Exploring Winning Non-Tech Stocks and Industry Giants

This chapter explores the remarkable success of certain non-tech stocks, focusing on a chocolate company reaching a 52-week high amidst market challenges. It also discusses Silgen Holdings, a key player in the metal container industry, highlighting its vital role in logistics and business operations.

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Episode notes

Trey chats with Eddy Elfenbein, a portfolio manager and editor of the blog Crossing Wall Street. They discussed his Buy List for 2022 and reviewed his list for 2023. Eddy's 'Buy List' has beaten the S&P 500 by 102% over the last 17 years.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:08 - How the 2022 list performed during one of the worst stock market years on record.

06:12 - Which five stocks Eddy swapped out for 2023 and why.

20:58 - Which stock performance surprised Eddy the most.

39:07 - An overview of the 2023 list and which stocks the TIP finance tool considers to be the most undervalued.

47:39 - Eddy’s thoughts on the markets.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
The Buy List for 2023.
Crossing Wall Street Blog.
Eddy Elfenbein's Twitter.
ETF (Ticker: CWS) information.
Trey Lockerbie's Twitter.

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