☕ What’s next, too late to buy the one that got away?
Jan 09, 2026Howdy! 👋
Game on.
The S&P 500 is headed higher in the early going after what many are calling a “stable” jobs report and ahead of a potential US Supreme Court ruling on tariffs.
We’ll see.
Meanwhile, the thing to think about now is not everything that could go wrong (which is what most people are doing as I type) but about everything that could go right (which is what the world’s most successful investors are doing this morning).
- Stocks dip… fine, which ones do you want to buy?
- Stocks rip… fine, are there places where you can harvest profits and reinvest?
- Stocks flat… fine, do you own great companies with solid dividends?
- Is there anything in the headlines that will prevent you from taking either course of action?
The old adage is to “keep it simple stupid.”
My take is slightly different.
Keep it stupid simple.
Here’s my playbook.
1 – Zuck’s nuclear flex; dividends don’t wait for reactors
El Zucko just inked nuclear energy agreements for more power in 2035 than the entire state of New Hampshire uses today. Vistra, TerraPower and Oklo to power Meta’s massive Prometheus AI supercluster in Ohio all stand to benefit. (Read)
That’s nearly a decade away.
The far more immediate pathway to profits is natural gas.
Oh, and a big pile of dividends.
My fave has returned 95.30% since I bought it to the OBA Family’s attention versus the S&P 500 which has returned a whopping and very appealing 53.44%.
Hope you’re thinking along the same lines.
Cold hard cash can be a powerful “booster” when it comes to long term profit potential.
Speaking of which and if you’re an OBAer, please keep an eye on your email because I’ve got some additional thinking on this very subject including which companies to buy and to accumulate in this week’s OBA AMAs, which will be out shortly along with the Annual Outlook. You might be surprised to learn who’s “at the table.”
2 – Lockheed Martin is a buy... err yeah?
Truist Securities have upgraded Lockheed Martin from a hold to a buy and raised their price target to $605. (Read)
Their reasons?
- Valuation reset after underperformance
- Execution fears have eased
- Missiles & Fire Control is driving growth
- Geopolitics supports demand
- Production momentum
I thought to myself, gee… where have I heard that before?
Oh, yeah.
We’ve been talking about that for ages.
To a point I have made repeatedly, fundamentals never broke — sentiment did.
Keith’s Investing Tip: You don’t have to like the world as it is — you just need to invest with your eyes open. Defense spending isn’t discretionary anymore. It’s becoming an annuity.
3 – Caterpillar, AI and the labor lie
Caterpillar just rolled out an AI assistant designed to help inexperienced operators work faster and safer for one simple reason. Not because they love fancy demos but because skilled labour is getting harder to find. (Read)
This is the part of the AI story Wall Street continues to miss.
The talking heads rage about AI and cost cutting when the real issue and AI accelerant is skilled labor scarcity.
To AMD CEO Lisa Su’s point earlier this week, “We’re actually not hiring fewer people… we’re hiring different people. We’re hiring people who are AI forward.”
Exactly.
You won’t lose your job to AI, but you will lose it to somebody who learns and knows how to work with it. Somebody who is “AI forward.”
It doesn’t matter what industry or job function you’re talking about either.
Take a good hard look at what’s on offer at this week’s CES – Consumer Electronic Show – and see if you don’t agree. (Read)
So-called “physical AI” is about to collide with the real world at factories, job sites and warehouses all over the planet.
It’s the fastest path to monetization and – dare I say it – profit potential.
Not to be sporty, but I can’t wait to hear what the geniuses at the Fed say about that considering they’re still using models based on the last century and still don’t have a handle on why productivity is going up. 🤦
Be in to win, or you won’t...win!
Keith’s Investing Tip: There are times when you want to own the haystack and times when you want to hunt for needles.
4 – Too late to buy one that got away?
I’ve been very fortunate to have gotten an awful lot right for a very long time.
Still, there are stocks that “got away.”
Take Rolls Royce, for instance.
The dang thing has returned ~1,100.80% over the past 5 years and I passed on buying it when I took a look at the time. Doh!!! 🙄
Many folks assume that Rolls is rising because of the company’s defense business, but the real gem is their power generation which could jump by 50-60% over the next few years.
Hmmm. 🤨
Keith’s Investing Tip: It’s never too late to buy great stocks, but it’s not a matter of simply jumping in. Doing so would be like following a hot roller in Lost Wages – err, Las Vegas. You’ve got to choose proven tactics that slow down your buying, and which are capable of absorbing the risk associated with doing so. Better yet, tactics and specialized indicators to help you identify moments in time when conditions favour buying.
5 – It’s Issue Friday!
If you’re an OBAer, keep an eye on your inbox – The January issue of One Bar Ahead® will be out shortly.
People worry that we’re coming to the end of investing’s golden era, but I think the real story has yet to hit the tape.
There will be more profits created in the next ten years than the last 50 combined.
Aligning your money with where the world is going has never been more important.
Doing so will help you capture huge structural shifts that will alter the course of humanity for years to come, yet which are already having a profound impact on today’s markets.
Whether or not you’re an OBAer is secondary (although you know where I stand).
What matters is that investing decisions you make today could very well impact your wealth for decades.
So please decide wisely.
I’ll be here if you need me.
Bottom Line
Investing – done right – is not a game of rushed decisions.
Patience and discipline are the two most undervalued assets on the planet.
You know what to do.
As always, let’s MAKE it a great day and finish the week strong.
You got this – I promise!
Keith 😀
