Happy Friday! 🥳

For all your ROIC-OG members the Mini-Board is BACK! Every Cents Invest Club member can find this under the Analyst Lists tab, this is basically a quick point to check if we have looked at a stock and what the quick take was. Expect this to be updated once or twice a week.

We hope you guys are enjoying the new newsletter! We are excited about the future as we believe we have the right analysts and staff in place to be able to maintain the best content and community possible. We will continue to make small changes to enhance your experience going into the next year.

📣 As a reminder, if you’re an accredited or serious investor looking for a community of serious intelligent stock investors head over to centsinvest.com and get 30 days FREE!

Headlines

• Tesla Shares Head for Worst Year Ever as Elon Musk Focuses on Twitter

• Southwest warns of more flight cancellations as meltdown draws federal scrutiny

• US Pending Home Sales Fall to Second-Lowest Level on Record

• Mortgage Rates Record Biggest Calendar-Year Increase in 2022

• Solana's slide accelerates - $50 billion in value wiped from the cryptocurrency in 2022

On Twitter

Cannabis

Weed companies are in a super tough environment right now, federally illegal so banking is impossible, because of this getting loans is difficult so their cost of capital is tough.

With weed stocks there are perhaps better alternatives to participate. One might desire to go deep value here, but keep in mind there maybe something underneath the surface.

Also consider the businesses that still benefit from their success but without the risks present in the operations. IIPR comes to mine as an example. Read more here.

Interesting Companies for 2023

1. TLT - In 2023 the Fed will end up being less hawkish and raising rates less then they are saying. With the lowering of rates you will see price appreciation in this equity.

2. CRWD - People don't understand how much ahead of all other companies CRWD is in their space and how much share they can take from the carcass of traditional malware security companies such as McAfee and Symantec.

3. DBRG - The executives are people who have been in the industry for 25 Years and all have a history with American Tower. They are moving into being essentially a private equity firm focused on investing in digital infrastructure alongside their investors similar to Brookfield Asset Management, which makes sense considering that BAM has invested into their funds in the last few months.

4. ROAD - This company is based in the Southeast US and focuses on repairs and maintenance of US infrastructure. They receive over 60% of their contracts from US States and Municipalities.

5. AMD - With semiconductors we are in a short term bear market within a long term structural bull market I anticipate weakness in Q4 numbers and guidance.

6. Read 12 more here

Interesting Posts

• EPD

• Brookfield Asset Management, Business Breakdown

• Howard Marks' Dec 2022 Letter to Clients

• FEMSA

• Jeff Snider Macro Discussion

• AAPL Technical Analysis 

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