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I'm Interested
I wanted to thank the readers who are learning the game and doing their research. I've been getting a lot of texts to check out an interesting businesses and I appreciate when people get their 'Sherlock Holmes' on. So here is a few things that continue to peak my interest:
Pacaso: - Pacaso is not a public company but an interesting twist on the "timeshare" concept. As home prices surge, real estate start-up Pacaso is buying luxury single-family vacation homes and selling them to groups of buyers through a fractional ownership model as part of an LLC. I like this model and hope to learn from it. I'm a big fan of all things communal --- living, sharing, and buying assets like real estate. Also, the data shows that high-end properties have been very hot during the pandemic. With so many people and households flush with cash, regular folks need to band together and add real estate to their portfolios.
Intuit (TurboTax) - TurboTax will no longer provide their free IRS Filing Program to those who qualify for federal free filing. I think this speaks volumes about the company and is very disappointing.
OutBrain (OB) - I'm keeping an eye on this ad-tech company. My A-Billi Squad member Seth Klarman invested $200 Million in OB bonds. A fellow value investing friend, I like advertising tech companies that will profit well as the world re-opens.
Verizon (VZ) - My mentor and A-Billi Squad member Warren Buffett is buying a HUGE stake in Verizon, I believe to the tune of roughly $8+ Billion dollars. Why you ask? Because, as inflation is rising investors are moving to stocks that pay reliable stimulus checks, or as we call them dividend payments. These are paid out on a quarterly basis and a great way to earn passive income.
Is the Re-Opening Stalled?? - The Delta virus is wreaking havoc and your reopening trades (like restaurants, airlines, retailers, casinos, oil) are slumping. This includes the meme stocks (like AMC and Gamestop) which are tumbling lower. So what do you do? Many say investing is easy, well what do you do in these difficult moments. You better know how to play poker. It's no longer a game when you have thousands of dollars on the line. You must analyze the next move, like: will the Delta variant stall the economy? If so many stocks will fall hard and the stay at home stocks may rise again. Should you sell and live to play another hand? I always saw never be afraid to take some chips off the table. A strategy I like is to pull my initial investment and a 20-25% gain out of an investment that's done really well. I let the rest ride and if it goes up I'm happy, if it drops at least I still have my initial investment and a sweet profit sitting in my account.
My thoughts on the economy are people will not go back into lockdown mode. They are even fighting masks. So the market will be choppy on days when the news about the Delta variant is negative. You should use these down days like Monday to be a buyer if you think the economy will stay resilient. On Monday, I bought this stock below. Guess it and I'll reveal it:
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