12/28 - Mini Monday

We have a few things on our lists that we're watching/holding

 

It's a long list with lots of explanation. We're good amateurs at most so take our analysis with some salt (though it's worked pretty well for us and his parents who pretty much use us exclusively). I can probably give you our run down of specific popular stocks but it would be faster if you named the company that you want info on than for me to go through the whole list.

 

I would check prices in about four-six months when the housing market is most likely to really start sliding because the car sales are around the same line of retail and financial "shenanigans"

 

I'm not familiar with that company, is it public?

 

Seriously though, try paper trading first which is "investing" pretend money in a stock and tracking it to see how you do. I haven't seen any reputable websites for this, strangely enough, so I recommend a spreadsheet. When you're ready to invest actual money, most brokerages/banks/etc. offer fractional shares (portions of whole shares) so you can get stock in most companies.

Short list of companies we're holding long term:

Spoiler: Disney

Even though the pandemic ate into their theme park/cruise/hotel business, the vaccine news has definitely affected the stock and it basically has no where to go but up. This is also only part of their businesses. It is best to look at them as a whole which includes DIsney+ (with record subscriber growth that beat even their estimates and will have the most holding power for subscribers just based on the amount of content), various broadcasters, the movie productions, merchandising licenses (all those Star Wars/Frozen/any Disney character branded cans of soup have to pay Disney for the image), and even more but that would make this much longer. It's a well rounded business that is diversified enough that it take a LOT for it to lose money and with a decent dividend.

Spoiler: AMD

AMD makes the chips for most of the consoles which are sold out. Intel has dropped the ball in their upcoming processor so AMD is already taking some of their market share with their superior architect especially in the enterprise and data center. They also have a chip refresh that'll probably come up in 4-5 months.

Spoiler: Nvidia

Nvidia has ray tracing. You can't get a 30s series card at MSRP to save you life. They also provide the hardware for the Switch (which is also sold out). The new Ampere architecture is also faster for research so those are going to sell well. Project Clara is also very promising for the very near future. The ARM acquisition is going to a be a huge data center play for them and will probably over the next year most likely before the end of 2021.