Latest / Earn Your Leisure / Scholars Corner: TOP STOCK PICKS FOR 2023

Transcript

Scholars Corner: TOP STOCK PICKS FOR 2023 · Earn Your Leisure

• 0:00
  Speaker 1: An illegal alien from Guatemala charged with raping a child
• 0:03
  Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
• 0:07
  Speaker 1: accused of murdering a Texas man of Venezuelan charged with
• 0:11
  Speaker 1: filming and selling child pornography in Michigan. These are just
• 0:15
  Speaker 1: some of the heinous migrant criminals caught because of President
• 0:19
  Speaker 1: Donald J. Trump's leadership. I'm Christy nom the United States
• 0:23
  Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
• 0:28
  Speaker 1: crossings are at the lowest levels ever recorded, and over
• 0:31
  Speaker 1: one hundred thousand illegal aliens have been arrested. If you
• 0:35
  Speaker 1: are here illegally your next you will be fined nearly
• 0:39
  Speaker 1: one thousand dollars a day, imprisoned, and deported. You will
• 0:43
  Speaker 1: never return. But if you register using our CBP home
• 0:46
  Speaker 1: app and leave now, you could be allowed to return legally.
• 0:50
  Speaker 1: Do what's right. Leave now. Under President Trump, America's laws,
• 0:55
  Speaker 1: border and families will be protected.
• 0:57
  Speaker 2: Sponsored by the United States Department of Homeland Security.
• 1:00
  Speaker 3: What do you think will be the best performing stock
• 1:02
  Speaker 3: this year?
• 1:03
  Speaker 4: What's your pick?
• 1:04
  Speaker 5: So Lumbers did pretty well this year. If the economy
• 1:07
  Speaker 5: stays down, I'm going to lean on one of my babies. Microsoft,
• 1:12
  Speaker 5: and not because historically I love it and I love
• 1:14
  Speaker 5: the CEO. But I think we'll have a bounce in
• 1:17
  Speaker 5: the market. And I truly believe that Microsoft is going
• 1:21
  Speaker 5: to get into that.
• 1:23
  Speaker 4: Cybersecurity space.
• 1:25
  Speaker 5: If you go look at some of the acquisitions that
• 1:27
  Speaker 5: they've made and the team that they're building. I think
• 1:31
  Speaker 5: for the first time in maybe fifteen years, most corporations
• 1:34
  Speaker 5: are saying, hey, we have to build some real businesses
• 1:36
  Speaker 5: is not just software at scale and throw something out
• 1:39
  Speaker 5: and hope that it works, like Slack or any comparable companies.
• 1:43
  Speaker 5: I think they're going to push heavy into that cybersecurity space,
• 1:47
  Speaker 5: and then as a result, I think they'll have one
• 1:49
  Speaker 5: of the best years that they've had in a while.
• 1:53
  Speaker 4: No, baby, let me finish.
• 1:56
  Speaker 3: Okay, so your pick is Microsoft.
• 1:59
  Speaker 4: Yep.
• 2:01
  Speaker 3: Let me ask you this. Do you think that we
• 2:04
  Speaker 3: will have a positive year for the stock market as
• 2:06
  Speaker 3: a whole or will we have a negative year.
• 2:08
  Speaker 5: I think we'll be twenty twenty Yeah. Oh no, I
• 2:12
  Speaker 5: said the economy would't recovers to twenty twenty four. I
• 2:14
  Speaker 5: think we'll be flat. I think we'll be flat. We
• 2:17
  Speaker 5: may be somewhere around like two to six percent, because
• 2:21
  Speaker 5: if we just look at the landscape.
• 2:23
  Speaker 4: Still no quantitative easing.
• 2:25
  Speaker 5: And going back to when we were talking last summer,
• 2:29
  Speaker 5: when I was like, hey, most tech is too high.
• 2:31
  Speaker 4: I agree. Also when you look at.
• 2:33
  Speaker 5: The stats since nineteen eighty, anytime we got to like
• 2:36
  Speaker 5: thirty one percent return and a year or three years
• 2:40
  Speaker 5: we start to turn over to the downside, and that
• 2:42
  Speaker 5: happened in twenty twenty. Can anyone name me fifteen companies
• 2:48
  Speaker 5: right now that is just like producing amazing products with
• 2:52
  Speaker 5: amazing net income, amazing revenue.
• 2:55
  Speaker 4: Can't do it.
• 2:56
  Speaker 5: So if three thousand companies out there are four thousand
• 2:59
  Speaker 5: companies out there are Underfore, I don't think we'll have
• 3:01
  Speaker 5: an amazing performance in the stock market. It is an
• 3:04
  Speaker 5: accumulation phase though. This is the time when you like
• 3:06
  Speaker 5: can't get rich if you're aiming to get like a
• 3:09
  Speaker 5: thousand shares a year or a thousand shares every two years,
• 3:12
  Speaker 5: and when this is over in a five year period,
• 3:14
  Speaker 5: you'll be incredibly happy. But they should go watch the
• 3:17
  Speaker 5: previous episodes on the binner cycle. That'll tell you exactly
• 3:20
  Speaker 5: when we'll start to like have a peak, a bust,
• 3:22
  Speaker 5: a boom, and you can time when to place your
• 3:25
  Speaker 5: capital into the market based on that, but I think
• 3:27
  Speaker 5: will be relatively flat. I mean, Red Panda gonna be
• 3:29
  Speaker 5: up regardless upmarket, down market, but for general consensus, I
• 3:32
  Speaker 5: think we'll.
• 3:33
  Speaker 6: Be flat flat. He says.
• 3:35
  Speaker 7: Okay, So the accumulation part is where I was going,
• 3:40
  Speaker 7: and so last year I said Amazon, and obviously the
• 3:43
  Speaker 7: market really punished them along with other tech stocks. But
• 3:48
  Speaker 7: the accumulation reason is the reason I'm going to say
• 3:50
  Speaker 7: I'm gonna go with AMD.
• 3:52
  Speaker 6: As one of those stocks to watch in twenty twenty three.
• 3:56
  Speaker 7: If you looked over the last quarter, especially in the
• 3:58
  Speaker 7: semiconductor space, we saw a rise of maybe thirty percent
• 4:01
  Speaker 7: for the space, which is interesting. Obviously we were dealing
• 4:05
  Speaker 7: with supply chain, but now it's oversupply and now they
• 4:08
  Speaker 7: have to regulate that. But I think the reason I'm
• 4:11
  Speaker 7: looking at them is because of the fall that they've had.
• 4:13
  Speaker 7: I think the stock was down fifty percent or fifty
• 4:15
  Speaker 7: eight percent, trading at sixty four dollars. I was at
• 4:18
  Speaker 7: a peak at one forty seven. At the time, I
• 4:20
  Speaker 7: felt really great about that. I was still accumulating, but
• 4:23
  Speaker 7: now it's down at sixty four, and I think based
• 4:27
  Speaker 7: on that regulation of how they'll they'll figure out the
• 4:29
  Speaker 7: balance of supply chain versus over demand. The fish the
• 4:34
  Speaker 7: mere fact of their market share in the space, I'm
• 4:39
  Speaker 7: pretty confident. I like them long term obviously, I've been
• 4:42
  Speaker 7: accumulating that for a while. But where it's at right now,
• 4:45
  Speaker 7: and the upside for it, if you look at all
• 4:47
  Speaker 7: the analyst projections, they're looking at it from twenty five
• 4:49
  Speaker 7: percent to forty five percent, gaining twenty twenty three. I
• 4:53
  Speaker 7: like AMD, but I got a surprise one for you. You ready,
• 4:56
  Speaker 7: go ahead? Lulu Lemon.
• 4:59
  Speaker 5: I swear to God those on my list them hasn't
• 5:01
  Speaker 5: burned in Ta Lebile. Yes, Lulu is one of my favorites.
• 5:04
  Speaker 6: Litl Lemon.
• 5:05
  Speaker 7: I've been watching from a retail it's a it's an
• 5:06
  Speaker 7: athleisure where. And I didn't realize it until like maybe
• 5:11
  Speaker 7: during the pandemic, when we saw a lot of people,
• 5:13
  Speaker 7: you know, go into that space, obviously because people were
• 5:15
  Speaker 7: home a lot more home exercise and people went back
• 5:17
  Speaker 7: to the gym.
• 5:18
  Speaker 6: But then it my daughter started bringing it up a lot,
• 5:21
  Speaker 6: and it was can I get this? Can I get this?
• 5:22
  Speaker 7: And then I looked at her list for Christmas and
• 5:25
  Speaker 7: her birthdays. It's been little Lemon on the list, and
• 5:28
  Speaker 7: I'm like, this is becoming a thing amongst young people.
• 5:30
  Speaker 6: And once I start seeing young people adapt.
• 5:33
  Speaker 7: To it toward an athletsure where or a company, it
• 5:36
  Speaker 7: tells me that they've hit the right market. Because the
• 5:39
  Speaker 7: only thing that happens when you grab galviny galvanized young
• 5:42
  Speaker 7: people is that you get more young people.
• 5:44
  Speaker 6: So I like I like Lulu Lemon as.
• 5:46
  Speaker 7: A company, if you look at the history of their
• 5:48
  Speaker 7: their stock over the past three to five years, you
• 5:49
  Speaker 7: can see the growth. This episode is brought to you
• 5:53
  Speaker 7: by P and C Bank. A lot of people think
• 5:56
  Speaker 7: podcasts about work are boring, and sure they definitely can,
• 6:00
  Speaker 7: but understanding a professionals routine shows us how they achieve
• 6:03
  Speaker 7: their success little by little, day after day. It's like
• 6:08
  Speaker 7: banking with P and C Bank. It might seem boring
• 6:11
  Speaker 7: to save, plan and make calculated decisions with your bank,
• 6:14
  Speaker 7: but keeping your money boring is what helps you live
• 6:16
  Speaker 7: or more happily fulfilled life. P and C Bank Brilliantly
• 6:21
  Speaker 7: Boring since eighteen sixty five. Brilliantly Boring since eighteen sixty
• 6:25
  Speaker 7: five is a service mark of the PNC Financial Service Group, Inc.
• 6:29
  Speaker 7: P and C Bank National Association member fdic.
• 6:35
  Speaker 6: Erners, what's up?
• 6:36
  Speaker 7: You ever walk into a small business and everything just
• 6:39
  Speaker 7: works like the checkout is fast, the receipts are digital,
• 6:42
  Speaker 7: tipping is a breeze, and you're out the door before
• 6:45
  Speaker 7: the line even builds. Odds are they're using Square. We
• 6:50
  Speaker 7: love supporting businesses that run on Square because it just
• 6:52
  Speaker 7: feels seamless. Whether it's a local coffee shop, a vendor
• 6:56
  Speaker 7: at a pop up market, or even one of our
• 6:58
  Speaker 7: merch partners. Easy for them to take payments, manage inventory,
• 7:03
  Speaker 7: and run their business with confidence, all from one simple system.
• 7:07
  Speaker 7: If you're a business owner or even just thinking about
• 7:10
  Speaker 7: launching something soon, Square is hands down one of the
• 7:13
  Speaker 7: best tools out there to help you start, run, and grow.
• 7:17
  Speaker 7: It's not just about payments, it's about giving you time
• 7:20
  Speaker 7: back so you can focus on what matters most ready.
• 7:23
  Speaker 7: To see how Square can transform your business, visit Square
• 7:26
  Speaker 7: dot com backslash, go backslash eyl to learn more that
• 7:31
  Speaker 7: Square dot com backslash, go backslash eyl, don't wait, don't hesitate.
• 7:37
  Speaker 7: Let's Square handle the back end so you can keep
• 7:39
  Speaker 7: pushing your vision forward.
• 7:42
  Speaker 1: An illegal alien from Guatemala charged with raping a child
• 7:46
  Speaker 1: in Massachusetts. An MS thirteen gang member from El Salvador
• 7:50
  Speaker 1: accused of murdering a Texas man of Venezuelan charged with
• 7:54
  Speaker 1: filming and selling child pornography in Michigan. These are just
• 7:58
  Speaker 1: some of the heinous migrant criminals caught because of President
• 8:02
  Speaker 1: Donald J. Trump's leadership. I'm Christy Noman, the United States
• 8:06
  Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
• 8:11
  Speaker 1: crossings are at the lowest levels ever recorded, and over
• 8:14
  Speaker 1: one hundred thousand illegal aliens have been arrested. If you
• 8:17
  Speaker 1: are here illegally, your next you will be fine nearly
• 8:21
  Speaker 1: one thousand dollars a day. Imprisoned and deported, you will
• 8:25
  Speaker 1: never return. But if you register using our CBP home
• 8:29
  Speaker 1: app and leave now, you could be allowed to return legally.
• 8:33
  Speaker 1: Do what's right. Leave now. Under President Trump, America's laws,
• 8:38
  Speaker 1: border and families will.
• 8:40
  Speaker 2: Be protected sponsored by the United States Department of Homeland Security.
• 8:43
  Speaker 6: It's on my surprise list of twenty twenty three.
• 8:46
  Speaker 4: I will say too.
• 8:47
  Speaker 5: If China releases or eases up on the cover restrictions,
• 8:50
  Speaker 5: Ali Baba will be my number two as well. I
• 8:52
  Speaker 5: don't know if they will, but the number one canary
• 8:55
  Speaker 5: in the coal mine that I'm looking for this year.
• 8:57
  Speaker 5: If China eases up on those restrictions and they let
• 9:01
  Speaker 5: people start to move around the country freely, don't have
• 9:04
  Speaker 5: as many lockdowns. That's going to be the first time
• 9:07
  Speaker 5: because that market is going to turn upward before our stuffs,
• 9:10
  Speaker 5: and if we get four or five months of positive
• 9:13
  Speaker 5: growth there, things are going to boom for us here
• 9:15
  Speaker 5: for sure.
• 9:18
  Speaker 3: All Right, it's interesting that one. Yeah, well, you know,
• 9:22
  Speaker 3: I don't really like to give predictions because because.
• 9:25
  Speaker 4: You're smart, you're smart number one reason.
• 9:29
  Speaker 3: But I'll say this.
• 9:30
  Speaker 4: I won't.
• 9:30
  Speaker 3: I won't. I won't say which stock I think is
• 9:32
  Speaker 3: going to do the best this year, but I think
• 9:34
  Speaker 3: I will say a stock that I think could potentially
• 9:36
  Speaker 3: be the best buy this year. And being a best
• 9:38
  Speaker 3: buy doesn't necessarily mean that it's going to have a
• 9:40
  Speaker 3: great year this year, but it's going to have a
• 9:44
  Speaker 3: good run eventually when you buy it. And that's Amazon,
• 9:48
  Speaker 3: and I feel like, you know, it's fifty percent off
• 9:51
  Speaker 3: of it's all time high. It doesn't really take a
• 9:54
  Speaker 3: rocket science is to figure this out that at some
• 9:57
  Speaker 3: point the ship is going to be turned around. Yeah,
• 10:01
  Speaker 3: I'm not to say this guaranteed that it's going to
• 10:03
  Speaker 3: be booming this year as far as their stock, but
• 10:05
  Speaker 3: strongly believing what Amazon has their business model. They've pretty
• 10:10
  Speaker 3: much created a monopoly in their space, and I think
• 10:14
  Speaker 3: that they're going to continue to get bigger over the
• 10:16
  Speaker 3: next decade. So anytime that you get a chance to
• 10:19
  Speaker 3: buy a stock like Amazon at such a deep discount,
• 10:23
  Speaker 3: I think you you definitely have to consider it. And
• 10:27
  Speaker 3: I think that you know, if you hold for the
• 10:29
  Speaker 3: long term, you will probably be rewarded for that.
• 10:32
  Speaker 6: Yeah, I'm with you.
• 10:34
  Speaker 7: I just didn't want to say it two years in
• 10:35
  Speaker 7: a row. Yeah, I was like, let me just because
• 10:39
  Speaker 7: they were like, yo, you said that last year. Then
• 10:41
  Speaker 7: it's tip went down.
• 10:42
  Speaker 6: Citty four percent. That's a great one. I just I'll
• 10:45
  Speaker 6: add another one.
• 10:45
  Speaker 3: That's why it's good Now.
• 10:48
  Speaker 4: Well, I think I think.
• 10:49
  Speaker 6: Google's in that in that as well.
• 10:51
  Speaker 4: Absolutely, especially with the NFL deal at which we.
• 10:54
  Speaker 6: Can't ignore that. We can't anore that that NFL.
• 10:57
  Speaker 4: Deal is told y'all everyone, what is your competitor? Everyone?
• 11:02
  Speaker 7: Yeah, from an advertising space, from a content space, from
• 11:07
  Speaker 7: a search engine, and now from.
• 11:12
  Speaker 6: Sports of viewership.
• 11:14
  Speaker 7: Right, because you figured that NFL ticket is is a monster.
• 11:18
  Speaker 7: I think they they selling it three hundred dollars for
• 11:20
  Speaker 7: the season, for the season or something like that, which.
• 11:23
  Speaker 4: Is Prime plus Prime, NFL plus Apple. Y'all better get nine.
• 11:28
  Speaker 5: Billion together for the super Bowl. I'm going to make
• 11:29
  Speaker 5: a call right now. Apple or Amazon is in three
• 11:32
  Speaker 5: years is going to have exclusive rights to the super Bowl.
• 11:36
  Speaker 5: Oh Ian's crazy. He's on Pineapple used to getting shot.
• 11:39
  Speaker 5: How do you deal with him? Okay, everyone is your competition.
• 11:45
  Speaker 5: Black trying to clean up her act and go to
• 11:47
  Speaker 5: etiquette classes.
• 11:48
  Speaker 4: She will be.
• 11:49
  Speaker 5: Teaching investing on OnlyFans. Everybody is your damn competition. And
• 11:53
  Speaker 5: once people realize that, and we're in a consolidation phase
• 11:56
  Speaker 5: amongst tech two Twitch had a whole bunch of deals
• 12:00
  Speaker 5: they were giving out. Then they consolidated and now they're
• 12:02
  Speaker 5: not as popular. I know, like Academics doesn't have his
• 12:04
  Speaker 5: deal there anymore. But tea Pain is popping. Everyone on
• 12:08
  Speaker 5: Earth is your competition. Shout out to Google, shout out
• 12:10
  Speaker 5: to YouTube. We're living interesting times. But if you go
• 12:14
  Speaker 5: study the tech Wars from nineteen ninety four through two
• 12:18
  Speaker 5: thousand and five, this is off Ta Vista, yesgez, Google, Aol, Netscape,
• 12:25
  Speaker 5: go look at everything. Mark and Dreesen wrote back in
• 12:28
  Speaker 5: the day, we're going through the second version of that
• 12:31
  Speaker 5: and Web three point zero is overrated.
• 12:34
  Speaker 4: Mike clipped it up.
• 12:37
  Speaker 6: So all right, wait wait, hold on, what was that
• 12:42
  Speaker 6: a teacup?
• 12:43
  Speaker 4: Oh? Yeah, you know, sit y'all. Good time to drink,
• 12:47
  Speaker 4: isn't it. Hey we're coming back? When were we going back?
• 12:50
  Speaker 5: Girl took the drink out my hand. You shouldn't carry rubbish,
• 12:54
  Speaker 5: I'll said, baby.
• 12:55
  Speaker 4: We go to Harrod's right now.
• 12:56
  Speaker 5: What you mean I can't like you should not even
• 12:59
  Speaker 5: carry rubber Room seventeen fourteen.
• 13:03
  Speaker 3: Come on, James, on the way man, only away. The
• 13:12
  Speaker 3: ego has landed my graduates from my school being fores
• 13:18
  Speaker 3: bad drop drop, Mike drop Badroproft.
• 13:34
  Speaker 1: An illegal alien from Guatemala charged with raping a child
• 13:37
  Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
• 13:41
  Speaker 1: accused of murdering a Texas man of Venezuelan charged with
• 13:46
  Speaker 1: filming and selling child pornography in Michigan. These are just
• 13:50
  Speaker 1: some of the heinous migrant criminals caught because of President
• 13:53
  Speaker 1: Donald J. Trump's leadership. I'm Christine Noman, the United States
• 13:57
  Speaker 1: Secretary of Homeland Security, Under President to Trump, attempted illegal
• 14:01
  Speaker 1: border crossings are at the lowest levels ever recorded, and
• 14:05
  Speaker 1: over one hundred thousand illegal aliens have been arrested. If
• 14:08
  Speaker 1: you are here illegally, your next you will be fine
• 14:12
  Speaker 1: nearly one thousand dollars a day, imprisoned, and deported. You
• 14:16
  Speaker 1: will never return. But if you register using our CBP
• 14:20
  Speaker 1: home app and leave now, you could be allowed to
• 14:23
  Speaker 1: return legally. Do what's right, leave now. Under President Trump,
• 14:28
  Speaker 1: America's laws, border and families will be protected.
• 14:32
  Speaker 2: Sponsored by the United States Department of Homeland Security,