The Joseph Carlson Show Top 10 Stocks To Buy Today
Jan 11, 2025
The podcast dives into the impact of a surprising job market surge, adding 256,000 new jobs and its effects on the stock landscape. Key stocks like ASML, Google, and Amazon are spotlighted for their potential growth. The discussion also touches on the possibility of a TikTok ban and its financial repercussions, alongside a comparison between gambling and smart investing. Emphasizing long-term strategies, the hosts navigate through current market fluctuations and highlight practical investment advice.
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Episode notes
Market Reactions to Economic News
- Good economic news can cause short-term stock market drops due to investor expectations.
- Ultimately, long-term economic strength benefits stocks.
ASML Investment
- Consider ASML a buy in the $700s range, given its potential $1100 valuation based on future cash flows.
- Buy ASML despite volatility due to its long-term growth in the semiconductor industry.
Google Valuation Discrepancy
- Google's low free cash flow yield compared to its PE ratio is due to high CapEx spending, not fundamental issues.
- This accounting difference makes Google appear more expensive on a cash flow basis than it actually is.