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CAMP Financial Podcast

CAMP Financial Podcast

By Chris Mealick

Stock market analysis
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JNJ looks fairly valued right now

CAMP Financial PodcastMar 28, 2023

00:00
18:03
JNJ looks fairly valued right now

JNJ looks fairly valued right now

In this episode, I talk through what I think of $JNJ right now and my recent position in $KO. Quick small gain in $KO, but looking for more upside. I also talk about my new portfolio on Tastytrade where I made small trades in $NCLH and $WBD.

Mar 28, 202318:03
Buying KO tomorrow and My New Portfolio with a couple of trades from late last week

Buying KO tomorrow and My New Portfolio with a couple of trades from late last week

Reviewed why I like Coca-Cola at it's current price and a couple of aggressive options trades to start to build a position in a couple of household brands.

Mar 20, 202322:47
AMZN Quasi Strangle position

AMZN Quasi Strangle position

A recent trade I placed in AMZN.
Feb 10, 202307:04
CAT stock - Had the right buy point but missed the opportunity to add to the position

CAT stock - Had the right buy point but missed the opportunity to add to the position

In this episode I discuss my trade in Caterpillar and the fact that I missed the opportunity to add to the position at favorable pricing back in July.  I also talk about a few options trades that I have been doing for a significant part of the year to keep my wife's portfolio basically flat on the year and a couple of trend following trades in BDX and MSFT.

Dec 05, 202217:49
TRV, AXP, and PG

TRV, AXP, and PG

A couple of stocks that are fairly valued with some limited upside over the next year, and one that should be primed to go higher.  Just because a stock appears undervalued doesn't really mean much, it still takes the market to agree to that sentiment.  The good thing is, you can generate a little over 2% yield while you wait on the upside to deliver in the stock price.

Nov 02, 202118:07
IBM - limited growth and a really aggressive dividend

IBM - limited growth and a really aggressive dividend

I don't like IBM here, the price is aggressive their dividend is greater than their earnings and their sales growth is basically flat. I would wait to find a better entry point.
May 25, 202108:42
Home Depot is riding the value line

Home Depot is riding the value line

Today we talk about where Home Depot is likely to go from here. There is some value there, and it may be a good buy for some investors.
May 14, 202111:15
Does Goldman Sachs have enough value to buy right now?

Does Goldman Sachs have enough value to buy right now?

We tackle the value of Goldman Sachs to see if it makes sense to buy right now.
May 01, 202108:34
Dow has some upside but probably not enough to purchase right now

Dow has some upside but probably not enough to purchase right now

Is it time to get behind Dow right now?
Apr 23, 202107:53
Disney continues to hold a very aggressive price in the market

Disney continues to hold a very aggressive price in the market

I think there is a disconnect in the market on the valuation of Disney. The stock price continues to run up while they are facing lower sales and a negative earnings report. It may be a position you are comfortable with, but I will be sitting on the sidelines.
Apr 16, 202109:13
Chevron already ran up with the oil prices

Chevron already ran up with the oil prices

While I still own a few shares of Chevron I wouldn't be looking to add to that position now with how it has already run up.
Apr 05, 202106:57
Cisco systems and how I failed to capitalize on their mispricing

Cisco systems and how I failed to capitalize on their mispricing

Cisco stock found it's way down to $35 in October and I failed to capitalize. I did a good job of getting value after the Covid-19 drop in March but took my eye off the ball.
Mar 23, 202109:29
Is CAT slowing down?

Is CAT slowing down?

In today's episode we dig into Caterpillar financials and explain why we are going to be selling our position today.
Nov 13, 202008:35
Is there value in Amgen?

Is there value in Amgen?

This week I review one of the newest stocks in the Dow Jones Industrial Average. I lay out the reason why I am going to buy shares early next week.
Oct 31, 202010:46
Is Boeing set to soar?

Is Boeing set to soar?

Fundamentally Boeing is probably one to continue to avoid for awhile. Will the recent announcement that American Airlines is going to start flying the Max 737 again push the stock higher?
Oct 24, 202011:24
How has American Express done with the retail slowdown?

How has American Express done with the retail slowdown?

Today we talk about why we're steering clear of American Express and that we sold our position at a small loss.
Oct 13, 202009:50
Is Apple driving the market?

Is Apple driving the market?

With not a lot of value to be found out there, you have to look at specific stocks and understand whether they are being driven by the market or if they are driving the market.
Oct 02, 202013:04
Seeking value in IBM and XOM

Seeking value in IBM and XOM

Today we focused on the profits we were able to capture in IBM and XOM by having a plan for the Coronavirus sell off. It doesn't matter what causes the sell off, if you have cash on the sideline and have a plan of when you want to enter and exit a stock you can hopefully capture some profits. Not every trade works, but if you put the odds in your favor and capitalize on opportunity, in the long run you should come out ahead.
Aug 04, 202018:34
Where to look with all the recent market volatility

Where to look with all the recent market volatility

In this episode I run down all 30 stocks in the Dow Jones Industrial Average in light of recent market volatility. There is value out there but it's likely a long term process.
Mar 19, 202016:49
CAMP Financial analysis of Caterpillar

CAMP Financial analysis of Caterpillar

Is now the time to buy $CAT? I took a long position on Friday in the mid $135 range.
Jul 21, 201907:10
Camp Financial stock analysis of Walgreens

Camp Financial stock analysis of Walgreens

Today we did a deep dive on the value in Walgreens right now. This is not a recommendation to buy or sell any stock and all investments should have your own analysis and discussed with your own financial advisor.
Jul 04, 201913:50
Episode 1 - CAMP Financial Stock analysis of Apple

Episode 1 - CAMP Financial Stock analysis of Apple

Today we dug into Apple stock and discussed why it's basically a hold right now. I wouldn't buy or sell at this price but sit on the position and see where it goes from here. This is not a specific recommendation to buy or sell and any and all stock transactions should be discussed with a proper financial advisor.
Jun 13, 201913:20