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Hey bow tie Nation Joseph hog here with
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your weekly stock market update 9:00
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a.m. eastern every Monday morning with
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the stocks to watch and the stock market
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news you need to see and Nation the
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stock market is now up 25% in the second
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year of the bull market but most on Wall
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Street expect the good times to extend
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into at least another year the average
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price target for the S&P 500 Index among
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major firms is now 6,600 which would be
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a 10% return well under this year but
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still around the average annual return
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for the index against this optimism
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there is no denying that stocks are
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getting expensive with a price of 28
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times the earnings for all the stocks in
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the index so you'd be forgiven if you're
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having a tough time finding good deals
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on new stocks to buy right now but the
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good news is you don't have to always
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find new stocks to buy because the best
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are often already in your portfolio in
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fact the five stocks I'm buying this
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month were right in front of my nose
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with a 38% return already and I think
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more on the way I'll reveal those five
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stocks to buy along with important
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updates to shares of uipath and
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Salesforce but first Cyber Monday is
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here and the malls are filling up early
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holiday numbers show Shoppers spent $6.1
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billion on Thanksgiving alone this year
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and increase almost 9% from last year
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now we all love a good deal but you got
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to ask yourself is that $5 combo toaster
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foot massager really going to make your
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life better that's why I compiled a list
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stocks I'm buying this month I'm
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following two of the most important
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rules of investing but also two that
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aren't always easy to follow first is
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that idea of investing in what you
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already have rather than always feeling
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the need to find that next hot stock and
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I know it can be tempting to chase after
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those new stocks everyone is talking
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about but the stocks already in your
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portfolio are the ones you know best you
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did the research before you bought them
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You' followed the news and you're
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starting to get that experience into how
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their Industries work and that only
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comes with time this means it's in these
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stocks that you're going to be able to
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see the best ones the ones that are
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dominating their industry with a
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competitive advantage and and which may
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be falling behind and the second rule
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and this one is just as difficult to
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follow but also just as important is to
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chase your winners higher rather than
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following the losers lower avoiding
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losses is a powerful urge and that urge
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tells you to buy back into a stock when
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it's Fallen 20 or 30% just to lower your
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average cost to help you get back to
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even if the stock rebounds the problem
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is the market with its millions of
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investors is pretty smart a losing stock
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is usually that way for a reason and a
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company falling behind its peers usually
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continues to fall behind you can follow
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a stock lower for years throwing good
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money after bad and and losing a lot of
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sleep instead folks you got to fight
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that urge to get the good deal and don't
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fight the market winning stocks are also
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that way for a reason because the
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company has some kind of competitive
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Advantage it's using to to gain that
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market share against its peers look for
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those winners and follow them higher now
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this doesn't mean I'm buying everything
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in my portfolio just because it's up
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sometimes a stock price just outruns its
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fundamentals and you have to wait for a
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better price I want to highlight the
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five stocks I'm buying but stick around
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and I'll reveal two that I'm just
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holding off on for right now first up
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here one that doesn't get the attention
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it should Shopify Inc ticker shop which
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I started buying September of last year
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now of 90% on my average cost and I say
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average cost here because just like this
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month I've continued to buy this
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regularly following the stock higher
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where Amazon is leading in the
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e-commerce market for its own website
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Shopify helps businesses sell from their
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own sites and is a runaway leader in the
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market Shopify controls 27% of the
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e-commerce website Market well above its
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next competitor wo at 19% share and that
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e-commerce Market still has a lot of
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growth left with online sales just 15%
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of total retail sales in the US and even
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lower globally it's a fraction of the
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$44 billion addressable Market just in
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shopify's core geographies and as that
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market leader Shopify is going to
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continue to get the Lion Share of the
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growth I started buying Crow strike
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holding ticker crwd earlier this year
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and more aggressively after the outage
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Shares are now up 60% off the July low
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and I wish I had bought more to add to
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my 28% gain crowd strike plays into my
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favorite growth theme over at least the
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rest of this decade if not longer cyber
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security everyone wants to talk about
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the promise of AI Quantum Computing and
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even Fusion Energy but cyber security is
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the one theme that is already delivering
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on massive growth and and will continue
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to do so growth is already there with a
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20-fold increase in the number of
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malicious programs just since 2014 and
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at a cost of tens of millions to recover
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from a single Cyber attack companies are
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spending big to protect themselves with
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double-digit growth in budgets crowd
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strike's leadership is on its software's
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ability to work on a multi-tenant basis
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across endpoints and has a clear Tech
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advantage in its Falcon platform even if
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its quarterly report was a little
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disappointing last week it was because
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investors just didn't have the patience
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to wait for that Revenue wave expected
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late 2025 so for those that can wait
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this one will deliver this next stock
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I'm buying is one people said I was nuts
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to start super micro computer took her
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smci buying first in October then mid
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November when the really hit the
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fan I won't go into the full analysis I
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did on the channel about the allegations
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but none of the problems or those
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allegations were a threat to the company
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or its leadership in the hottest growth
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story right now the data center buildout
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for AI I'm up over $100,000 on my
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position and while the easy money is
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probably made at this point and there's
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still short-term downside risk while the
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company prepares those late Financial
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reports the longterm upside is still
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test $50 and $100 a share this is a
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company booking 20% plus growth trading
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at just just 17 times on a priced to
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earnings and just 1.4 times Revenue deep
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value territory next year we're back in
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that cyber security theme with Palo Alto
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networks ticker PW one of the largest
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companies in the group at $126 billion
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market cap I started buying Palo Alto
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this year with the other cyber security
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stocks and I'm up 24% on my cost basis
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and as one of the largest it has the
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scale to provide those all-in-one
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Enterprise Security Solutions and is
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trusted by companies and governments
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worldwide with over 65,000 customers
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analyzing the theme earlier this year P
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Alto struck me as a good balance between
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that growth and valuation it's not the
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fastest growing among its group but
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solidly upward and at a valuation that's
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well under more expensive Piers another
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stock I'm buying zscaler ticker Zs one
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of my first cyber security stocks
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recommending it first in 2019 at just
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$20 a share now I'll admit I got scared
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and sold out early at $160 in 2020 but
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started buying again last year and I'm
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now up 20% on my average cost for a
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long-term position shares did come down
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on its last quarterly report on a
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disappointing Outlook but the company
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recently announced a partnership with
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crowd strike that could solidify that
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leadership and the growth with it the
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two are launching a new set of AI and
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zero trust Integrations into crowd
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strikes Falcon software to coordinate
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threat sharing detection and response
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now zscaler zero trust exchange and
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crowd strikes Falcon software it's each
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of the companies competitive advantage
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in the industry and so combining them I
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don't think there's another company that
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can can beat that and those of you out
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there in the nation probably going to be
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a little surprised that I'm not adding
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to my position of Sofi Technologies
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ticker Sofi I have been an aggressive
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buyer since 2022 adding on any dips and
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it's one of my best returns and by far
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the biggest profit almost a quarter of a
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million dollars but just as I pointed
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out that the company's valuation around
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.9 times Book value when I started
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buying as just ridiculously low
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valuation on a bank growing this fast
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now I have to look back at the current
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2.8 times Book value and think it's just
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run too far the bank still has some
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solid growth ahead of it but compared to
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these other Banks even as that growth
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there's there's no reason to pay 2.8
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times Book value when you consider Ali
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Financial ticker all is trading at under
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one times book with a solid growth of
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its own another one of my stocks that
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I'm holding off right now has gotten a
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lot of Kickback from investors shares of
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paler Technologies took her pltr up 150%
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on my average cost and up 430 since
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recommending it on the channel 2 years
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ago now don't get me wrong paler is
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still a strong growth stock with 25%
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Revenue growth expected this year and
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next but let's step back and consider
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this Shares are trading for a price that
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is 330 times the earnings the company
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generates 60 times its Revenue well you
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say it's worth it for a company growing
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so fast but you know you got to compare
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that to Nvidia even which is expected to
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grow Revenue by 50% next year that's
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double peners growth and shares are just
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trading at 53 times on that PE basis and
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30 times revenue or even AMD which is
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expected to post 28% Revenue growth next
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year on par with palente here but is
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trading at a third the valuation just
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120 times on that price to earnings
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basis and just nine times its revenue
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and folks I know that realism might piss
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you off but before you start bitching in
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the comments that someone is talking
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negative about a stock you own
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understand the market doesn't run on
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rainbows and unicorns I am not here to
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blow smoke up your ass and tell you your
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stocks are only going to go up forever
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and always I call it as I see it from
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over a decade as a professional anal and
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25 years investing myself don't get
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emotional about your stocks step back
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analyze them with a clear mind and yes
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follow your winners up but don't get
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caught up in the herd mentality because
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you're only going to get crushed in the
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Stampede looking at the stocks I'm
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watching this week sales force ticker
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CRM is set to report its earnings on
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Tuesday after climbing 51% since the
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sell-off following last quarter's
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earnings the company is expected to post
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$245 a share earnings on 7% sales growth
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just under the 88.6% rate Revenue Pace
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it's expected to hit full year now while
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I think the stock leads in the kind of
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AI assistant that are getting a lot of
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attention right now we're not out of the
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weak period that CEO bof warned us about
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in last quarter That Could set the stock
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up for another disappointment on its
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earnings but I'd be buying on any
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further dips here also watching HP
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Enterprise ticker HP it's going to be
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reporting its earnings on Thursday with
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investors closely watching its cloud and
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server Solutions business following that
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disappointing report from Dell last week
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that saw its shares down 4 14% on the
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day while Dell and hbe are benefiting
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from those troubles at smci and a boom
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in that data center Hardware demand
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neither are really that pure play on the
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theme and are being held back by slow
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growth in other segments like laptops
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I'll be watching HP to see how those
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results differ from Dell and which
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appear to be benefiting most from that
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growth in server demand uipath ticker
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Pat also reports on Thursday with
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investor still waiting for this
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disruptor stock to prove its growth
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potential the robotic process automation
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compan is in a strong growth theme
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driven by that potential for AI but is
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only expecting to grow sales by about 9%
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this year and 11% next your Shares are
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not expensive after a 42% plunge this
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year and any good news could send it
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much higher showing you that big picture
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here with the sector spider sector
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tracker 10 of the 11 stock sectors
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closed higher last week with energy
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stocks the lone lier on a 4.6% drop in
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crude to $68 a barrel nowah ceasefire in
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Israel and a potential negotiations in
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Ukraine have ratcheted down those
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geopolitical risks on oil and record
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high production here in the United
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States is oversupplying the market
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energy stocks are still cash flow
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positive but could fall further until
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till crude finds support really around
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60 to $65 a barrel technology stocks
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were also noticeably absent from
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leadership last week as relatively
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expensive sector takes a backseat to
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some of these other stocks I'm also
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watching consumer discretionary stocks
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because could do well over the next
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month as are those early holiday
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shopping numbers show people are still
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spending Shopper spent that record $6.1
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billion on Thanksgiving alone this year
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an 88.8% increase from last year an
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early Black Friday numbers are also
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showing strong year-over-year increases
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mobile purchases made up of 60% of those
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online sales which were up 10.5% from
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last year now the consumer discretionary
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stocks in the S&P 500 appear to have had
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a good year until you look under the
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hood that 24% yearly date return is just
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under the 26% return for the broader
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Market but looking at the individual
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stocks in the sector you see most of the
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upside has been due to 36% upside in
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Amazon and almost 39% return in shares
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of Tesla those two companies combined
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account for nearly 40% weight of the
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sector so without those two stocks the
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other 48 companies would have posted a
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feeble 99.3% return really
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underperformed the rest of the market
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sharply so there are still some good
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deals among the group don't miss those
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