Episodes
Parker-Hannifin stock is the type of "boring" stock that has quietly beat the market over the past two decades. It's also one of our largest dividend stock positions. Today we'll talk about PH stock, how they've managed to increase their dividend for 68 years in a row, and what exactly it is they do. Investors today are hyper-focused on exciting growth stocks, which is all well and good, but it often means stocks like PH fly under the radar, despite being wonderful companies. Let's shed some...
Published 05/16/24
Published 05/16/24
ZK stock begins trading today on the New York Stock Exchange. While the valuation certainly seems reasonable at first glance, there are a few hidden risks to consider before investing in Zeekr stock. The first is the fact that investors of ZK don't actually have any legal ownership in Zeekr, rather they own shares of a Cayman Islands holding company. Also, while Zeekr's growth is impressive, they are still only selling 5% of the amount of vehicles that BYD is selling. We'd likely opt to...
Published 05/14/24
AI data centers are a blossoming investment theme, with GlobalX even renaming their "VPN" ETF to "DTCR". So, how can you profit off the growth of AI data centers? In this video, we analyze two different data center ETFs: the iShares U.S. Digital Infrastructure and Real Estate ETF $IDGT and the GlobalX Data Center & Digital Infrastructure ETF $DTCR. We'll discuss the top four holdings, which are the same for both, as well as a couple of names that are mysteriously absent from both ETFs:...
Published 05/09/24
Walmart stock has not only paid but increased their dividend for 51 years in a row. That kind of track record is impressive, and it's a reason we're invested in WMT stock. While their dividend growth rate has been lackluster recently, we expect that to change as investments in technology help Walmart realize significant cost savings which can be passed on to shareholders in the form of dividends. Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly....
Published 05/07/24
NKLA stock is currently focused on surviving, not thriving. Can their $350,000 hydrogen fuel cell semi-trucks propel them to profitability? We don't think so. Nikola has a gross margin problem, where every truck costs significantly more to produce than it sells for. Some of these problems improve as the business scales, but how can the business scale when it's already burning way more cash each year than it has on the balance sheet? And let's not forget the founder of the company was...
Published 05/06/24
Building a $100,000 portfolio is one of the biggest milestones for a newbie investor. However, it's also one of the most daunting to achieve. How do you go about paying off debt, surviving, and investing at the same time? It's a challenge, but we're here to offer some valuable tips. Creating a portfolio that will reach $100k in 7 years requires diligence, but it's possible. All it takes is creating a plan and sticking to it. Living below your means also helps. Stay informed with our...
Published 05/02/24
POET stock has been seeing a lot of hype lately, despite the fact that the company is tiny and has virtually no revenues. So, why are we covering it? Well, besides being requested by our paying subscribers, it's also quite a popular stock, trending on social media sites like StockTwits. Stocks like this tend to attract a lot of newbie investors, so we feel called to point out some of the red flags we typically see in stocks like this. To put it simply, Poet is an obvious avoid. The pipeline...
Published 04/29/24
XOM stock versus CVX stock: which stock is the better buy? Flip a coin. For us, we've decided to invest in both. Both stocks are dividend champions, meaning they have not only paid but increased their dividend for over 25 consecutive years. Both stocks appear in our dividend growth investing strategy, Quantigence. We can use our Q-Score methodology to choose a "winner", but ultimately both stocks are complex businesses that require a lot of analysis to truly understand. It's best to pick a...
Published 04/27/24
Warren Buffett is the most successful investor of all time. He also gave some advice that is objectively bad. Warren Buffett claims that all you need are 6 stocks in your portfolio, if you know what you're doing. He claims that diversification preserves wealth, while concentration creates it. Today we'll look into that claim and show you why it's false for most investors. Not only is diversification a great way to hedge against black swan events, it's also a great way to avoid pitfalls. Even...
Published 04/26/24
Elon Musk is predicting an electricity shortage due to increased AI demand. While we're already holding NextEra Energy NEE stock, this prediction from the almighty Mr. Musk led us to take a closer look at some promising electric utility companies that also happen to be dividend contenders. We start by creating a universe of Utilities stocks that have increased dividends for at least 20 years. Next, we exclude water and natural gas companies so that we're left with only electric companies....
Published 04/20/24
TSMC, or Taiwan Semiconductor Manufacturing Company, is the secret sauce that holds together the semiconductor industry. TSMC operates a chip foundry where they manufacture around 60% of the world's semiconductor chips. It's safe to say that if TSMC sneezes, the semiconductor industry catches a cold. Companies like NVIDIA, Intel, and AMD rely on TSMC's manufacturing fabrication plants ("fabs"), and being a Taiwanese company, TSMC is subject to a fair amount of geopolitical risk. Stay...
Published 04/17/24
Artificial intelligence is an arms race, make no mistake. Which country is the leader in AI? Should we be worried about AI being used in unethical ways? We've personally visited numerous AI startups in Russia, China, Europe, and of course the U.S., giving us the inside scoop on who's leading the AI arms race. The United States, India, and China seem to be leading now. China has been using AI for the past decade to learn more about how to understand the world around them, from hearing to...
Published 04/15/24
Dividend investing is simple if you create a rules-based approach. Today we're going to outline our system for finding great dividend stocks to buy in 2024 and beyond. We'll also discuss why we love dividend growth investing so much. It boils down to having an income that increases over time, unlike bonds which provide only provide a fixed income. This is why Warren Buffett often refers to companies with a durable competitive advantage as "equity bonds". The advantage we're looking for here...
Published 04/14/24
Destiny Tech 100 is a closed-end fund of private companies that recently became available to the public via DXYZ stock. The problem? Shares are massively overvalued at a premium of over 2,000% to net asset value (NAV) at the time of recording. DXYZ promises investors exposure to exciting startups like SpaceX or Stripe. However, the valuation means we wouldn't touch this fund with someone else's 10-foot pole. In fact, most venture capital funds actually trade at a discount to NAV, not a...
Published 04/13/24
Rubrik stock is planning to go public shortly under the ticker RBRK. This cybersecurity company is built on a zero-trust framework. They use OpenAI for their "Ruby" chatbot, but they don't go around rubbing it in everyone's face. Rubrik's IPO comes after an extremely successful Astera Labs IPO. This begs the question, are IPOs back? And if so, what does that mean for the broader market? Well, typically a surge in IPOs is correlated with market over-exuberance, in almost all cases except for...
Published 04/12/24
NVDA stock may still have potential due to their next big plan for the future: the Omniverse. Omniverse is a real-time 3D graphics collaboration platform created by Nvidia. It has been used for applications in the visual effects and "digital twin" industrial simulation industries. Demand for NVIDIA's AI chips will inevitably start to slow at some point, and when that happens, NVIDIA will need to have a recurring revenue stream implemented to maintain a level of stability in its revenues....
Published 04/11/24
SOUN stock has been caught up in a lot of hype after NVIDIA's 13-F filing disclosed a $3 million investment in Soundhound. What investors may not realize is that this investment actually happened over six years ago and was only now disclosed after Arm's IPO triggered NVIDIA's 13-F release. Soundhound is not the next NVIDIA. Not even close. When we dug into Soundhound, we found a company plagued by low customer retention and a commoditized product. They've also been diluting shareholders like...
Published 04/09/24
Want to invest in AI, but can't decide on which AI stocks to buy? We get it. That's why so many people are looking for an AI ETF to invest in instead. But, which AI ETF is the best? We can help with that. We start with a list of 40 AI ETFs from VettaFi and remove those that are simply broad sector ETFs. We also weed out any of the ETFs that have too little assets under management, or a lack of conviction measured by a lack of concentration. In the end, we found 5 AI ETFs we like best. Watch...
Published 04/05/24
Cathie Wood of ARK Invest is predicting trillions of dollars in profits for these five technology niches: Artificial Intelligence, Blockchain, Multiomics, Energy Storage, and Robotics. Today we'll analyze these technologies as well as comment on the stocks Cathie has picked to represent these technologies. We need to preface this information with the fact that ARK Invest primarily offers actively managed funds, and only 5% of active managers can actually outperform a benchmark. Cathie has a...
Published 04/04/24
AbCellera stock was a pandemic darling, with their first day of trading seeing a valuation of nearly $13 billion. The AI drug discovery stock - which we happen to like - has now tumbled over 90%, leaving investors wondering whether it's time to buy. We see a lot of appeal in a platform that can reduce the time it takes to bring drugs to market, especially one that was tested and proven in the times of the 'Rona. But why do they now only have six noteworthy molecules in the clinic? And why...
Published 04/02/24
Reddit stock began trading last Thursday under the ticker RDDT. Some are calling $RDDT an AI stock since the company plans to begin licensing its data for the use of large language model training. Their popular "upvote" mechanic acts as a community notes function to help validate data. This is certainly interesting, and while we don't find Reddit to be terribly overvalued based on our simple valuation ratio, we have some concerns around how the platform plans to monetize its users. With 50%...
Published 04/01/24
Stop losses sound ideal. Buy a stock and limit your downside to whatever amount you're comfortable with - great! Not so much. Stop loss orders should really be called "realize loss" orders as they lock in your losses leaving you to guess when and how to get back in. And if you don't want to get back in, then why did you even buy the stock to begin with? Stop loss orders simply have no place in the portfolio of a long-term investor, someone who wants to build wealth over the next few decades...
Published 03/28/24
Buying TSLA stock? You'll want to watch this first. We construct an actual price target for Tesla - not just the usual "going to 10x, get in now!" type of rubbish that you see on Twitter. We look at Tesla's historical valuation compared to its current market cap with today's revenues and shares outstanding to determine where we'd be buyers of TSLA shares. We also talk about some of the risks surrounding Tesla stock, like the great almighty Elon Musk himself. It's a double-edged sword as...
Published 03/26/24
Generative AI is all anyone can talk about these days, so we'd expect it to be a massive investment opportunity. Our video looks at who stands to benefit most from generative artificial intelligence, and what some of the use cases might look like. Some of the main beneficiaries of the technology include banking support, high tech coding, and R&D in the life science industry. Interestingly, most of the opportunity is already being realized today through "legacy AI" offerings. Is the...
Published 03/21/24