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5 Great Stocks I'm Buying in July
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5 Great Stocks I'm Buying in July

Setting Aside Money for Stock Purchases

The speaker discusses their strategy of setting aside money in their brokerage account every time they get paid and buying stocks once a month. They also mention the importance of subscribing to their channel.

Monthly Stock Purchases

  • The speaker sets aside money in their brokerage account every time they get paid.
  • They buy stocks once a month using the accumulated money.
  • This strategy helps them keep track of their investments and make more meaningful purchases.
  • Compliance issues prevent them from buying stocks a certain number of days before or after talking about them.

Support and Sponsorship

The speaker asks viewers to subscribe to their channel and mentions a sponsor, The Motley Fool, which offers the top 10 stocks to buy right now.

Call to Action

  • Viewers are encouraged to subscribe to the speaker's channel.
  • A sponsorship message from The Motley Fool is mentioned as a way to support the speaker's work.
  • The Motley Fool offers the top 10 stocks to buy right now.

Monthly Stock Purchase Strategy

The speaker explains why they only buy stocks once a month and how it helps them plan their purchases accordingly. They mention not adding any new stock positions in July but increasing their holdings in existing positions.

Monthly Purchase Strategy

  • Buying stocks once a month makes it easier for the speaker to plan their purchases and avoid compliance issues.
  • In July, no new stock positions will be added, but significant additions will be made to five existing positions.

Existing Stock Positions - EPR Properties

The speaker discusses one of their existing stock positions, EPR Properties, and highlights a recent positive development related to one of its tenants.

EPR Properties (EPR)

  • EPR Properties is a Real Estate Investment Trust (REIT) that pays a 7% yield in monthly installments.
  • One of its biggest tenants, Regal Entertainment, recently went through bankruptcy proceedings, which have been resolved favorably for EPR.
  • The resolution of the tenant's bankruptcy is seen as a positive development for EPR.

Existing Stock Positions - Brookfield Corp

The speaker discusses another existing stock position, Brookfield Corp, and explains why they believe it is undervalued.

Brookfield Corp

  • The speaker has added significantly to their position in Brookfield Corp this year.
  • They believe the company is highly undervalued since it spun off part of Brookfield Asset Management.
  • Company insiders have bought over $100 million in shares, further validating the stock's potential.

Existing Stock Positions - Disney

The speaker talks about their existing position in Disney and explains why they consider it a beaten-down value play with growth potential.

Disney

  • Disney is considered a beaten-down value play by the speaker.
  • Despite concerns about streaming profitability and recession fears, the speaker believes Disney's theme parks are thriving and will continue to generate revenue.
  • They plan to add more shares of Disney in July due to its current trading price being well below its high.

Existing Stock Positions - Walker and Dunlop

The speaker discusses their existing position in Walker and Dunlop and highlights the company's potential amid upcoming real estate debt maturation.

Walker and Dunlop (WD)

  • Walker and Dunlop specializes in multi-family properties, which are holding their value well.
  • The rental market for multi-family properties is strong, and rent continues to rise.
  • Around $300 billion of multi-family debt is set to mature in the next three years, presenting an opportunity for Walker and Dunlop.

Existing Stock Positions - Mercado Libre

The speaker talks about their existing position in Mercado Libre and mentions its recent decline despite no company-specific news.

Mercado Libre

  • Despite a recent decline in stock price, there is no specific news justifying it.
  • The speaker sees potential for growth in Mercado Libre's e-commerce platform and believes it is undervalued.
  • They consider it one of their biggest stock investments.

Timestamps have been associated with the corresponding bullet points as requested.

Video description

I buy stocks once per month, and there are a few that I’m particularly excited about as we head into July. In this video, I discuss the five existing positions in my portfolio I’m buying more shares of, and why I think each is an attractive opportunity. Please subscribe to my channel to keep up with all of my investing and personal finance content and join this channel to get access to perks: https://www.youtube.com/channel/UCmZ31p_K4o6OPH0H2PWpR6A/join A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/frankel to get access to my special offer. The Motley Fool Stock Advisor returns are 428% as of 5/22/2023 and measured against the S&P 500 returns of 122% as of 5/22/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.