☕ Two stocks to sleep at night and one for raw growth
Mar 09, 2026Howdy! 👋
The “yeah but” crowd is having a field day as are the negative nellies as headlines rage.
Should you run for the hills or something else?
Investing in optimism beats cowering in fear and history is very, very clear about that.
Don’t believe me?
I get that a lot so let me drop two things on ya this morning that may help.
Since 1871…
- There have been 151 rolling 5-year periods, 87% of which have been profitable.
- There have been 146 rolling 10-year periods, 96% of which have been profitable.
- There have been 136 rolling 20-year periods, 100% of which have been profitable.
Would you stay in the game if you knew you had odds like that?
Well, ya do! 🎯
Once again and at the risk of sounding like a broken record.
The cost of missing opportunity is always more expensive than trying to avoid risks you can’t control.
Two stocks that’ll help you sleep at night and one for raw growth
The super-savvy Stuart Varney kindly asked me back again this week for a conversation about oil, stable stocks and one for raw opportunity.
Today, he asked me to weigh in on three big questions:
- The fear haunting so many investors right now: what if the markets fall… and don’t come back any time soon?
- Or do I see a rapid bounce and under what conditions?
- Plus, why $100 a barrel oil changes the game. (Watch)
5 time-tested, proven rules I live by when the you know what hits the fan
The markets are downright nasty at the moment.
Many investors understandably feel helpless, scared or flat out uncertain about what to do next. You’re not alone if you’re one of ‘em.
Here’s a short list of proven-effective tactics I use to keep a lid on things.
Hope it helps!
1 – Get the person in the mirror under control
People want to blame everything for what’s happening… the President, the Fed, the war, their brokers and so on.
Try looking in the mirror.
That’s the person you need to get under control.
The market is a voting machine in the short term… and mirror in the long run.
Your portfolio will tend to take care of itself… if YOU let it.
2 – Know the numbers
Many want to view what’s happening in the market right now is new or unprecedented, but that’s not the case whatsoever.
It’s the same script again and again.
There has never been a down day or even a protracted down period that hasn’t been trampled by the next running of the bulls. And the time to begin investing is while the bears are out, btw.
The average recovery over the past 35 years and 10 major conflicts is ~27%.
Buy the best, ignore the rest® isn’t just lip service.
Great companies can mean the difference between sleeping better or sleeping at all.
Even if there’s more selling ahead (and there probably is to be fair).
3 – Know who YOU are
I’ve said it a thousand times and I will say it again.
You can be an investor or a trader, not both.
Decide right now.
This isn’t about being “right” – that’s a common misconception.
Deciding who YOU are is about being profitable.
If you’re an investor, awesome.
Days like today are an engraved invitation to buy the very best names you can. Perhaps you slow down or buy less than normal as a way of keeping emotions at bay but you buy nonetheless (because you know what I’ve just shown you about how the bulls eventually rule the day even when the bears come out to play in point #2). 😀
If you’re a trader, equally awesome.
You can make plenty of money when volatility explodes and, if you’re not, perhaps you’re not who you think you are. Not trying to ruin your day but it’s my job to point out the obvious even if you don’t like it. 🙄
4 – Buy the best, ignore the rest®
People are constantly asking me about “hot” stocks.
Wrong question.
History shows very clearly that the world’s best companies tend to fall less, stabilize fastest and come roaring outta the hole when the selling's done.
That’s why you want to own ‘em like I do.
And yeah… it really is as simple as that.
Many folks think they’re going to do just fine with ETFs, and that’s probably true over time. But if you really want to make bank, you must add the very best companies to your portfolio.
Tesla IPO’d on 29th June 2010 and since then has returned roughly 24,851.57% versus the S&P 500 which in the same time frame has turned in nearly 547.31%. Nearly a 45 to 1 beat. Every $1,000 invested back then would be worth about $249,515.70 today.
Apple IPO’d on 12th December 1980 and has returned about 257,360% since. The S&P 500, roughly 5,115.69%. That’s 50 to 1. Every $1,000 invested back then would be worth $2.57 million today.
Nvidia began the pivot to AI in 2012 and has returned nearly 444,450% since inception, versus 450.12% from the S&P 500 in the same time frame. A 987 to 1 beat. Every $1,000 invested back then would be worth $4.45 million today.
Imagine how different your life could be… your retirement, education, house, vacations, legacy wealth… if you’d put just a little “extra” money in each of these stocks in addition to your ETFs?!
The markets are open right now which means you have another chance… right now!
Don’t have a decade or more, let alone decades plural?
Fine.
Doesn’t change my point.
Palantir went public just over 5 short years ago and has returned 1,531.26% since then versus the S&P 500 which has turned in 98.44% over the same time frame. Every $1,000 invested is now worth $16,312.60 even after all the selling.
Your job especially on days like today is to Buy the Best, Ignore the Rest®.
History, btw, suggests that there are 10-15 “Nvidias, Teslas and Palantirs” out there right now which is why keeping your cool and your focus is critically important. In fact, I just shared one with the OBA Family this past Friday in the newly published March issue if that’s of interest.
If you have this covered, great. If not, you may find One Bar Ahead® helpful. Members tell me regularly that it’s changed their perspective AND their lives.
5 – Volatility is the price of admission for real wealth and successful investors
The markets are the only store on earth where people fear a “sale.”
Crazy, right?
Buy low and sell high is how you play the game to win.
And to point #3, if you know who you are, it gets easier.
Speaking of which, I’ve got some shopping to do myself.
Tiny amounts, nothing fancy… even a share’ll do it.
Starting with the big tech names that are hit hardest as I type because doing so keeps my head in the game and my portfolio on track.
Bottom Line
Short-term fear always makes long-term opportunity cheaper.
And while we’re on the subject and in my best Unka Warren voice… the markets are always going to transfer money from the impatient to the patient.
Just sayin’.
You got this – I promise!
Now and as always, let’s MAKE it a great day.
Keith 😀
