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3 STOCKS I'm BUYING in APRIL 2021


๐Ÿฏ ๐—ฆ๐—ง๐—ข๐—–๐—ž๐—ฆ ๐—œ'๐—บ ๐—•๐—จ๐—ฌ๐—œ๐—ก๐—š ๐—ถ๐—ป ๐—”๐—ฃ๐—ฅ๐—œ๐—Ÿ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿญ


As you know, I had a tenbagger in my portfolio earlier this year, GameStop $GME . This is a stock which I first bought in September 2019 and although I expected that it could be a tenbagger in less than 2 years because of the new console cycle and short squeeze, we should not expect this to happen to every stock. By definition, ๐™– ๐™ฉ๐™š๐™ฃ๐™—๐™–๐™œ๐™œ๐™š๐™ง ๐™ž๐™จ ๐™– ๐™จ๐™ฉ๐™ค๐™˜๐™  ๐™ฌ๐™๐™ž๐™˜๐™ ๐™œ๐™–๐™ž๐™ฃ๐™จ ๐Ÿต๐Ÿฌ๐Ÿฌ% ๐™ค๐™ง ๐Ÿญ๐Ÿฌ๐™“ ๐™ž๐™ฃ ๐Ÿญ๐Ÿฌ ๐™ฎ๐™š๐™–๐™ง๐™จ ๐™ค๐™ง ๐™ก๐™š๐™จ๐™จ. The 3 stocks I'm buying in April are all potential tenbaggers.


๐Ÿ  Essent Group $ESNT

Essent Group is one of the 6 private mortgage insurance businesses in the US and looking at the metrics of the business, I'll say that it is the best in the industry. There's even a premium on the stock and the company may buyback shares or increase dividends (which they started paying last year). There are many ๐™ฉ๐™–๐™ž๐™ก๐™ฌ๐™ž๐™ฃ๐™™๐™จ ๐™›๐™ค๐™ง ๐™๐™ค๐™ช๐™จ๐™ž๐™ฃ๐™œ ๐™–๐™ฃ๐™™ ๐™˜๐™ค๐™ฃ๐™จ๐™š๐™ฆ๐™ช๐™š๐™ฃ๐™ฉ๐™ก๐™ฎ ๐™ข๐™ค๐™ง๐™ฉ๐™œ๐™–๐™œ๐™š with the low mortgage rates, the work from trend, and asset price inflation.


๐Ÿ’ฐ Genworth Financial $GNW

Genworth is another PMI but unlike Essent Group, they also have life insurance. Genworth has a market cap of $1.6 billion for a book value of $15 billion. It is massively undervalued, a ๐™™๐™š๐™š๐™ฅ ๐™ซ๐™–๐™ก๐™ช๐™š ๐™จ๐™ฉ๐™ค๐™˜๐™ . The interest yield from their $80 billion portfolio is itself bigger than the current market cap. There's also the ๐™ฅ๐™ค๐™จ๐™จ๐™ž๐™—๐™ž๐™ก๐™ž๐™ฉ๐™ฎ ๐™ค๐™› ๐™–๐™ง๐™—๐™ž๐™ฉ๐™ง๐™–๐™œ๐™š if it gets acquired by China Oceanwide. The deal now seems unlikely but at current price, this is a good investment in my opinion.


๐Ÿšš UNFI $UNFI

United Natural Foods is the largest food distributor in the US and they have a ๐™ข๐™ค๐™–๐™ฉ ๐™ž๐™ฃ ๐™ค๐™ง๐™œ๐™–๐™ฃ๐™ž๐™˜ ๐™–๐™ฃ๐™™ ๐™ฃ๐™–๐™ฉ๐™ช๐™ง๐™–๐™ก ๐™›๐™ค๐™ค๐™™๐™จ with their largest customer being Whole Foods (owned by Amazon $AMZN ) and they recently renewed their contract till 2027. For $27 billion in revenues, the company has a market cap of only $1.5 billion. Another deep value stock. They have some big debt but I believe they will be able to pay it with their current cash flow and divestitures.


Watch the full video on YouTube:

https://www.youtube.com/watch?v=XNCmrkqdJ94&list=UUPO3uUyoXSaFWG-Ldq1mqEQ&index=1


Hereโ€™s the full analysis of Essent Group:

https://ishfaaqpeerally.teachable.com/courses/662813/lectures/30604916



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