My favorite stocks and ETFs for the second half of 2022
I hope there is a unique idea in here for you…
9 Stocks, 2 ETFS, 1 Crypto:
I will review each opportunity quickly, and then show you the metrics on each
Dividend: Annual Diviend Yield
PE: Price to Earnings Ratio
Price: Price / Share
Buy Rating: % analysts giving it a buy rating
$V - Visa
Visa is a payment AND data company.
Who knows your spending habits and patterns better than Visa and Mastercard?
They sell this data behind your back so merchants know how to market to you.
Dividend: 0.76%
PE: 33.36
Price: 196.50
Buy Rating: 67%
$MSFT - Microsoft
Microsoft is the leader in corporate applications and everyone uses their products even at home.
In fact you might be using their product right now.
Dividend: 0.97%
PE: 26.8
Price: 257.65
Buy rating: 81%
$DIS - Disney
Parks, vacations, streaming - Disney should not be trading at 94.40 a share.
Reopening parks, parents will take their kids before they are too old.
Dividend: None, will resume
PE: 63.82
Forward Earnings: 19.96
Price: 94.38
Buy Rating: 66%
$CVX - Chevron
Chevron - one of the best oil and gas companies out there. If you don't like Chevron, take Exxon.
But you need some oil / energy exposure. Natural hedge and our economy needs energy.
Dividend: 3.92%
PE: 13.61
Price: 144.78
Buy Rating: 43%
$CAT - Caterpillar
Maker of construction and mining equipment they build the machines to extract the minerals and raw materials we need going forward.
They also help with construction to build roads and infrastructure.
Dividend: 2.69%
PE: 15.08
Price: 178.5
Buy Rating: 42%
$NTR - Nutrien
Nobody is talking about this terrific dividend paying stock that has RISEN during 2022
Fertilizer is in high demand to fight rising food prices
Dividend: 2.41%
PE: 10.2
Price: 79.69
Buy Rating: 75%
$AZO - Autozone
DIY part source for used vehicles. Terrific inflation hedge as people fight rising car prices with constrained supply chains.
Dividend: None
PE: 19.16
Price: 2149.12
Buy Rating: 61%
$AMZN - Amazon
Post split Amazon could do well with retail investors.
We all know this business but AWS is also a big piece.
Dividend: None
PE: 51.36
Price: 106.75
Buy Rating: 93%
🔥Analyst Consensus
$TSLA - Tesla
Tesla is not just a car company. It is an innovator for how energy is captured, stored, and released.
Dividend: None
PE: 91.02
Price: 673.00
Buy Rating: 57%
$QQQ - Nasdaq-100 Index
100 of the biggest and best Nasdaq listed companies
They embody innovation, deflationary technology, and real solutions to our problems.
Dividend: 0.67%
PE: 24.26
Price: 280.41
Fund Rating: 5 Stars / 5 Stars
$SPY - S&P 500
This is the one and only original S&P 500 ETF that started it all
Own the economy 🔥
Dividend: 1.59%
PE: 19.13
Price: 377.37
Fund Rating: 5 Stars / 5 Stars
#Bitcoin
Undeniable as the dominate cryptocurrency
It embodies sound money and is backed by a decentralized proof-of-work blockchain network
Store it off exchanges on a hard or cold wallet
Dividend: No
PE: No
Price: 20,433
Rating: NA
Price Inelasticity: >Perfect<
Price inelasticity is what gives Bitcoin its value:
Double the price, halve the miners, or cut the price in two, 900 coins will be minted tomorrow
It is the only investible asset that has this in a perfect state; the market cannot change its daily mint rate.
While investing always involves risk and nothing is certain, these should be good bets for H2 2022:
$V
$DIS
$CAT
$NTR
$AZO
$CVX
$TSLA
$MSFT
$AMZN
$QQQ
$SPY
#Bitcoin
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