So, there has been a lot of talk about particular stocks lately, hasn’t there? It’s all over the news, the social media sites, the discussion boards. A lot of other investors on YouTube are also talking about it? Well, that’s great, and all, but I’m not going to do that right now.
Instead, I’m going to do what I always do and stick to my own long-term strategy. Today, I’m bringing you my list of Top Five Stocks to watch for February. After all, that’s what you come here for, isn’t it?
Well, if there’s enough interest, I might release a blog, covering this whole controversy, but I’m not making any promises right now. Make sure to let me know in the comments below if you’d like to see me talk about it. Check out my other blogs such as, “Are We Going To Experience Another Stock Market Crash In 2021?“.
Also, if you’d like more exclusive content and investing information, head on over to our Private Investing Group. We discuss stocks and stock market developments, we look at companies and talk about different long-term strategies every day. Oh, and all members get instant access to four of my investing guides completely free of charge! I’ll drop a link in the description for you, so don’t forget to check it out. So, back to our scheduled program.
This is my list of Top Five Stocks to watch for February:
1. Match Group (MTCH)
2. Masimo’s (MASI)
3. Dropbox (DBX)
4. Walt Disney (DIS)
5. Tattooed Chef (TTCF)
But that’s not all. I often talk about the importance of diversification, which is why I’ve also got a couple of additional suggestions waiting for you at the end of the blog. Now, let’s dive right in, shall we?
Match Group Stock
We’re going to kick things off with Match Group (ticker symbol MTCH). We haven’t talked about this Dallas-based tech company on the channel before. Still, I’m sure that all of you have heard about some of their services at least once. Match Group Inc is behind most of the popular online dating services out there, including Tinder, Match.com, OkCupid, and so on. In total, their portfolio includes more than 45 global dating services. Until 2019, Match Group was owned by IAC, but they have since split off and became a public company in July 2020.
Match Group Financial Stats
- Current Price: $144.13 (today change +4.26 (+3.05%))
- PE Ratio: 432.43
- Market Cap: 38.302B
- EPS: 0.33
Why I like Match Group
For the first nine months of 2020, the company enjoyed an 18% increase in direct international revenue and a 19% increase in subscriber count. For North America alone, the numbers are also very impressive – 15% increase in revenue, 6% in subscribers, and 7% average revenue per user.
2020 was an excellent year for Match Group, and the reason for this is plainly obvious – the lockdowns. People were confined to their homes, which makes meeting others in person rather tricky. So, naturally, they turned to date apps. And even though the pandemic gave them a big boost, I don’t believe that the stocks will suffer once things return to normal. Quite the contrary – I think that they will continue growing, even if at a slower pace.
Masimo (ticker symbol MASI) is a California-based manufacturer of patient monitoring medical devices. The company was founded in 1989, by Joe Kiani – an Iranian-born electrical engineer and entrepreneur.
Masimo is credited for the invention of the “signal extraction technology” for pulse oximetry, which is currently unmatched in the field. Thanks to its contribution to the patient care field, Masimo has been recognized as one of the industry’s most innovative companies. Forbes also featured the company in their 2011 list of top 20 public companies under 1 billion dollars’ revenue.
Masimo Financial Stats
- Current Price: $ 262.28 (today change +6.36 (+2.49%))
- PE Ratio: 68.13
- Market Cap: 14.44B
- EPS: 3.85
Why I like Masimo
Once again, we’re talking about a company that has benefited a lot from the pandemic but has no reason to lose steam after the situation returns to normal.
The first three quarters of 2020 were very lucrative for Masimo, with their revenue rising by 22.9% compared to the previous year. This is a big jump from their prior results, which were in the single digits. During the lockdowns, the company added several new products and services to its portfolio, including:
- Masimo SafetyNet – An information software that streamlines remote patient monitoring.
- Masimo Sleep – the quality of sleep measuring software
- Centroid – orientation-detecting sensors that help physicians monitor whether a patient has fallen over or not moved in a while
- Bridge – an alternative therapy device for patients going through opioid withdrawal
Remember, this is not some opportunistic business, looking to make a quick buck. Masimo is a well-established, widely-recognized company with long years of experience in the field. I believe that they will definitely continue growing, even if somewhat slower.
Dropbox (ticker symbol DBX) is one of those companies that seem to always find a way into my lists, and so, I’ll be as brief as possible here.
Founded in 2007 by Drew Houston and Arash Ferdowsi, Dropbox Inc. is a California-based SAAS provider. Their main service also called Dropbox, offers cloud storage and file synchronization for businesses and individuals. The company boasts over 600 million registered users across 180 countries.
Dropbox Financial Stats
- Current Price: $22.893 (today change +4.26 (+3.05%))
- PE Ratio: 115.62
- Market Cap: 9B
- EPS: 0.19
Why I like Dropbox
My main reason for being such a big believer in dropbox is really simple – the future is digital. The lockdowns have shown us the tremendous potential of remote work. Before the pandemic, even the people who could do their work from home steered clear of the idea, mostly because they had never tried it before. And this isn’t just my theory, mind you. A lot of experts out there believe that the remote work trends are here to stay.
Walt Disney Stock
The Walt Disney Company (ticker symbol DIS) is one of those stocks that I’ve always liked, but I still haven’t really talked about in-depth on this channel. At a later date, I plan on releasing a full-length video, covering their history, business model, and moats, but for now, I’ll just give you the quick rundown.
The Walt Disney Company is a US-based media and entertainment group, going all the way back to 1923. They mainly produce animation, live-action films, and TV shows. The company is currently headed by Bob Chapek (CEO) and Bob Iger (Executive chairman). Disney stock has been a part of the Dow Jones Industrial Average index since 1991.
Walt Disney Financial Stats
- Current Price: $ 168.96 (today change +0.79 (+0.47%))
- Market Cap: 306.701 B
- EPS: -1.59
Why I like Walt Disney
The Walt Disney Company holds the rights to many popular franchises, and their recent releases never fail to spark online discussion. If you are like me, and you’re not big on movies and TV shows, here are a couple of examples, that I’m sure you’ve heard about in passing: The Mandalorian, WandaVision, The Falcon and the Winter Soldier, Loki and, of course, Star Wars.
On top of that, you’ve also got their theme parks, which were the number one revenue generator for the company before 2020 came around. And even though they took a hit due to the lockdowns (dropping from first to the third position in terms of revenue), there is no reason to believe that they won’t return in full force as soon as the situation allows.
All things considered, Disney is a well-diversified business, and I am optimistic about their long-term future.
Now, Tattooed Chef (ticker symbol TTCF), is a company that I believe in big time. I was very enthusiastic about them around the end of 2020, and I am even more optimistic about them now. In case you missed out on previous discussions here’s a quick rundown:
Tattooed Chef is a supplier of plant-based meat replacements and organic, GMO-free meals, founded in 2019 by Sam Galetti (who boasts over 35 years of experience in the food industry). Even though the company is somewhat comparable to Beyond Meat, they are not in direct competition, as Tattooed Chef is focused on the frozen meal market. They face virtually no real competitors. For more information about Tattooed Chef, take a look at the dedicated video, I published a couple of weeks ago. I’ll also drop a link for you in the description.
Tattooed Chef – Financial Stats
- Current Price: $22.50 (today change -0.65 (-2.81%))
- Market Cap: 1.613 B
Why I like Tattooed Chef
Like I mentioned last time, I am a big believer in Tattooed Chef. Not only do I like the company’s mission, vision, values, and management, but I also see a bright future for the meat-replacement and sustainable foods field. Now, I know that not all of you are interested in green living. You are probably not up to date on what’s popular and why, so here’s a quick summary: Climate-related issues, sustainability, and responsible consumption are getting a lot of media attention. People are paying more attention to what they eat and why.
Green alternatives are picking up speed. On top of all that, the specific market, targeted by Tattooed Chef is mostly untapped. They are similar to Beyond Meat as a business, but they are not in direct competition with any major player. So, if we look at the long-term, there is definitely a ton of space for growth here.
Before we wrap things up for today, I’ll give you a couple of additional suggestions. Most of these we’ve already discussed on the channel, but since this blog is rather long, I can’t get into the details regardless.
- NVIDIA Corporation (NVDA)
- Netflix Inc. (NFLX)
- H2O Innovation Inc. (HEO)
- EHang Holdings Ltd. (EH)
- Facebook Inc. (FB)
- Apple Inc. (AAPL)
And that’s it – that’s all I’ve got for you today. I tried my best to keep things brief without cutting out any important information, but if you have any questions (or think that I skipped over something that I shouldn’t have), please do not hesitate to let me know in the comments section below.
Additionally, if you have any ideas or requests for future blogs, drop me a line in the comments, and I’ll see what I can do. I’m currently working on a short blog series for beginners, but if there’s something that you absolutely want to see right away, I promise that I will try to fit it into the schedule.
Now, if you are looking for really detailed content about stocks, then you definitely want to check out our Private Investing Group. All members get access to four of my investing courses (the really good stuff), and a ton of exclusive content. I’m also working on an even longer blog series, which will be available only to the group members. More information coming soon, so stay tuned!
Thank you for being with me here today, and I’ll see you all next time!
Recommended books for further reading:
- How to Make Money in Stocks: A Winning System In Good Times And Bad
- The Five Rules Successful Stock Investing: Morningstar’s Guide to Building Wealth and Winning in the Market
- The Financial Times Guide to Investing:The Definitive Companion to Investment and the Financial Markets: The Definitive Companion to Investment and the Financial Markets
- Shares Made Simple: A beginner’s guide to the stock market
- A Beginner’s Guide to the Stock Market: Everything You Need to Start Making Money Today
If you are looking to open an investment account, follow these links below:
- Passive income
- Silver & Gold coins
- Interactive Brokers
(‘68% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you can afford to take the high risk of losing your money.)