What sector to invest in now and at the start of 2021? That’s a question that many of us ask ourselves in preparation for the new year. Let me therefore inspire you a bit, because today I will share with you 3 undervalued stocks from a sector which I find undervalued.
I will do this via a new video which I have published on YouTube. I’m trying to build my channel over there a bit, because I find it an interesting way to publish content and it allows me sometimes to explain some topics better with some visuals.
Therefore, if you enjoy my content, may I then ask you to subscribe to me on YouTube? I’m trying to see if I can grow my channel to 1000 subscribers in the upcoming month and I will publish a video at least once a week. Thanks a bunch already!
Back to the content of this video 😉
In this video I will explain to you why I think the specific sector is undervalued right now and I will provide you a high-level analysis of the 3 stocks.
Hence, the video includes:
- A brief introduction to the Cyclically Adjusted Price to Earnings (CAPE) ratio also known as the Shiller ratio
- A brief look at which sector I find undervalued
- A look into the metrics of 3 different undervalued stocks.
- 10 year dividend history
- Payout Ratios
- 5 Year overview of revenue, net income, Earnings per share (EPS) and Free Cash Flow
- My favorite metrics, i.e. ROIC more than WACC, Chowder Rule, Return on Equity
- A fair value estimate based on a slightly modified Discounted Cash Flow template from Sven Carlin.
To conclude, I hope you enjoy this video and that you have some additional inspiration in what sector to invest in now.
Did you miss my other videos? Have a look here:
Recent Purchase: Enagas SA – A high-yield European Utility
30 European Dividend Stocks – An introduction to the Noble 30 index
Yours Truly
European Dividend Growth Investor
