Will a Ukraine invasion crash the market? Market update 2-14-22
Description
Happy Valentines Day. I'm discussing Ukraine, energy and some of the stocks that are reporting earnings today.
I discuss some YouTube channels and videos that I watched over the weekend that were great. Links posted on Twitter.
For stocks I discuss:
CLF - earnings came in and hopefully you made the trade. I'm out of this one, but I do think they are unnecessarily selling off. Good opportunity to get back in on this one.
UA - Until they fix the supply and cost issues, I would stay away from this one. I got in and got out based on the trade.
SKT - They report on 2/17 and it's looking to set up nicely. I still think there's significant risk in the market overall.
NVDA - Anything under $220 in my mind is a good buy, but I look at this one as more of an investment vs. a trade. I think you should be in this stock for the long run.
ROKU - There's risk in this one as it's been trending down since August. The earnings reports for the past 4 reports have not produced positive results. NOT SAID in the podcast, but maybe look at $TTD as a better opportunity.
FB - this is a stock that's moved from a growth stock to value. The P/E is 15 right now and there's a big gap up that may be filled over time. I was not impressed with their Super Bowl commercial, but I will be buying more of this stock to fill a position. I am not a big FB user, but I do still love Instagram.
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