Top 5 Stocks to Buy or Sell NOW! [Episode 1]

hey everyone me kevin here in this video

i'm going to break down a set of top

trades that you want to keep an eye on

going forward in the next few days and

weeks now

i want to be super clear here these are

swing trades some of them are

trades that i might actually hold longer

but i want to be clear this video is

different from my typical fundamental

analyses videos

these are more interested in looking at

market swings

so let's talk about the first one but of

course first i have to remind you to get

30

totally for free with m1 finance deposit

100 get 30 bucks

boom pow yeah and deposit a hundred

bucks with weeble and get at least

twenty one dollars

if not up to sixteen hundred dollars

links down below

let's go so let's talk about the first

one a continued run

on gm general motors has a market cap of

78.4 billion

dollars and sold 7.7 million vehicles in

2019.

neo on the other hand sold 43 000 cars

in 2020 so literally

one half of one percent of the cars that

gm sold

and has a 91 billion dollar market cap

which is about 13 billion dollars larger

than gm's

today microsoft announced that it is

partnering with gm's cruise technology

with a mega 2

billion dollar investment cruz is gm's

driverless

startup and has a very similar name to

chevy super cruise which is kind of like

the autopilot

on tesla except for chevy and cadillac's

chevy super cruise only works on mapped

highways and has

a little camera on the dashboard that

watches your eyes to make sure you're

paying attention

well that same technology is created by

the company crews which is

a company that gm bought tesla keep in

mind makes you jiggle the little wheel

to make sure you're paying attention

which means a lot of people don't

actually pay attention

uh lucid by the way i also just

discovered also plans to use a little

camera to make sure that you're paying

attention on the dashboard

so we'll see how that goes but anyway

the cruise startup alone

right now is valued at around 30 billion

dollars which if you subtract that from

gm's market cap that's like

almost half of gm's market cap right now

cruz is going to be using microsoft's

azure

cloud platform to help get crews to

driverless vehicles and eventually

wait for it robo taxis so really

about 40 of every dollars that you're

investing into gm right now

are potentially going right into crews

just based on

valuation metrics here and to me

gm here could actually be a modern kind

of

competitive play against tesla

and google's driverless waymo division

in you know a few years from now when

they actually start getting to

autonomous vehicles on the road

not now but we're starting to see that

ev

excitement go over to gm we're seeing

that stampede

run over to gm gm last year was up like

14 the thing's up like 20

this year and we're only 19 days into

this year so far

with way less trading days in now keep

this in mind

recently the rsi is through the roof so

if you're looking at trading technicals

it's like oh come on man

this this thing is over bought this

thing is like

how can we buy this thing right now but

folks

that that ev rage and and this

realization

of the size uh that cruises relative

to gm as a company itself it kind of

justifies this right here

uh we'll see how this goes and volumes

through the roof over here in the last

few days

but basically gm is becoming a biden

play

and honestly it's probably better to

throw money at gm

than to throw your money into some crazy

eevee spack that could end up nickeling

out because nickel

ing out because there's so many eevee

specs that just aren't actually

producing products yet

sure look i might be excited about lucid

but you gotta have like balls of steels

to go in

deep on lucid because

they haven't actually sold a single car

yet so

if you're nervous about the ev you're

looking for something a little safer

30 billion dollar market cap built into

gm here on

cruise technology that that's really

interesting

v a or i'm sorry vw on the other hand

get this

vw on the other hand they had insane

excitement in germany over

yay we have the vwid.3

uh and and yay ev sales are doubling in

europe in 2020 and yay the id3 is so

cool and awesome

but the wall street journal just

destroyed volkswagen for all of the

problems the id3 is having

because it's been plagued with software

issues and this is where there's

actually a big lesson about gm here

regarding volkswagen they say quote what

they didn't consider

electric vehicles are more about

software than hardware and producing

exquisitively engineered gas-powered

cars doesn't translate into

coding savvy really good line there

but again what makes gm different from

from volkswagen in this case

well what makes it different is the fact

that gm bought cruz

in 2016 for 1 billion dollars the

company had 40 employees then

now cruz has 2 000 employees gm

is literally well cruise the part within

the umbrella of gm

is literally becoming a mega powerhouse

of autonomous innovation

right now right in front of our faces

you cannot short

gm if anything you want to use you want

to you want to spend some money and you

want to go shopping today whenever you

watch this video or next time the

market's open folks

call options on gm are looking a little

juicy and again

the stocks run up so i don't know that i

would go with anything

super short term because in the super

short term we know when we've got an

overbought

we can always go right back down the

markets are really good about punishing

us

when we chase the whoo unless you're

just like really lucky with the timing

uh but folks gm pay attention to this

one

the size of crews within gm blew me away

okay next up folks expi

the online work from home real estate

broker folks of this

pandemic has accelerated a shift to

working from home

duh i don't think any of y'all can

disagree with me on that but

most people don't even know what the

hell expi is and i yeah i should have

said he double hockey sticks but

i'm that passionate about this people

are clueless about what expi is

what if i told you that expi that's the

ticker symbol or exp real estate

was a company that basically let you

hang your real estate license if you're

a real estate agent

with a virtual brokerage where you could

attend

virtual training sessions and basically

never have to set foot into a

traditional office again

you could literally work work from home

doing youtube videos

naked or in your underwear i'm not i got

pants on but you could

and you could still be a real estate

broker well

that is the beauty about exp it has

jumped on the revolution of

working from home and normalizing being

a real estate agent who works from home

and who doesn't work for an office i am

a real estate broker

i get this model people are always like

oh kevin but don't you gotta have a real

an office as a real estate agent

no way i anytime i take meetings i

either meet at my clients property

if they're a seller or my buyers i meet

for coffee or even new sellers i meet

for coffee sometimes why

because i can buy them whatever i want

it's starbucks or coffee bean now things

have been a little different during the

pandemic

but you know you got to eat and drink

outside most of the time but the point

is

expi guess what they just announced two

for one stock split

i first recommended this stock to all my

course members when it was around

forty one dollars per share right now

it's at about eighty one dollars per

share

now this is uh that's that's about

double okay but

it's about to go back to what we bought

it for via two for one split which is

awesome the split is scheduled for

january 29th technically this change is

nothing for the fundamentals of the

company

but what it could do is finally bring

that wall street attention

to expi that it really deserves expi

is a game changer it's revolutionary

really excited about that company long

term

and i have to say i would love a little

bit of wall street attention to one of

these days a look at

shift stock if you haven't looked at

that one yet i feel it coming

and the data we are looking at as course

members that we've been looking at in

the last few days

reiterates that shift is a buy this is a

bonus one i'm not going to go deep into

the data in this video

maybe tomorrow's video we'll talk about

that one more deeply but look into

ticker symbol

sft shift technologies folks the metrics

are looking so good the website

analytics the analytics on the business

model the inventory models

i'm liking where that company could

potentially go once it gets that wall

street

attention which at the moment i think

expi is going to be getting

that is of course next to jivo jivoji

vegevo holy smokes this stock is up over

72 percent giving up just seven percent

in after hours so far but wow

what a riot i talked about this stock

being a potential potential up-and-comer

in my course live streams last week and

boy oh boy

many of you are like kevin i see the

momentum and you jumped in

and hats off to all of those of you who

jumped in as momentum traders

you nailed it on this one you nailed it

big time on this one

it's kind of like all those of you who

when last week in the course member live

stream i'm like

you know what's looking really juicy

right now amc call options because it's

like at the lowest price it's ever been

and the last time i did amc call options

i made a butt load of money on it

and both of these trades were trades

that i was too much of a baby to make

because i decided you know

i'm going to pay off margin this week i

want to reduce my margin otherwise i

would have made these trades

but no kevin had to pay off margin

anyway

congratulations to those of you who

actually pulled the trigger on

those trades even though i was somewhat

er not

not in the mood for them at the moment

so congratulations again

i'm glad we were able to talk about them

though and i was able to bring them to

your attention

now gevo let's talk about this one going

forward okay

gevo this is a company that is pretty

much a pure biden play here

it manufactures biofuels for planes like

uh ethanol

uh donald trump was not really good for

a company like gevo because donald trump

is very

pragmatic in that look if something's

going to increase the cost of

cars or airplane rides i don't want it

that's pretty much

donald trump's mo gevo is a name that

has secured an air force contract in

2012

it's a name that has an agreement with

delta to supply 10 million gallons of

fuel for the next 10 years per year

it's a company that right now has 48.6

million

gallons of saf or sustainable aviation

fuels under contract

we'll just call those safs for now and

potentially another

40 or sorry 35 million gallons in

contract review

plus another 251 million gallons in

discussion so right now if we just tied

together

the gallons that they have under

contract in the final stages we've got

about 83 million gallons of this saf

fuel

that gevo might be producing that's

enough for about 224

10-hour flights that's um

i mean that's okay but it's relatively

nominal compared to the amount of

flights that we see

that are you know all the flights going

on throughout the world so it's a small

number which potentially sets gevo up

for

a huge addressable market if safs become

more well cheap see right now the saf

market share is so

teeny tiny because oil is just dirt

cheap right now

oil costs somewhere around a buck for

well i should say jet fuel will cost

somewhere around a buck 48 per gallon

right now

safs way more back when the military did

a contract with them

safs were selling for somewhere around

58

per gallon back in 2012

there was talk that hey you know for

this to actually go mainstream

we need gevo you know saf fuel basically

to get down to three dollars a gallon

that was back when oil prices and

airline prices were

airline fuel prices or jet fuel prices

were around three dollars a gallon as

well well now gevo's struggling to get

their

production costs under three dollars ish

uh per gallon based on their their

latest filing where i found that they

talked about this

and we'll talk about that more in a

moment but the problem is

even though back in 2012 jet fuel was

selling for like three bucks a gallon

and they're like okay let's get gevo

down to three bucks a gallon and cost

that's great

uh well cool that'd be wonderful uh but

now oil prices have fallen even more

it's hard to justify paying extra for

gevo

and even if gevo can produce saf

again the sustainable aviation fuel for

three dollars a gallon doesn't mean they

can sell it for three dollars a gallon

because they got r d they got staff they

got administration

to be profitable they have to sell these

down these like fuels

for like 10 bucks a gallon so why on

earth would an airline pay 10

a gallon if they could get you know

regular

jet fuel for a dollar 50 a gallon like

it's insane

you would need an insane amount of

subsidies

to actually convert a fleet like you

wouldn't you would only do a little bit

to have the marketing impact of yes we

use some sustainable fuels

and that's kind of what i think is

happening with delta delta by the way

and this is uh interesting math here so

delta is planning to buy 10 million

gallons of gevo fuel per year for the

next 10 years

that's 10 times 10 that's 100 million

gallons well delta values this deal at

one billion dollars

which kind of implies that delta's

paying around ten dollars per gallon for

the cheapo fuel uh which again

reiterates folks

the airlines especially at a time like

this

and that delta contract was made before

the pandemic so it'd be interesting to

know what the latest is on that contract

so far i wouldn't be surprised if it's

all on hold but anyway this stuff at 10

bucks a gallon it's literally liquid

gold so why are we even talking about

gevo why the heck is gevo up 72

today well folks the only reason is

because gevo

fell onto the radar because gevo's

co-founder francis arnold was named

or was named by president biden uh to

biden's science team that's it that's

literally the announcement that took

this

500 million market cap company and and

basically almost doubled it

uh that announcement right there has a

lot of people very very excited about

gevo

i personally am very very concerned

about that price disparity

because even if biden comes in and says

hey look we'll do a 20

incentive we'll just print money for for

gevo

or or saf you know sustainable aviation

fuels folks

still still okay eight bucks to 150 come

on man i'm not converting my fleet

it's gonna be a lot of money printing or

i ain't buying it

we'll see the alternative is gevo could

also get their production costs down

substantially

and i think that's the goal is if gevo

can get their production costs down

substantially to be more at parity with

oil

great unfortunately the whole ev

movement is reducing demand for oil

which uh makes that even harder for gevo

so you've got really a lot of kind of

pulling

in different directions here at evo for

me if i was in gevo right now i'd

probably ring the bell and take profits

on this one i'm very happy if you made

money on it

i would ring the bell make the money get

out of there usually i don't recommend

selling

uh i can't count gevo out though because

honestly during the inauguration

tomorrow biden could just go up there

and go

we're gonna make biofuels the number one

fuel ever used and the stock's just

going to keep going to the moon

so be careful pay solid attention to the

inauguration because

you know this this could be big but for

right now it feels more like

uh a 10 year out hydrogen play then this

is big for tomorrow

with the exception of hype and

speculation which is definitely driving

the price

right now so be careful on this one uh i

i would take profits on this one

still think it's a great company do not

don't get me wrong still think

the the technology the service they

provide and their mission for the world

good in terms of price action scary good

if you owned it

not so good if you want to get into it

next folks shopify

a little nervous about this one so i'm

seeing look shopify is so cool like

entrepreneurs tend to prefer online

entrepreneurs at least tend to prefer

shopify over square but the business

entrepreneur the person has the

you know ground location prefers square

over shopify

because they integrate better blah blah

blah blah shopify is competing with shaw

you know square on this whatever y'all

have your own opinions on shopify versus

square and i know that

and many of you all are like kevin we

know you're more bullish on etsy than

you are square

and shopify combined and that's that is

kind of true

uh but i do like square a lot better

than i like shopify but i still like

shopify

one thing that i want to say though is

take a look at this this made me a

little nervous okay

so i'm gonna jump on over to this chart

right here so what this chart shows us

is square up this is the website you go

to when when you want to sign up for

square it actually redirects to

square.com

uh anyway square from july we've got

this nice growth here right this is good

uh then we've got uh just for comparison

here uh i threw in squarespace which you

know it has its little ups and downs but

it's it's also kind of been trending uh

up here so uh

we like we like squarespace again just

comparing to

squarespace uh then something that's

very

interesting uh and this is the more

important

uh aspect to consider when we look at

this chart right here

uh so really out of everything this is

this is what what is interesting to me

is why is it that shopify.com

is actually showing a little bit of a

decline right here

but not only that we've also got a

little bit

of a flattening at the my shopify url

which my shopify is usually where people

log into their store

so look the the store logins are kind of

flattening a little bit on website

ranking here and the shopify sign up

data is kind of

slowing down a little bit again this

isn't a square video so we don't have to

care so much about square.com versus

square up and all this kind of stuff

right now we just want to focus on

shopify and to me as a short-term metric

i thought that was a little bit of a

head scratcher why why is shopify

showing that why aren't we seeing more

growth with shopify

there is an argument that maybe you know

shopify

is uh is is potentially not as much of a

recovery trade as square is

think about it square is a reopening

trade it's a bitcoin trade it's a

stimulus trade

right now you've got all of those

happening shopify is more of a little

bit more of maybe that stay-at-home

stock right

let's go ahead and pull up the chart

really quick on shopify here now i'm

going to jump over to google really

quick just to make a very simple

observation here but uh shopify kind of

been flat

relatively flat since august we're about

that 8.39

right square on the other hand you know

may it's it could be argued that since

august

uh or the end of august here square's

already been baking in some of these

gains we might be expecting to see 36

percent increase

so definitely a lot a stronger action

here on square

and then shopify which makes us wonder

when is that next

shopify breakout going to happen because

2020

look we had a really great movement

between the crash in july

but since july even what 13 it's been a

little bit of an

underperformer so is it possible that

shopify is going to surprise us

totally totally possible because just

because uh

you know subscriptions didn't go up to

the moon uh or more people aren't using

the website doesn't mean that revenue

isn't up substantially

uh so we'll have to see what the

turnover ratios are at shopify

uh we'll have to see the initial chart

just looking at that little bit of data

there

the initial chart makes me scratch my

head a little bit more on shopify

uh it does kind of make me think of

netflix and disney a little bit though

folks look i mean netflix okay netflix

did

nothing since july either it was down 4

since july

it's up 12 in after hours because they

just blew expectations out of the water

so it's entirely possible that that

shopify could

totally surprise us that little bit of

data i see there

doesn't make me excited i'm going to be

i'm going to keep looking for data

though before

shopify earnings but it's definitely

something to keep an

eye on and just to make sure we're

comparing

as much as we can like for like here

when i looked at netflix's data

folks netflix's website analytics were

up

their time on website was up uh you know

their uh their overall bounce rate was

down

that's good thing for netflix.com

compared to

what we're seeing at shopify so a little

nervous on that one now people are

wondering kevin should we dive into walt

disney because

netflix is up i think disney's already

given its big jump over here

it's 10 bump uh due to disney plus

really killing it over here at the

beginning of december

we'll see how this translates when

disney ends up reporting but folks

disney and netflix honestly both of

these and even shopify square these are

companies you can own blindfolded

forever

disney is a company that i love so much

because you've got you've got this

built-in recovery play

plus the netflix right by via disney

plus you've got both of that kind of

built in

the hotels the theme top parks the um

the high quality cruise lines very

expensive cruise lines once those things

get cruising again

and you get the disney plus blowing up

whoo i mean there's some real potential

at disney uh

in my opinion if if there's if disney's

undervalued

or if if the market's uh looking for an

undervalued company let's put it this

way

disney might be one of those because it

still

trades with that old school valuation it

still doesn't have that

that netflix valuation uh but we'll go

deeper onto disney in

a different video these are just ideas

here so uh let's move on now

okay the last one united united

airlines reports earnings tomorrow after

the inauguration

they are losing money like crazy they're

pretty much expected to miss

earnings and delta missed earnings this

week although their stock did go up a

tiny little bit after they missed

earnings which

that's the weirdness of the market uh

but uh this might also potentially

because

b because airline executives are really

talking down

uh airline travel right now they're

complaining over lockdowns they're

complaining over covid they're

complaining about

a lack of travelers they're complaining

about you know anti-masters or ask

anti-masters and and what about uh you

know what happens if uh biden comes out

with these mask mandates

that are potentially more stringent who

knows a lot of potential issues at the

airlines but

what do we do with united this one's a

little up in the air i don't have

strong conviction on this one either way

i personally first would recommend one

of the things that you should totally do

is track traffic do that by going to

medkevin.com

tsa you'll be able to see the tsa

passenger data

i would write that all into a

spreadsheet download that

table if you can put it all into a

spreadsheet get that data

analyzed i i i don't have as much high

conviction on these

uh these airline stocks they make me a

little bit more nervous

if i was going to get into these airline

stocks i would probably recommend

jumping into something like

jets uh that way you could get the

airline etf

with jetsea at nine to ten percent

exposure to southwest delta

united an american each plus you get

some exposure to spirit jetblue and

others

some people say hey kevin look you know

maybe go all in on

spirit i have to say website data

between united

delta and spirit shows delta and united

actually doing better

and one of the arguments or one of the

issues we had

originally when the pandemic started is

we thought and i remember

we were talking we talked about this in

the course live streams one of the

issues we thought was

look spirit's great as a low-cost

airline and people are going to want to

save money but there's going to be so

much competition

from southwest delta and united an

american

that what's going to happen is those

companies are going to lower their

prices

and when they lower their prices you

really take away the whole aspect of

oh come to spirit we're a discount

carrier sure

you might be a discount carrier but i

can get a normal carrier at a discount

now

right once they start getting more of

their planes flowing and then you got

wider seats you get the

the tray table that you can actually put

your arms on

without without falling off so some

potential risks there this is why

you know with the airlines ooh just uh

such a such a tough tough sector right

now

probably be more interested in jets

anyway those are my thoughts

those are my trading thoughts the things

that are on my mind

if you liked this sort of meet kevin's

thoughts on trades

this is like totally the opposite of of

what i ordinarily do because i usually

talk fundamentals

but here's the thing when i research my

fundamentals i usually sit there i'm

like oh that'd be a good trade if i if i

were gonna trade i'd do that

and then like usually two days later i'm

like damn i should have done that trade

but i've been i've had my head in in

sort of the the sand of fundamental

uh buying mostly and i don't think

that's a bad thing i think based on my

schedule and my workload i think that

that's very common but

uh hey when i come upon uh when i come

upon these ideas upon

with through my fundamental research

like the gm cruise

i think that's still i think honestly

the size of crews is still a little bit

uh you know under wraps but

that's that's powerful but uh when i

come upon these things i want to share

these ideas with you and then of course

you can make your own decisions i don't

want to tell you to trade a certain way

or another i'll give you my opinions

where i can and give you some thoughts

but folks

these are all things to pay attention to

so thank you so much for watching we

will see you in the very next video

thanks for being here consider

subscribing and sharing the video if you

found it helpful thanks

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