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hello everyone and welcome back to another video in today's video i just want to talk about my four largest holdings in my portfolio right now and these are stocks that i am actively going to be adding to on any dips that we see in the market or in these individual companies in this video i just want to present to you all my quick bull thesis on these stocks as well as some recent due diligence and research that i've been doing on these individual companies so let's just hop right into the video and the first dock that i want to talk about is td bank and i haven't talked about this stock on my channel for quite some time however this is still one of the largest positions in my portfolio and this stock is like a consistent steady gainer that just has just been gaining very very nicely if we take a look at a one year chart we can see again no matter what the overall market has been doing this stock has just been absolutely producing consistent gains from my portfolio and what i absolutely love about td bank is their very nice dividend yield so even after the stock has run so much in the last year the dividend yield is still around four percent on today's share price td bank has also been benefiting greatly from the sector rotations that we're seeing in the market recently i mean just a month ago the stock was selling for about 74 or 75 dollars a share and today it's selling for 79 a share and it looks like it could even go on to break 80 dollars a share here quite soon the reason td bank is experiencing so much benefits right now despite the overall market selling off is again because of the sector rotation and people worrying that interest rates are going to start going up to match the 10-year bond yields now banks they make a large portion of their revenue from interest rates so if interest rates are going to go up or people think that interest rates are going to go up then banks stand to benefit greatly this is why so much money has been flowing over into the banking sector lately because everyone is worried about interest rates rising right now and banks stand to benefit if interest rates do in fact climb up and td bank i think personally is one of the best bank stocks you can own in the stock market so let's just take a quick look at the fundamentals of td now so here we can see in 2019 they produced 38.04 billion dollars in revenue and in 2020 they actually dipped down to 36.4 billion now obviously banks got hit pretty hard in 2020 because of all of the defaults on loans and all the kind of delayed payments and everything going on with the whole you know global situation so i'm not surprised to see that td did experience a little bit of a dip in revenue in 2020. however check this out if we take a look at the quarterly revenue that td bank is now producing for the fourth quarter of 2019 they produced 10.93 billion dollars in revenue and for the first quarter of 2021 they produced 10.5 billion dollars in revenue and 3.28 billion dollars in earnings so if we take this 10.5 billion dollars in revenue and we put it on an annualized basis it means that td bank is now making over 40 billion dollars in annual revenue and about 12 to 13 billion in earnings this simply means that td bank is projected to do a record year for revenue in 2021 and this bank is not slowing down at all like this bank doesn't care what is going on in the world it just keeps on growing and producing so much revenue and cash flow now another thing that i want to point out is td bank's strong and consistent growth to their dividend since 1995 their dividend has grown by a compounded annual growth rate on average of 11 this is a fantastic dividend history this is also why i love investing in dividend companies because my dividend yield on cost i believe was like 5.54 but if td continues increasing their dividend year over year over a year for like the next 30 years then my dividend yield on cost for my initial investment could grow to like 20 30 40 maybe even 50 percent on an annualized basis dividend stocks that continue growing their dividends year after year after year are a great way to grow your portfolio and continue getting a consistent cash flow in your portfolio if we take a look at the analyst price targets for td bank over the next year we can see that on the high end they are projecting the stock to go to about 91 dollars and 22 cents and on the low end they are projecting about 71.17 the average price targets for analysts is about 81.81 over the next year which is about 3.66 upside from where the stock currently is today so in general analysts are actually a little bit bullish on td bank over the next year and i would have to agree check out this article that i found this article right here says toronto dominion bank or td shuts down 82 branches but the stock soars further down in this article it says the main reason td is shutting down u.s branches is because it wants to move to a more online focused business model as more and more banking services go digital the need for physical branches is reduced many banking services can today be delivered entirely online for example insurance and cash transfers in fact even check cashing in this environment a lot of money can be saved by eliminating branches by doing so you get rid of overhead costs rent machinery etc while retaining all of the services you offered before so doing so is a no-brainer i absolutely love this and i do bank with td and i have to admit i do pretty much all of my banking over online means now like just over the computer or on my phone or something like that so seeing td bank close down their branches and want to move to a more online business model i think is absolutely awesome and it should only improve the company's margins over time so in my opinion i believe that td bank is innovating they're trying to move more online they're trying to get more of their users on the computer or on their mobile app and i think that this is only going to benefit the company moving forward i am incredibly impressed with this business and i think that this innovation that they're doing to move more online is only going to serve shareholders well for years to come i am going to continue holding this stock and if it sees any meaningful dips in 2021 or in the coming years i think that this is a stock to buy on any significant dips and i'm going to be looking to add to this position whenever i can alright but now let's move on and talk about the second stock and this is brookfield renewable partners or bep at one point brookfield renewables was the largest position in my portfolio it's no longer the largest position anymore because i've been building truly so aggressively on all of these dips but brookfield is still one of the largest positions in my portfolio bep is one of the largest renewable energy utility companies in the world like this company right here is an absolute beast in the renewable sector i still believe that the world is moving toward renewables and the world is actively trying to go green and i ultimately think that the sell-off that the whole entire renewable energy sector is seeing is providing a really good opportunity for long-term investments i mean if we take a look at a six-month chart here we can see that bep topped out right near 50 a share and it's just been kind of down trending ever since really the end of january however i don't think that anything has happened to the fundamentals of this business and i think that this is still a really fundamentally strong company bep also offers a really nice dividend of just under three percent at its current share price and i love dividend stocks i think that having large positions in dividend stocks is a great way to continually build your portfolio no matter what the stock is doing let's just take a little bit of a deeper look into brookfield as a business now so right here on this slide we can see that brookfield renewables is in fact a global clean energy utility provider in north america they have 33 billion dollars of renewable assets south america 13 billion dollars worth in asia two billion and in europe they have nine billion dollars worth of renewable assets in total they have 57 billion dollars worth of renewable assets and 19 000 megawatts of capacity again this is a massive global leader in the renewable space on this next slide we can see that their dividend has grown at a six percent compounded annual growth rate since 2000 as well their dividend has not grown nearly as much as td bank over the years but i mean this is still great growth to the dividend and i also think that brookfield renewables share price is going to grow more rapidly than td bank over the coming years as well just with all of the tailwinds that i think the renewable sector is going to see in the coming decades but regardless i do love to see that brookfield renewables is actively and consistently raising their dividend as well year over year over year it's great to see the next thing that i want to point out is that for the year ended 2020 they reported a 924 million dollars of ffo and for those of you who may not know ffo is essentially just free cash flow for utilities and a reits or real estate companies for utility companies and reits you can think of ffo as basically just free cash flow so once again brookfield renewables reported 924 million dollars of free cash flow for the year ended 2020. now why this is so attractive is because the market capitalization of brookfield on the stock market today is 10.71 billion dollars if we quickly pull out a calculator we can enter in their market valuation and just divide it by the amount of free cash flow that they produced in 2020 which was 924 million dollars this right here tells me that brookfield renewable partners is selling for a price to free cash flow of 11.59 right now which i think is a very reasonable valuation for a company exposed to the renewable energy industry and is a global leader in it again keep in mind that it also offers that three percent dividend yield so i think that brookfield renewable partners is approaching a very attractive valuation territory the next thing i want to point out is where analysts expect to see brookfield renewables within the next 12 months here we can see that on the high end analysts are expecting the stock to hit about 52 dollars and 13 cents a share and on the low end they're expecting about 33 dollars a share on average analysts are expecting the stock to hit about 45 dollars and 16 cents a share within the next 12 months which presents about a 6.86 percent upside from where the stock is currently today so analysts do seem pretty bullish on the next 12 months for this company as well and i kind of have to agree i mean i believe that the world is still moving towards renewable energy and i think that the sell-off that this stock has seen has been a little bit overdone i mean brookfield renewable has major deals with companies like jp morgan to make their offices 100 rely on renewable energy that brookfield renewables is going to supply this is a legit business and i do think that the shift towards clean energy over the next few decades is still coming and ultimately at the end of the day i think that brookfield renewables is one of the best stocks to gain exposure to all of the growth that the renewable energy sector is going to see over the next decades i personally plan on holding the stock for pretty much ever collecting these dividends and allowing it to grow with the overall renewable industry all right but now let's move on to the third stock that i want to talk about and i'm sure that this is going to surprise no one this stock is truly cannabis this is officially the largest stock in my portfolio and i am so bullish on the future of this business i have been adding to my position pretty much whenever i can because like every single time this stock drops the valuation just gets more and more attractive and the risk associated with owning the stock becomes less and less so let's just dive right into some of the basic fundamentals that i've talked about on my channel just in case some of you are new here what i want to show you all is just how much this company's revenue has been growing in 2016 they produced only 161 000 in revenue and in 2019 they finished the year with 252 million dollars in revenue now if we also take a look at the quarterly earnings we can see that for the fourth quarter of 2019 they reported 79.69 million dollars in revenue and for the third quarter of 2020 they posted 136 million now for the fourth quarter of 2020 i do believe that they are going to be in the 170 million dollar range for reported revenue in just one quarter so i think that when they report their fourth quarter financials we're only going to see this company's revenue and earnings continue growing rapidly for those of you who may not know true leave is like the leader in the florida cannabis market right now they are absolutely dominating it this right here is actually a report on the weekly cannabis sales for florida right away we can see that for the week ended february 25th truly had 77 dispensaries open in the state of florida and the next company in line is certaira wellness with only 39 dispensary locations however check this out true leave in just one week sold over 100 000 grams of medical cannabis the next competitor in line sold 20 000 grams of medical cannabis so true leave is absolutely dominating the florida market right now and this was also the first week in true leaves history where they sold over 100 000 grams of cannabis in just seven days so again this company is experiencing massive amounts of growth right now and they own over 50 percent of the total florida cannabis market now why this is an important fact to point out is because the florida cannabis market is projected to absolutely explode over the next five years from 2019 to 2025 the florida cannabis market is projected to grow with a 40 compounded annual growth rate and remember true leave currently owns over 50 percent of the florida market here we can see that sometime in 2022 or 2023 the adult or recreational market is expected to open up in florida and this is projected to explode the cannabis sales in that one state alone so if the florida market can in fact hit five billion dollars in revenue by 2025 and true leave can maintain their 50 market share then they should be bringing in 2.5 billion dollars in revenue from florida alone within the next four years this is incredible growth just from this one state and i think that just based off florida alone that truly's valuation today is incredibly cheap now here's the thing true leaf is also trying to expand outside of the florida market currently they're trying to expand into california pennsylvania connecticut west virginia and massachusetts and by the way i have no idea how to say massachusetts i've i i just don't know how to say it my brain can't do it apparently but anyways the fact that i want to point out here is that true leave is focusing on expanding their business outside of the florida market and as more states in the us legalize either medical or recreational cannabis i think that true leave is only going to continue expanding into more and more states the growth potential for this business is absolutely ridiculous like the growth potential in florida alone i think is amazing and again i think the company is undervalued relative to how much potential there is in florida alone this is also why true leave is the largest position in my portfolio because i just see them having such a clear runway for growth and the valuation i think today is not reflecting the full potential of the business the next thing that i want to point out is that true leave is projecting to finish the year of 2020 with 465 to 485 million dollars in revenue we can also see over here on the right hand side that their ebitda margin is currently 44 to 46 percent and they're projecting 205 to 225 million dollars of positive ebitda this is a ridiculously profitable company and i think that truly has the highest ebitda margins out of all of the major cannabis companies in the us like honestly the team over there is just doing a phenomenal job with their finances with the way they're expanding their cash flow all of it this is just such a solid business and if true leave can maintain these positive ebitda margins all the way out until 2025 then there is a very real possibility that true leave could be doing over one billion dollars in positive ebitda within the next four years however i do want to say that i have been loading into true leave quite aggressively lately and i do have quite a bit of cash on the sidelines still i'm well over 20 cash right now but i just want to be a little bit more conservative when i buy into the stock next because again i've been already buying in i've already been increasing my average cost basis on this position so i want to see the stock drop a little bit more before i start buying it more aggressively but if true leaf does continue excelling off and coming down then i am just going to continue adding to my position i am so bullish on this company and i think that it has a great future i'm also very comfortable having the stock be the number one position in my portfolio and i think that is going to produce some awesome gains over the next five years and honestly i'm probably going to end up holding it forever because i just think that it's going to continue growing and growing and growing for years to come before we move on i also just quickly want to show you all the analyst price targets for true leaf so here we can see that for the high end analysts have a price target of 107 canadian that is just ridiculous on the low end for the next 12 months analysts are expecting the low to be 52 dollars and 13 cents canadian and the average is 75 dollars and 28 cents which represents a 20.72 upside from where the stock is currently selling today analysts are incredibly bullish on the stock over the next year and so am i i actually agree with all these price targets and i don't think that it's unrealistic for truly to be selling at least near the 70 range within the next 12 months but all right let's move on to the fourth stock that i want to talk about and this is canadian solar ticker symbol seasick if we take a look at a one month chart we can see that this stock has just been getting absolutely destroyed with the overall renewable energy sector sell-off it's now selling for under 40 dollars a share and i think that this is just ridiculously cheap i mean the company now has a market valuation of 2.348 billion dollars with a price to earnings ratio of 11.55 and again i still believe that the world is going to be moving more towards renewable energy and i think that solar is going to play a large role in our clean energy future so the fact that this company has been selling off so much i think doesn't make a lot of sense in the long term and again the market valuation is now sitting at 2.348 billion and check this out in their most recent quarter they reported a 914 million dollars in revenue which means that if this revenue figure can keep up for a full year then canadian solar is bringing in about 3.6 billion dollars of revenue annually and again the stock is selling for 2.3 billion dollars so their price to sales ratio is well below one right now i do want to let you all know that i have been adding to this position on the way down but i'm going to stop buying because the reporting earnings quite soon on march 18 2021 and after they report earnings i am going to reassess if i want to continue buying if i just want to hold or really just update my buy thesis on this company but anyways canadian solar is one of the market leaders in the global solar industry and they also just recently completed one of the largest solar plus storage projects in america like this is a beast company in the solar industry going forward canadian solar also wants to switch up their business model a little bit by retaining ownership in some of the massive solar projects that they end up building this will ultimately bring in nice and consistent reoccurring revenue and cash flow for the business which i think will significantly help the valuation long term i just think that this business has so much potential to capitalize on the global shift to renewable energy and again they're a global leader in the solar sector if we quickly take a look at analyst price targets for this business we can see that for the high end they are projecting a price of seventy one dollars a share and on the low end it is forty eight dollars a share which is still above where the stock is selling today on average analysts are projecting the price to be somewhere around fifty seven dollars and sixty seven cents which is up about 32.82 percent from where the stock is today and again i would have to agree with these analyst price targets i think that canadian solar is getting hit ridiculously hard right now and the valuation is just so attractive at these levels relative to where the company is going to go and all of the tailwinds in the renewable sector over the coming decades canadian solar is one of the top four largest positions in my portfolio i have been adding to it on these dips and i will consider adding even more aggressively after i see the earnings on march 18th also i do believe that i am going to be making an earnings update video for my patreon i don't think that that's a video that i want to make for the public channel just because like it's such a niche video so yeah if you want to see that video and if you want to stay up to date with everything i'm doing in the markets all of my thoughts on the markets all of my buys and sells then you can gain access through my patreon through my patreon you also gain access to my discord community of over 1200 investors now this community has been growing like crazy and people are really loving it in there we talk about all of the channel stocks and everything going on in the market pretty much daily i spend a lot of time in my discord community and if you want to gain access again you can gain access to my patreon and there will be a link in the description but that's pretty much gonna wrap up the video everyone i hope that this video was somewhat insightful or helped you in some way if you did enjoy this video then all i ask is that you please leave a like on it leaving a like just really helps my channel grow and again i really appreciate it but yeah that's gonna wrap up the video everyone i hope you all had a great week in the markets despite you know everything selling off i hope you all took advantage of some opportunities out there and i also hope to see you all again in my next video