{"id":12828333,"date":"2025-06-13T17:41:52","date_gmt":"2025-06-13T21:41:52","guid":{"rendered":"https:\/\/www.philstockworld.com\/?p=12828333"},"modified":"2025-06-13T18:32:12","modified_gmt":"2025-06-13T22:32:12","slug":"psws-weekly-webinar-portfolio-building-and-tech-investing","status":"publish","type":"post","link":"https:\/\/www.philstockworld.com\/2025\/06\/13\/psws-weekly-webinar-portfolio-building-and-tech-investing\/","title":{"rendered":"PSW&#8217;s Weekly Webinar: Portfolio Building and Tech Investing"},"content":{"rendered":"<h2><a href=\"https:\/\/www.youtube.com\/watch?v=bKzao1HFVt8\" target=\"_blank\" rel=\"noopener\">Portfolio Building and Tech Investing (6\/11\/2025)<\/a><\/h2>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/bKzao1HFVt8?si=Ku6DnwqPfHh1lor_\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<p><strong>Timeline<\/strong><\/p>\n<p>0:00 \u2013 MP Materials and rare earth dependency on China<br \/>\n2:20 \u2013 CPI spike and market reaction<br \/>\n3:40 \u2013 Gasoline and food inflation analysis<br \/>\n6:12 \u2013 CPI flaws and Fed\u2019s misunderstanding of real cost of living<br \/>\n7:00 \u2013 Student loan debt and cost of living\u00a0<br \/>\n8:44 \u2013 Trump\u2019s military parade\u00a0<br \/>\n10:00 \u2013 National Guard deployment\u00a0<br \/>\n11:36 \u2013 Gavin Newsom&#8217;s response\u00a0<br \/>\n12:27 \u2013 Energy prices and CPI impact<br \/>\n13:13 \u2013 Tariff delays\u00a0<br \/>\n14:32 \u2013 Seasonal gasoline demand trends and consumer substitution<br \/>\n16:39 \u2013 Challenges interpreting early economic pullbacks<br \/>\n17:19 \u2013 Trump\u2019s tax cuts and disinterest in tariffs<br \/>\n20:23 \u2013 Newsom as potential Democratic candidate, legality of military use<br \/>\n21:00 \u2013 Breaking down CPI components and inflation implications<br \/>\n22:45 \u2013 Treasury bond auction analysis and implications<br \/>\n24:01 \u2013 Commodity price moves and tariff impact on CPI<br \/>\n26:35 \u2013 10-year Treasury auction performance and Fed outlook<br \/>\n28:36 \u2013 Market positioning before tariffs\u00a0<br \/>\n30:24 \u2013 May 22 portfolio review<br \/>\n31:07 \u2013 Updated watch list\u00a0<br \/>\n36:06 \u2013 Income portfolio overview<br \/>\n37:05 \u2013 Crocs and Foot Locker commentary<br \/>\n37:26 \u2013 Intel analysis and portfolio suitability<br \/>\n38:05 \u2013 Risk levels of Jack in the Box, Macy\u2019s, and others<br \/>\n39:02 \u2013 UPS rejecting Amazon business<br \/>\n41:07 \u2013 Firing unprofitable customers \u2013 business consulting philosophy<br \/>\n44:01 \u2013 Long-term portfolio names and value investing philosophy<br \/>\n47:13 \u2013 IMAX and blockbuster movie release impacts<br \/>\n48:13 \u2013 Lockheed Martin stock\u00a0<br \/>\n51:16 \u2013 Comparing U.S. and Canadian defense contracts<br \/>\n53:11 \u2013 LMT put-selling trade idea<br \/>\n56:35 \u2013 MP Materials investment case revisited<br \/>\n58:24 \u2013 Rare earth market valuation\u00a0<br \/>\n1:00:17 \u2013 MP expansion phase, earnings potential, and speculation<br \/>\n1:00:28 \u2013 Merck, Moderna, ON Semiconductor, Paramount legal risk<br \/>\n1:02:59 \u2013 Trump suing Paramount and interference in media<br \/>\n1:03:08 \u2013 Portfolio review of Pfizer, Prudential, Qualcomm, RH<br \/>\n1:04:48 \u2013 RH stock fundamentals and high-end consumer base<br \/>\n1:06:10 \u2013 SoFi enthusiasm and price action<br \/>\n1:06:22 \u2013 Speculative stocks<br \/>\n1:07:08 \u2013 Target\u2019s adaptability and AI-driven retail strategy<br \/>\n1:09:04 \u2013 UnitedHealth risk from regulatory exposure<br \/>\n1:11:43 \u2013 Whirlpool, Valet, Block, Yeti Holdings<br \/>\n1:12:38 \u2013 Watch list update strategy<br \/>\n1:13:23 \u2013 Deep dive: Chimera (CIM) REIT trade\u00a0<br \/>\n1:19:25 \u2013 Chimera&#8217;s real estate and mortgage strategy<br \/>\n1:22:09 \u2013 Importance of understanding full company story<br \/>\n1:22:21 \u2013 Pinterest vs. Reddit valuation comparison<br \/>\n1:26:51 \u2013 Next steps: LTP (Long-Term Portfolio) posting next week<br \/>\n1:27:27 \u2013 Market environment\u00a0<br \/>\n1:28:16 \u2013 Tariff math and budget gimmicks<br \/>\n1:30:06 \u2013 China rare earths export leverage<br \/>\n1:31:24 \u2013 Summary: distractions, tax bill urgency, and economic impact<br \/>\n1:32:32 \u2013 Parade, expiration week plans, portfolio review schedule<\/p>\n<p><strong>Summary<\/strong><\/p>\n<p>In this wide-ranging webinar, Phil discusses the macroeconomic outlook, portfolio strategy, and key stock evaluations. He begins with MP Materials and the broader U.S. dependency on Chinese rare earths, emphasizing the national security risks and the long-term strategic importance of domestic supply chains.<\/p>\n<p>He then shifts to the market\u2019s overreaction to the CPI report, breaking down why headline inflation figures can be misleading. Phil criticizes the way CPI is weighted, arguing that essentials like food and rent are underrepresented. He shows how energy price drops don&#8217;t offset rising food costs, especially for lower-income families.<\/p>\n<p>Phil also touches on the student debt crisis, the soaring cost of living, and how these contribute to growing public unrest. He critiques Trump\u2019s use of military theatrics and parade spending, noting that such gestures do little beyond political posturing and budget manipulation.<\/p>\n<p>The conversation transitions to the impact of tariffs\u2014particularly their delayed effect on CPI and consumer behavior\u2014and how companies and shoppers adapt through substitutions. He explains how economic pain often takes time to show up in data.<\/p>\n<p>Next, Phil delves into the bond market, analyzing a recent 10-year Treasury auction and its implications for interest rates and Fed policy. He also warns that tariff impacts are being masked by companies burning off un-tariffed inventory and consumers adapting their spending.<\/p>\n<p>Turning to stocks, Phil revisits the May 15th decision to go to cash. He rebuilds his watch list, analyzing blue-chip stocks like Apple, Coca-Cola, Cisco, Pfizer, and IBM, as well as speculative plays like MP Materials, SoFi, and RH. He emphasizes his value investing philosophy\u2014favoring high-quality, dividend-paying companies with strong fundamentals\u2014and explains why he avoids speculative growth stories unless they&#8217;re compellingly priced.<\/p>\n<p>Phil goes into detail about options strategies like selling puts. He discusses Lockheed Martin, which dropped on reduced U.S. F-35 orders but gained new orders from Canada. Noting that the stock&#8217;s drop was an overreaction, he thinks it&#8217;s a good candidate for selling high-premium puts.<\/p>\n<p>Phil also presents a detailed trade idea using Chimera (CIM), a REIT that offers strong yield potential through covered calls and put selling, showing how the trade can generate over 25% annualized return even if the stock stays flat or drops moderately.<\/p>\n<p>Phil discusses Pinterest vs. Reddit valuation, arguing that Pinterest is the better value based on fundamentals, market cap, and profitability.\u00a0<\/p>\n<p>The webinar concludes with Phil outlining the upcoming portfolio review, his watch-and-wait strategy due to tariff uncertainties, and his approach to building out new positions carefully. He emphasizes patience, discipline, and sticking with high-conviction, value-oriented stocks.<\/p>\n<p class=\"whitespace-pre-wrap break-words\"><em><a href=\"https:\/\/www.youtube.com\/c\/Philstockworld\/videos\" target=\"_blank\" rel=\"noopener\" data-saferedirecturl=\"https:\/\/www.google.com\/url?q=https:\/\/www.youtube.com\/c\/Philstockworld\/videos&amp;source=gmail&amp;ust=1614357595527000&amp;usg=AFQjCNFYqMLCLryontJKNA2_zPqFOeKskA\">Phil\u2019s Weekly Trading Webinars<\/a> provide an excellent opportunity to see what we do at PSW. <a href=\"https:\/\/www.philstockworld.com\/amember\/signup\" target=\"_blank\" rel=\"noopener\">Subscribe to Trend Watchers and join us LIVE next time! <\/a><\/em><\/p>\n<p><em><a href=\"https:\/\/www.youtube.com\/c\/Philstockworld\/videos\" target=\"_blank\" rel=\"noopener\" data-saferedirecturl=\"https:\/\/www.google.com\/url?q=https:\/\/www.youtube.com\/c\/Philstockworld\/videos&amp;source=gmail&amp;ust=1614357595527000&amp;usg=AFQjCNFYqMLCLryontJKNA2_zPqFOeKskA\">Check out Phil\u2019s previous weekly webinars on YouTube, here &gt;<\/a><\/em><\/p>\n<hr \/>\n<p>[ctct form=&#8221;12730731&#8243; show_title=&#8221;false&#8221;]<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Portfolio Building and Tech Investing (6\/11\/2025) Timeline 0:00 \u2013 MP Materials and rare earth dependency on China 2:20 \u2013 CPI spike and market reaction 3:40 \u2013 Gasoline and food inflation analysis 6:12 \u2013 CPI flaws and Fed\u2019s misunderstanding of real cost of living 7:00 \u2013 Student loan debt and cost of living\u00a0 8:44 \u2013 Trump\u2019s [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":12635750,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19951,45,26922,21,1,12,26306],"tags":[969,22131,26919],"class_list":{"0":"post-12828333","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-chart-school","8":"category-appears-on-main-page","9":"category-market-news","10":"category-available","11":"category-uncategorized","12":"category-phils-favorites","13":"category-webinars","14":"tag-charts","15":"tag-webinar","16":"tag-webinars"},"_links":{"self":[{"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/posts\/12828333","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/comments?post=12828333"}],"version-history":[{"count":3,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/posts\/12828333\/revisions"}],"predecessor-version":[{"id":12828336,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/posts\/12828333\/revisions\/12828336"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/media\/12635750"}],"wp:attachment":[{"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/media?parent=12828333"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/categories?post=12828333"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/tags?post=12828333"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}