Episode Details
Back to EpisodesFrankly Speaking (EP.608)
Description
Description
This week, I want to take some to stress how important it is to take certain things into consideration when making changes to your portfolio. Specifically, I recap how to think about market moves when corporate earnings are announced. And I'll tell you how I strategically position my portfolio among long and short-term stocks.
We'll also take a long look at Tesla's woes... and how to trade on news for this company and other momentum stocks. Lastly, we'll talk about how to measure the current value of a stock... when everyone else is focused on market moves.
Stocks Mentioned
- Walmart
- UnderArmour
- Nike
- AT&T
- Time Warner
- DirectTV
- Verizon
- Sprint
- Tesla
- Apple
- Amazon
- Netflix
- Visa
- Goldman Sachs
- Morgan Stanley
SHOWNOTES
0:51 – Listener feedback from Mike: A sweet and supportive note from a fellow dad concerning the health of my daughter
3:01 - Listener question from Alberto: What percentage of my portfolio is long term vs. short-term stock holdings?
13:48 - Facebook page for Live Videos
14:22 - Listener question: Thoughts on Tesla after its downward move and the recent recall?
26:12 - Netflix momentum concerns over debt
27:39 - Response to question from bearish listener Mel: Here are my positive thoughts on the markets
39:49 - Reminder about podcast schedule change