Future Financial Leaders Club

07/15/2022

There are still quite a few headwinds facing the market and the economy but it looks like it could be a decent time to start adding to your portfolio, selectively, and with some caution..dividend aristocrats are historically a good hedge against inflation concerns, NOBL is a good ETF, somewhat hands off option for a diversified dividend aristocrat ETF..I feel there are some opportunities with a good risk/reward ratio, with rising interest rates the financial sector could pay off pretty good even though investment banking (trading revenue, etc) has taken a hit YoY for most firms but if you’re looking long I believe you won’t be disappointed for picking up some shares of JPM, C (+10% today), MS, or BLK..I like technology and growth strategies, if you go that route understand that many growth stocks have had a rough 2022 so far which could be an indicator that a lot of the selling has taken somewhat of a breather (in the near term anyway) but it could still be pretty volatile, I like semis so AMD, NVDA, LRCX are all down quite a bit from their highs..also here are a few picks I feel you should look into, the risk/reward ratio for these are pretty good at this time I believe: DIS, LOW, BBY, TGT, GD, LMT, SBUX, and CRWD..play it safe, still quite a few things that could go south..

04/29/2020

Be careful of this market at this level, I was buying it on the way down, picked up some runners, and locked in some profits. There are still a lot of uncertainties, oil supply/demand issues, possibility of a 2nd outbreak, ~25 million Americans unemployed, 80% of companies aren’t giving guidance, etc. The market is being boosted up by a classic case of FOMO, stimulus packages, states reopening, and Gilead’s possible virus medication. If you’re looking to invest new money it may be to late, I feel prices could fall in the intermediate term, then you can put money to work. The change in investor sentiment is dangerous and the possibility of getting burnt is higher now.

04/20/2020

If you shop on Amazon or at Whole Foods often you should get the Amazon Prime Rewards Signature credit card. It offers 5% cash back on Amazon/Whole Food purchases, 2% back on several other locations, and a minimum of 1% cash back anywhere (Prime Membership required). I personally don’t like debt so always pay your credit card off monthly to avoid interest charges. A rewards card will not benefit you if you don’t pay your statement balance each due date! Be responsible with any credit card, a goal should be to never pay interests!!

04/18/2020

Sorry for not making any posts this week. I took a short break to clear my head, self discipline is a necessary trait to becoming a successful investor. Being a self employed trader is not easy, 80% of the people who try fail within the first year, I’m glad I’m in the 20% that has been trading for longer than that haha! There are still good companies that are trading at pretty good discounts, keep in mind that the market is still volatile and there are many uncertainties. Here are a few companies that I like (some are more risky than others): DFS, AXP, ALLY, RTX, VZ (low beta), DIS, just to name a few (I have analyzed over 100 companies in the last week). A couple of those are trading under their 20, 50, and 200 day moving averages and PE

04/09/2020

I wouldn’t rush to go “all in” there are still a lot of uncertainties and the market can turn fast. There are some good signals and bad signals. That’s why it’s important to have been buying incrementally, no one can time this market! It’s tough to price a company when a good amount of them are not releasing 2020 guidance, there are still some good companies trading at a discount. I like a lot of strong financial companies (most still pay a nice dividend), a few industrial companies, and of course technology companies!

04/07/2020

I may host a video conference on Wednesday or Thursday this week at around 6:30PM or 7PM, I have not officially set the date yet but I’m thinking around that time should be good! So if you want to discuss the stock market let me know and I’ll share some of my strategies/companies/research. Technically I’m a hybrid trader, I buy stocks for long term growth and I also swing stocks for short term returns. Let me know if you’re interested!

04/03/2020

Let's consider key parts of this as part of your financial strategy. Give me a call.

04/03/2020

Crude oil prices are going up on news that the price war between Russia and the Saudis will come to an end, the agreement will benefit not just our economy but the global economy as well. There are still a lot of hardships ahead for the industry, oil supply is high and demand is low (from the virus shutdown). Break even prices vary for each company but it’s usually around $50 per barrel (some are lower, some are higher), so at current prices they are losing money for every barrel pumped. The strong will survive but it will likely be rough for the whole industry until the supply/demand issue is resolved. Risks for the oil industry have increased substantially so use caution!

04/02/2020

It’s a decent time to be buying (incrementally), the market could go further down but certain companies are cheap! Be cautious with companies that pay out high dividends, companies will cut/suspend their dividends under financial distress. There are great companies on sale with strong balance sheets that can withstand an economic downturn, some of them pay great sustainable dividends. So proper analysis should be done before investing in a company! I have a great list of companies that should bring high returns with time!! Stay tuned 💰💰

04/01/2020

Investors are buying up the consumer staple companies (for the likely recession coming). I’m not buying those defensive companies, they are already fundamentally expensive. There are some high quality companies that I’ve analyzed which are well positioned to grow on the other side of this crisis. We just have to hope the “other side” don’t take to long to get here!

04/01/2020

We have to get ahead of the spread, if we fall behind the economy could take a major hit. The market will likely fall to its past low and possibly fall below that level. Don’t panic, the battle can still be won but it has to be done soon! Stay disciplined, don’t follow the herd.

The global coronavirus death toll topped 42,000 as President Trump said the U.S. could have nearly a quarter of a million deaths from the pandemic over time.

03/31/2020

The TSA reported that airport traffic was down 93% yesterday versus the same day last year. I cannot stress enough how important it is to get ahead of this virus situation, the stimulus package is a bandaid for short term economic stability. Even when the virus gets under control there is a possibility that consumer behavior won’t go back to where it was before this outbreak began. I hope for the best outcome so things can return to normal but there is a chance things could get a lot worse before it gets better.