CAMP Financial Podcast

In this episode I discuss my trade in Caterpillar and the fact that I missed the opportunity to add to the position at favorable pricing back in July. I also talk about a few options trades that I have been doing for a significant part of the year to keep my wife's portfolio basically flat on the year and a couple of trend following trades in BDX and MSFT. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/chris-mealick/support

A couple of stocks that are fairly valued with some limited upside over the next year, and one that should be primed to go higher. Just because a stock appears undervalued doesn't really mean much, it still takes the market to agree to that sentiment. The good thing is, you can generate a little over 2% yield while you wait on the upside to deliver in the stock price. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/chris-mealick/support

I don't like IBM here, the price is aggressive their dividend is greater than their earnings and their sales growth is basically flat. I would wait to find a better entry point. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/chris-mealick/support

Today we talk about where Home Depot is likely to go from here. There is some value there, and it may be a good buy for some investors. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/chris-mealick/support

We tackle the value of Goldman Sachs to see if it makes sense to buy right now. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/chris-mealick/support

Is it time to get behind Dow right now? --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/chris-mealick/support

I think there is a disconnect in the market on the valuation of Disney. The stock price continues to run up while they are facing lower sales and a negative earnings report. It may be a position you are comfortable with, but I will be sitting on the sidelines. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/chris-mealick/support

While I still own a few shares of Chevron I wouldn't be looking to add to that position now with how it has already run up. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/chris-mealick/support

Cisco stock found it's way down to $35 in October and I failed to capitalize. I did a good job of getting value after the Covid-19 drop in March but took my eye off the ball. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/chris-mealick/support

In today's episode we dig into Caterpillar financials and explain why we are going to be selling our position today. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/chris-mealick/support

This week I review one of the newest stocks in the Dow Jones Industrial Average. I lay out the reason why I am going to buy shares early next week. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/chris-mealick/support

Fundamentally Boeing is probably one to continue to avoid for awhile. Will the recent announcement that American Airlines is going to start flying the Max 737 again push the stock higher? --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/chris-mealick/support

Today we talk about why we're steering clear of American Express and that we sold our position at a small loss. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/chris-mealick/support

With not a lot of value to be found out there, you have to look at specific stocks and understand whether they are being driven by the market or if they are driving the market. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Today we focused on the profits we were able to capture in IBM and XOM by having a plan for the Coronavirus sell off. It doesn't matter what causes the sell off, if you have cash on the sideline and have a plan of when you want to enter and exit a stock you can hopefully capture some profits. Not every trade works, but if you put the odds in your favor and capitalize on opportunity, in the long run you should come out ahead. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

In this episode I run down all 30 stocks in the Dow Jones Industrial Average in light of recent market volatility. There is value out there but it's likely a long term process. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Is now the time to buy $CAT? I took a long position on Friday in the mid $135 range. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Today we did a deep dive on the value in Walgreens right now. This is not a recommendation to buy or sell any stock and all investments should have your own analysis and discussed with your own financial advisor. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Today we dug into Apple stock and discussed why it's basically a hold right now. I wouldn't buy or sell at this price but sit on the position and see where it goes from here. This is not a specific recommendation to buy or sell and any and all stock transactions should be discussed with a proper financial advisor. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app