A no-brainer portfolio if you’re scared to buy stocks

Good morning!
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‍Dow futures are on the downside as I type as stocks look to reverse the majority of Wednesday’s bounce right outta the gate.
First, though, I think $F is missing an amazing opportunity. I broke it down with my friend the fabulous Scott “CowGuy” Shellady yesterday on RFDTV. (Watch)

Here’s my playbook.

The perfect “no brainer” portfolio if you’re scared to buy stocks

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Millions of people are scared to buy stocks as the market comes unglued. I can easily understand why they’d feel that way.

There is a super simple solution.

And if you want to up your game?

Some people tell me that my research is the best they’ve ever seen. I’d like to think so but there are some very smart people out there. So I will simply promise to do my very best to earn the trust you place in me if you sign up. Upgrade to paid

Yet another reason to own this stock

Imagine you have a cold. You record a cough on your phone, wait 60 seconds for a diagnosis, and then get personalized medicine delivered within 24 hours.

Not as far-fetched as you’d think. Pfizer just paid $180 million to buy a Brisbane-based company that produced an app capable of doing just that. The technology can predict whether or not you have COVID or other pulmonary diseases with 92% accuracy! (Read)

Imagine what happens next when they can create/deliver customized medicine based on that knowledge!

Random thought bubble. I think Pfizer beat Apple to the punch on this one but fully expect Team Cook to make a counter within the next 12 months. iPhones are not phones and anybody still thinking this way has already lost the battle. iPhones are a data platform.

$PTON: My how the (once) arrogant have fallen

What’s happening. Peloton, the once uber expensive bike and rowing machine maker has announced that the company will begin selling products through Dicks Sporting Goods, a major big-box retailer. (Read) This after it loses yet another “top” exec who, let’s not forget, helped architect the company’s failure. (Read)

$PTON is still a $2 stock, at best. Unfortunately, it’s also a heavily defended Wall Street darling. Shorting it could end badly so I’ll simply avoid it at this point. Puts, same thing.

Think 6.52% is a scary??!!

The headlines say that “scary” mortgage rates and sticker shock are forcing homebuyers to walk away from contracts. Apparently the 30 year at 6.52% is all that but I think what’s really got people frosted is that’s double a year ago. (Read)

Puuulease … try 18.45%. That was the peak 30 FRM in October 1981 when the national average stood at 16.63%.

Trade Idea. I will continue to steer clear of homebuilder stocks, something I mentioned at the beginning of the year and several times since. Lowes and HD, on the other hand, could be interesting if people decide to improve what they have. That, of course, depends on whether or not the cash continues to flow, though.

Porsche’s IPO biggest European offering in a decade

What’s happening. Porsche IPO’d – meaning held a public offering – that went down as the largest offering in over a decade on that side of the Atlantic. (Read)

Why this matters. VW wants to take on Tesla so they spun off Porsche.

I’m leery. VW had to tap into Porsche and Piëch family money to finance the purchase of €10.1 billion or roughly 25% stake in the company’s non-listed shares to block minority objections to the spin-off.

I think Ferrari is the better bet, if you fancy owning a luxury car maker. Or simply wait a few quarters for Porsche to prove itself as a standalone company. I think a worldwide recession may knock down prices a bit, but that’s just me.

Bottom Line

It never feels like a great time to invest. But history shows that it almost always is.

Let’s get after it!

Keith