Great Stocks 2023 Shortlist

Who YOU Are On This Webinar:
1. Pensioners
2. 20-somethings
3. People who don’t want to miss out
4. Disappointed with your financial advisor
5. Fed up with funds ‘growth’
6. Fed up with high fees charged by boutique
wealth managers
7. Suspicious your IFA knows nothing
8. Fed up with UK companies not performing
9. Missing out on tech growth
10. Total beginners

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NO CONFLICT OF INTEREST WITH YOU

Agenda
•What Should You Invest In for
Retirement, Pension? What If
There Is a Recession?
•Why? How Do You Know?

• Destroyed your pension
by 25% in a year
• You can see their
holdings anyway if
scared to DIY
• Missed the energy
stocks in 2022 –
everyone knew that

A biotechnology company, focuses on the discovery,
development, and commercialization of medicines that address
critical needs for people impacted by rare, autoimmune, and
severe inflammatory diseases.
The company develops and delivers diagnostic
information services, such as routine testing, non-routine
and advanced clinical testing, anatomic pathology testing,
and other diagnostic information services, through a
network of laboratories, patient service centers,
phlebotomists in physician offices, call centers and
mobile paramedics, nurses, and other health and wellness
professionals
A company whose wireless fabric includes intelligent
radios, smart antennas, radio frequency (RF) algorithms,
wireless-aware switches, and cloud-based network
management software. It serves medium-sized wireless
Internet service providers, mobile network operators,
enterprises, and government agencies in North America,
Europe, the Middle East, Africa, Caribbean and Latin
America, and the Asia Pacific.
“ with a forecasted annual
earnings growth rate of
37% but undervalued by
60% based on discount
cash flow”
“generating 100% cash return on the
capital it invests and growing
revenues at 40% pa forecast to
increase to 50% next year but share
price is 45% below it’s fair value on
discount cash flow”

A company which distributes agricultural equipment and
related replacement parts worldwide, combines for harvesting
grain crops, such as corn, wheat, soybeans, and rice; and
application equipment, such as self-propelled, three- and four-
wheeled vehicles, and related equipment for liquid and dry
fertilizers and crop protection chemicals, and for after crops
emerge from the ground, as well as produces diesel engines,
gears, and generating sets.
A company which manufactures and distributes components,
building products, and materials for the recreational vehicle,
marine, manufactured housing, and industrial markets in the
United States, China, and Canada.
A company which engages in the acquisition, leasing, re-
leasing, and sale of various types of intermodal containers
and chassis to shipping lines, and freight forwarding
companies and manufacturers.It operates in Asia, Europe,
the Americas, Bermuda, and internationally.

2023: All the
major bank
outlooks
(to be updated)
Campaignforamillion.com
What Caught My Eye
Alpesh Patel OBE

EVERYONE
• GDP: Lower – shallow recession
• Inflation: Come under control
• Interest Rates: Rise then Pause
• Politics: Uncertainty, China, Russia
• Equities: go for profits over growth, quality companies
• US Dollar: Will weaken later in the year
• Commodities: Short term weakness due to growth but longer
term physical tightness remains
• Housing UK/US: very few homes in negative equity
• Bonds are back ie bond buying
• Many equities undervalued
• Scale Back in Mega Caps hold more Medium and Smaller Cap
• Energy, Healthcare, Financials
• Maket yet to bottom, but will this year
• Expect shocks to the system eg cyberattack
• Mix of lowly correlated assets
• Fully invested, less to no cash
• Overwieght US, underweight UK

• The consensus view is that early in 2023, earnings will collapse,
bringing the stock market down with them.
• Sectoral leadership in the market suggests otherwise.
Financials, industrials and materials have all outperformed in
October and November. As noted by market consultant John
Raphael: “It’s puzzling to me why these brokers and investment
banks are acting so well. Would you buy these stocks if the SPX
had 10% downside?
• The economy is proving too resilient, causing the ‘looming
collapse’ in earnings to remain elusive for yet another quarter.
• Quality-assured healthcare companies
• We believe now is a particularly good time to own compounders, since
their pricing power (the ability to pass on costs to consumers) and
recurring revenues (the propensity toward repeat purchases) can make
their earnings resilient in tough times.ƒ
High-quality compounder companies
that can grow their earnings steadily in real terms, across cycles, are likely
to outearn the market, just as they have done over the last few decades

Your
Questions
• Energy, Housing, Pharma, Recession Proof?

UK: Office
Reits
(20%
undervalued)
More risk than I put in my SIPP
because often 1. Debt not well
covered by cash flow 2. Poor
dividend track record

US: Financials
>> Mortgage
Reits
(30% undervalued)
More Risk Than I Put in My SIPP
because often 1. Earnings forecast to
decline 2. Debt not well covered by cash
flow 3. Poor dividend track record

Your
Question:
Big Fallers
– Worth
Going Into?

Question –
Medium
fallers with
some
recovery?

When – How Decide? Fully Invested? Or Wait Month to Month?

Currently in the SIPP. More of These In 2023 Wanted

Best of 2022 Looking ‘Toppy’ – What Next?

Disciplined Process: 40% Hurdle
US stock
ETF
Domestic stock
Value-Growth-
Income – Cash Flow
Approved List
12 months hold
and repeat
Alpesh
Weekly
Updates
15-40
stocks
Alpesh to
Help
Monitor
According to
Strategy
Buy
Hold
Sell
Media Articles
Social Media
Can Ask
Alpesh
Grow
Returns

Valuation
P/E
PEG
P/B
P/S
DCF
Growth
Sales
Earnings
Cash Flow
Income
Dividends
Earnings
Momentum
Trend
Stochastic
Chart Patterns
Media
Statistics
Distribution of Returns
Volatility
Correlation
Company Size
Insider Buying
Top Analyst
Correlation
Top Shareholder
Correlation

The Shortlist: 10,000 Companies to 37 (US
List)

UK Stocks (To Be Finalised)
Provides packaging and automation solutions to healthcare,
pharmaceutical, and food and beverage sectors worldwide.
Trading at 48.7% below our estimate of its fair value
Earnings are forecast to grow 58.51% per year.
-------------------------------------------------------
Another Company: The company provides its products in various
therapeutic areas, including anti-infective, cardiovascular, central
nervous system, diabetes, oncology, pain management, and respiratory.
It operates in the United Kingdom, the United States, the Middle East,
North Africa, Europe, and internationally.
Trading at 65.7% below our estimate of its fair value
Earnings are forecast to grow 7.88% per year
Pays a reliable dividend of 2.81%
Trading at good value compared to peers and industry
>>> HIKMA

•Assume you plan to invest over 10 years
•And you with my help make 20% pa (some years more, some maybe less) - nothing
extravagant and nothing pessimistic.
•Let's say you have 100k in a 401k/SIPP/ISA
•You also plan to add 1.5k each month to your portfolio
•Your will have over 1m by the end of 10 years

Let's assume you only have 10k to start with and plan to add 6k
a year (divided equally each month).
Then your return looks like this with my help:

MY COUNTRY TRUSTS ME
300M PEOPLE AND THE BBC TOO

When to sell
12 Months–
Re-evaluate
Drops 25% from
highest point
you bought

You can be better than
overpaid fund
managers…

Solution: Ride Coat-Tails of Aggregate of the World’s Best

Are They Uncorrelated and Resilient – Weekly and Monthly Update

Catalyst Pharmaceutical
Partners Inc

What Do
Goldman
Sachs Tell
Their
Wealthiest
Clients?
Would You
Like 30%pa?
Rich-Poor
Divide is about
Access

Perfected
my own
strategy
Oxford
Awards

Great Stocks 2023 Shortlist

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