Market Bytes

Earnings season is in full swing but the market is making little sense. Stocks with poor earnings are going up, stocks with great earnings are going down. What is going on?,  In this video we go through four more earnings reports and dig into how the companies are actually doing from a fundamentals perspective. Also…wth is going on with Lululemon (LULU)?

00:00 MCD & SBUX earnings were not so great

03:58 Valero was up big, but what’s next?

06:33 Microsoft so good yet so bad

09:48 Lululemon has long butt

Watch the video version of this podcast here: https://youtu.be/EcS3gj0R4f0

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We frequently talk about share buybacks and how they can be good for shareholders. But how can we tell the value we’re getting from those share buybacks in an easier way? In this video I break down how I’m using share buyback yield in addition to dividend yield to see an overall shareholder yield for each stock.

00:00 What is share buyback yield?

04:35 How do we use this information?

Watch the video version of this podcast here: https://youtu.be/tJzZFQXfb38

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Earnings season has started, and four of my portfolio companies have already announced. In this video we go through their earnings reports and dig into how the companies are actually doing from a fundamentals perspective.

00:00 Amex is crushing it

04:17 Visa is steady, but I have questions

08:19 Google keeps trucking along

10:35 MSCI is on the rebound

Watch the video version of this podcast here: https://youtu.be/Auya2vX_S0s

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In this video we talk about the most important part to being a successful investor with 3 stories from my life that shaped my perspective.

00:00 Story One

03:15 Story Two

05:49 Story Three

08:09 What’s the point?

Watch the video version of this podcast here: https://youtu.be/NgHmoDt9zVA

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With political uncertainty ramping up in the U.S. as the election gets closer, it’s good to take a look at how we should be preparing as investors. Also in today’s episode, Google attempts to buy Wiz, what I want to see from each of my stocks as earnings season heats up, and I’ve been maybe looking for a new brokerage? 

00:00 Stocks and the U.S. election

03:37 How should we approach it?

08:42 Google wants to buy Wiz

12:17 What I want to see from my stocks during earnings

15:38 Looking for a new brokerage

Watch the video version of this podcast here: ⁠⁠https://youtu.be/KmgfyiCgtx4

🎧 Get up to 2 free audiobooks just for trying Audible (yours to keep if you decide to cancel after the free trial): ⁠⁠⁠⁠⁠https://www.audibletrial.com/buildinvestlive

The Wall Street Journal just published an article about the concerns that Gen Z and Millennials have with Social Security, and if you look online you see a lot of the same concerns. But are they based on in actual truth? In this video we break down the WSJ article, dive into the question of whether or not Social Security is theft, and talk about what we all can and should be doing about it.

00:00 Younger Generations don’t believe Social Security will be there

04:21 Is Social Security Theft?

07:10 What should we do about this?

Watch the video version of this podcast here: ⁠https://youtu.be/v8yP6MryM6E

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When a popular stock goes down a lot like Nike and Starbucks have done recently, you frequently hear people say “it’s trading so cheap, what an opportunity!” But price metrics alone won’t tell you if it’s an opportunity or not. In this video I break down one aspect to valuation that doesn’t get talked about enough, walk through my basic spreadsheet I use to see it, and talk about what it means and how we should use it.

00:00 PEG Ratio, but for cash flows

03:58 How I track Price to Cash Flow to Growth

07:35 What does it mean and how should we use it?

Watch the video version of this podcast here: https://youtu.be/Tv4bBk_mVrA

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META’s stock is up over 50% YTD and over 80% over the past year. In this video we break down what’s going on with Meta’s stock, 4 areas of strength I see for them going forward, and one characteristic that makes them unique against their major competition.

00:00 What’s going on with Meta’s stock?

02:12 4 areas of strength for META

11:24 What are the Risks?

13:05 This makes META somewhat unique

Watch the video version of this podcast here: https://youtu.be/j1gPpMsWAZg

🎧 Get up to 2 free audiobooks just for trying Audible (yours to keep if you decide to cancel after the free trial): ⁠⁠https://www.audibletrial.com/buildinvestlive

In this video we walk through my entire stock portfolio to reveal how much my portfolio earned over the last month, the dividends I received, what my annual dividends are on a $291,000 account, what stocks I bought and sold, and the overall performance using Schwab portfolio tools.

00:00 Portfolio recap for June 2024

02:46 Dividend income

04:42 Stocks I bought and sold this month

09:49 Best and worst performers

13:03 Overall thoughts on the previous month

Watch the video version of this podcast here: ⁠https://youtu.be/9Y0QF0K_Dlc

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📈 Creating a personal strategy made the biggest impact for helping me pick stocks. If you’re ready to create your own, we have multiple options to get there: ⁠⁠https://buildinvestlive.com/strategy⁠⁠

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The market continues to see big swings with well-known stocks like Nike and Walgreens dropping over 20% in a single day. The analysis and opinions on just about every stock often contradicts one another and makes it hard for investors to know what information is useful and what information they should ignore. In this video we break down a couple of examples with Nvidia (NVDA) and Walgreens (WBA) to show how stock analysis can be confusing and the 3 lessons we can take away from it. Also, a quick update on why I was out for the last 2 weeks and what I had been dealing with!

00:00 We’re back after 2 weeks!

02:55 Nvidia (NVDA) criticisms

06:34 2 Different Walgreen (WBA) opinions

10:50 What can we learn from this?

Watch the video version of this podcast here: https://youtu.be/ky-GL-EQJtk

🔸 Get my FREE Investor Starter Kit: ⁠https://buildinvestlive.com/newsletter⁠

📈 Creating a personal strategy made the biggest impact for helping me pick stocks. If you’re ready to create your own, we have multiple options to get there: ⁠https://buildinvestlive.com/strategy⁠

🎧 Get up to 2 free audiobooks from Audible: ⁠https://www.audibletrial.com/buildinvestlive⁠