071 - 9 Stocks That Could Be The Next Amazon (Or 3X At Least!)

As you know, we’re not just dividend investors. We’re also value investors, which means we buy great stocks when they’re at a bargain. These often turn over 10, 20, and sometimes 30% gains in short periods of time. 

But you may not know that we also keep our ear to the ground for things like the next Amazon. Cuz, who wouldn’t want a stock that goes 3x... or more?!

In order to find the right opportunities, you have to combine many things we’ve talked about previously. 

• keeping up with news
• exploring technology
• seeing what other investors are poking into
• envisioning macro trends
• evaluating company metrics and 
• if those companies have the potential to establish a moat 

This episode reveals 9 stocks we’ve invested in that we think will kill it in the coming years. 

• EXAI
• PLRT
• SBSW
• SOFI
• OPRA
• CMG
• AUR
• RYCEY
• NVDA

Watch Luke Lango's experience with a self-driving taxi in this video. 

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**DISCLAIMER**
Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.

Episode music was created using Loudly.

Transcript

Welcome to Roaming Returns, a podcast about generating a passive income through investing so that you don't have to wait till retirement to live your passions. As you know, we're not just dividend investors, we're also value investors, which means we buy stocks when they're at a bargain. These often turn over 10, 20, and sometimes 30% gains in short periods of time.
But you may not know that we also keep our ear to the ground for things like the next Amazon. Because who wouldn't want to stock those 3X or more? In order to find the right opportunities, you have to combine many things we've talked about previously, keeping up with the news, exploring technology, seeing what other investors are poking into, envisioning macro trends, evaluating company metrics, and if those companies have the potential to establish a good moat. So today's episode is going to reveal nine stocks we've invested in that we think will kill it in the coming years.
All right, guys, welcome back. We did decide to do the growth stock episode. Well, there's a lot of people that ask questions like, do you not do growth stocks or are you just investments for income? Generally, 95% of our portfolio is stuff that makes us money.
I do take probably three or four hours a month to do research growth stocks, and the ones I found are pretty good. For me, they have to transcend something. For me to put money into them, they have to be something that's going to be transcending.
So it's not going to be like Coke. Coke didn't transcend anything other than making people fat. Oh, my God.
So why do you even look at growth stocks if this is our dividend approach? Is it because of when we use some growth stocks? It helps me because if I research growth stocks, sometimes I can find a sector that, like this week, Tesla has, I guess, a press conference about autonomous vehicles. So my research in growth stocks actually had me ahead of the bar looking at closed-ended funds that might hold some of the companies or might actually have a lot of companies in a certain sector. So I do it to help me.
So it actually helps you predict macro trends? Yes. Okay. That's my long way of saying that.
Which I think is really important. So if you were wondering how the heck we're even keeping up with all this stuff, that's what Tim does. He kind of, I guess, justifies the research into that by actually finding potential growth stocks.
And then I do put them on, generally speaking, probably 95% of everything goes into the IRA. So if it grows, if it pops off, then it's not taxed. Okay.
So basically, our normal brokerage account is setting us up so that we can retire super early because if you're in a retirement account, you cannot withdraw those funds without penalty until age 59 and a half. And I don't want those stipulations. So anything that is growth-oriented, we try to put in the IRA, the retirement account, because we don't really plan to touch it for extended periods of time.
And then because it's a Roth, any gains that we make, if they're 10X, 5X, whatever the heck, X over time, we don't ever have to pay taxes off that little tiny amount, which I absolutely love. It's the only retirement account I would condone for the type of plan that we have going on. And whatever you do definitely depends on your retirement strategy, because if you want to do the 30-year till retirement thing, that's fine.
We do not. So there's a couple caveats when I do research growth stocks. The first caveat is these are not going to be anything under ... The minimum would be like seven years.
But generally speaking, I'm going to plan on holding these for like a decade, 10 years or around there. Yeah. Because what we've noticed is when Tim finds stuff like this, it usually takes about four years for them to really run.
And the second caveat is I'm looking for something that potentially will grow 3X at the minimum. That's like my floor. So if something like, say there's like a $45 growth stock, I won't get into that because I don't really see that growing 3X.
Facts. I'm looking like that's my minimum. Penny stocks.
Yeah. Penny stocks, like pharmaceutical ones, things like that nature where they can pop off. I don't do those because like I said, I like to hold on to them for a decade and let the macro trend fully get immersed with society as opposed to like the penny stocks, you're just kind of like gambling.
Yeah. If I wanted to gamble, I would just go to the casino. But I just was using that for just price range, like we tend to ... When they're lower priced, they have more room to grow in like X. If you're trying to X a $100 stock, like it would have to go up three, four, five hundred.
So we're thinking about a $100 stock, if it 10Xs, it would become $1,000. Which is kind of unheard of. Whereas if you can find like a $5 stock, if it 10Xs, it's 50.
Yeah. And that's more feasible. Yeah.
Much more feasible. Am I math right? 50? Yeah. Yeah.
So it's like your odds of hitting the next Amazon are fairly low unless you put your eggs in a bunch of baskets. Okay. The third caveat when I'm doing this is they have to be in a niche where they have a good portion of the market or a potential to own a good portion of the market.
And a moat? Well, a moat. But they have to have some like moat going on, I guess. And the last thing I look at is they have to be either making money through sales or through investments by a third party.
So you'll see like sometimes Google will invest a billion dollars or two billion dollars into a company. That's what I'm talking about. So they have to be making money like through investments or actually sales.
So you're not going to, I don't think you'll even know any of these stocks I'm about to mention. You might because I mentioned, well, maybe one or two, but you might because we mentioned it previously. But for the most part, they could be new and exciting.
The first one I know we've mentioned before. I know we mentioned it back in the AI episode we did in the tech one. It's the EXAI.
That's the company that merges the power of AI with the need of medicine. So basically when a sick person needs medicine rather than going to the doctor, the doctor is like, hmm, I'm going to give you a medication that I give everybody that has like a heart problem or a weight problem or like arthritis or something like that. What they do, they'll actually input the data into an AI program, which will then run millions of different scenarios and they'll spit out a result.
Generally speaking, what happens is the results they spit out is something that they never would have thought of and they never actually could have came to that conclusion, that result, because it's like you have to do millions of tests to come up with what AI is generating in five minutes. Like, hey, maybe you should try giving the person this medication for their heart problem. Because it's probably like five different things playing into the same thing.
So what they do is they actually take the patient's tissue, they take the tissue and they run it through the AI program with the ailment that they're suffering from and then the AI program provides patient-specific results. And I do feel that's their niche and I think that's going to bore a moat, whatever you want to call it, that's going to be like the future of healthcare is going to be a lot more like that. Instead of a one-size-fits-all, it'll be tailored specifically to the individual.
Which I think is going to be absolutely amazing for the healthcare industry. And currently, EXAI has contracts with many of the leading pharma companies, Bristol Myers, Merck, Sanofi, and the Bill and Melinda Gates Foundation, however you feel about them. They're still investing money into EXAI.
So I feel this one has potential to be at least 50x. So... Shit you not. Yeah, this one's good.
This one, I feel, is going to run a lot. It's going to take years and years and years to get there because we've had it for six or seven months and it's been kind of range-bound between like 485 and like 670 in that range right there. Well, what we've noticed is we used to get into the gross stocks and we'd have that happen where they'd get stuck in ranges and then Tim would get tired of waiting and he'd get out and like right after he'd get out, they'd finally take off.
We had one recently do that, didn't we? I don't know. Probably. I could have swore you were bitching about it.
You're like, what? This one finally took off. I'm so pissed I got out of it. Well, I was just looking today.
So then like in the last year we did an episode where like my whoopsie daisies, I was just looking today. There's one that we had in 2018 called Build-A-Bear. It was trading at like between the 15 and $20 price range.
You had Build-A-Bear? Build-A-Bear. I didn't even know that. That was really funny.
And it's at like $50 now. So had we held that, we would have actually made... I mean Lululemon was one. Four or five X.
Yeah. You said Skyworks was one. Skyworks.
Amberella. AMBA. We even had Buffalo Wild Wings before they did whatever before they crashed.
So we had a lot of like potential winners through the years. I mean we didn't lose money in most of them. Yeah, but you did reap the gain.
We didn't gain as much as we could have. We've said this numerous times that like selling has been our weakest problem. And to be honest, like there's two ways to really solidify your earnings.
Like getting it at the right price, which we have down pat at this point. and then the second would be selling at the right time and not getting greedy or, I guess, waiting long enough. We've noticed that Tim's issue isn't that he gets greedy, it's that he literally doesn't wait long enough for his oracle to take effect.
For EXAI, I wouldn't pay more than $5.50 for this one. So I would wait, because it's definitely gonna pull back. That's in the current environment.
Of course, if it takes off and it starts shooting up, then the $5.50 price, obviously, will become not valid at that point. Not valid. What did you say the threshold bandwidth was? It trades between $4.80 and $6.15, $6.50 around there.
So if it breaks through that $6.50 threshold, that's probably the new floor. Yeah, so that's EXAI. That one, I'm very excited about that one.
The next one, I'm pretty sure most people have heard of. It's Planeteer, PLTR. That's the company that uses AI to identify within datasets to assist the intelligence community.
Basically, they use the AI platform to identify terrorism plots and provide intelligence for real-world solutions to the problem. They've since expanded to other stuff. We'll get to that in a minute.
But this PLTR has contracts worth millions from both the US and UK governments, so it's not going anywhere. It literally just got listed on the, I believe the S&P 500, so it popped off. So you might wanna wait for this one to have a pullback before you get into it.
But it's also, like I said, it's also expanding to areas such as trafficking, natural disaster relief, insider trading, prosecution, public health, and containing deadly disease, et cetera. So they have their hands in a lot of security pots using AI to help whoever- Predict patterns? Whoever pays for it. Yeah, okay.
They have four different AI- I didn't realize that's what they did. They have four different AI platforms. I don't know the names off the top of my head, so you go to them and say, here's $5 million or whatever.
We're having problems with, say, hit and runs. So they'll actually take the data from where the hit and runs are occurring, they'll plug it into whatever platform to give them the best results, and they'll actually give them a plan of action to combat the hit and runs or prosecute the hit and runs. It's actually pretty cool.
I think PLTR could 5x to 7x in the coming years. It might go more than that. But we got it at like 17, so I don't care.
That doesn't help the audience, though. Well, it's currently trading in the 35 to 37. I think it did just break $40 last week.
Don't pay more than, I wouldn't pay more than 40 for this one, but this one's definitely gonna take off. And the catalyst behind it's not actually earnings-related or revenue-related. It's the fact that it just went to the S&P 500, so everyone's like, oh my god, I better get into it because it's a new shiny object.
So for anybody who doesn't know, penny stocks are anything that's below the $5 range, and typically when the stock finally gets out of the penny stock and into the actual stock markets, that's a big leap. Not many stocks actually make it out of penny stock range, so when they do, people are like, oh, this might be something worthwhile, and they wanna jump on the FOMO trend. I really like this one, but this one isn't, like I said, it's in the pricier side, so if you want a 10x, I would look for something else on our list, but if you like.
Unless you see this thing drop back significantly during a downturn. Maybe it's one to put on the watch list. It's another AI one that's going to be worth a lot of money down the road.
I like how they're actually, the governments are investing in it, and it turned a profit, I think, like seven straight quarters now or something like that. So it's done well. One to keep an eye on if you don't actually wanna get into it at the price it's at.
The next one's in the penny stock range, actually. Ooh. And I can't believe it's in the penny stock range.
Really? It's Stillwater. It's a SBSW, it's a mining company. Has a three billion market cap.
This is the one my brother has, right? Yeah. We've been in this one a couple times now. It has, like I said, a three billion dollar market cap.
It mines and produces gold and platinum group metals, including palladium, platinum, rhodium, iridium. Iridium. And ruthenium.
Chrome, nickel, silver, cobalt, copper. Copper. So basically they mine pretty much everything.
Everything that's worth a damn. Yeah. Average revenue over the past five years on Stillwater has been 7.8 billion.
That's crazy. It's severely undervalued because the prices of some metals have plummeted, like palladium went down, dropped like 70 or 80%. My research says this stock should be currently in the 20 to 25 range, and it's currently at like 450.
It might even be lower than that now, because I did this, I prepared this a few days ago. This one, they sometimes will pay a dividend, so you can technically say it's like they pay it. Justified as a dividend stock? They pay, it was something that they call irregular dividend payments in Schwab, so they do pay a dividend.
The last one was like 20 cents or something like that. You're not in this one for the dividends so much as you are if you believe that mining and metals is the future, and this is a really good mining stock that has a lot of history with producing lots of money that's severely depressed right now, so this is one that should. And we always like to get into the like, is it upstream or downstream type stuff? Like we talk about cell towers instead of owning the actual cell companies.
We talk about that kind of stuff. Like this is the same thing, getting into miners instead of the actual gold, silver, palladium type stuff. So I don't want to actually have gold and silver.
Yeah, I think it's too cumbersome personally, but that's our opinion. Well, I see what your brother does. Yeah.
And I don't want to have to deal with that shit. Yup. So, the next one I know we've mentioned before, and I'll mention it multiple times because it's severely undervalued.
It's SoFi. And what's so cool about SoFi is it's actually a brokerage account option for you to sign up for, especially if you prefer more of the mobile. Broken down into the simplest terms, SoFi is a bank that doesn't have physical branches.
That's how they started, and they're slowly reaching out, like they're branching out to like a, like she said, brokerage and credit, and they do loans and everything. We're talking about crazy loans, like student loans, they're doing all sorts of stuff. Like if you get on there and see what's available, like they have, I think auto loans, they have insurance, they have crypto, they have, like I have never seen so much stuff on a single platform.
It's freaking insane. And it's, I mean, everything's online, and that's the future. Like boomers are going to retire, die off, and it's going to be the millennials and the whatever.
And I'm assuming SoFi stands for social finance, because that sounds like a crypto term, because they're doing like that hybrid thing. So this one is the future, it has a moat, because I don't know any other banks that are specifically online that do, that offer all the services that SoFi offers. And I think they're gamifying some of it in certain extents with points, and it's actually really interesting.
So like even if you might not be interested, it still might be worth looking into, just because it's a very interesting concept. And I do agree with Tim that this is probably where banks are heading in the future. That's our cat, she says hello.
It currently has an 8.2 billion market cap with a projected EPS growth of 50 to 55% for the next five years, which that's a lot. If you don't know, EPS growth, like we generally. Yeah, that's insane.
Like you're generally hoping for something like 10 to 12 range. Yeah, 50 to 55 is insane. For the next five years.
So that's like 250 to whatever, 5 times, 275. Yeah. It also has 12 quarters of revenue growth, which is awesome.
For some reason, Wall Street hates this one. It's probably because it's freaking putting other stuff to shame. And because Wall Street hates it, a lot of institutional investors won't touch it.
And a lot of individual investors don't know about it, or they're scared to touch it because Wall Street hates it. Well, if you look at the whole Bitcoin situation, what happened with that? Well, everybody hated it in the beginning, and the early freaking people to get into the game were the ones that got the X, the turnover. So your decision, but that's definitely why we're in it.
In my opinion, I feel that SoFi should be in the 12 to $15 range, but it's currently, I think, $8 now. I think it popped off a little bit the other day. If SoFi stays on the trajectory it is on, with revenue, sales, and customer recruitment, the stock should be, I'm not gonna say could be, I think it should be in the 50 to $60 range by 2030.
Rumors hate it. Rumors hate it, young people love it, and young people make up more of the economy in 2030, so I do believe this one could be a... A doozy. At least 10X.
Yeah. Probably closer to 20X. And 10 has a SoFi account, so why not? And I do, and I do, I have to say I do.
I have a SoFi account, and I have a lot. And it did pop off recently, didn't it? I have lots of shares of SoFi. I have SoFi in her IRA, I have SoFi in my IRA, and I have SoFi in her mom's retirement account.
This is one of the ones that I put money from all three different accounts into because I just see where banking's going, and banking's going to be this in the future. I concur. Number five is Opera, Oprah.
Opera. OPRA, a lot of people have never heard of this. So I didn't even realize it was a stock, but this is actually an internet browser that I just switched to that incorporates a VPN in it, which is fantastic, and I don't know if anybody who used to be Firefox fans, but Firefox is trash now, absolute trash, and anything of the weird spin-off things.
Opera's a new up-and-comer, and it totally populated, and I think they finally just got an app on the Google Chromebook as an extension type deal, which I'm freaking excited about. I can't wait to do that because, I don't know, I just like the browser. I didn't know this was actually correlated to this company.
I don't know how I didn't make the connection because it's the same name, but my bad. Yeah, it's a foreign company that provides mobile and PC web browsers and mobile browser products such as Opera Mini, Opera Browser for Android and iOS, and Opera GX for PCs and mobile, Opera Touch. It actually offers PC browsers, like Carm said.
It has a VPN. It's got the VPN and the compass. You don't have to pay for it.
It has its own news network, and it has an AI-powered personal news discovery, and I don't know what that means, so basically it's AI-powered. So when you log into the homepage, the homepage instead of just being the Google where it's just search bar, it literally, based on your search criteria, it populates what you've looked up and what articles have populated that might be interesting. Like if you swipe left on your phone, a lot of phones, it'll give you your newsreel for stuff you've looked at, but this is doing it within the actual browser, which is kind of cool.
And actually, one of the things that got me looking into it because I noticed it when I was looking in my crypto stuff is it actually provides Opera's crypto browser for PCs and mobile. It's a browser-based cashback rewards program. Oh, what? It actually has its own game maker studio.
It has a two-game gaming development platform. 2D, you mean? 2D, so a gaming portal. It has their hands in so much stuff that's tight and we'd never hear about in America because we're kind of under a monopoly of Google.
Well, so what's interesting about that is I do see a trend just based on a lot of what's been happening, things I've been reading, looking into stuff. Gamification is seriously the future in every normal aspect of life. So the fact that they're even doing cashback browser, like they're creating rewards programs, there's credit cards that have more gamification components, SoFi's getting into the gamification component.
I mean, this really is something that's moving forward because people are so tired of the normal way of living with ads out the butt. I do see there's gonna be, something's gonna change for sure. And like Carm said, it's situated in Norway, but it has most of its business in international companies like it's very rare you find it in America.
It only has a one billion market cap because it's being repressed in America because America does already have Google and that's like. Well, so check this out. So anybody who's into open source stuff is gonna have issues with a lot of the Microsoft and a lot of the Apple type things and I'm one of those people.
So anybody who has like that interest in things, Google Chrome is actually blocking a lot of websites that were originally allowed to be whatevered. So Opera is now like the go-to source, which is actually how I stumbled on it. So anybody who's into that whole realm, like if you don't know about this, totally take a look at it.
It was really weird because I was talking about it. She's like, Opera, I think I saw that for a browser or something like that. I was like, oh yeah, you're unstocking that.
Yeah, it's in her retirement account. Hilarious. Opera's PE is currently 8.4, but in the tech and software sector, I'm not sure if you follow the PEs, that's ridiculously low.
It's very rare to have something under 10 in that sector. In the tech sector, yeah, for sure. It has really awesome margins, like in the 60 to 80% margin range and it's grown its revenue each year for the past five years.
So this one, based on its financials valuation, it should be currently in the 40 to $50 range, but it trades at like $15. So I'm pretty sure this one's going to be closer to 80 to 120 in the next five years. So there's lots of Xs happening in this one.
I was going to say, what we were just talking about with PE to peers, like if the peers are that much higher, we always talk about moving to meet the average or the mean or whatever. Totally going to happen. And that is so cool that I found it in practical life and you found it in stock world.
And we didn't even know each other stumbled on it. That's really funny. Yeah.
Number six, Chipotle. Everyone knows about Chipotle. So basically they revolutionized... Fast food.
Fast food. And if you've ever been to one, like how they streamline everything, it's super awesome. And if you guys don't even know this about Chipotle, I got real nerdy like way back in the day when this thing was only like $230 some dollars when I looked at it forever ago.
Chipotle was so adamant about their business plan that they actually opened two sister trial things that are only available in DC, I think. One's called Chop House, it's an Asian version. It's a pizza, I don't know what the name of that one is, but it's an actual pizza shop.
But they basically implemented the same concept that they do for the Chipotle branch. The owner did it just to prove a point. Yeah.
Has flawless financials, outstanding revenues. Only drawback on Chipotle currently is their CEO just left to go be the CEO of Starbucks. But like the business plan's there and everything.
So I'm not even slightly concerned about that. There are so many people that are diehard Chipotle fans. It's EPS and it's margins are just remarkably well.
If this falls below 55 by the dip, this should be well above 200 within the next five years. And it just did a stock split. That's what happened.
I got into it, as soon as they did the stock split, they did a stock split and then the price went down because generally that's what happens after a stock split, contrary to what people want you to believe. When there's a stock split, price generally goes, there's a period where it goes down below, where the price was when they did the stock split. Well, they have to do that for the increase in shares.
So that makes a lot of sense. And then people are like, oh, what the hell? But where it was, typically with the big stocks, and this was one of the big Magnificent Seven, something like that, it would be in that top tier category. Everybody knows about it.
Everybody wants it. It's illustrious, whatever. Typically when stocks do stock splits, whenever they drop, they go back up to where they were before the split.
So if you get in at those bottoms, I know we've talked about this with Walmart, Amazon did it, a couple other ones have done it in the past. Well, just for comparison, Chipotle was like 500, or no, 2,000, I'm sorry, $2,000 not very long ago. So if it goes back up to 2,000, you're getting- Quite a few Xs.
Quite a return. Yep. So that's what we're banking on.
The newest one that we put into our growth portfolios in our IRAs is Aurora, A-U-R. And I mentioned it briefly. It is, I think it's the biggest high-risk, high-reward investment currently that we own.
It's the one that's self-driving technology for trucks. It focuses on developing Aurora Driver, a platform that brings self-driving hardware, software, and data services for trucks, semis, big trucks. Which I think is gonna be amazing for automobiles, especially for transport of trucks and stuff.
The only problem is they currently are doing it in Texas, and it's going to expand from Texas, like I said, Texas to New Mexico and Arizona. And probably they have- They gotta end up here at some point. On their website, they have plans to take over the whole South in the next four years.
California just said you can't have self-driving trucks in California, so that could be a problem. But they'll probably change that once the autonomous- It's proven. Vehicles come out.
Yeah. That's why I said their moat is, they're literally just about trucks. They don't care about the taxis or the cars.
They're focused on semis. And I really like- I like that they're actually specializing in that, because that should actually lower long-term the cost of goods and services, which will be awesome for people. And it'll make things safer.
It'll definitely- I mean, it's gonna put a lot of people out of jobs, but we talked about this before, that if you're in the truck driving industry, like, figure out how this works and then become a technician to service the trucks that are the AI drive. And I'm not the only one that thinks this is the shit, because it currently has investors from Amazon, Sequoia, which is a trucking company, Toyota, Uber, Volvo, Picard, and so- I mean, the fact that Uber's investing in it, because they basically put taxis out of business, and they don't wanna be put out of business by AI-type deal, like, they're interested in this tech. And they're not stupid.
By 2028, according to their website, Aurora expects its driverless trucks to account for 18% of all trucking miles. That's wicked cool. So there's some serious money to be made here.
If everything goes according to plan, I fully expect the stock to be at a minimum worth $35 to $40 within five years, and it currently trades at six, and within 10 years, it'll probably be in the $80 to $100 range. So you have multiple Xs here. I think this'll be probably, once things are said and done, this'll probably be our biggest or second biggest growth stock winner.
I actually see the possibility of, once they actually lock in their process, this probably getting bought out by one of like, because I mean, Amazon, the delivery trucks, can you imagine that? All I'm saying is it has potential to be sick, yo. Robo-taxis, oh my god, robo-taxis. Didn't you say you just watched a video on this? I just watched the crypto guy that I follow, Luke Lango, he just got a robo-taxi from the Phoenix airport to his house, and he filmed it so you could see how the robo-taxi actually works, and it was really.
Can we link the video to that in the show notes? We can. Okay, we'll do that for you guys, because I thought that's interesting. I want to watch it now myself.
If you don't know Luke Lango, he's like, he does, majority of the stuff he does is crypto, but he does like tech stuff. He seems like a really cool dude, young guy, has his hands in multiple things. But yeah, he just had the video with him and the robo-taxi, and it showed it like speeding up, slowing down, stopping at a red light.
Zooming in and out of traffic lanes. Yeah, merging left, merging right, going into red lights, slowing down because there's pedestrian in the intersection and everything, so it was fascinating. If you don't know how these things work, they have three cameras, and a shit ton of- Like lasers and whatnot? Computer programs.
They have a camera, they have a laser, they have like a sonar type thing, so they can see what's all around them, and they put it back into a computer processor, a computer processor- It has to be AI. Computer processor says, well, this is what everything is around you, and then it has a bunch of AI software in it, so it can adapt to the driving, it's fascinating. This is the future.
So, number eight is Rolls-Royce. RYCEY. That is so one I did not expect to be on this list.
Most people think of Rolls-Royce, they think of a car stock, but- Like a high-priced car stock. There's so much more. Rolls-Royce is all about power.
The company operates through four segments, civil aerospace, defense, power system, and new markets. Civil aerospace develops, manufactures, markets, and sells aero engines for large commercial aircraft, regional jets- So, is this like a freaking competitor of Boeing and whatnot? Yeah. Really? Basically airplanes.
The defense is involved in the development, manufacturing, marketing, and sale of military jets, basically. Oh, absolutely, defense, power systems, 100%. Naval engines and submarines. Nuclear power plants as well as others they offer off aftermarket services for those. So basically it's all about power. They come like they're they to build engines for huge airplanes, helicopters, tanks, things of that nature.
They do have cars but that's not why I'm in it. They have yeah it has an 80.5 billion market cap with 21 billion in annual revenue combined with 30% EPS growth and outstanding margins. The margins are like in the 40 to 100% range and it's currently trading for about $7.
What? What the hell should it be trading for? What? It should be trading based on all that. It should be at least in the 20s. Oh my god.
So this one is one that because like again most people think Rolls-Royce is a car. They don't know exactly. I didn't know any of that.
Just like BMW was. All you ever hear about is Boeing. BMW was like originally I think tanks or some shit like that.
They made cars after the fact. So if you don't know about Rolls-Royce look into it. It's awesome.
Very interesting. And the last gross stock we have I know we've mentioned is well we have Intel but that's not really a gross stock. But I didn't put that in the list because that was just that was just a I'm gonna make money on it just to prove a point.
The last one we have is Nvidia. After the stock split and the crash it had in August I picked up shares. I'm probably gonna continue to pick up shares while I was trading under we'll say $130.
I mean the fact that yeah it bumped down below $100 I think when beginning of August or September it like dipped below $100. That's insane considering it was previously trading before the stock split at like $1,100. So anytime it drops below $130 I'll probably pick up a share or two whatever I have laying around in free cash.
So even though we're in the yield max for this we also actually picked this up because same deal with Chipotle. Stock split one of the big growers where the heck it was at before this definitely has potential to freaking X its face off. I shouldn't have to explain Nvidia.
It's basically they make cards for computers. Anybody who's got any computers any gaming systems like Nvidia pops up all over the place. So that's our nine.
And I think it's so cool. My nerdy tech dude talked me into getting a Nvidia Shield back when they first came out. I didn't even know it was like the first gen of the product.
I probably wouldn't have bought it but it's pretty sick. I actually had him put all the emulation of all the old gaming systems on it. So I have this little thing that's like the size of a DVD case that you can like lug around hook a controller up.
It's pretty sweet. And I figured out how to use a Xbox whatever for controllers. So like me and my brothers were totally like vegging out Nostalgia style by playing Mario Party.
The old thing in the basement. It was pretty sick. Each of the nine I mentioned should at least triple.
Obviously I expect some of them to do 20 to 30 and I think there's a couple possibilities for 100 X's in there. So if I miss anything for real email me. I'll research it and look into it and if it is something that looks good I'll totally like put some some money into it.
Because this is not my forte. I'm better at the the dividends and income investing. But I well I do like I get into this stuff so I can see trends.
Like I never would have actually known to look at a couple of the closing of the funds I'd looked at until I researched autonomous vehicles for the Tesla. So like that's a that's a huge trend that's the macro trend that's gonna be around for like 10 20 years. Mm-hmm for sure.
Same as the the EXAI with the AI assisted medicine that like when I first we first brought that up like I forget how many months ago we brought it up like there's been so much like four or five other companies that started doing so much. Yeah so much. And the fact that that many companies jumped on the bandwagon like it's they're gonna take off.
And like I keep hearing stuff that's saying that we like the AI bubbles popped. Uh yeah we're like at the bottom of the freaking like Everest in my opinion. Might have popped.
The current bubble might have popped but this is the AI's. Yeah but it goes into a trough before it freaking takes off big again. Go back and look at the the crypto charts like over the long haul.
Like you'll have the pushes and surges and then you'll have the bigs and then you'll have the crazy like moonshot swings. It's insane. That's the growth stocks.
Next week I think I'm going to talk about financial like intelligence. I just I just found a really interesting article that details about how people don't know financial literacy at all and I think I'm gonna talk about it because that's what we've kind of been like not purposely doing these past like 15 months or however long it's been but we've been trying to educate you to be better like literate like literate in finances and just see I'm gonna give you like well we'll probably go over the sample questions so that you can see like how dumb people actually are when it comes to finance. Well I would just say uneducated and like the school systems they do what they do and we're gonna try to like bring it around to like realistic stuff like you don't have to be experts but the general concepts can definitely help you be way better with finances so that you can win instead of credit cards and like banks.
Financial literacy is super important and it's not taught but it is taught in a couple countries across the Atlantic and they actually have way better financial situations the older they get so like it's something that you should be super interested in whether you're not interested or not. Because you don't want to be like Mike Tyson you got a whole bunch of money and then you're broke like that's not the goal here the goal is to literally. So I'm currently in the process of writing that up so that'll be next week's podcast.
All right guys this one was super interesting if you guys have any picks that you're interested in that we might not know about totally reach out to us our contact links are in the show notes and we will totally bring them up get back to you make comments. And I should mention that since we last spoke Iran bombed the shit out of Israel because Israel bombed Iran so oil prices went up so if you're in USLY you're doing quite well if you're in the other oil stocks you're doing quite well so we do have that then you have the the hurricane that came through America wiped out like a whole state so there's a lot of things external forces applying pressure to the market so it's like that's the reason that I have every like the things that are overvalued I have to drip off and the things that I'm not sure about I have the drip off in our portfolios I'm just collecting cash right now until all this shit cools down. Yep waiting to see where the fallout is so we can pick up the ones that fall.
So like I have the other drip off on a lot of stocks a number of stocks because I don't know what's going to happen next. So basically tons of volatility probably coming in the next few months especially with the election. So that's that and there's obviously some other economic factors that they're presented every week but like if you sign up for the email you get all this stuff so I shouldn't bring up the podcast but there's a lot of factors that are putting pressure on the market even though we're in a bull market the bull market is going to be tenuous if the external factors keep applying the pressure they're applying so you probably you don't want to be reactive to a market collapse or correction you want to actually be proactive so you should kind of pay attention to external news so that you'd like oh that could that could be a problem.
Or that could be good or there could be this or that could be that and we have changed what we've done for like the the weekly email so what we do now is we do like an economic market update which is basically the relevant news for the past week and how that relates to like any changes that we may be making in portfolios or stocks that we might be looking at and then we do the top ten that we've been doing for the ones going to the ex-dividend for the following week which is how Tim finds a lot of new ones or like low-priced ones it's pretty sweet and then we talk about what we actually changed in the portfolio so if you are actually curious to know closer to when we actually do trades and turn drips on and off like totally sign up for the email list and then I think we'll probably include like if something dramatically happens with one of our stocks will totally like you know pop a blip up there type deal. Maybe Dan and I have been that created a different thing that I'm hoping will be on the website at some point where it tracks the dividends per month or there'll just be a month like a chart that shows how much we made like how much we made in September for dividends how much we made in August so that's hopefully gonna be on the website at some point. It will be it will be.
I have big plans. And we have something to go like beginning of the year we're probably going to do a overhaul to the whole thing. Yeah we're gonna we're gonna rebrand we're gonna overhaul and we're gonna actually create a community so get ready for big awesome things to come guys.
We want to give back to the people who've been loyal and listening and really want to like change their financial lives so big things are coming in the future. But that's it for this week. See you next week with some fun stuff.
We'll see you guys next week.