Market Bytes

Investing in individual stocks is hard. But did you know that finding and picking stocks to buy is probably the easiest part of the process? In this video we go through the 3 aspects of investing in individual stocks and walk through an example of how each one impacted my decisions with my UnitedHealth Group (UNH) position.

00:00 Choosing based on fundamentals

03:13 Holding through new information

07:07 Monitoring company performance

10:57 What does this all mean?

Stocks dropped after the latest CPI report indicated that the battle with inflation might not be over, and rate cuts by the Fed might be delayed. In this video we explore what analysts are saying about the move, the outlook for the economy, and what it might mean for stocks

00:00 Hotter than expected inflation numbers dropped stocks

04:18 What is the impact if inflation stays higher?

07:38 How much do the inflation numbers impact stocks?

11:06 Is the beginning of something worse?

Hershey (HSY) reported earnings last week, and while the market seemed to like their 15% dividend raise and increased share buybacks - the rest of what they announced was concerning to me. So much so, I’m going to sell my position. In this video we go through what Hershey reported, why I had originally picked it as a top stock for 2024, and why my outlook has changed.

00:00 My opinion on Hershey has changed

01:20 Hershey earnings recap

06:30 Why did I have it as a top pick for 2024?

10:49 How has my outlook changed?

In this video we’re pouring a drink and answering viewer comments

00:00 This is why I blur out names

01:50 A real value investor

03:36 Is trimming SCHD smart

05:11 I keep FOMO investing

08:29 Why not Amazon at $80

12:22 Oof.

14:48 Holding or selling

15:53 Adding during dips

19:37 Greetings from…

20:49 Realty Income

21:41 Highly recommend

22:33 Pay it forward

In this video we walk through my entire dividend growth portfolio to reveal how much my portfolio earned over the last month, the dividends I received, what my annual dividends are on a $260,000 account, what stocks I bought and sold, and the overall performance using Schwab portfolio tools.

00:00 Portfolio recap for January 2024

03:06 Dividend income

04:13 Stocks I bought and sold this month

07:08 Best and worst performers

09:05 Overall thoughts on the previous month

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 McDonald’s (MCD)

05:29 Visa (V)

07:33 Apple (AAPL)

10:04 Valero (VLO)

11:59 American Express (AXP)

14:02 Amazon (AMZN)

16:12 Hershey (HSY)

18:36 Caterpillar (CAT)

20:04 Starbucks (SBUX)

22:00 How deep do we need to go?

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 investors?

10:42 The year of chicken is here

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 Understanding Amazon’s business

06:52 What are some risks to their business?

10:35 How to value Amazon

13:37 Overall thoughts

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 dividend ETF