(Source: imgflip)
The March 2020 pandemic crash made most companies attractively valued and created incredible opportunities for smart long-term investors.
Naturally, the fastest bear market in history generated incredible opportunities, including in the fastest-growing and most popular Wall Street darlings.
Not surprisingly, these world-class companies have gone on to make the Dividend King Phoenix Portfolio massive gains in less than a year. Since April 2020, I’ve been investing 100% of my savings into that matching strategy. That’s over $300,000 and counting in real money buys that are tracked by our Daily Blue-Chip Deal Videos, DK Videos, and DS Phoenix screenshots on our chat board.
Consider Paypal (PYPL), as featured below. It’s the Phoenix Portfolio’s biggest winner, though now incredibly overvalued…
(Source: FAST Graphs, FactSet Research)
- Quality score: 88%
- Quality rating: 12/12 Ultra-SWAN
- 2021 average historical fair value: $176
- Potential good buy price: $168 (5% margin of safety)
- Valuation: 65% overvalued
- DK rating: potential trim/sell
- DK cost basis: $91
- The yield on cost: 0%
- Unrealized gain: 219%
- Time-weighted total return: 250% CAGR.
There’s also Lowe’s (LOW), our second-biggest winner and 14% overvalued:
(Source: FAST Graphs, FactSet Research)
- Quality score: 92%
- Quality rating: 12/12 Ultra-SWAN
- 2021 average historical fair value: $156
- Potential good buy price: $148 (5% margin of safety)
- Valuation: 14% overvalued
- DK rating: Hold
- DK cost basis: $77
- The yield on cost: 3.1%
- Capital gain: 131%
- Time-weighted total return: 140% CAGR.
Of course, it’s not hard to make impressive short-term gains from intense bear market lows that featured the lowest valuations in a decade.
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