Market Bytes

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 do they do?

05:44 -What are some risks to their business?

08:49 -How are their Operations?

10:55-CAT valuation

14:46-Overall thoughts 

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 features

12:05-Are there free alternatives

13:26-Who is Seeking Alpha Premium best for

15:40-What does it cost and how to get it

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 actually do about this?

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 investment time horizon?

04:24-What are your investment goals

06:21-What is your investment strategy

11:18-Confidence comes from knowing our plan

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 are some risks to their business?

07:44-How are their operations?

09:41-YTD Performance

13:10-TXRH valuation

16:53-Overall thoughts 

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 performers

09:37-Overall thoughts on the previous month

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 and what do they do?

06:01 -What are some risks to their business?

10:05 -How are their operations?

12:49-YTD Performance

15:44-KO valuation

19:50-Overall thoughts