CNBC Television·2025-08-19 18:18Investment Strategy - KKM Financial is focusing on lower-priced stocks, identifying three "laggards" with potential for recovery [1] - The strategy involves buying the dip in companies that have "fallen from grace," anticipating potential catalysts like government intervention or investment from figures like Warren Buffett [2] Stock Analysis: United Healthcare - United Healthcare's P/E ratio reached a five-year low of 14 at the start of August [4] - Warren Buffett's investment of 5 million shares signals confidence in United Healthcare [4] - An opportunity exists for United Healthcare to rebound to $442, despite recent challenges [5] - The healthcare sector has generally performed well, with nine out of the last ten years showing positive growth [5] - The company faced a "brutal year" with earnings revisions and issues related to Medicare Advantage [5] Stock Analysis: Intel - Intel's stock has experienced significant volatility, with substantial declines in 2022 (down 46%) and 2024 (down 59%), but a large increase in 2023 (up 94%) [7] - Investment from SoFi and the US government is contributing to stabilization [7] - The US government now owns 10% of Intel, creating a unique situation [8] - Intel is considered an "essential American chipmaker" with the potential to test $38 again [7][9] Stock Analysis: Tesla - Tesla's stock is down 18% this year [3] - Tesla is viewed as being "coiled on a chart," suggesting a potential breakout to the upside if it succeeds in robotics and AI [3]