4.5 • 928 Ratings
🗓️ 2 September 2020
⏱️ 64 minutes
🧾️ Download transcript
Arthur C. Clarke once asserted that any sufficiently advanced technology is indistinguishable from magic. David Gardner adds that we should probably be investing in that! Today's stock sampler looks at some futuristic technology, but first we review some magical picks from the last two years.
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0:00.0 | Two years ago, I was having fun. |
0:02.9 | It was a little cocky, I'll grant you. |
0:05.0 | I was picking five stocks to beat the market, |
0:07.6 | one of my five stock samplers, |
0:09.5 | and I simply picked the letter M out of the alphabet and said I can pick five stocks from my own |
0:15.6 | universe that simply start with the letter M and beat the market with them. |
0:19.7 | Made sense to call that one five stocks that are mmm good that mmm is five m's |
0:28.3 | So now it's two years later have they done one year ago, I was a little more serious. This time I was reflecting on a |
0:36.1 | spectacular listener note from a guy named Paul. Paul's screen name that he uses at fool.com |
0:41.7 | as a member is Tailwind blow and he was reminding us all of the |
0:45.8 | power of tailwinds behind some of our best stocks tailwinds. |
0:49.4 | undeniable and powerful trends that are happening in society that provide great support for |
0:55.3 | companies working within those industries that get tailwinds. |
1:00.8 | So it was time to pick five stocks for a tail wind blow one year ago this week. |
1:07.0 | How are they doing? |
1:09.0 | Get a sense that we're about to do a review of Palusa, a review of multiple past five stock |
1:14.1 | sampler portfolios from one and two years ago? Well you're right. Give yourself a |
1:18.9 | gold star and that's not all. So long as we're gonna talk stocks this week, |
1:23.4 | how about if I pick five new ones? |
1:26.4 | Yep, my newest, my 26th five stock sampler |
1:30.1 | waits in the wings, five stocks, indistinguishable from magic. |
1:36.0 | I will explain. |
... |
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