TIP163: The Intrinsic Value of 3 Stocks (Business Podcast)

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 4 November 2017

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

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Summary

In this episode, Preston and Stig conduct an analysis of three publicly traded stocks. Since the stock market is currently at one of the highest market premiums ever recorded (the only time it was higher was in 2000), the search for yield produced some interesting results. The companies discussed are McKesson Corp (MCK), Gazprom (OGZPY), and McDonald's (MCD).

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In this episode, you'll learn:

Why McDonald's is a great company but a horrible stock pick in 2017
Should you invest in Russia given the high US stock market?
Why dividend payments might be more important for certain stocks
How to think about the risk of an individual company compared to the market
Ask The Investors: What will happen to ETFs if the market crashes?

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Transcript

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0:00.0	You're listening to TIP.
0:03.0	Hey, how's everyone doing out there?
0:04.6	This week we have a fun episode for you
0:07.0	because I still can talk about the current market conditions.
0:10.4	And then what we do is we go through three individual stock picks
0:14.3	that we talk about.
0:15.2	Two of the stock picks are companies that we personally like
0:18.6	and that we think have a lot of promise
0:20.6	and that are priced appropriately
0:22.0	to give a person a decent return,
0:23.7	even though the stock market is extremely high right now.
0:27.0	And then the last stock pick that we talk about
0:29.2	is a company that we think has a lot of cash flow
0:32.5	and has a very good business
0:34.5	that would give you a really bad return.
0:36.9	And we talk about this to illustrate a couple important points
0:40.5	about value investing and just really investing in general
0:44.2	that we think is really important for the audience to understand.
0:47.0	We'll also discuss whether or not you should invest in Russia
0:51.0	given that the American stock market is so expensive
0:53.7	and we're also going to have discussion about dividend payments
0:56.4	and how that is different if you're invested in the US
	...

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