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Still the best buys in town!

Oct 27, 2021

Good morning!

The major indices are once again in record territory, but I wouldn’t be surprised to see a bit of a pullback as short-term traders digest the move.

As always, that’s something to harness … not fear!

Here’s my playbook.

1 – All tech is NOT equal

SNAP and FB got hammered because their revenue models depend on highly personalized adverts, so they got clipped by Apple’s new privacy regs. Google’s revenue still mostly comes from search and YouTube and a “holistic” approach that allows them to skirt many of the privacy restrictions. And, not for nothing, they own Android so there’s that too.

Google/Alphabet just turned in its 5th consecutive record quarter with $65.12 billion tallied. (Read)

2 – This could be Cupertino’s worst nightmare

Microsoft could now dethrone Apple as the world’s most valuable company. We’ll see, but meanwhile it is still the world’s “stickiest” and that’s key for savvy shareholders. Still, this isn’t a one or the other situation. I recommend owning both Apple and Microsoft – the real game is just getting started!

Watch my take on Mornings with Maria earlier today

3 – Buy and hold this stock if you really want to beat inflation

Conventional analysts thought inflation would hammer MCD but I had a different take. I told the One Bar Ahead™ Family that rising food costs would boost both revenues and profits thanks largely to tech-driven investments that improve order values and increase efficiency. MCD is a growing global story and an ultra-refined view of technology … not just burgers. (Read)

4 – Why this company could crater your portfolio

Robinhood’s earnings were an unmitigated disaster with a 40% drop from two quarters ago and shares dropped 9.4% yesterday. According to company boffins, this is because crypto trading fell off the map and revenue dropped but I don’t think so. Seems far more likely to me that Robinhood’s customers have figured out the game being played at their expense when it comes to things like Dark Pools and Payment for Order Flow. Avoid like the plague doesn’t begin to cover how I feel about the stock. (Read)

5 – If you’ve ever wanted to sound like a Martian

Here’s your chance to sound like a Martian and it’s perfect for Halloween! (Try it!)

BTW - My wife says it’s par for the course around here because I’m from another planet. Then again, she has some perspective given that we’ve been married 25 fabulous years.