Let It Grow Investing

Looking at the cash is trash vs. cash is king debate. Building up an emergency fund and where to put your cash in order to preserve it and be ready for opportunities when they present themselves! A few stock ideas that may work for you in order to keep your cash liquid and ready to go. A quick look at single stock exposure vs. buying an ETF and building a portfolio that will better weather th...

Bond yields are getting closer to inverting once again! Could it be a sign of a recession to come? Yields on the 10-year have fallen below 3% as people look for safety from stocks. We also have commodity prices falling, while the economy cools in anticipation of worse things to come.  Kohl's $KSS has turned scrapped talks to be purchased for $53/share, citing concerns about the uncertainty of...

After a crazy week of volatility, sell-offs, final earnings calls for the 2nd quarter of 2022; we are ready for the second half of the year!  We've got news from Nike $NKE with their earnings being released on Tuesday. We'll cover how it went and where it goes next.  We look at the appeals court and them temporarily delaying the JUUL decision and how that affects $MO Altria. I'm adding for this ma...

We are looking at ALL the things that are going crazy with this market from; supreme court rulings(Roe v. Wade), peace talks between Ukraine and Russia, crypto bailout provided by Sam Bankman-Fried of FTX, Powell "not trying to start a recession", bitcoin short ETF, last week of quarter 2 and the final companies to report.  We are continuing to buy through the downturns as we never know when...

We are looking at building a diversified portfolio and keeping it in check! Diversity will help you weather a storm, especially when one sector is getting beat down and another is running up. Listen in to see what my top 15 stocks are; where I need to add to maintain a balance and what stocks I'd look to add to NOW! If you are just starting, a broad market ETF could be a great way to easily get go...

We are looking at rising rates, and where they are headed for the end of the year! CME Fed rate tool and predictions. Fed rates, prime rates and 30 year mortgage rates.  What we bought this week....it's not what you are guessing! My quick dive into the EV world! Stocks for safety in a crazy market!  Week 26 INVESTING CHALLENGE on "Let it Grow Investing - podcast" on Facebook! FB GROUP:  https://ww...

Fed went with a 75 BPS raise in rates and the market responded with a rally! Only last month the Fed wasn't considering a 75 point hike, but now they are talking additional 75 point hikes to get the job done. Crypto is falling off a cliff with uncertainty in rates, recession, margin calls and FUD. 30 Year mortgage rates are trending higher, currently around 6.7%.  We are screening for stocks that...

With the CPI (consumer price index) on the rise and inflation still running wild, we are looking forward to the Fed's next move. Whether that is a 50, 75, or 100 basis point raise, we will be ready for it! However inflation and recession are not the same! Big day to watch is the 2nd quarter GDP read which comes out on July 28th! If GDP falls we will officially be in a recession. If not, we reset t...

Lots of changes out there in the market this week! FB Facebook ticker changing to META AMZN Amazon Split official 20 to 1  AAPL Apple adding new features, bringing back some old ones and adding new services TSLA orders being delayed TGT Target announces another inventory and downbeat profit forecast Mortgage application rates hit 22 year low as 30 year rate hits 5.4% My thoughts on all of thi...

We are all ready for the AMZN Amazon stock split happening today! 20 to 1 on existing shares. Elon and other execs calling for a recession... are fears overblown or are things going to as drastic as some are expecting?  With oil, pharma, dividend aristocrat stocks running hot and p/e's in some of these names trending higher, will they hold up or would now be a good time to take profits? Where...

We're looking at Biden's plan to control inflation, gasoline prices on the rise and states, Amazon approving the 20 to 1 stock split and a solid set of results from Salesforce $CRM! Plus, we are looking closer at 7 stocks that I believe are in deep value territory for a long term investor. $SOFI Sofi $PLTR Palantir $PYPL Paypal $GOOGL Google $FB Facebook Meta $TSLA Tesla $ABNB Week 23 INVESTING CH...

Weekend visit to the Indy 500! Listen in to see what's going on with the market this week. After 8 down weeks in the market, we finally were able to log a green week and reversal in the market. S&P was able to track higher by about 5% and the NASDAQ was able to trend higher about 8%. Favorable earnings from a few retailers and some positive consumer numbers shook up the market after the bad ne...

We're looking at what is going on with $SNAP Snapchat, $AVGO Broadcom buying VMWARE, possible pausing or slowing of rate hikes later this year. A few ways to beat high inflation; when we could see the market return to bull mode and what I'll be looking to STOCK up on in the mean time! Plus we'll take a look at money flows in stocks and who has been doing the majority of selling in this continued s...

In this seemingly never ending sell off we have seen sectors of the market fall one by one! Retail and value names have been hit recently after Target and Wal-Mart reported bad results with lowered forward guidance. These names had been a holding up strong with a strong U.S. consumer, but supply chain, inventory, labor costs and lock downs abroad have slowed their sales. Energy continues to be one...

Steep declines in retail numbers from Wal-Mart and Target lead the market into some sharp declines on Wednesday! Terrible quarters, full of issues from supply chain, inflation, product availability, over ordering and others, lead to revised outlooks on the downside. Home Depot and Lowe's did much better and were able to leave full year guidance intact, but they still sell off with the other retail...

Going off the cuff to discuss the future hurdles that we'll have to overcome to beat the Bears of this market. Rising interest rates, flight to safety, housing and car market bubble, Covid, Russia/Ukraine, Supply chain, and a Fed that wants to pump the brakes on the economy.  I still view this as a buying opportunity for long term investors, especially in high quality, best of breed, profitab...

I've been waiting patiently for prices to come to me and I have started buying up names that are: -high quality -fair valuation -long term winners -high conviction plays Could the market head lower?...yes. Is inflation and geopolitics still a concern?...yes. Am I comfortable with the names I purchased with my investing timeline and plan?...YES! Listen in to see what names I added to on Tuesday and...

We're breaking down the market sell off on Thursday after what looked to be a positive reaction to Fed news on Wednesday! Looking at the market through a positive lens while the DIP KEEPS DIPPING! Safety, dividends and long term horizons can certainly bolster your portfolio and outlook on the market. Set yourself up now by pivoting into the right areas of the market, and building a position while...

The Fed meeting announced another rate increase to combat inflation and get numbers back down to their 2% target. Let's talk about what they are doing, how the market reacted and what we expect going forward!  PLUS... what moves can we make now with stocks that are beat down and dividend yield that are running high! Stocks that I am looking to buy including Google, Blackstone, Paypal, Meta an...

We're getting into earnings from the remaining large cap tech names that reported this week. Covering the downturn of the market on Friday, a terrible April and the worst start to the year since 1942! Where do we see things going; why the GDP numbers matter; and what to do to survive this roller coaster of a market! Plus we are talking about how to look for stocks to build your portfolio and what...

Recapping some of the big movers in the market with earnings from Google (Alphabet), Microsoft, Chipotle, General Electric, General Motors, Enphase and others. Looking over the Twitter acquisition from Elon Musk. How he's going to pull it off and why Tesla is being pulled down through. Also, looking at what the Fed is doing and where we are seeing things slowly start to correct.  We'll contin...

Large cap tech to report earnings this week and it can have a huge effect on the market! With Apple, Microsoft, IBM, Google (Alphabet), FB (meta) and others set to report. Listen in to hear my thoughts on what I am doing with these names and others, and whether or not I will be selling off or riding out the Fed induced roller coaster that we are on.  We are going to be buying BAC Bank Of Amer...

We're looking at earnings on today's show. Netflix brutal beat and 36% drop in share price, bringing down anything that looks/resembles/ or has traded like NFLX in the past couple years. Where we could see some value in other names that are being punished. When I might consider buying NFLX!  Tesla posts a top and bottom line beat, EPS beat and record deliveries! Why I like this one so much and whe...

We're looking at moves in the ARK invest funds, crypto hacks from North Korea and price action in BTC and ETH, updates in travel stocks with Delta Airlines and LOW PEG Ratio plays that I think could be winners going forward! Week 16 Investing Challenge finishes up with HD Home Depot in the lead! I'll be adding $200 to our WeBull portfolio on Monday! WEEK 17 INVESTING CHALLENGE POLL on "Let It Grow...

In this one we are looking at housing numbers, CPI, interest rates on the move higher and what the means for the broader market. We'll cover stocks that can give you some more safety by having a reasonable PEG ratio. We'll cover what that means, where to find this ratio, how to figure it out for yourself and a list of some stocks that might fit the bill for your portfolio. Also, there is a link fo...