字幕列表 影片播放 列印英文字幕 Welcome back to WhiteBoard finance. My name is Marco and I'm here to help you master your money and build your wealth. If you're interested in videos about personal finance stock market investing real estate and entrepreneurship. This is definitely the channel to subscribe to. So if you haven't done that already please do so below. Today we're talking about the 3 stocks to buy in January. So without further ado let's get into it. Number one. Caterpillar Trump has proposed a one trillion dollar infrastructure plan in which he is planning to unveil January of 2018. Let me repeat that one trillion dollars. That is a thousand billions. Are you kidding me. If he comes anywhere near to proposing this plan and acting upon it this stock think will have further growth for 2018 and beyond. Caterpillar remains the top choice for two reasons. It is the undisputed global leader in construction machinery. And it also has the broadest product portfolio among its peers. Infrastructure goes just beyond roads and bridges you guys cat has a huge competitive advantage because they play in multiple sectors. They have dominant positions in mining oil gas power and transportation sectors. Even when Trump was running for his presidential campaign he hinted that the construction giant cat could bag a big piece of government business from these infrastructure projects once they finally kick off and it looks like that's going to happen in January. Analysts expect the company to grow its earnings per share by almost 40 percent over the next five years which is really good news. Let's take a look at the one year growth you can see that it's right around sixty nine point eight percent over the past five years. It hasn't done as well even though 63 percent is still an excellent number. It's been more lucrative to own cash just over the past year than in the past five. So I think cat has room for growth especially if the infrastructure spending increases under Trump. Number two Amazon Amazon's growth has surprisingly reach accelerated recently and I think this is because the company is having a huge aggressive investment strategy and it seems to be paying off revenue in its third quarter climbed 34 percent year over year from last year you guys. This is huge especially for a growth company like Amazon. This acceleration in revenue growth comes is because Amazon has been investing aggressively in its international expansion with new fulfillment centers digital content and highly profitable aid WS which stands for Amazon Web Services. This is a high margin business and I think all the digital content is as well. So you may be saying Hey Marco isn't Amazon expensive right now. Absolutely. But management has somehow delivered time and time again with their ambitious investments and the growth areas you can see this as a perfect example in the whole foods acquisition. This got them into the food delivery business which I think will happen here in the next couple of years. And that may even start happening by drones you guys. So you may want to pay attention to that. It also got them liquor licenses so now they're selling alcohol and things like that. So now they have a presence in almost every state and they're getting into the food industry they're getting into pretty much every facet of someone's life. And I think they're trying to make it easier through prime in one click shopping you can see here out there one year growth has been about fifty seven point six percent and their five year growth has been about 336. So you're tripling your money and a third if you've invested in Amazon over the past five years I think Amazon is one of those stocks that always looks expensive but you always kind of kicked yourself in the butt. When you look in the chart and say Oh man I wish I would've invested in that a few years ago. So don't let this opportunity pass you by. I think Amazon's growth strategy is excellent and it's not just an idea. They executed it on it. So please take a look at Amazon. Again this is just my opinion but I think it's a winner for sure. Number three Intel Corp.. So Intel is actually a much different company than it was just ten years ago you guys the fast growing Data Center Group now comprises almost half of its total revenue. So it was 45 percent in 2017. It was just 30 in 2012. So you can see in five years they grew that business segment by 15 percent. Intel has also made several strategic acquisitions to position itself in the future trends of AI Internet of Things in artificial intelligence. Given that Intel's business is much different than just 10 years ago as I mentioned I think Intel's current P E ratio is not that expensive for what it is especially if we take into consideration its long term growth prospects. I believe Intel remains a good long term investment choice in 2018 even despite its recent surge in share price. Take a look at this you guys. The company has already devoted resources into R and D and has made several strategic acquisitions including Altera mobile eye Nirvana and more videos. Its acquisition of Altiero helps intel to maintain its growth and server business as its server customers often will require customized chip solutions. So that's pretty cool you guys. I think that this is a high margin business. I've mentioned this in my previous videos. I work for a Microsoft reseller and some of the highest margin products that Microsoft sells is the Azure cloud hosting that's similar to what Intel is getting into here and growing that segment of the business. So you can see here the one year has been twenty seven point one percent. The five year has been 112 percent. So you've doubled your money if you've invested in Intel over the past five years. So in conclusion I think with Intel staying not staying away from the chip market but kind of getting into that data base center with the high margins. I see them as a long term growth opportunity and a stock to buy in 2013 in January. Those are my three picks for January of 2018. I've done some extensive due diligence and I think that those three stocks are winners for sure. Again you need to do your own due diligence and not just listen to me. I'm just talking guy on YouTube please do your own research and please I'm not a financial advisor so keep that in mind. With all that being said I hope you got value out of this video and at least steered you in the right direction. Fuga value please subscribe below and as always guys have a prosperous day. Not too shabby.