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Morning! 5 with Fitz - 01/11/21

Keith Fitz-Gerald

January 12, 2021

Good morning!

A pull back this week would be entirely normal and, frankly, welcome.

Worries will run higher that a sell off could be the start of “something bigger” but don’t let that put you off. The markets need buying and selling (every now and then) to move higher – it’s a sign they’re working normally.

The trifecta we’ve talked about it still very much in play: stimulus, staying out (earnings) and shots (vaccines). That’s where and why you want to remain focused.

Here’s my playbook.

1 – “Vaccine+” is THE way to go

Many investors are wasting their time focusing on this vaccine or that medical technology but they’re missing the bigger picture. The companies that are really going to juice our portfolios – yours and mine – are those that have huge product portfolios and will apply what they learn from Covid-19 to ‘em.

They’ll be raising estimates for years to come and profits will follow. Prices, of course, too.

Starting with one of my long-time favorites.

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2 – Glad I held my hedges

As you know from last week’s 5 with Fitz, I fought a running battle with myself all week about keeping my hedges in place. Glad I did. I don’t see much beyond a 1-2% pullback but having ‘em in place will take the sting out and, importantly, give me the mental freedom to concentrate on profits.

The markets will come roaring out of whatever hole they dig for themselves, even if the 2nd Trump impeachment does gain momentum politically and even if the vaccine rollout falters a bit and there’s more selling to come.

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3 – Apple to collaborate on electric vehicles with Hyundai

This is being reported by IT Korea, a local tech newspaper and deals of the reported agreement haven’t hit the wires yet but I think it’s very real. In fact, I’ve been telling you about this and other factors that make me want to buy more Apple. I outlined that thinking in the inaugural One Bar Ahead Issue that launched this past Friday so please spend a moment to read up on that if you haven’t already.

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4 – JPM reports earnings this week

I think CEO Jamie Dimon and his team will knock it out of the park and, even if they don’t for some strange reason, that the bank is set to run. It’s THE choice in this space. Same situation as Apple … you will get left behind if you’re not on board. The bank will play a crucial role in tomorrow’s digital world and there’s nobody better than Dimon on the street right now.

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5 – Where to put your money right now and why

I’ll be making my very first keynote of the year and would love it if you can join me on Thursday, January 14, 2021 at 4pm EST. It’s FREE and you’ll walk away with information you can use immediately after I stop talking.

Sign up here

Bottom Line

The biggest single risk most investors face over the next 12 months is not a market that reverses. It’s a market that pulls sharply higher and leaves ‘em in the dust because they don’t own the right stocks.

I’ve just launched my new digital investing magazine One Bar Ahead™, and you know where to find me if you’d like a little help. Click here to sign up.

If you’ve got your bases covered and you know how to find great companies on your own, that’s great!

Either way, let’s make it a fabulous day!

Keith

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