I had some wins today...

picked up $800 worth of jmia yesterday. hit a quick 10% today and dumped it.

bought nndm at $6.17 and dumped it at $7.11. decent pickup.

bought $7k of GME in the AM hours and picked up 3% selling it later in the day.

bought teladoc at $182 yesterday. Sold it at $194 today.

kicking myself on Lucken coffee. Was going to invest 10k at the opening expecting a huge gain...saw it drop and moved on. Ended up picking up 30%. :(
. :throw:

Lucken Coffee has some baggage plus it's Chinese. Pass

https://www.burgerfi.com/

Burger Fi (Gino/LubeJobs here on OSO owns one or more stores) John Rosati I believe got it going.

Went public through a merger/stock swap. 10 years old, 125 stores and the deal gave them 40mm in cash for expansion. Good burger, stores sell draft beer and its casual/no waiters/waitresses. Stock bumped $1 after the IPO at 15, I'd expect it to gain some traction even though covid hurts restaurants right now, this is prime for takeout/delivery through services.

maybe so...but dreamers in the stock market look past that stuff. everyone wants to find the next apple/Amazon. they’ll pour money into a paper bag filled with sh!t if it means profits.

my dad invested at $5. Already doubled his money...if it prints it prints.

They look past reporting false and inflated income numbers? Good luck with that.

The wife and I are retiring in an month or so and transferring our 401k's into self directed IRA's in our brokerage account--Been putting money in the market every payday for over 40 years and never owned an individual stock to the best of my knowledge. Now that there are many more options the majority of our money will be going into growth ETF's after setting aside several years expenses in our money market settlement fund.
I will also be buying the consumer discretionary index. In our household we want to buy a retirement home--a tow vehicle--a boat--a pair of watercraft--and build a shop to house it all once the world get back to a more normal state. I can't believe we are the only ones with pent up demand.

Money is money.

The market continues to look past Tesla’s gross sales and revenue. Current market price is 1600X forward earnings. No one cares, people still buy it.

Nikola hasn’t even produced an EV yet...people have cashed in.

stock market millionaires are made on speculation. Not fundamentals or business practices.

Our family is having a stock picking game for next year. My mom is putting up $2000 cash as prize money. We have 16 people in our family from grand parents down to 15 years old. My mom is trying to teach and encourage everyone in the family to be more familiar with the market. The basic rules are everyone has $10,000 in funny money to pick up to 5 different stocks on Dec. 31st. On March 31st who ever portfolio is the highest wins $500 in cash. You can now change your stocks with what ever your portfolio has in it or just keep it the same. On Aug. 31st the same thing and on Dec. 23 a final payout of $1000 to the winner. No parental help on the picks and you have to explain why you picked your picks. The other fun thing about it is we all get to see each other on the zoom meetings.

So he pretty much summed it up perfect. I don't think it is a too the moon stock but there is certainly room to grow IMO and as stated with the quality food and take out they provide this is still a busy biz.

Best Picks for the Week

Pick #1 AGNC/NLY common shares

1. AGNC Investment Corp (AGNC) - Yield 9.3%
2. Annaly Capital Management (NLY) - Yield 10.5%

https://static.seekingalpha.com/uplo...4044243608.png

It is important to be appreciative of the gifts that we receive. In 2020, the Federal Reserve combined forces with the stock market to give us an excellent gift: zero interest rate policy combined with a large indiscriminate sell-off of all mREITs.

Even as earnings conditions are absolutely ideal for agency MBS – AGNC and NLY trade at a discount to book value. So buy some shares and send Chairman Powell a Christmas card to thank him for the gift.

This is WAY better than the mystery chocolate box your Secret Santa gave you at the company Christmas Party. Who wants to bite into a chocolate with no clue what flavor is going to be in the middle!?!?

Agency mREITs hate surprises. The Federal Reserve has taken surprise off the table and opened up the highway to load up on agency MBS.

Pick #2 NNN/O/WPC Common Shares

National Retail Properties (NNN) - Yield 5.1%

Realty Income (O) - Yield 4.7%

W.P. Carey (WPC) - Yield 6.0%

https://static.seekingalpha.com/uplo...5069576955.png

Has a new member been added to your family in 2020? These triple-net REITs are a great gift to start an investment account for them. NNN and O are already "Dividend Aristocrats" and WPC will be one in a few years.

Of all the picks in the HDO portfolio, these are likely to be the lead contenders to benefit from the incredible power of compounding. These are REITs that you could buy, turn on the DRIP and forget for 15 to 20-years.

Sure, a toddler or even a teenage grandchild is not likely to be particularly thankful when you tell them what you have done. They would rather have the latest tablet that will be outdated in a month. When they grow up they will appreciate it more.

Pick #3 IRM common shares

Iron Mountain (IRM) - Yield 8.4%

https://static.seekingalpha.com/uplo...5700131912.png

Santa's list is long. REALLY long. Where do you think Santa stores his list? Why he would only trust it to the best, and the best is clearly IRM! Iron Mountain specializes in storing the most important information and is trusted by 95% of the Fortune 1000 companies – plus Santa. We have not yet heard from Santa on whether he is going to stick with traditional paper, or take advantage of IRM's digitization and move over and use one of IRM's data centers.

We trust IRM with our capital and enjoy the dividends every quarter.

Pick #4 HTA common shares

Healthcare Trust of America (HTA) - Yield 4.7%

https://static.seekingalpha.com/uplo...0183070283.jpg

One of the most precious gifts is that of good health. Unfortunately, it is an elusive gift that we frequently have little control over. Sure, you can eat right, exercise, take vitamins and avoid vices. That still does not guarantee that you will live longer than Charlie Sheen.

If you have your health, take a moment to enjoy that gift this Christmas. Then buy some HTA because sooner or later, you are going to need the services of one of their tenants and they aren't going to be moved by the Christmas Spirit. They are going to charge you through the nose for it. So you might as well be collecting some rent from them.

Pick #5 EQR common shares

Equity Residential - Yield 4.2%

https://static.seekingalpha.com/uplo...0451548972.pngNow that we got the catchiest Christmas song ever stuck in your head, let's talk about home. Having one is way better than not having one. That very simple premise underpins the strength of apartment REITs and is the reason why they have very consistent and stable cash-flow.

EQR has seen declines on their urban center properties, but their suburban properties have stabilized and have seen growth. People are shifting from one area to another, not disappearing.

With an A-grade balance sheet, plenty of liquidity at their finger-tips and 26-years as a publicly traded REIT, EQR has survived and thrived through several economic cycles. Historically, taking advantage of these dips through buying has been the smart move. This time is not different.

Pick #6 GEO common shares

The GEO Group (GEO) - Yield 14.5%Just like Santa, the government keeps a "naughty" list. In a perfect world, we wouldn't need to detain anyone ever. People would respect each other's property, people would put in a good faith effort to obey laws and we certainly wouldn't harm each other. Well the world isn't perfect, even Whoville is at risk of the occasional crime spree. People will commit crimes and they will be detained for them.

Politicians will grandstand over what should or shouldn't be against the law, they will argue with each other over what the consequences should be over breaking any particular law. Reform or punishment, strict or lax enforcement, legalize or crack down on drugs, we have all seen the debates and I'm sure everyone has an opinion.

At the end of the day, GEO supplies the infrastructure the government needs. A large portion of the population in GEO facilities are people awaiting their day in court. GEO also is very active in the rehabilitation, parole and home-confinement sectors. GEO doesn't tell the government what to do, they provide the government the infrastructure needed to do whatever the government deems to be appropriate.

The "naughty" list isn't going away, and that means we can collect a 14%+ yield. For more conservative investors, GEO bonds are still a very attractive option as well.

Pick #7 OXLC common shares

Oxford Lane Capital (OXLC) - Yield 15.2%

https://static.seekingalpha.com/uplo...6276891613.png

CLO prices have been booming, with OXLC raising their net asset value by 25% last month. This is from a combination of payments to the equity CLO positions resuming combined with default rates leveled off and actually declined in November. November was the first month in 13-months where there was not a single default.

I like dividend stocks , up or down you still get payed .

Loading up on AGNC and NLY .

As an agency REIT, AGNC Investment bears almost no credit risk. If the borrower doesn't make the mortgage payment, the servicer or the government will ensure that AGNC gets paid. These sort of securities trade in a very liquid market, and generally are low-volatility assets.

With the positive COVID-19 vaccine announcements, subsequent FDA emergency use authorization and rollout to healthcare workers and high-risk people, we have been experiencing a big shift out of growth stocks and into value stocks. These are the stock that did not participate much in the rally that started following the market crash in March this year. In fact, these same value stocks have been out of favor for decades, and they still have a very long way to go. Typically, when value stocks start outperforming growth stocks, this is a cycle that lasts for many years.

Thankfully, many of these value stocks are high-dividend stocks. They include mREITs, BDCs, utilities, quality midstream, CLOs, and some sub-sectors of Property REITs which have been rallying. While not all property REITs are seeing strong momentum, I fully expect that this sector will see a big surge by the beginning of 2021. Our portfolio is overweight all these sectors and making us well positioned to ride the "value rally" while collecting high yields. We have have been beating the general markets since October by a wide margin. I expect the same for the next 24 months to achieve superior returns and lots of income.

One of our biggest gainers have been our preferred stock and baby bond picks as yield hungry investors have been pouring money into these high yielding fixed income investments. These are ideal for lower risk investors and retirees who are looking for high income with lower price volatility.

The Main Driver for Higher Equity Prices

I know that many investors are seeing the markets at all-time highs and are hesitating to put new money at work. I will explain again the main factors driving equity prices and why I am personally fully invested in our dividend stocks, and would recommend the same for our members.

I have been emphasizing the excess liquidity as the main driver for the market rally. In fact despite the recent rally, it is estimated that there are still over $4 trillion dollars of cash on the sidelines parked in cash, CDs, money market funds and treasuries earning next to nothing. Much of this cash on the sideline will find its way to equities, thus supporting higher equity prices. This excess liquidity coupled with all-time low interest rates, and a loose fiscal/monetary policy, are all strong tailwinds for equity investors.

All the above have created a low volatility environment as we have been seeing lately. Every pullback, no matter how shallow, has been countered by investors "buying the dip". The continuous all-time highs we are seeing are fully justified.

As far as valuations are concerned, relative to the state of interest rates, we are far from being over-extended. Even Fed Chairman Powell said during a news conference on Wednesday, that the low rates are helping justify an equity surge that has gone on largely unabated since the March pandemic crisis lows. While many market pundit keep warning us that there is Euphoria (or excess optimism) in the markets which could lead to a short-term pullback, a closer look at data suggest otherwise. Retail investors are optimistic about equities, however data suggests that they are still not putting much of their money to work. What investors feel and what investors do are two different things. Thus the theory of "excess greed" is not justified.

As we head into the year 2021, we are set to see a lot of fuel added to the equity markets. We should anticipate that more buyers come back into the market due to stimulus and of course the fact that the beginning of year is typically one where fund managers put money to work. This rally is set to continue strong.

S&P 500 Trading Range

As stated in many of my market updates, my next target for the S&P 500 index is the 4000 level, then the 4300 level which we are likely to see in by mid 2021.

While it is very possible that the markets could correct, we have to keep in mind that we are in a full blown bull market. The likely scenario is that it will do so at higher prices than we are seeing today. This means that for those who are looking for a pullback to buy the dip, you might be missing on dividends, and may not see the current prices being offered by the markets today. Instead, I suggest that we focus on the longer term which is bright, with substantial gains ahead if you are well positioned based on our recommended picks and the right allocation. Here, I would like to remind our members that we are still recommending a 45% allocation to fixed income and 55% to equities as part of an strong income generating portfolio.

If we pull back in the short term, the support for the S&P 500 index is at the 3600 level. There is even much stronger support at the 3500 level, which would make any downside risk very limited. For value stocks, the downside risk is likely to be much lower today. Again, as we might pull back at a higher level and that would put the support levels also at a higher one than the figures mentioned above.

The Bottom Line

For all the reasons above I like to remain loaded in in our dividend stocks picks that fundamentally superior and trading today at cheap valuation. It is not too late to join this rally as we are at still at its early innings. The future is bright for the investor with a horizon of 2 years at least.

The Santa Clause rally has begun and the Biden post-election returns have been spectacular ~ 9.5 % since election day.

From CNBC today: "Totally 70% of millionaires count on the S&P 500 might be up no less than 5% subsequent 12 months, in accordance with the survey of households with investible belongings of no less than $1 million. Practically a 3rd of these polled count on beneficial properties of no less than 10% in 2021, in accordance with the survey."

Thoughts??

oh yeah that commie isn`t even president and it`s a Biden post election return?? More like Trump came thru with a vaccine returns.
Can`t wait till that old dip$hit communist gets in , $5gas prices here we come and the market is going to $hit. Communists are not good for any free market.
Pull your money soon

Pfizer didn't take a penny of government money on the development or manufacturing of the vaccine -- entirely self funded--Trump played golf and spent time on twitter.

pfizer sucks ass...there $hit stock wouldn’t go up even if they solved world hunger. 😂😭

What do you all think will be leading picks for the next quarter?

Ammo and gun companies? All ammo is gone and my gun stores looks like it got robbed. Everything is gone. I`ve never seen shelves this empty in my lifetime.

https://www.bloomberg.com/news/artic...nkruptcy-court

I see Vista outdoors is one of the bidders, they have a one billion dollar backlog of ammo orders.
Bought some a month ago and it`s up 17%

Online betting stocks such as Draftkings and Penn have done well. With more states opening, I am not sure what will slow them down. On another note, I think that between online gambling and fantasy leagues, they are the only thing saving sports.

I bought VSTO after I read your post. Its up aprox 20% as of today. Thanks

Nice! , I`m up 40% on that one ...
The communist keeps talking about destroying the NRA and of course commies don`t like the people to have guns so there will a lot of buying going on for a long time to come. Democrats are great gun salesmen.
restrict free speech and take the guns, standard commie playbook.

Election is over. New Pres and new year. What to buy now or just hold?

I bought into TSNP at .15 and some at .20 it's at .306 today and should go much higher. The merger with HUMBL is driving it's value.

Wow thats great. Tripling your money is like wining the lotto.

I bought a small chunk too - appreciate the tips!
Bitcoin and Etherium is on sale this week. If you're interested in crypto, its the time to buy.

It's a blast making more money in a day than I make all year at my job. The problem now is the taxes. When I start withdrawing, it's going to be painful watching my hard earned money going to the tax man.

Its up another 4 cents today

GME, PLtR, MARA, and BB have been the plays...

anyone buy any of these stocks when I told them to buy...you’d be up 200-300%. Hahaha

I wish I had time to do the day trade thing. I’ll just stick to mutual funds and annuities.

I used to think the same thing, until I started paying attention and realized my job is actually costing me money. Not getting my 401 rolled into an IRA will cost me a million dollars. I’m having to rethink this work thing.

Im getting tired of working 7 days a week and not enjoying myself. My wife and I are camping right now and having a blast doing nothing. Our stress level is 0 right now and loving it!

That being said. I enjoy working I just don’t want to be a slave to it. My goal is to do some more traveling. Drag the boat to some cool places and do some exploring.

problem is you are only able to roll 6k per year unless you are playing catch-up or 50 years and older.

I talk to my parents about investing often, and there one regret was not maxing out Roth IRA’s. They say it’s painful to pull 401k money and have to pay taxes.

Yup, that RMD withdrawal it's something we don't look forward too. Getting a pass on it last year was nice.

I ran an extensive analysis on whether to do the Roth conversion or not. Our situation is that we make too much to use a Roth or traditional IRA, so we have been maxing out our 401k's. The other benefit is that because it's not taxed now it drops me a full tax bracket so I can afford to max out the 401. In a Roth situation I wouldn't be able to put as much away. I don't intend on realizing as much gross income when I retire so lower tax bracket. I will have zero debt when I retire so I will have a higher net income than I have now so I will live comfortably. After reviewing the state of Social Security, I have adjusted my plans to not consider that potential income source. If we get it great, it will pay the taxes. There is a lot to consider, I spent days running various scenarios on the Fidelity website. I used to think getting to zero debt was most important, it's not. Maximizing savings and returns is. I pay 3.25% on my mortgage and 3% on a home equity credit line. When the market tanked, I pulled out $70k and jumped in. That $70k is now $170k, I only paid $3300 in interest in total on the credit line. Looking back, I should have pulled out $100k. Always, always, always run the numbers for yourself. Everyone's situation is different, don't follow rules of thumb. Your calculator doesn't lie. I spent years investing with advisors, what a waste of time. It's not their money, they are lazy and just looking to ride the market. When I went out on my own, I have always beat the market. Best thing is that every bad year we have had was one of my best. In 2008 I made 40% and I didn't really know what I was doing. I just paid attention to the news and they were predicting the crash for over a month before it happened. I literally made more money in the last year than I had invested at the start. Watch the market closely, with the current spend attitude, they will have to print a lot of money. The dollar will fall and so will the market, be ready to get out of dollars. I have found a gold IRA that keeps the gold in the US and only charges $180 for storage. Just my $.02.

Anyone see BB and GMe today!!!! Holy moly!!

:Score-101010:

Me and a friend were talking about the house debt, same thing our rates are so low it doesn't make sense to use money and pay it off early.

GME 200% today... hahaha