Mark Roussin, CPA
YouTube channel feed (https://www.youtube.com/feeds/videos.xml?channel_id=UCC7xhD0o7FBHdKXZxMRFspQ)
Total Ideas
48
With Returns
40
Equal-Weighted Return
-0.82%
All Ideas (48)
48 TotalTrade Call on Iron Limited (IR) Options Strategy
"So with Iron, even more, it's going to come with a lot of volatility. But if you're looking for a name to have lower on your totem pole within your portfolio, but one that has huge upside, definitely take a closer look at Iron. I'm going to look to sell the $35 put, giving us plenty of downside still. And that would net me roughly $200 in income per contract. This is on a current $40 stock."
The speaker presents an options trade strategy for Iron Limited by planning to sell a cash secured put at the $35 strike, potentially yielding $200 per contract, which offers an attractive income opportunity and a lower entry point on a volatile stock.
Trade Call on SoFi Technologies (SOFI) Options Strategy
"And when it comes to SoFi, this is a company that's been in the prove it stage. Instead of buying it here, I want to be more patient. I'm going to utilize stock options and I'm going to sell a cash secured put, which is going to allow me the potential opportunity to buy shares lower, but I'm going to get paid to wait. Right now, I can sell the February 20th $26 put, and that would earn me roughly $115 in income per contract."
The speaker outlines a tactical options play for SoFi Technologies by selling a cash secured put at a $26 strike expiring on February 20th, aiming to generate income while potentially acquiring shares at a lower price.
Company Commentary on Expedia Group (EXP)
"Beginning with stock number one, which is going to be Expedia Group, stock ticker EXP. When we look at Expedia, it isn't just another travel company. It's a platform business with strong cash flow and global scale. And heading into the new year, there's a lot of tailwinds for this particular company. Not only are earnings expected to grow, it would be nice to see wage growth from the job market overall, but the thing that's getting discounted a lot is the impact that refund checks are going to have with the new tax bill that's coming in."
The speaker emphasizes Expedia Group's strong platform business and operational efficiency, highlighting tailwinds like higher earnings, wage growth, and increased consumer spending from larger refund checks as key catalysts.
Accumulation Phase Opportunity in Netflix
"And that's going to lead us to stock number three, which is going to be Netflix. And when it comes to Netflix, this is a company that used to be growth at any cost, but now we're starting to see valuations come down as they start to generate more in revenues, more in earnings, and more in free cash flow. And people are starting to see this company's true potential. Not only do they continue to operate at a very efficient level, and we continue to see gains across the board, however, the stock price has come down of late. That's opportunities for us long-term investors. That's what I like to call the accumulation phase."
Netflix is portrayed as transitioning from a high growth, expensive stock to a more attractive investment with improving fundamentals. The speaker views the current lower stock price—due in part to recent acquisition impacts—as an opportunity for long-term accumulation.
Adding to Meta for Sustained Ad Revenue Growth
"And that's going to lead us to stock number two, which is going to be Meta Platform, stock ticker Mea. And when it comes to Meta, this is a reminder that fundamentals eventually matter. And this is a stock that I've had on my watch list and I've in fact been adding to over the course of the past month. I'm high on this particular company as I believe their ad revenue is going to continue to generate and they have strong fundamentals."
The speaker expresses a high conviction view on Meta, noting that despite stock price disconnect, its strong advertising revenue and robust fundamentals make it an attractive buy. He even mentions adding to his position over the past month, underlining his confidence in its future performance.
Buy Chevron at Low Oil Prices
"Beginning with stock number one, which is going to be Chevron, stock ticker CVX. And when it comes to Chevron, this is a company that has endured lower oil prices and it's really weighed on the stock over the course of the past 12 months. But that has me thinking more about opportunity. As you can see here on this chart, the price of oil has come under fire with the current price of crude under $60 per barrel around the lowest levels of the year. But one conflict that we see and prices spike is going to be a benefit to Chevron moving forward. You don't want to buy shares of Chevron when oil prices are sky-high. You want to buy Chevron when those oil prices are low."
The speaker highlights Chevron's attractive fundamentals amid low oil prices and suggests an opportunity to accumulate shares when oil is trading at its lower levels. The commentary emphasizes the company's strong free cash flow generation and recent investments that are expected to pay off.
Rocket Labs: Speculative Growth Play with Near-Term Catalysts
"For me, one of those names includes the likes of Rocket Labs, stock ticker RKB. This is a stock that I've talked about in recent videos, and the company has been performing quite well. The stock price has been going parabolic so far here in 2025 and I believe that could continue although it's going to be volatile into 2026 and one of the tailwinds they have is that close competitor to them is going to be SpaceX which is scheduled to go IPO in 2026 which could again give a boost to the likes of Rocket Labs which is already a public space company."
The speaker offers commentary on Rocket Labs (RKB) as a speculative play, noting its strong recent performance and parabolic price action in 2025. He cites the competitive catalyst from SpaceX's expected IPO in 2026, suggesting that this tailwind could further boost Rocket Labs. Despite potential volatility heading into 2026, the overall tone is bullish for the stock.
Buy Opportunity on ServiceNow Post Dip
"Now, when it comes to Service Now, this is a company that's at the enterprise or the intersection of enterprise software as well as workflow automation. The next step for AI as it continues to go through the infrastructure buildout phase is transitioning more into the use case phase. Meaning how can regular businesses now apply a lot of this AI infrastructure to not only help them become more efficient but help them save money as well. When it comes to Service Now, shares are down 30%, giving us a great opportunity to buy this stock. As I mentioned, Service Now is using mission-critical software that allows many different businesses of all different shapes and sizes to not only access a lot of what's going on in the world of AI right now, but also start to incorporate it into its workflows. When it comes to analysts, they are very upbeat on the stock, rating at a strong buy with an average 12-month price target of $232 per share, implying roughly 50% upside from current levels."
The speaker identifies ServiceNow as a buying opportunity, highlighting that its shares are down 30% amid a favorable shift in the AI infrastructure landscape. The company benefits from mission-critical software that supports workflow automation and boasts a 98% renewal rate. Analysts have given a strong buy rating with a 12-month price target of 232, suggesting significant upside potential heading into 2026.
Iron Limited High-Risk, High-Reward Trade Call
"And now, let's talk about a much smaller company. It's going to be very different than these other three that we've talked about because this one's going to be our high-risk, highreward play that's going into my portfolio. And that stock is going to be Iron Limited. I know it's a high-risk, highreward play, but look just how bullish analysts are as they have an average 12-month price target of 80 per share, implying a 100% gain from current levels. In fact, the highest price target is up to 136 per share."
The speaker introduces Iron Limited as a speculative, high-risk trade with considerable upside potential, supported by bullish analyst price targets. The recommendation is made with caution and an emphasis on proper position sizing.
Nvidia AI Infrastructure Play Trade Call
"And speaking of platforms, that's going to bring us to stock number three, which is going to be Nvidia, stock ticker NVDA. And when you talk about AI, the thing that really got this whole AI party started, it's Nvidia with their GPUs. However, since the end of October, shares of Nvidia have fell more than 10%, giving us a great buying opportunity. Sure, there's going to be volatility. Sure, there's going to be competition, but this is a company that I believe is definitely going higher."
The speaker highlights Nvidia as the critical player in AI with a significant dip creating a buying opportunity. Despite potential volatility, the overall outlook is bullish based on its dominant position in GPU and data center demand.
Amazon Platform Compounder Trade Call
"And stock number two is going to be Amazon. And when it comes to Amazon, I believe it's one of the most misunderstood companies out there, particularly when you're looking at the Mag 7. But 2026, I believe that story will change. This is a company that dominates in so many different areas. All of these small revenue gains, but we're coming more efficient is going to create more money, more free cash flow for shareholders of Amazon."
The speaker presents Amazon as a misunderstood powerhouse with diverse revenue streams, expecting a change in its performance by 2026. The commentary is aimed at long-term investors looking for a platform compounder.
Boeing Turnaround Trade Call
"And that's going to be stock number one, which is going to be Boeing. Boeing is in the midst of what I want to call a turnaround story. And although these can be uncomfortable at times, they can also be very rewarding. This is a company that's gone through a number of negative events over the past few years, but now under new leadership, their supply chain, everything is under a tight microscope. So, when you combine all of that and you see a backlog like this company has, there's a lot to like. I'm not buying Boeing for perfection. I'm buying it for normalization."
The speaker outlines a turnaround narrative for Boeing, highlighting new management and a record backlog as key catalysts. The trade call is based on the expectation that normalization in free cash flow and operations will drive future gains.
DVO: Enhancing Yield with an Options Twist
"And now we get to our final SCHD alternative and that's going to be DVO or the Amplify Enhanced Dividend Income ETF. This one is much different than any ETF that we've looked at here today as it implements a cash flow perspective by utilizing options to enhance that dividend yield on a monthly basis. If you like income, you're going to love DVO as it could be a great way to juice those yields and provide consistent monthly dividend income."
The speaker introduces DVO as a distinct alternative that leverages an options strategy to boost dividend income, making it appealing for income-focused investors, especially those looking for consistent monthly yield.
DGRO: The Underrated Dividend ETF Alternative
"Next up on our list is going to be the second alternative, which is going to be DGRO or the EyesShares Core Dividend Growth ETF. In my eyes, this is one of the most underrated dividend ETFs on the market today. And if SCHD feels a little bit more value-oriented and you're looking for a little bit more growth without giving up too much in terms of yield, DGRO is going to be a great option for you."
The speaker positions DGRO as a compelling middle-ground option that blends stability and growth. He notes its underrated status and suitability for investors seeking a balance between yielding income and achieving dividend growth.
VIG: Dividend Growth Focus with Tech Tilt
"Beginning with our first ETF, which is going to be VIG or the Vanguard Dividend Appreciation ETF. And as you can imagine in the name here, this is an ETF that's focused on not only companies that pay regular dividends, but many of them paying growing dividends. Over the past 12 months, shares of VIG have climbed 12.6% much more respectable than SCHD, which has been relatively flat. They take an approach of focusing more on those technology type stocks, hence the outperformance we've seen in VIG."
The speaker explains that VIG emphasizes companies with consistent and growing dividends, supported by a heavier allocation to technology stocks. This structure has resulted in a stronger performance compared to SCHD over the past 12 months.
SCHD: Solid Dividend ETF with Limitations
"If you own SCHD, you're not wrong. But what if I told you that SCHD may not be the best dividend focused ETF on the market right now? SCHD is still a very high quality dividend ETF, but it's important to know how it's formed, why it's underperforming, and how interest rates can affect performance and sector performance of that particular ETF."
The speaker acknowledges SCHD as a quality dividend ETF while highlighting its structural limitations and underperformance compared to other market segments, suggesting that its setup may not suit every investor's needs.
Meta Platforms (META) Under Attractive Valuation
"Quality stock number four, which is going to be Meta Platform stock ticker META. Meta is the cheapest of the MAG7 stocks, trading at a PE ratio of 22 times, which has been a winning strategy over the past few years. Analysts rate the stock a strong buy with an average 12-month price target of $845 per share, implying 30% upside from current levels. With growing revenues, expanding margins, and efficient capital expenditure, the stock appears to be a bargain as it leverages its scale for future AI opportunities."
Meta Platforms (ticker META) is positioned as an attractive buy based on a low PE ratio relative to its peers, strong buy consensus, and a 12‐month price target of 845, making it an appealing long-term holding amid efficient operations and future AI plays.
S&P Global (SPGI): Dividend King with Valuation Edge
"Quality stock number three, which is going to be S&P Global, stock ticker SPGI. When talking about quality, it doesn't get much more high quality in the financial sector than S&P Global. Analysts rate the stock a strong buy with an average 12-month price target of $612 per share, implying more than 20% upside from current levels. With its dividend growth streak spanning over 50 consecutive years and a solid earnings model, it offers a compelling proposition in a slow-rallied market."
The speaker presents S&P Global (ticker SPGI) as a high-quality financial play, accentuating its long-term dividend growth, strong buy rating, and an attractive 12‐month price target of 612, backed by strong pricing power in its ratings business.
Amazon (AMZN) as a Diversified Growth Leader
"And when it comes to Amazon, this is actually one of my favorite stocks heading into 2026 and beyond. It's a well-diversified company, giving you exposure to e-commerce, retail, cloud, robotics, AI, advertising, and so much more. When it comes to analysts, they rate the stock a strong buy with an average 12-month price target of $300 per share, implying more than 30% upside from current levels. This is a company whose operations continue to grow while maintaining efficiency."
The analysis underscores Amazon (ticker AMZN) as a diversified, growth-oriented company with significant upside potential, supported by a strong buy rating and a 12‐month price target of 300, making it a long-term play.
AbbVie (ABBV) Quality Dividend Play
"stock number one, which is going to be AVY, stock ticker ABBV. And if you've been subscribed to my newsletter, the Stock Investors Edge, then you know this has been one of my longest held positions in my portfolio. After all, the company spun off from Abbott Labs back in 2013. And since that spin-off, all the stock has done is climb 550%, now making it one of the largest pharmaceutical companies within the S&P 500. Analysts right now rate the stock a moderate buy with an average price target of $252 per share, implying more than 10% upside from current levels to go along with that 3.1% dividend yield."
The speaker highlights AbbVie (ticker ABBV) as a long-term, high-quality dividend stock with stable cash flow and a history of growth, now trading at an attractive level with an analyst moderate buy rating and a 12‐month price target of 252.
Long-Term Opportunity: Buy Boeing Around $180
"And that leads me to the third stock on our list today, which is going to be Boeing, stock ticker BA. I'm not looking at it for returns over the course of the next 12 months; I'm interested in owning Boeing for the next few years. With the current market under pressure and the stock showing negative momentum, I'll be watching around the $180 level before jumping in. This turnaround story, backed by new leadership and improving fundamentals, could generate huge returns for investors over time."
The speaker endorses Boeing as a long-term buy, suggesting an entry point around $180 amid a turnaround narrative supported by new leadership and improving fundamentals, and emphasizing a multi-year ownership horizon.
Buy Hims and Hers Health Near $30 Support
"That leads us to stock number two on our list, which is going to be Hims and Hers Health, stock ticker HIMS. This is a company that was off to a fantastic start through the first half of the year, but in recent months, it's been under intense pressure. The stock is trading at its longer-term support level, and a break below could send this stock towards $30 per share. In terms of a buy price target, that low $30 range would be a great spot to start nibbling at Hims and Hers."
The speaker recommends Hims and Hers Health as a potential buy if it holds its longer-term support around $30, viewing the current volatility as a second opportunity for investors.
Buy SoFi Technology on a Dip to $25-$23
"Beginning with stock number one, which is going to be SoFi Technology, stock ticker Sofi. And I know SoFi has the word technology in it. However, it's a financial company first and foremost with a digital twist. Taking a look here at the chart, you can see SoFi shares broke the 50-day moving average recently. And the next level of support below is the 100 day moving average, which sits around $25 per share, which I believe would be a great buying opportunity to start a position in. Then if the shares continue to fall, I believe $23 per share is where I would go in a lot more heavily."
The speaker highlights SoFi Technology as a buy on a dip, suggesting initiating a position at around $25 per share and adding more if the price falls to $23, citing key technical support levels and the company's strong fundamentals.
Hedge with SPY Put Spread for Downside Protection
"I'm keeping a close eye personally on that 650 level when talking about the SPY ETF where investors have nearly 90,000 contracts open at that particular strike. And a move lower to 650 on that SPY ETF would equate to a pullback of nearly 3 and a/4%. The 640 strike would require a near 5% pullback from current levels, which would put us close to that 10% correction level. So, if you wanted to hedge your portfolio to protect it in some degree from any downturns, you could utilize an option strategy like a debit put spread. And this is one that I recently added into. It's a lowcost one. You could buy to open the 1219 650 put and at the same time you could sell to open the 1219640 put. So we're buying a put and selling a put. This spread would cost you a net difference of 160 or 160 per contract. And if the SPY ETF were to fall down to 640 or lower, your max profit on this investment would be 840. Again, if the S&P 500 stays above 650, hopefully that means the rest of our portfolio is doing well. Thus, this option contract would be a loss."
The speaker outlines a defensive hedge strategy using a debit put spread on the SPY ETF to protect against a potential market downturn. Key support levels at 650 and 640 are highlighted, with specific details on the cost of the spread and potential profit if SPY drops, serving as an actionable trade call for short-term market protection.
Buy the Dip on Duolingo (DU)
"Beginning with stock number one, which is going to be Duolingo, stock ticker DU. And Duolingo is a subscription-based learning platform. The company recently reported earnings and the stock got absolutely crushed after the report with the stock falling more than 25% on soft guidance. In fact, the company reported a double beat with the Q3 EPS blowing away expectations and revenues beating the 11.4 million that analysts were looking for. But you have heard me say this before. It's less about the results and more about the guidance. When you and I invest in a stock today, it's great what they've done in the past. But our investment today is for the future. And I believe although investors are throwing out and slamming that sell button right now on Duolingo, it is presenting a huge opportunity for long-term patient investors."
The speaker identifies Duolingo as a prime buy-the-dip candidate after a steep sell-off driven by soft operational guidance, despite strong past earnings. He believes the current price discount offers a long-term opportunity, supported by future growth catalysts like AI-driven enhancements in its subscription platform.
Continue Holding SCHD for Long-Term Stability
"But even when SCHD isn't outperforming, I'm still earning a great solid dividend, one that continues to grow. And that's why I think we need to start entering SCHD. SCHD is a long-term position for me. And based on all that, I continue to believe we're going to have a shaky November, and I think we could have a very shaky 2026. So, for me, I'm going to continue to hold SCHD in my portfolio."
The speaker explains that despite SCHD's relative underperformance compared to tech-heavy indices, its diversification and strong, growing dividend make it a defensive, long-term holding. He emphasizes SCHD's role in stabilizing a portfolio during economic rotations and expresses high conviction in keeping it as a top position.
REIT Value in VVICI Properties Inc
"And that leads us to stock number five, which is going to be Vichy Property, stock ticker VICI. And when it comes to Vichy, they are a REIT or a real estate investment trust. With properties including Caesar's Palace, Excalibur, Luxor, Mandalay Bay, MGM Grand, New York, New York, and The Venetian, they are the largest landlord on the Las Vegas strip. The company currently has a market cap of $32 billion. Over the past 12 months, shares are down 5%, but year-to-date, they are up 5%. With interest rates coming down, I could see this stock demanding a multiple closer to 15 times, offering solid upside. Analysts rate the stock a strong buy with an average 12-month price target of $36 per share, implying 20% upside and a 6% dividend yield."
The speaker presents Vichy Property as a REIT poised for a comeback amid easing interest rates. He highlights its strong portfolio on the Las Vegas strip, a strong buy rating with a 12-month target price offering 20% upside, and attractive dividend characteristics.
S&P Global (SPGI) Correction Buying Opportunity
"And that leads us to stock number four, which is going to be S&P Global, stock ticker SPGI. The company currently has a market cap of $151 billion. Over the past 12 months, shares are up 3% and year-to-date, they're pretty flat, up just 1%. However, when it comes to S&P Global, shares are in a correction of their own, down 14% from their recent 52-week high. Regardless of which company you're looking at, it's always important to look under the hood. This is a high-quality company with a great management team, a strong balance sheet, and growing financial results. At the end of October, the company reported a double beat while also increasing its full-year guidance. Analysts rate the stock a buy with an average 12-month price target of $612 per share, implying over 20% upside from current levels."
The speaker identifies S&P Global as an attractive buy despite a 14% drop from its 52-week high. He emphasizes the company's strong management, balance sheet, and recent double beat in earnings, with a buy rating backed by a 12-month price target hinting at over 20% upside.
Building a Position in Honeywell (HON)
"And that leads us to stock number three, which is going to be Honeywell, stock ticker HON. And when it comes to Honeywell, there's a lot of similarities to why we're upbeat on the likes of Boeing. Because when you look at the segments of Honeywell, aerospace is their largest segment. But at the same time, this is a very diversified company. The company currently has a market cap of $125 billion. Over the past 12 months, though, shares are down 5% and year-to-date down 13%. So, when it comes to moving forward, and again, I'm a long-term investor, so I'm not necessarily looking for big pops so that I can get into a stock and then make my profit and get out. These are positions I'm looking to build upon. In addition, Q3 earnings beat on both the top and bottom lines with increased full-year guidance, and analysts rate the stock a buy with a 12-month price target of $248 per share, implying 26% upside."
The speaker discusses Honeywell as a position to build for long-term investors, despite a recent decline in share price. Emphasizing its diversification and steady earnings growth, he highlights a buy rating with a 12-month price target suggesting 26% upside.
Long-Term Play in Boeing (BA)
"And that leads us to stock number two, which is going to be Boeing, stock ticker BA. And when it comes to Boeing, this is one that I'm definitely very excited about from a long-term perspective. But if we fall into a slower economic period, this is also a stock that comes with heightened risk as well. The company currently has a market cap of $155 billion. Over the past 12 months, shares are up 28% and year-to-date up 12%. However, since reporting earnings and really over the past month when they hit a new 52-week high, shares are down nearly 20%, which has me intrigued about entering a position in Boeing. Analysts have a 12-month average price target of $257 per share, implying nearly 30% upside."
The speaker expresses strong long-term enthusiasm for Boeing despite recent pullbacks, noting significant historical gains and a recent 20% decline. He points to a 12-month price target of $257, suggesting roughly 30% upside as an opportunity to enter.
Healthcare Opportunity in ABBV
"Beginning with stock number one, which is going to be AVY, stock ticker ABBV. And when it comes to AVY, it's one of my favorite positions in my portfolio, one of my longest held positions in my portfolio, and a top performing healthcare company. That was until recently. And we're getting a little bit of a sell-off that could have me sniffing opportunity. The company currently has a market cap of $374 billion, making it the largest company we're going to look at today. And over the past 12 months, shares are up 8%. Year-to-date though, up 21%. However, since the stock hit a record high of nearly $245 back at the beginning of October, shares of AVY have fell roughly 12%. If we got this stock price down closer to the $200 level, that would be a fantastic entry point. Analysts rate the stock a buy with an average 12-month price target of $244, implying nearly 15% upside and a dividend yield of nearly 3.5%."
The speaker highlights ABBV as a top healthcare pick currently undergoing a sell-off. He notes strong historical performance, significant revenue figures, and a tactical entry point if the price drops closer to $200, supported by a buy rating and a 12-month price target indicating 15% upside.
Amazon Put Option Trade Call on Dip Buying
"I continue to think Amazon is a is a great value here, but some of you may want to be a little bit more patient. Some of you may want to earn income. Some of you may want to utilize options. And that's why I continue to stand by this particular option play. This is a um one that I covered on a recent video investing $100,000 into a single stock. It was on Amazon covering this particular put option. So, if you didn't yet get into that, you still can because you still have roughly 30 days till expiration. That $200 strike ending on November 21st can earn you $355. Put that into real dollar terms, that's $355 per contract. So, one contract, you can generate 355. And that puts you on the hook saying, "Hey, I will gladly buy Amazon if that stock price does in fact drop below 200 over the course of the next 21 days. I have no issue buying Amazon at a price tag at 200. Will that be the exact bottom? I don't know. we could go down to 180, but doing my homework right now, I have no problem buying this particular company at $200 if it in fact gets um that low."
The speaker presents a trade call on Amazon, recommending a put option play that allows investors to buy the stock at $200 if it drops. He explains the mechanics of the option with clear time sensitivity (roughly 30 days until expiration) and a defined strike price, indicating strong conviction on Amazon's value at a dip.
Buy Marcato Libre (ME)
"Finally, stock number four is Marcato Libre, stock ticker ME. Shares of ME have fallen more than 15% in the last month, making this a potential great opportunity to add a solid growth name from outside the US to your portfolio. Given its robust revenue growth and the expansion of both its core e-commerce and payment processing platforms, I see this as a strict buy. I won"t be looking at options for this stock due to the high per share price and low volume, so it"s a straightforward buy in my opinion."
The speaker identifies Marcato Libre (ME) as a buy based on its significant pullback and strong growth potential in both e-commerce and payment processing. He emphasizes that, due to low option volume, the strategy will be a direct purchase rather than an options play.
Sell Cash Secured Put for Taiwan Semiconductor (TSM)
"That brings us to stock number three, which is going to be Taiwan Semi, stock ticker TSM. The company continues to show strong fundamentals and results. As such, we"re going to utilize options again and we"re going to sell a put and see if we can get a dip in the near term over the next month. So, what we"re going to do is sell the November 21st 260 strike, which is going to earn us around $3 in premium, equating to $300 per contract. This would allow me to potentially buy TSM at around $260, which is a win-win for me."
Mark discusses Taiwan Semiconductor (TSM) and outlines a plan to sell a put option with a strike of $260 expiring November 21st. This strategy aims to allow entry at a lower price while collecting premium income, reflecting a bullish stance on TSM.
Sell Cash Secured Put for SoFi
"Stock number two is going to be SoFi Technologies, stock ticker SoFi. I would love to own the stock more at that mid $20 range. As such, I want to sell a cash secured put looking to enter this stock in the mid $20 range. So, here we go again. Let"s sell a cash secured put. And as you could see the option chain on your screen, we"re going to sell the November 21st $25 strike, which will give us around $1.20 in terms of premium, equating to $120 per contract."
The speaker presents a strategy for SoFi Technologies by using options to potentially enter the stock at a lower price. He plans to sell a cash secured put with a $25 strike expiring November 21st to generate income while waiting for a pullback into the mid $20 range.
Sell Cash Secured Put for HIMS
"Beginning with stock number one, which is going to be Hims and Hers Health, stock ticker HIMS. And for those of you that are part of my Options Edge community, you know that this is one I recently fired off an option trade alert to where I sold a cash secured put on this particular stock this week already. At current valuations, although I could see maybe nibbling at the stock here, I would like to buy it at a much lower entry point. And that's where options comes into the equation, allowing me to potentially purchase the stock at a desired price while earning income along the way."
The speaker highlights Hims and Hers Health (HIMS) as a buy candidate via selling cash secured puts to secure a lower entry point. He emphasizes the company's strong financials and lack of debt while waiting for a more attractive valuation.
Eli Lilly (LLY) as a Long-Term Add Amid Near-Term Headwinds
"And that's going to lead us to cheap stock number three, which is going to be Eli Lilly, stock ticker LLY. It is one of those healthcare stocks that has lagged the market, facing pricing and margin pressures, yet it presents a buying opportunity on the dip. Eli Lilly has a massive market cap of $757 billion, and over the past 12 months, shares are down 13%. Revenues have hit a record $53.3 billion with operating margins at 32.4%. With a forward PE of 26.4 times and an EV to EBITDA well below its 5-year average, analysts have given a 12-month price target of $947 per share, implying nearly 20% upside. Given the attractive PEG ratio and the company building its pipeline, it seems like a great time to add to the name."
The speaker outlines a bullish long-term play on Eli Lilly (LLY), emphasizing that despite recent headwinds, its robust revenue growth, premium margins, and attractive valuation multiples make it an appealing buy. The recommendation is to consider adding to positions on the dip as the company invests heavily in its future pipeline.
Sprouts Farmers Market (SFM) as a Value Entry with Options
"And that's going to lead us to cheap stock number two, which is going to be Sprouts Farmers Market, stock ticker SFM. Although this is a new stock to this channel, it is well known to our family and comes with a farmers market feel. Sprouts has a strong footprint with more than 450 stores in 24 states and a market cap of $10 billion. Shares have been volatile, down 4% over the past 12 months and 16% year-to-date, even though they spiked up by roughly 30% at times. Revenues are at a record $8.4 billion with margins at a record high of 7.6%, and the forward multiple based on full 2026 estimates is about 18.3 times, with a PEG of 1.27 and a 12-month price target of $175 per share. For a more conservative entry, a cash secured put at the $95 strike expiring November 21st could generate around $200 in premium."
The speaker identifies Sprouts Farmers Market (SFM) as an opportunity due to its strong operational metrics and attractive valuation relative to its growth forecasts. The commentary points out the volatility in price and recommends a conservative entry using a cash secured put to generate income while waiting for a better entry point.
Uber Technologies (UB) Buy with Option Strategy for Pullback
"Beginning with stock number one, which is going to be Uber Technologies, stock ticker UB. And when it comes to Uber, it is one of my favorite growth stocks on the market today. They've been under pressure with news centering around robo taxis, yet I believe the discounting is overblown. Uber currently has a market cap of $24 billion, with shares up 15% over the past 12 months and 46% year-to-date. Using full 2026 EPS estimates, shares trade at only 26 times, which is incredibly cheap. Analysts give it a 12-month price target of $111 per share, indicating a 20% upside. If the market pulls back another 10 or 15%, a cash secured put, such as the November 21st $85 put, could be an attractive option strategy."
The speaker highlights Uber as an undervalued growth stock trading at attractive multiples relative to future EPS estimates. With significant upside noted by analysts and the possibility of enhancing returns via a cash secured put if a market pullback occurs, the call is to consider buying Uber (UB) either directly or through an option strategy.
Duolingo Stock Commentary: Hold for Now with Future Buy Potential
"When it comes to Duolingo at the current price, I would be rating them a hold. The valuation isn't as intriguing right here, but what if I told you that over the course of the next month, the stock would trade at $240? Would you be interested in purchasing the stock? Then the answer for me would be absolutely. This clearly implies that while the current price doesn't offer an attractive entry, a move to $240 would change the narrative completely."
The speaker provides a mixed view on Duolingo (ticker DOL), assigning it a 'hold' rating at current levels due to its pricing. However, he suggests that if the stock were to decline to $240 within the next month, it would become a compelling buy, highlighting a conditional opportunity based on valuation dynamics.
Duolingo Options Trade Call: Sell $240 Put
"What I'm doing is I'm going to be utilizing options by selling a cashsecured put. This is a trade that I alerted within my options edge community last week. Right now, you can sell the 1121, the November 21st $240 put and generate around $7.90 in income, which equates to $790 in income right away. However, by opening this trade, if the stock were in fact to fall, I could be on the hook to buy 100 shares per contract of Duolingo stock at a price of $240 per share, which again I would be happy to do. This would equate to an investment of $24,000 in Duolingo stock."
The speaker outlines an options play on Duolingo (ticker DOL), where he sells a cash-secured put with a $240 strike, potentially acquiring the stock if it drops to that level. This trade is designed to generate immediate income and serves as a conditional entry point, assuming the technical move to $240 materializes.
Outright Buy Recommendation for Amazon (AMZN)
"And that brings us to stock number four, which is going to be Amazon, stock ticker AMZN. For me, this is an outright buy right here. I want to find high-quality assets at great valuations and that's exactly what you're getting with shares of Amazon. Even though year-to-date performance is flat, the fundamentals are strong with record revenues, operating margins, and IBIDA. I see this as a great spot to layer into, especially if you're underweight, and if it falls further, dollar cost average into it."
The speaker recommends buying Amazon (AMZN) outright, citing its strong fundamentals, record revenues, and attractive valuation metrics despite a flat year-to-date performance. He suggests layering into the stock and dollar cost averaging if the price declines further.
Sell Cash Secured Puts on Uber Technologies (UBER)
"And that leads us to stock number three, which is going to be Uber Technologies. I already own shares of Uber, but I would love to add more. So, I'm going to utilize an option strategy. We're going to sell a cash secured put to generate some income, and I like the $85 level and would love to buy more of Uber if it fell that low. By selling the $85 put with an expiration of around November 21st, I will collect $111 per contract."
The speaker expresses a bullish view on Uber (UBER) and outlines a trade using an options strategy. He plans to sell cash-secured puts at an $85 strike price to generate income and potentially increase his position if the stock drops.
Options Strategy for SoFi Technologies (SOFI)
"And that's going to bring us to stock number two, which is going to be SoFi Technologies, stock ticker Sofi. It has had a phenomenal run, but I would like to buy it just say 15% lower if we do get some volatility over the next month or so. So for me, I'm going to take the approach from an options strategy looking to generate income with the hopes of buying a stock that I want to buy at a price that I want to buy it at. I like the $23 level for SoFi. By selling the $23 put with an expiration date of November 21st, I could collect $1.25 per contract."
The speaker outlines an options strategy for SoFi Technologies (SOFI), preferring to sell cash-secured puts at a $23 strike price to generate income and potentially acquire the stock at a lower price.
Buy Outright: Meta Platforms (META)
"Beginning with stock number one, which is going to be Meta Platforms, stock ticker META. And when it comes to these mega cap companies, Meta Platforms has kind of been losing some ground. And right now at today's valuation, I believe this is a gift. After all, when it comes to Meta Platforms, they are one of the largest digital advertisers in the world today, trailing only the likes of Alphabet. What are we entering right now? The fourth quarter, the biggest digital advertising quarter of the entire year. This is a stock that I'm buying outright and not utilizing an option strategy on."
The speaker calls Meta Platforms (META) a buying opportunity, emphasizing its strong advertising position and favorable valuation ahead of the fourth quarter, which is the peak advertising season.
Trade Call: Buy JD.com (JD) Call Options for Upside Exposure
"Stock number three on our list today is going to be JD.com, stock ticker JD... Im going to be looking to buy options. And here, we're going to be focusing on buying a call option. And I actually currently have this contract open, but I would be a buyer of the January 16, 2026 $40 call option. You would pay around $2.60 per contract, which would equate to $260, and you would control 100 shares of JD.com at $40."
A trade call centered on JD.com using a call option strategy to gain exposure to its upside, despite personal reservations about owning Chinese stocks outright. The speaker cites compelling valuation metrics with a very low PEG ratio, while proposing the purchase of January 16, 2026 $40 call options as a controlled, less capital-intensive play.
Trade Call: Layer into AMD on a Dip via Put Options
"Stock number two, which is going to be advanced micro devices stock ticker AMD... we would love that lower end of that flag around that 145 to 140 range as it would make the stock even cheaper than where it's at today. As such, looking at the options here, lets take a look at the November 21st 140 put option, which would give us the potential obligation to buy the stock at a lower price... if you want to be a little bit more aggressive and you wouldnt mind purchasing the stock at $145, you could earn $550 in income."
A trade call for AMD employing an options strategy to layer into the position at a dip. The speaker describes AMD's bullish price action, noting a bull flag pattern, and suggests selling put options around the $140-$145 range for premium income, providing an alternative method to enter at a lower price.
Trade Call: Use $65 Put Option Strategy on PayPal (PYPL)
"The first one is going to be PayPal Holdings, stock ticker PYPL. And the stock is incredibly cheap... looking here at the charts, we could see the stock has been consolidating between the $70 and mid $60 range and it's ready to break higher. Lets take a look from an options perspective now at the November 21st $65 put, which would give us the potential obligation to buy the stock at a lower price. And for that, we would be earning $230 per contract for selling that option."
A trade call recommending exposure to PayPal through an options strategy. The speaker highlights that PYPL is undervalued relative to its 5-year average PE, driven by revenue growth from Venmo and efficient operating margins. The suggested play is to sell November 21st $65 put options to potentially accumulate shares at a lower cost while earning option premium income.