Let It Grow Investing

On episode #191 we take a look at our 5 stocks of the week that I think can help our portfolio move higher CPI comes in lighter than expected...lowest since 2021 NASDAQ being rebalanced... what is it and why? NVDA invests in $RXRX Recursion biopharma MSFT wins US court case to purchase $ATVI Activision Blizzard WEEK 1 Investing Challenge BUY $VOO, WEEK 2 $QQQ, WEEK 3 $MPW, WEEK 4 $MSFT, WEEK 5 $V...

Looking at the stock market news that you need to know before earnings season hits. CME Fed watch tool pricing in a rate hike at the July 26 meeting of 25 basis points ADP nonfarm jobs report shocks to the upside, estimated 225k, actual 497k! Google delays release of semiconductor chip until 2025 Rivian in negotiations with Amazon to sell delivery vans to other customers Mercedes-Benz to adopt Tes...

We've got lots to get caught up on with this one. Fed looks to raise rates again after a pause in June GDP revised higher for Q1 leads to a market rally last week Overstock buys Bed Bath and Beyond Tesla deliveries exceed all expectations, on track for 50% annual growth 23 major bank lenders pass stress test, raise dividends and buybacks Why an equal weighted ETF could make sense for your port...

We check in on the wild swings of the market to see what is causing the roller coaster ride in some of our favorite names. Tesla up on charging port news, Dojo AI platform Nvidia down on expanded AI chip export ban proposal Lucid agrees to partner with Aston Martin to provide battery tech to the luxury automaker Powell takes a hawkish stance on rate hakes saying "two consecutive rate hikes no...

We end week 26 with a purchase on Enphase Energy and want to add some safer less volatile names in to the mix for week 27. Spot Bitcoin ETF Turkey Funds rate up 650 basis points UK raises 50 bps Home starts in the USA are up big in May, time to capitalize on the trend? Musk vs. Zuckerberg?? Tesla gains from opening up charging network WEEK 1 Investing Challenge BUY $VOO, WEEK 2 $QQQ, WEEK 3 $MPW,...

We are looking at what J Powell has to say on Wednesday as the markets sell off due to rate hike concerns. Nasdaq trades lower on rate fears Fedex beats on EPS with lower revenues Housing starts soar higher Rivian to be allowed into the Tesla charging network Rivian to build vehicles with Tesla style charge ports as standard in 2025 Paypal selling substantial or up to $40B worth of buy now pay lat...

On this episode we are going to take a closer look at the market and see where we can still find some value...BUT how do we know if we are getting a good deal on the stocks we are looking to buy?? Covered calls expiring and my first shares being assigned from a covered call SoFi downgrade Blackstone shares assigned Trimming NVDA Kroger earnings What am I looking to buy now?? WEEK 1 Investing Chall...

In this one we will be looking at the CPI numbers and where inflation is still sticky. We look into what stocks are on my buy list now and what stocks have already run too much for me to try to catch them. I do believe that the market can head higher from here, but don't want to chase stocks that are out my fair valuation on them. We look at some of my covered call options plays that are set t...

Entering a new bull market! The S&P has officially gained 20% off of the lows and we are back in bull territory. On this one we will look at the following Golden Cross predicted this move What a golden cross is and how to view your charts to find it Death cross and how we can use that knowledge to protect our portfolio Breadth of the market rally Tesla charging networks expand to other manufac...

We take a look at the new crypto legislation that has been presented by congress. Look into different ways to safe guard your crypto assets, which brokerages offer more safety and which coins I will continue to hodl going forward. Cramer bashes crypto exchanges ARK's Cathie Wood buys up more Palantir and Coinbase Dividend growth investing CAGR Compound Average Growth Rate of a dividend and whe...

In this episode we look at what moved the market over the week: Debt ceiling deal reached. What was cut and where spending goes from here Jobs report shocks to the upside. non-farm payrolls come in much higher than expected Nasdaq posts it sixth consecutive green week, most since January 2020 Palo Alto networks replaces Dish network in the S&P 500 All new Tesla model 3's to qualify for $75...

We look into the debt ceiling deal that is all but signed at this point. Job openings from the JOLTS report and plenty more on this episode Job openings expected 9.4M, actual 10.1 M Mixed Fed on whether or not to raise rates again Powell feeling comfortable with current rate, Bullard wanting more rate hikes Market pricing in another rate hike Recession fears mixed as spending remains strong Inflat...

PCE numbers come in higher than expected! The Feds preferred metric on inflation and consumer spending. Nvidia rallies on future growth and prospects of AI Broadcom rallies on Apple deal and chip news QQQ runs to a yearly high WEEK 1 Investing Challenge BUY $VOO, WEEK 2 $QQQ, WEEK 3 $MPW, WEEK 4 $MSFT, WEEK 5 $V Visa, WEEK 6 $SPYG, WEEK 7 $VZ, WEEK 8 $GOOGL, WEEK 9 $DE, WEEK 10 $ LAND, WEEK 11 $PF...

We get caught up on the news from around the stock market. Apple partnering with Broadcom to make components in the US 30 year fixed hits 7% Fed looks to possibly up rates two more times Google and Waymo partners with Uber on autonomous vehicles Netflix to begin crackdown on password sharing in USA Nvidia integrating its AI Enterprise software into Microsoft Azure WEEK 1 Investing Challenge BUY $V...

We take a look at the current concerns around the market including Fed rate hikes, pauses and where we will be by the end of the year. Other news in the market this week: Debt ceiling concerns and finger pointing between Democrats and Republicans. Will a deal be made in time? What will it cost us? Deere blows past their earnings predictions, but cools on rate talks and concerns Wal-Mart shows good...

We look at a slowing retail sales number for April and where the market is headed from here! Debt ceiling talks boost confidence in the market Regional banks rebound as deposits rise Home Depot misses and guides lower for FY 2023 Target misses and cites consumer discretionary slow down Tesla says Model Y could be #1 selling vehicle in the world for 2023 Musk says expects a turn around in the globa...

We take a look at some stocks that look to be undervalued and prime for the picking on this episode of 'Let It Grow Investing' CNHI reported an eps beat and revenues in line but traded down? Other industrials to buy? Inflation, rising labor costs could hurt the bottom line. People still need to shop...where will they spend their money? Did Enphase guide lightly to what they are actually se...

The all important CPI data came out and sent the market higher after we saw a lower than expected number on Wednesday! We look at more earnings reports coming in: Disney misses on streaming, but parks outperform Paypal delivers a beat on eps and revenue, guides higher, but still sells off...what gives?!? Palantir delivers a profitable quarter and forecasts a profitable year PANW and CRWD deliver o...

After Apple $AAPL reports a solid quarter with positive guidance the market rallies higher! Apple issues $90 Billion share buyback Apple talks "India" 4x more than "AI" Microsoft looks to partner with AMD on future projects in AI CME Fed watch tool shows rates pausing at the next meeting in June Rates forecasted to be lower by the end-of-year meeting in December Draftkings rall...

On this episode: Fed raises another 25 bps JPM buys FRB in a back room deal Regional banks collapse. Too cheap to ignore? SOFI trades down with regionals, but loan growth positions have changed NIO looks cheap...is it a buy? Lucid update Where I'd look to invest new money. Industrials, Health care, Utilities, Tech names to consider WEEK 1 Investing Challenge BUY $VOO, WEEK 2 $QQQ, WEEK 3 $MPW,...

In this quarterly report season, we see a mad dash for AI dominance. Many companies are reporting solid earnings, but forward guidance has been the deciding factor when it comes to where the stock price is headed. With another busy week of earnings ahead, we look into the stocks that reported numbers this week and try to plan for what the market has to offer us going forward. Earnings results in t...

The results are coming in! Microsoft shoots for the moon after an EPS and revenue beat and guides higher, despite Activision Blizzard deal getting scrapped! Google beats on EPS and Revs, issues $70B buyback Chipotle comes through with record numbers and a positive outlook for the remainder of 23 Disney suing the state of Florida after their tax status is changed Pepsi runs higher after they raise...

We look at companies that reported this past week and look forward to all of the companies set to report in the busiest earnings week of the quarter! Tesla numbers show lighter than expected margins and price cuts coming AT&T misses on cash flow and suffers 2nd worst loss in 20+ years ARK invest raises price target on TSLA Review stocks we were buying this time last year UAL, BX, NFLX, AAPL, T...

We check in on stocks reporting earnings to see where the market is headed GS Goldman Sachs reports a mixed picture, why I think it could be a buy BAC reports strong earnings and MASSIVE inflows of cash JNJ beats on earnings and guides higher, dividend raise NFLX reports mixed earnings, lighter than expected subscriber growth and other plans for the company NVDA double upgrade from HSBC from reduc...

In this one we are going to look at buying stocks of the companies where you shop. Often times we find new trends before we ever think to invest in them. Maybe we could invest in these businesses if we swear by the product or service that they offer. Let's take a look at some opportunities out there! PPI numbers coming in lighter than expected! My Topgolf experience Bank stocks reporting earnings...