Market Bytes

Earnings season has started and that means we should prepare for big price movements and misleading headlines. I had 2 stocks in my portfolio that missed expectations, but one went up 7% and the other dropped 3%. In this video we break down what happened with each one. 00:00 Earnings season is here - what happened with American Express (AXP) 07:17 Why did Visa drop 3% after earnings?

One the things I learned from reading Peter Lynch is that every stock has a story, and as an investor part of what I need to do is understand that story. In this video we go through all of the stocks in my portfolio and I break down how it’s down, what I think the story is, and what I’m monitoring with it going forward. 00:00 Our stocks each have a story 00:47 UnitedHealth Group (UNH) 03:16 McDona...

Since the end of 2023, the stock market has been on a nice run. Most think it’s due to the market pricing in future rate cuts - but based on the data, it looks to be something else. In this video we dig into what that is and what it means for 2024. Also - I’m bullish chicken sandwiches. 00:00 Stocks have been going up, but will it last? 05:23 GDP Growth for 2023 08:52 What does this mean for us as...

Some stocks just don’t work with traditional valuation methods. Even using basic metrics like Price to Earnings (P/E) ratios can be impacted by how certain companies spend and do their accounting. In this video we talk about a stock that I just added to my portfolio that I think is quite a bit cheaper than it looks on the surface - Amazon (AMZN) 00:00 I just bought Amazon at a 80 P/E 02:36 Underst...

Dividend ETFs are extremely popular, but how do you choose the right one? In this video we break down some of the most talked about dividend ETFs, evaluate their performance, and analyze their methodologies to see what might work best for us. 00:00 Revisiting Dividend ETFs 03:14 Comparing historical returns and dividend growth 07:36 Analyzing their methodologies 11:05 How to choose the right divid...

Bitcoin ETFs were finally approved last week and it has investors curious if they represent a good entry or alternative to investing directly into bitcoin. In today’s video we break it down in detail to talk through what these new Bitcoin ETFs might mean for investors. 00:00 Bitcoin ETFs are finally approved 06:15 Why would anyone want to invest in Bitcoin? 08:30 Is buying an ETF like buying Bitco...

In this video we talk about a growing tax narrative that could be terrible for investors, the growing opinion that streaming is actually worse than cable, and diving into why tech sold off at the beginning of the year 00:00 This is a really bad idea for investors 05:44 Is streaming actually worse than cable? 11:00 The slow start for tech in 2024

In this episode we talk about what the financial news is telling us to expect in 2024, talk about what went well and not so well for my portfolio in 2023, and what steps I’m taking to be better in 2024 00:00 The financial news is mostly noise 06:09 What didn’t go well for me in 2023 09:49 What went well for me in 2023 11:48 What I’m doing different in 2024

In this episode we break down my top 4 stocks for 2024. 00:00 Criteria I use for my top picks in 2024 00:58 Hershey (HSY) 06:41 Valero (VLO) 11:21 Visa (V) 14:49 Caterpillar (CAT)

In this episode we walk through my entire dividend growth portfolio to reveal how much dividend income I made over the last month, what my annual dividends are on a $254,000 account, what stocks I bought and sold, and the overall performance using Schwab portfolio tools. 00:00-Portfolio recap for December 2023 02:42-Dividend income 04:29-Stocks I bought and sold this month 07:53-Best and worst per...

The Federal Reserve just had their FOMC meeting last week and the markets rallied as they held rates steady and signaled that there would be 3 rate cuts in 2024. But is that really what they said?? In this episode, my last episode of 2023, we break down what Jerome Powell and the FOMC participants ACTUALLY said and what we should do about it as investors. Also, we touch on the Google vs Epic Games...

Is it really possible to time the market? If you listen to people online, most will say that dollar cost averaging (DCA) is the only way since timing the market is impossible. But others are constantly trying to “buy the dip” any time prices go down. So who’s right? In this episode we break down one of the most shared articles on the subject and I give you my thoughts on if you can actually time t...

The channel has grown a bunch over the past 6 months, including the amount of comments, emails and messages I get about stocks, ETFs and myself. In today’s episode I answer your most asked questions. 00:00-These are your most asked questions 00:54-What is my background? 09:32-What do I think about this portfolio? 13:46-Can I analyze a stock or ETF? 14:18-Am I going to start a discord?

Charlie Munger recently passed away at the age of 99. A legendary investor known for his wisdom and one-liners, Charlie left behind many great nuggets of information for future generations. In this episode we go through some of my favorites and the 3 simple rules for success in life and investing that I’ve gotten from Charlie Munger. 00:00-Charlie Munger passes away at 99 00:45-Challenge Your Own...

In this episode we walk through my entire dividend growth portfolio to reveal how much dividend income I made over the last month, what my annual dividends are on a $245,000 account, what stocks I bought and sold, and the overall performance using Schwab portfolio tools. 00:00-Portfolio recap for November 2023 02:40-Dividend income 04:16-Stocks I bought and sold this month 07:21-Best and worst per...

According to some analysts, the bull market is back for stocks. In this episode we talk about what people are predicting, what it means for retail investors, and what if anything we should be doing about it. 00:00-The bull market is back for stocks 01:35-Mark Avallone’s take 05:39-When will the Fed cut rates? 08:25-What does this mean for retail investors?

Caterpillar is a global leader in the sales and manufacture of heavy machinery. Not to a mention a stock that has 30 years of consecutive dividend growth that has consistently beat the S&P 500. In this episode we walk through Caterpillar’s business and do a detailed stock analysis to see if CAT is still worth buying. 00:00-Caterpillar - Building for dividend growth 02:18-Who are they and what...

Every investing website tries to get you to pay for premium features, but as an everyday investor is it worth it? In this episode we break down Seeking Alpha Premium in detail so you can understand what additional features you get, the value that they provide, and if it makes sense for you. 00:00-Seeking Alpha Premium Is it worth it? 01:45-What’s available for free? 02:14-What are the best Premium...

Studies show the biggest obstacle to being a successful investor is literally ourselves. We’re the problem everyone. In this episode we talk about how and why we get in our own way as investors and what we can do about it. 00:00-The biggest obstacle to being a good investor is yourself 01:17-Investing vs Trading 04:19-Buy and Hold Investing 06:30-Dealing with new information 08:29-What can we actu...

When it comes to picking stocks and stock analysis, there is one thing that is always true. Everyone’s wrong. In this episode we talk about why there is no one “right” answer when it comes to picking stocks and the questions we need to address as investors to ensure we’re evaluating stocks with the right perspective. 00:00-Picking stocks is about questions, not answers 00:30-What is your investmen...

PayPal, Disney, and Crocs have been beaten down by the market in 2023. As earnings season wraps up we revisit these 3 stocks after earnings to see how they’ve performed and if our original analysis holds up.  00:00-Is PayPal a value trap or the next META? 05:22-Is Disney starting to get the Magic back? 09:00-Crocs’ growth story is both good and bad 15:30-How should we approach this as investors?

Texas Roadhouse is the fastest growing restaurant chain in America, and their stock has easily outperformed the S&P 500 in total return over the past 10 years.  In this episode we walk through Texas Roadhouse’s business and do a detailed stock analysis to see if TXRH is still worth buying. 00:00-Texas Roadhouse - Say Howdy to dividend growth 02:18-Who are they and what do they do? 04:43 -What...

In this episode we walk through my entire dividend growth portfolio to reveal how much dividend income I made over the last month, what my annual dividends are on a $230,000 account, what stocks I bought and sold, and the overall performance using Schwab portfolio tools. 00:00-Portfolio recap for October 2023 02:45-Dividend income 04:42-Stocks I bought and sold this month 08:46-Best and worst perf...

Apple is reporting Q4 earnings this week and investors have a lot of questions. After starting the year up 57%, Apple has dropped over 12% since August. In this episode we talk about what to expect with Apple’s earnings release and how investors should be looking at the company. 00:00-Apple is about to announce Q4 earnings 02:02-Apple’s and Revenue Growth 08:30-Apple and China 11:45-Apple and AI

Coca-Cola is one of the most recognizable brands in the world and their stock has paid and increased dividends for 60 straight years. But Coca-Cola has trailed the S&P 500 in total return over the past 30 years.  In this episode we walk through Coca-Cola’s business and do a detailed stock analysis to see if KO is still worth buying. 00:00-Coca-Cola - Still the real thing? 02:13-Who are they an...