Thread by @StephenCFU_

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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