. 목표가 151달러(약 11% 상승 여력)이며 소비자 검사 시장 확대 시 더 높아질 수 있다고 봄. 리스크: 정보 제공 목적이며 개별 종목 추천의 근거가 명확하지 않고 자체 홍보(앱 제휴) 요소가 포함되어 있다는 점에 유의해야 한다.
다듬은 글
warren buffett is back after years of underperforming the market with the stocks in the berkshire hathaway portfolio lagging both the tech heavy nasdaq and the broader s p 500 buffett and his value investing strategy have easily beaten the indexes this year shares of berkshire have lost just seven point three percent in the first six months versus a loss of 18 percent in the s p 500 stocks and 26 for those in the nasdaq hey bowday nation joseph hogart and that value investing strategy used by warren buffett is back and it's helping investors protect their money in the stock market crash so i wasn't surprised looking through the moomoo app to find a pre-built screener for warren buffett stocks in this video i'll take you through that screener show you how warren buffett picks his stocks and even refine it to narrow down your list of stocks to watch i'll then highlight five of the best buffett stocks to buy right now we're getting started but before we do you know i've got to send that special shout out to all you out there in the nation thank you for spending a part of your day to be here if you're not part of that community yet just click that little red subscribe button it's free and you'll never miss an episode now if you want to find the buffett stock screener in the moomoo app just open the app and look for the search icon here in the upper right click on the screener link here in the upper right as well where you find that pre-built screeners as well as creating your own now this warren buffett screener still leaves us with 743 stocks to watch so i'm going to show you how to set this up and narrow out your list in a minute mumu is a commission free trading app with the analysis and real-time market news to help you invest better you'll get free level 2 quotes critical to making the best trades and one of my favorite features here a trader community of more than 15 million people to get ideas and insight the app is built for stock traders but also has some great features for long-term investors features like custom stock screeners and news feed from cnbc use the link i'll leave below and get up to 10 free stocks worth up to 2500 each when you start investing on moomoo now i want to get started on that list of warren buffett stocks so i'm going to show you how to narrow your list later now understand these aren't the stocks already in the berkshire hathaway portfolio anyone can just regurgitate a list of buffett's stocks he already owns by looking at that portfolio for these stocks i wanted to pick companies that would make great buys based on the fundamentals and the value strategy buffett uses and you can see all the stocks warren buffett currently owns by going to institutional tracking function on moomoo it's updated each quarter to see the most recent holdings our first buffett stock is one we've been watching on the channel for a while booking 144 return in our 2020 portfolio diamondback energy ticker f-a-n-g now buffett has just recently started buying up another oil producer occidental petroleum ticker oxy and owns about 20 percent of the company so he probably won't be buying another one but but i think fang is the better stock the company is a leader in energy production with over 9 000 drill sites and profitable at just fifty dollars a barrel less than half the current price of crude in fact diamondback is so profitable it recently upped its shareholder cash return to 75 percent of free cash flow that free cash flow is expected to jump 49 this year to 3.6 billion dollars allowing the company to raise its dividend 44 to 2.80 cents a share insurers are trading for about five times this year's expected earnings which could be up more than a hundred and twenty percent from last year analysts have a buy rating on the stock and an average target of a hundred and eighty dollars a share nearly 42 percent above the current price we recently highlighted southern copper ticker scco in a video on electric vehicles and the recent sell-off has made this a strong value stock with a nine percent dividend and while most investors are busy watching shares of tesla and neo for that electric revolution the real opportunity could be in copper on projections for 2040 the international energy agency estimates the supplies of lithium copper and other minerals are going to need to jump 30 full to meet demand the average vehicle on the streets today holds just 51 pounds of copper less than a third the amount needed for a battery electric vehicle in and just two-thirds the need for a hybrid vehicle this chart shows the current and planned production for three key elements in electric vehicles dark blue here is the current operating production with light blue including planned projects now on that red line the increased demand for ev we could be in a supply deficit by 2024 in copper and even earlier in some of these others and southern copper has the highest copper reserves in the industry at over 67 million metric tons and it's the world's fifth largest producer in fact on those reserves alone the company has more than 50 years of production left in its minds this is a focused producer with assets in mexico and peru and more of a pure play on copper than other miners with 84 percent of its revenue from the metal shares are priced at just 12 times on a p e basis and provide exposure to that commodities theme to protect your portfolio from inflation analysts only rate the stock on hold on average but with a price target of 60 dollars a share that's a 17 potential upside on top of the dividend yield and we're just getting started but i want to show you what's in that buffett stock screener at what warren buffett looks for in a stock and later how to narrow your list a little we're here on the stock screener in mumu and if you click on modify indicator here at the bottom it's going to take you to those filters here you can see that these are seven criteria used in this filter they're all pretty basic it's first looking for stocks in the u.s exchanges with a market cap above half a billion dollars in fact the smallest company in the buffett portfolio right now is rh at six billion dollars market cap and he's rarely invested in anything under a few billion market size now the screener also filters for companies with at least a thirty percent gross margin which is fairly low anyway so probably doesn't screen out a lot of companies now this filter for net income growth of at least six percent annually is another pretty basic one and with the average company in the s p 500 expected to grow earnings by 10 this year that's not a very high bar to set this return on equity or the roe filter is a big one for warren buffett it's a company's net income divided by shareholders equity and really a measure of how much return investors are getting on their investment so here are an roe of at least 10 percent and finally here the operating profit divided by earnings before taxes or ebt it's just a measure of the leverage and interest expense now i won't go into the accounting here but an operating profit of at least 70 earnings before taxes just means that interest expenses here kept to a minimum for the stocks in the screener let's get back to our stock list but i want to get your input on this as well what is your favorite buffett stock not in his portfolio so what stock in that value strategy do you think buffett will buy next scroll down and let me know in the comments now buffett does own a lot of bank stocks but doesn't have much capital markets exposure and i think jeffrey's financial ticker jef would be a great pick or as warren buffett has a lot of consumer banking exposure with bank of america and u.s bancorp jeffries would add that exposure to investment banking trading and fixed income it regularly posts sales growth well above the industry average in each segment here at showing a real competitive advantage in the industry now earnings are expected to tumble this year with an extremely weak outlook for the capital markets but but shares are now trading for just 8.7 times on a price to earnings basis earnings are expected back up 24 next year and the stock pays a 4.4 dividend while you wait analysts have an outperform rating on the stock and an average price target of nearly 38 a share that's 35 above the current price plus the dividend a buffett doesn't hold a lot of tech stocks but the market crash has brought out the value and skyworks solutions ticker swks pays a 2.4 dividend yield skyworks is a leader in semiconductors for wireless connectivity including power amplifiers filters and switches most of this business is in smartphones but the company is positioned for that 5g boom in home and audio that rollout of 5g is still in its early adoption phase and the internet of things trend is a boon for semiconductor companies the company is expected to post six percent earnings growth this year to eleven dollars and twelve cents a share on eight percent sales growth now that puts the price to earnings ratio at just 8.3 times this year's earnings which is very cheap for a tech stock analysts covering the stock have an average target price of 149 a share more than 61 percent above the current price and an average outperform rating we've still got one more buffett stock to watch but i want to show you how to narrow down your list of stocks when you're screening for value i don't know about the oracle of omaha maybe he has enough analysts on the payroll he can look through 700 plus stocks but but i need to narrow that screener down before i start researching and a natural place to start here is just narrowing down your list to stocks with a price to earnings ratio below 15 times earnings it's the most basic value stock metric and is going to cut your list down to a third now of course there is something you need to understand here using that p e ratio like this what's considered cheap in one sector might be expensive in another for example a p e ratio of 15 might be expensive in bank stocks but but actually a great deal in tech stocks so just filtering across the entire market on that p e ratio could concentrate your results in those lower pe sectors like like financials energy and materials because more companies in those sectors have p e ratios below that 15 on average now all you out there in the nation know the operating margin is one of my favorite measures of profitability and management efficiency so we're going to narrow our list to those with at least a 10 operating margin and now buffett may not be a big believer in dividends but i am so i'm going to filter only for stocks with a dividend yield and finally here one of the biggest traps in value investing is companies with too much debt so we're going to set this current debt ratio filter to no more than 80 debt to equity now that still leaves us with almost 100 stocks so play around with the criteria here maybe we'll lower that p e ratio to no more than 12 times earnings that's going to give us a more manageable list of buffett stocks to research quest diagnostics ticker dgx is a leader in healthcare information services and has a lot of catalysts for growth now buffett is curiously underinvested in health care other than a stake in johnson johnson which even that is only 59 million dollars of a 324 billion portfolio quest serves a full third of the u.s population and half the hospitals and physicians in the country it's the 56 billion patient data points though that represents the real hidden value here being able to use that data in research and development and the consumer testing market could be another opportunity for massive growth at-home cova testing really opened people up to the idea of home testing and quest estimates it's a two billion dollar untapped opportunity now this is another one where earnings are expected lower this year to nine dollars and twenty three cents as that boom and coveted testing wears off but but shares are now trading for just 14 times on a price to earnings basis analysts have an outperform rating on the stock and an average target of 151 dollars a share about 11 percent higher from here but but i think that consumer testing potential takes it much higher check out moomoo with the link below and get up to 10 free stocks when you start investing or click on the video to the right for a dividend stock portfolio for weekly cash flow 12 stocks that will put money in your pocket every single week don't forget to join the let's talk money community by tapping that subscribe button and clicking the bell notification
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