저자: Ashley · 외국인
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Tom Lee(Fundstrat)가 S&P500 상회가 예상되는 10개 종목(슈퍼그래니/슬리퍼그래니)을 발표했다고 소개하고, 각 종목의 재무건전성·실적 추정치·애널리스트 목표가를 정리한다. 팔란티어는 이전부터 보유 중이며 장기 성장 기대를 강조한다. 다만 자막상 종목명이 자동인식 오류로 불분명하며 대상 자산 목록에 해당하는 것은 팔란티어뿐이다.
다듬은 글
hello and welcome to the trading with Ashley show this video is going to be jammed packed with a lot of great information that can make you a lot of money over the next few months but before we go any further I need you to do me a huge favor I need you to tap that subscribe button because I don't want you to miss out on any of these awesome videos that I'm putting together for you that could really make you wealthy well we had quite the Friday did we not with all of information from Jerome pal and how he was dubish the market liked it and our portfolios soared it was a lot of fun to see all that green so I wanted to talk to you about how we can take Tom Lee in all of his research and make a lot of money from it so we all know who Tom Lee is I have featured him several times on my channel and he seems to have very accurate predictions of the stock market plus I personally just like his positive nature he's not a doomsday kind of guy and it actually matches the S&P 500 if you look over the history of the S&P 500 it rises over time so I personally don't want to be completely out of the stock market even if I'm fearful I am glad that I was in the stock market this past week although I did have 25% of cash waiting in the sidelines in the event we had a steep correction and as you can see from my results I'm glad I was not completely out I think those of us that try to time the market have been B before so I want to make sure I don't ever make that mistake again but I do want to cash up so what I want to take you through today is how we can select stocks that will outperform the S&P 500 over the next year now I like Tom Lee and his predictions and his group fund Strat has actually put a lot of research into 10 stocks that they just announced that they predict will outperform the S&P 500 well I know that the reason I get outsized gains on my portfolio and all of my community members get outsized gains on their portfolio we don't just put our money in the S&P 500 we have some of our funds in the S&P 500 but trading is what allows us to outperform the index so what I want to show you is their top 10 pck they call them super Granny's and sleeper Granny's Fun name but basically they are their pics based on automation Millennials and their behavior and AI these emerging Trends have all come together for a spectacular tin stocks there's only one name on here that I have spoken about before and you can guess which one that is it's starting to get a whole lot of attention now and I'm glad I'm I'm heavily invested in p paler but let's go through all of their pics and then you can start putting these on your watch list first up we have none other than paler and most of you are familiar with paler and what they do but they are a software company that takes Ai and leverages it to help companies take all their complex data and turn it into usable data that can help them either make more money or save money they have both government contracts and the commercial side of the business looking at the positive side paler holds more cash than debt on its balance sheet its net income is expected to grow this year 11 analysts have revised their earnings upwards for the upcoming period they have great profit margins they're trading at a low PE ratio relative to their peers however it is worth noting that they're trading at high earnings multiple and the stock movements are quite volatile they are also trading at high evit of valuation multiples however this has not scared me personally I have felt really confident about this stock I continue to make money on the stock and if Palante here can get to a 43% growth rate annually then we are looking at a $150 stock in just 5 years looking at their Financial Health they are rated as great performance and although it stated that their fair value is about $10 less than we are now analyst's price targets put this stock anywhere between $9 which I think is highly unlikely and and 38 by Year's End next up we have Mueller Industries ticker symbol mli Mueller Industries is in the industrial sector it manufactures and sells Copper Brass aluminum and Plastic Products in the US UK Canada South Korea Middle East China and Mexico it operates in three segments piping systems Industrial Metals and climate Mueller does hold more cash than debt on its balance sheet it's raised its a dividend for three consecutive years cash flow can sufficient cover interest payments it's maintained its dividend payment for 21 consecutive years the liquid assets exceed short-term obligations and it has had a strong return over the last 3 months its Financial Health is considered to be in the great category and when we're looking at analyst price targets it goes anywhere from 35 up to 73 because we are at the high in range for this particular stock of its price targets I would put a little note to myself and wait own pullbacks before investing heavier next up we have e+ ticker symbol PL us they offer it solutions that enable organizations to optimize their it environment and supply chain processes and the US and internationally they operate within two segments both technology and financing they too are trading at the highend of their 52 we range and the price targets range anywhere from 90 to 10 too this is another one that has gotten a lot of attention lately so you might want to wait for pullbacks to invest more heavily next up we have app loving Corporation tickers and will AP this one is in the information technology sector and they engage in building software platforms for advertisers to enhance the marketing and monetization of their content in the US and internationally the company's software Solutions include app Discovery it is a marketing software solution solution which matches advertisers Demand with Publisher Supply through auctions it's worth noting management has been aggressively buying back shares their net income is expected to grow the share and analysts anticipate sales growth in the current year they are however trading at a high earnings multiple analyst price Targets in the next 12 months range from $57 all the way up to5 next up we have the band core Incorporated ticker symbol tbbk they're in the financial sector they operate as a bank holding company and they provide banking products and services in the US they offer a range of deposit products and services including checking Savings Time money market and Commercial accounts it's interesting to note that management has been aggressively buying back shares it's trading at a low PE ratio relative to its peers it does suffer from weak gross profit margins however it has had strong return over the the last 3 months its Financial Health is considered to be in the great category unless price targets range from 30 all the way up to 53 we are trading at the price Target so that will either have to be adjusted in the coming quarters or you might want to wait for a pullback moving on from the super Granny's to the sleeper Granny's we are looking first at Bluebird Corporation ticker symbol blbd they are in the indust sector Bluebird Corporation together with its subsidiaries designs engineers and manufacturers school buses for the US Canada and internationally the company operates through two segments both the bus itself and parts it's worth noting that they offer alternative power options through its propane powered gasoline powered compressed natural gas powered and electric powered school buses net income is expected to grow this year three analysts have provise their earnings upwards for the upcoming period Financial Health is considered in the gr category and we are looking at analyst price targets anywhere from 48 up to 72 this one might be considered a buy at this point due to its current price of around $50 number seven on our list but number two in the sleeper granes is amcore technology ticker symbol am KR also in the information technology sector they provide outsourced semiconductor packaging and test services in the United States Japan Europe Middle East Africa and Asia Pacific this company offers TurnKey packaging and test services for the semiconductor area they have raised their dividend for the past four consecutive years they are a prominent player in the semiconductor and semiconductor equipment industry it is worth noting five analist have revised their earnings downwards for this upcoming period and they do suffer from weak gross profit margins currently trading at $33 analyst price targets range from 35 all the way up to 50 with a current average fair value of 37.50 there is about a 12 to 133% upside if you were to purchase this stock NOW number three on our sleeper Granny's list but number eight on our total list we are looking at Blue prep medicines core to symol bpmc this is in the healthcare sector blueprint medicines Corporation a Precision therapy company develops medicines for genomically defined Cancers and blood disorders in the US and internationally analysts do anticipate sales growth this current year five analysts have recently revised their earnings upwards for the upcoming period they do not anticipate the company will be profitable this year which is usually the case with newer Ventures liquid assets exceed the short-term obligations however it's worth noting analysts do not anticipate the company to be profit Prof itable this year and the stock price has performed poorly over the last month but if you're an investor that actually does not scare you the Financial Health is fair currently trading at $94 its LS price targets are from 77 all the way up to $167 at $94 at this point it is considered a little bit expensive so put this one on your watch list number nine on the list for on sleeper Granny's is ultra clean Holdings to princible uctt in the it technology sector Ultra Clean Holdings develops and supplies critical subsystems components parts and ultra high Purity cleaning and analytical services for Semiconductor industry in the US and internationally liquid assets do exceed short-term obligations net income is expected to grow this year they are currently suffering from weak gross profit margins stock mov it can be quite volatile and the has fared poorly over the last month two analysts Revis their ratings downwards on this upcoming period price targets range anywhere from 22 up to $58 currently trading at 38 there's about an 11% upside fair value is 43 and last on our list is bco instruments ticker symbol B also in the it sector vco instruments together with its subsidiaries develops manufactur ures sells and supports semiconductor and thin film Process Equipment primarily to make electronic devices in the US and internationally net income is expected to grow this year their liquid assets exceed short-term obligations endlesss predict the company will be profitable this year 52- we price targets range from 35 all the way up to 55 currently trading at 38 however fair value is considered to be 32 put this one on your watch list now if all that just seems too confusing to you or it's a roll of the dice and you'd rather use the ETFs that I put together that are great for investing in an interest rate environment that is lower you can watch that video right here remember always keep learning keep earning and I will see you on the trading floor
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