At A Glance: 22 Stocks I'm Watching For 2022

Full descriptions and length write-ups of my reasoning for keeping an eye on these names can be viewed in my three part series. Here's some names I'm watching.

This list is an “at-a-glance” preview of the names I have on my watchlist for 2022 and includes very brief explanations as to why I am watching these names.

Full descriptions and lengthy write-ups of my reasoning for keeping an eye on these names can be viewed in my three part series called “22 Stocks I’m Watching For 2022”.

You can view my full write up in three parts - Part 1, Part 2 and Part 3.

As I said to my subscribers, before reading this list, remember a couple things. First and foremost, I get a lot of shit wrong. Second, do your own research - I am not a financial advisor, nor are these recommendations to do anything. They are simply a look into my head and 22 names that are on my watchlist that I pointed out and am watching for various reasons.

I know it sounds catchier to say “here are my guaranteed winning ideas”, especially when you’re paying for a subscription to my thoughts, but I’d rather be honest and up front and tell you there is definitely no guarantee that these are winning ideas. Some are names I own, some are names I’m watching, some are names I want to short and others are just names I find interesting. These are nuggets of information presented on an “as is” basis. Please read my full disclaimer at the bottom of this post.

1. Stock: Greyscale Bitcoin Trust (GBTC)
   Reason for Watching: Trading at a 15% discount to NAV for those interested in gaining exposure to bitcoin.
   Full analysis: Can be read here.

2. Stock: Walmart (WMT)
   Reason For Watching: Consumer staple, dividend paying, reported great quarter, stock unloved for all of 2021
   Full analysis: Can be read here.

3. Stock: VanEck Vectors Gold Miners ETF (GDX)
   Reason for Watching: Gold doesn’t need to go up any more for miners to keep ripping big margins.

   Full analysis: Can be read here.

4. Stock: ExxonMobil (XOM)
   Reason for Watching: 5% dividend payer that offers exposure to commodities and a hedge against both inflation and geopolitical risk
   Full analysis: Can be read here.

5. Stock: iShares Russell 2000 ETF (IWM)
   Reason For Watching: Index full of meme stocks and money losing crap that I like using as a hedge more than the S&P or Dow.
   Full analysis: Can be read here.

6. Stock: Robinhood (HOOD)
   Reason For Watching: Down more than 70% off highs, the leader in mobile brokerage platforms, in an industry that’s consolidating, starts to look attractive with a much smaller market cap.
   Full analysis: Can be read here.

7. Stock: Lockheed Martin (LMT)
   Reason For Watching: Dividend paying unloved defense stock that works in a growth-to-value rotation or as a hedge against geopolitical risk
   Full analysis: Can be read here.

8. to 22. Stocks: Subscribers only
   Reasons For Watching: Subscribers only
   Full analysis: Can be read here.

The remaining 16 stocks on my watchlist can be read by subscribing.

Readers of this preview can get 22.20% off FOR LIFE as subscribers by using this New Year’s link to help usher in 2022:

Disclaimer: I own, or have recently owned, all of these names. I may add any name mentioned in this article and sell any name mentioned in this piece at any time, without further warning. None of this is a solicitation to buy or sell securities. These positions can change immediately as soon as I publish this, with or without notice. You are on your own. Do not make decisions based on my blog. I exist on the fringe. The publisher does not guarantee the accuracy or completeness of the information provided in this page. These are not the opinions of any of my employers, partners, or associates. I get shit wrong a lot.