4 Stocks We Are Watching This Year 1-27-25

0.169 - 12.683 Scott Becker

This is Scott Becker with the Becker Private Equity and Business Podcast. We're constantly following this year a handful of stocks, and I'll talk through the four that we're following regularly and what they're doing today.

12.703 - 33.152 Scott Becker

So I think it's fascinating to see the ups and downs, and it often leads me back to my core strategy of largely investing in S&P index funds and keeping a conservative allocation. But four of the stocks we're watching this year, Palantir, which we're a direct investor in, is down 5%. The three other stocks are stocks that we thought about being a direct investor in.

33.572 - 49.122 Scott Becker

Two of them are Warren Buffett's favorites, long-term favorites, Apple and American Express. Apple is one of the few stocks that's up today about 2.4%. Amex is down 1.5% today. But in a day where the markets are getting tanked, being down 1.5% is not so bad.

51.488 - 79.79 Scott Becker

also compare that to nvidia nvidia is down 15 today just taking on the chin on the notion that this chinese ai company deep seek can outperform a lot of these companies without tremendously sophisticated chips which is a disaster for nvidia which is the most sophisticated large chip maker so again those are four of the stocks that we follow regularly Palantir, a direct investor, down 5%.

80.05 - 99.717 Scott Becker

The three other stocks we've thought about investing, and I've never really pulled the trigger individually, but of course, own them through index funds. Apple is up today, 2.4%. Amex is down today, 1.5%. And that's despite all the usage in the Becker family of the Amex card. And then NVIDIA is just getting crushed today, down 15%.