Top 5 Stocks to Buy NOW!

everyone meet kevin here in this video

we're going to talk about five stocks

that you absolutely have to be paying

attention to right now first we got to

talk about the elephant in the room

folks last friday i made a video talking

about how i love this company called

affirm why i love this company called

affirm why i'm throwing over 600 000

into it yesterday i made another video

saying i'm working to double my

investment in a firm and this morning i

bought the slight dip that a firm had

and i loaded up on about another 57 000

of a firm and i really want to keep

loading up unfortunately a firm is

absolutely going bonkers from being uh

from opening around 16

up we are now up another 20 on top of

that which is absolutely nuts

congratulations to all of those of you

who bought a firm

whether you are a public watchers or you

are those who get my alerts right away

when i send them in the stocks on

psychology of money group when we bought

a firm last week when i bought it

yesterday

you name it whatever i hope you're doing

very very well here on a firm so here's

the thing though i want to keep adding

to a firm the big issue i have with a

firm right now is take a look at this

it's worth noting this

support.com has been an explosive trader

stock huge momentum and it's sort of

bled out had a momentum day now it's

having a red day it's down 15

hippo had some really nice bouncing off

the bottom then got some big momentum

and we rode this wave pretty nicely i've

made uh over 200 000

on hippo even with it being down 13 i'm

still up over 200k on this particular

trade really like hippo and uh quite

frankly i think it's a fair value

somewhere between 550 to 6 is a fair

value i'd actually say it's a good value

for the company i think up to 650 it's

fair up to seven it's okay

and once you get over seven it starts

getting a little stretchy and that's

kind of where we bounced off which i

think is totally normal for the stock

but there's a particular unique trend

we've got to pay attention to here look

at everything that's down today clove

upstart rocket lab gevo these are all

stocks that have seen insane parabolic

runs and pullbacks and what's crazy is

right now pretty much the only thing

seeing a parabolic pullback with the

exception of some others i'm about to

talk about

is a firm a firm is just going nuts

again a 20

explosion on top of what we had this

morning is absolutely insane i do not

think it is sustainable i believe that

right now and you can tell when you look

at the order book there are way more

buyers than there are sellers that is

what's driving this price up i believe

this is moving because of well obviously

the earnings we talked about yesterday

but right now i believe a good portion

of this gain we're seeing is pure

speculation it's call option buying

it is gamma squeezing it is uh yoloing

it is speculating and don't get me wrong

i'm all for speculating i had a

speculative hedge yesterday that i lost

twenty seven thousand dollars on and i

had a speculative call option yesterday

that i made forty seven thousand dollars

on okay so that was what it was on dave

and buster's one had to do with the firm

so it's okay

to speculate but you just have to know

when you're doing a yolo you have to

know when you're doing a yolo right i'm

looking at a firm as a company that i

want to own for the next 10 plus years

i'm very excited about a firm and i

believe a firm has a very strong moat

with amazon a lot of folks are like oh

any bank can do this i don't think so i

don't think any bank can get into the

merchants that a firm has you don't want

to overwhelm your customers with choices

sure could other banks maybe start

innovating in making their credit cards

debit plus cards like a firm maybe but

it's going to be a big shift it's going

to take a big educational change i don't

see banks being anywhere near quick

enough to react so a firm it's a big

winner for me i cannot buy it at this

level i last bought it at 108

i originally bought it well below that i

cannot see myself buying this right now

125. now there is a danger and this is

the risk factor there's a danger that it

ends up doing an upstart but it's worth

looking at upstart's history this is

upstart upstart runs it falls crazy run

fall crazy run fall insane run and it's

just now starting to do a little bit of

six percent turn down i personally think

upstart is

way overvalued but it's fintech sexy

right now people love it it's been

printing tendees like crazy i've made

money trading upstart there have been a

lot of traders in this particular stock

but specifically the number one stock we

want to pay attention to right now is a

firm and in my opinion we sit we stand

by we wait for this to pull back i could

be wrong this could turn into a 200

stock and then you know what fine wasn't

meant to be that's fine

now i wouldn't be surprised if we start

seeing pullbacks at trader pullback

windows sometimes that could be within

an hour of closing where traders take

their attendees and then they leave it

could also be two or three days later so

i've got options expiring on a firm next

friday i'm not making any moves on this

stock until probably tuesday or

wednesday because once it's a covered

call uh and what i want with their

covered calls

and what i want to do is make sure that

we get a firm to the place where some of

that speculation and euphoria is gone

and one of the ways that happens it does

not happen intraday this is what's so

important to know is people like they

spend their day refreshing the stock

charts they're like oh man it just keeps

going up one percent of time okay i'll

fomo in you gotta remember the way to

get the speculation away from a firm is

not a firm going up one percent of time

people won't sell right the way to get

that speculation to squeeze it out of

there is for the sexiness to go away the

hype to wear down the news coverage to

wear down this is all over the news

right now affirm

then a new shiny object comes around and

the traders go from a firm to that new

shiny object that's where i want to buy

the dip that's literally what's

happening right now to hippo a firm is

the new sexy heavenly maiden that just

walked in and so people are taking their

money from the trade stocks look at the

ones that are the biggest losses today

clove upstart rocket lab gevo hippo

support all of them have had mo massive

they were trending stocks on stock twits

they were they're momentum stocks this

is where the money is going it's going

into a firm right now and i just caution

being careful

that if you want to huddle this thing

personally i believe this is not the

place to buy it i love the company long

run do i think you can go wrong buying

it no do i think it's overpriced right

now yes it is pricing in perfection

right now and hey if it runs oh well i

was wrong i've been wrong before okay i

was wrong with my hedge against this

stock but that's okay i was right on

something else and this is how investing

works you want to be right many more

times then you're wrong that's the goal

so

that's stock number one let's now talk

about some other stocks to pay attention

to in my opinion we've got some really

nice upgrades happening to matterport

personally i expect because this is a

spec uh and we know the history of specs

and we know the reopening is is

happening even though we've got the

delta variant surging which more stay at

home means more matterport right we got

a price upgrade to 20 on matterport this

morning

that's helping matterport move a

beautiful 11

i believe matterport has the potential

of slipping back down into that 14 to 15

range could be wrong about this one but

that's just historically what it's done

if it ends up running away over twenty

dollars that's okay it's done that

before i'm going to be patient with

matterport but i encourage you to pay

attention to matterport matterport is a

company that you can buy and huddle it

is a high quality company even though

it's a spack

don't get mistaken by matterport these

3d scans will be the future of america i

wanted to invest in this company before

i ever knew they were going to be a spac

and i emailed them i'm like please let

me invest your company they've never

replied but i love them 3d scanning for

real estate boats planes

insurance engineering construction pay

attention to matterport matterport of

firm a plus stocks

peloton is not going to be one of the

five stocks i'm going to mention here i

believe it's running on hype that

they're launching a clothing line the

clothing looks great it looks beautiful

i i enjoyed the colors i enjoyed the

look of the clothing it's not a company

that i think is is deserves to be valued

off of a clothing line because i believe

the people who would buy the clothing

would be existing customers not

necessarily new customers

which which may be true of any clothing

brand in reality but i believe you've

got a limited pool of buyers compared to

let's say a lulu or a nike which might

have more retail presence or more online

presence specifically for their apparel

store i could be wrong

this is just one that

it's not going to be on my five to watch

then

let's get to stock number three to watch

stock number three to watch folks and

face and face right now is a trading for

about 26 times 2025 earnings now some

people like oh my gosh how could you use

2025 the reason i use 2025 is because a

lot of the big companies that we watch

are not profitable yet or won't be

profitable until 2025 and so i use 2025

as a metric to compare all companies so

for example i can compare google and

know that their 2025 ford pe is around

13. i know that amd is somewhere around

11. i know that nvidia is somewhere

around 45 so there's a lot more

potential growth that's being priced

into nvidia right but i want to balance

out my portfolio i know that tesla's

trading somewhere in that 55 range and

neo's trading in that 65 range so i want

some highs i want some mids and i want

some lows just to balance out my

portfolio i don't want to go all super

high pes uh for forward that's just what

i do some people like but things could

be wrong fine everything could be wrong

i get it but that's just the analysis

that i do it's uh one of the types of

analysis that i teach in stocks and

psychology money link down below that

coupon code now expiring september 24th

uh okay so why do you want to pay

attention to end phase well first of all

we're dangerously close to this uh

support line here at 155 at 160 i think

this is a good buy in fact uh i i bought

some more this morning every time i make

a purchase on dips like this i always

send an alert in the stocks in

psychology money group and phase in my

opinion is a sleeper we fell down to 120

in may that was oversold it was so

oversold the company itself bought back

its shares in these low prices here in

may it was brilliant it's a sign that

the company believes this year is

undervalued i also believe this is

undervalued yes is there downside risk

of course with enface the biggest one is

the chip shortage the chip shortage is

holding back a lot of end phase

inverters but we just heard news that

tesla is no longer doing their tesla

solar leasing in my opinion this just

opened the gate for more people using

enphase why because even though tesla

will still sell their solar panels and

they have their own inverter that is not

a micro inverter system end phase

is one of the top tier options for home

solar use or even business solar use

they do not do utility scale kind of

solar products but for the home solar

invasion and faces

it's what i have on my house i've bought

from them twice i have an end phase

battery i didn't even get the tesla

battery even though i've got way more

money in tesla

interface

do not sleep on end phase end phase over

the next five 10 15 years this is a

killer stock and i expect their inverter

sales to triple as soon as we get the

supply

chain issue resolved that could still

take

a year the supply chain issues could get

worse and not better so you've got to be

careful about that in knowing that if

you see end phase bleeding it's not end

phase's fault it's the entire market's

fault it's really worth paying attention

to that so end phase watch and phase

really really good one okay so we talked

about end phase we talked about a firm

uh we've talked about a matterport these

are three really really good stocks

what's another particular stock that we

definitely in my opinion want to pay

attention to well for me something that

i'm really really interested in is

buying value and in my opinion value is

something like hippo and lemonade now i

don't want to say this is a value stock

i just mean more recent value that is

they are off their highs

hippo was off of its spac valuation it's

off of its priests back runs uh or

pre-spec merger runs

i believe that 592 is a very fair price

for hippo the insurance company and i

believe lemonade has some really good so

i'm going to bundle these for number

four lemonade and hippo i'm going to

bundle these here i think lemonade has a

really big catalyst ahead of it when it

comes to car insurance now you can

google my full thesis on these two just

or just type into youtube meet kevin

lemonade look for the video i believe it

was titled investing 1 million dollars

in these stocks watch that one for more

of my lemonade thesis i've also done

other videos on lemonade for hippo type

in meat kevin hippo insurance you should

see a video on uh you know putting 600

000 into this stock and they give you

detailed information on why the

potentials that i see in lemonade and

hippo now personally

these are not

value stocks by any means they're the

opposite of value stocks they lose money

they are very very expensive on the pe

ratio wise they make a firm look cheap

they make end phase look dirt cheap then

again face look like a bargain okay and

then face is relatively expensive

but you've got to pay attention to these

two because they are revolutionizing the

way that we do insurance when lemony

comes out with car insurance i think a

lemonade is going to pop and the

interesting thing is

uh hippo tends to associate with

lemonade and what i mean with when i say

associate with lemonade i mean they tend

to almost rubber band together in

valuation they have a relatively similar

valuation right now hippo might be a

tiny little bit ahead but i'm very

interested in watching these right here

so that is my set number four okay set

number

five set number five is more of a basket

and so i'm gonna write this basket down

so i don't mess it up here really quick

okay it's sun run

sun

power

solar edge

canadian solar

and

first

solar

so this is a a basket

the reason i have a basket of these

stocks is because i believe that solar

stocks in general have really been kind

of pained and they are the future that

we are looking at i would probably buy

these in like an m1 finance in fact i'll

just make an m1 finance really quick

i'll just call it metkevin.com

solar or something like that that way

you could just see the basket is the

point of that to see the basket so again

sun run it's at relative lows

it's a solar company i'm not the biggest

fan of any of these other companies

individually i just look at them as more

of a little bit of an index to park

money into solar plays my into my

favorite solar play obviously though is

uh is end phase that's my favorite but

we've got a little bit of a bleed on all

of these right here sun power sun run

solar edge uh tesla used to use solar

edge for their inverters they don't

anymore canadian solar definitely a

company that i want to want to own we're

sitting right here in this channel we're

not at all time lows or recent lows here

but we're kind of depressed right now in

the solar industry the solar industry

has not gotten a lot of love so i would

put a nice basket of these five together

and have that be sort of one allocation

so we've just gone through five big

stocks a firm i want to be clear on a

firm i uh i have lots of stocks i want

to own a lot more but i'm going to wait

to buy more on a firm

uh i am also interested on matterport uh

buying on a big dip here i'm waiting for

a firm and mad report to pull back

before i buy any more of these stocks

right now

instead of buying those i'm much more

interested in buying enphase

my metcalvan.com

solar basket

and uh now i can't remember the other

one what did i mention oh hippo and

lemonade yes hippo and lemonade i've got

big exposure too already so i'm pretty

set on hippo and lemonade in fact with

hippo and lemonade you can get some

pretty nice premiums right now for

selling puts so there's an argument for

exposing yourself with selling puts on

these especially if they do end up

trading sideways for a bit the downside

is you won't be able to really

participate well

in the event you get a big run you

you'll still make money on your put

because it'll be very easy to buy that

back and close that out

but uh you won't get to participate

fully in the run so these are my five

big sort of stock baskets i should say

to look at three of them individual uh

then a duo and then the basket of five

so i hope this provides you some

insights if you like this kind of

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