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3 STOCKS I'm BUYING in MAY 2021




๐Ÿค ๐™‚๐™š๐™ฃ๐™ฌ๐™ค๐™ง๐™ฉ๐™ ๐™๐™ž๐™ฃ๐™–๐™ฃ๐™˜๐™ž๐™–๐™ก $GNW

The merger that was supposed to happen between Genworth Financial and China Oceanwide did not go through, and therefore, this is no longer an arbitrage opportunity. But it is still a special situation stock as Genworth Financial plans to have an IPO for the US Mortgage Insurance Business.


Even if this spinoff doesn't happen, Genworth is a deep value stock with a market cap of $2.2 billion and a tangible book value of $15 Billion.


๐Ÿ  ๐™€๐™จ๐™จ๐™š๐™ฃ๐™ฉ ๐™‚๐™ง๐™ค๐™ช๐™ฅ $ESNT

I'm not just bullish on Genworth but on the PMI (Private mortgage insurance) industry in general. There are so many tailwinds in this industry, record low mortgage rates, asset price inflation, work from home trend. The best stock in the PMI industry in my opinion is Essent Group and it is also undervalued.


๐Ÿšš ๐™๐™ฃ๐™ž๐™ฉ๐™š๐™™ ๐™‰๐™–๐™ฉ๐™ช๐™ง๐™–๐™ก ๐™๐™ค๐™ค๐™™๐™จ UNFI $UNFI

This is another potential tenbagger. UNFI is the largest wholesale food distributor in North America where they have a moat in organic and natural foods. Wall Street was scared that they may lose their largest customer Whole Food $AMZN but this problem has been solved as the deal got extended. Another fear from Wall Street is the debt but I believe they can repay the debt. I've looked at the extreme case scenario and they can do it.


Discovery $DISCA

I didn't include this one in the video since I only started buying after I recorded but this is a stock I'm buying and a video on it is coming soon.


Watch the full video on YouTube:

https://www.youtube.com/watch?v=2rWbRFm7gdM&list=UUPO3uUyoXSaFWG-Ldq1mqEQ&index=1


Hereโ€™s the full analysis of Genworth Financial:

https://ishfaaqpeerally.teachable.com/courses/662813/lectures/30479147



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