Stocks that seem recently undervalued

Hello, I am Warren God!!




Recently, it’s been mostly about mindset and lifestyle, and it didn’t feel like an investor blog anymore.



Today, for the first time in a while, I’d like to touch on individual stocks.



Straight to the point: stocks that feel undervalued recently.

① Cisco Systems (CSCO)

As I’ve written before, I’m paying quite a bit of attention.
Data traffic and networking equipment will likely continue to grow.


Past articles
▼
【CSCO】Cisco Systems is attractive, a bottleneck business in IT


Well, it isn’t exactly in a sharp drop in price as Warren God typically likes, so I can’t say it’s super cheap.


But its business will probably grow going forward. Compared with other IT stocks, it feels cheaper than Microsoft or Google.


Shareholder returns are very aggressive.








I’ve written about this too, but I feel it has fallen too much.


At least it has stabilized now.



Amazon threats, trade war impacts, the healthcare industry’s business model shifts…


Past articles
▼
Amazon isn’t scary, why does it drop so much? ~ CVS and Walgreens ~


There are various risk factors, but will it drop this much?



In the United States, where the population is continuing to grow, they hold so many pharmacy locations.


Looking at shareholder returns and track record, cost awareness is fairly high, and shareholder returns are aggressive.


What’s notable is that in the U.S. their store hospitality and customer service are highly rated, and the brand value is solidly established.


After all, retail depends greatly on reputation.






It might be a bit surprising.



Warren God writes about it for the first time.


It feels fairly undervalued.



Performance has been quite stable. Even the Lehman Shock didn’t hit that hard.



Due to zero interest rate policies and the digitization of finance and branchless models, the stock price has been falling, but when you look at the earnings, is there really a need to worry?



This bank has a culture of preemptive structural reforms, and with so many international investors as shareholders, it wouldn’t be easy to loosen shareholder returns easily.


There’s also Mitsubishi’s pride to consider.



Concerns are, they’ve invested in or acquired banks in Asia and other emerging markets to pursue growth, but what happens when those economies slow down?


But I feel the downside risk there is being priced in as well...



Well, those are the three I’ve introduced this time.



Let’s check again in a year or three years to see whether this call was right or wrong. It’s exciting, isn’t it?



Please support me!
▼