Episode Transcript
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Speaker 1 (00:01):
Investor's Edge with Gary Cultbomb, straight talk about you and
your money now from the Viz Talk Studios. Here is
Gary Cultbomb.
Speaker 2 (00:12):
And well once again to Investor's Edge. I'm Gary kolbaumb
your host. Ay, thanks for being with us today. Glad
you here, ladies and gentlemen, happy that you are listening.
It is if I can get it right. July twenty fifth,
two thousand and twenty five. Hope you're having a good day.
Hope you are going to have a good weekend. I'm
(00:34):
going to be walking my dog a lot, me and
Winston my shadow. My wife's still up in the Northeast
watching the grandson. Anyway, In case you don't know, this
is serious talk about everything that affects you. The market's,
the economy, your job, your industry, scams and shams and
(00:59):
corruption and tags and debt and deficits, whatever's happening, whatever's
going on. We do it without any bias, agenda and
ulteriator motive. And you know how we know we do
it that way. We get it from both sides, Ladies
and gentlemen. When I compliment Trump, I get people email me.
How can you compliment Hitler when I put him down?
(01:23):
How can you put down Trump who's doing everything for
the country, and same with the Actually, most people don't
like Biden at this point in time. And if you
do not get this radio show in you city, we'll
post it at gary k dot com, wills post on
our x feet and they'll follow us on ext You
should if you'd like to email us, just be nice.
It also be on the podcast apps and the biz
(01:46):
Talk YouTube channel. I think it's bisto. I gotta check
that before I do it. So I am convinced after yesterday,
and I'm not going to but I should do a
pro wrestling podcast though you now have a twenty four
to seven channel, which by the way, is fantastic on
(02:08):
serious satellite. You know who I love the most, two
people bubb Beret Douglas Bubbaret, which is Bully Ray and
Mark Henry. Those two guys just know their business big time.
Not to shrug off anybody else. Anyway, I have to
tell you and we'll get in the markets in just
a couple of minutes. The response I received over my
(02:38):
talk about my life in professional wrestling. I wasn't a
professional wrestler, but how much I've been into it and
Hulk Cogan, Holy crap that I get a ton of
emails and reactions in response. Only two of you were jackasses.
Where oh he once said, you know, it's funny. You
(03:01):
lead a life you screw up once or twice, and
all of a sudden, that's your whole life. And don't
get me wrong, racism has to be shouted down. But man,
oh man, guy just passed away. And in case you
don't know, had did a ton of things for charity
(03:22):
and make a wish and all that, besides so many
other things. And I find it funny when I get
these emails from people whining. I just think it to
myself the other day that there's a ton of people
that want the Menendez brothers. This is how I think
out of jail. Murdered the parents, cold blooded. Oh but
(03:51):
they were abused. No, you know what the story was
they murdered them. Said it was the mob went on
a shot being spree for weeks, partying, and then they
got a good lawyer who came out and said they
(04:13):
were abused. And if they were abused by the father,
why did you murder the mother? But people still back that.
But no, Hull Kogan, bad guy anyway, you can tell
how important somebody's to an industry by the reactions. Holy crap,
big time. It was Ozzie like by the way in
(04:37):
the music field. Anyway. No, we're not going to do
a I don't have the time in the day to
do a wrestling podcast, though I would blow the roof
off without a doubt. And I will be at SummerSlam
next Saturday night taking my son Eric. I went to
(04:58):
when I go to last year Royal Rumble. Didn't go
to WrestleMania though. And that's it for your wrestling of
the day, ladies and gentlemen. As we go into the
end of July, in the midst of earnings and a
few things, I have to mention, I'm so depressed. I
(05:23):
pride myself on seeing things as they show up in
the market. You can't hide bull markets, you can't hide
bear markets. They all have their same markings. And recently
(05:50):
after the Trump crash, the markets have come back, but
you really can't tell. As the markets are repairing things,
you really can't tell what areas are really gonna motor.
(06:10):
But eventually you can. Also, there are moments in the
market that I recognized, and I only did two things
when I should have done fifty back in June. The
(06:38):
markets had repaired for a while, you got the crash.
You got back the crash within three four weeks because
President Trump crashed the market, and you knew we couldn't
crash it anymore. So we had to get rid of
the tariffs and in case you don't know, massive amount
of exemptions while he was fucking tough. And what happens
(07:03):
is you get to the point where you're repairing the market,
but you hit a lot of resistance. And what does
that mean. Well, let's say a stock went from one
hundred down to seventy five, sat around at seventy five
for a while, and then dropped to fifty over a
(07:27):
period of two or three months. So the last drop
is the crash. The market rallies back up. It's a stock.
Let's use a stock back up to seventy five. You
had a few weeks where you traded at seventy five,
and you know what happens to that stock? Right at
(07:47):
seventy five, It stops going up. Why does it stop
going up? Because those people that bought at a seventy
five that was another ledge are thanking the Lord. They're
back to even after watching their stock go from seventy
five down to fifty, so they sell that's working off resistance.
(08:11):
And I identified it so beautifully from May to June.
On June twenty fourth, June twenty third, excuse me, Caterpillar
(08:32):
broke above. Just remember for six weeks flat just flat area,
United Rentals, my two favorite stocks. United Rentals was on
the twenty fourth, broke above those, as we tell you
all the time, my two favorite economic stocks that usually
lead up or down. Instead we bought. We bought Goldman
(08:58):
and that worked out very well. We bought JP Morgan
was working out very well, but did not trade it well.
And of course we had the breakout in the semis
breakout in the technology. But that June twenty third and
(09:21):
twenty fourth flat area breakout, I identified it. I recognized it,
and I just did a couple of things when I
should have been throwing the freaking darts. And let me
just tell you a Caterpillar, the little pivot finished up
(09:42):
the day was the twenty third. The pivot was, if
I can get this right, about three sixty five, it's
four thirty four. Now. What stopped me a little bit
on it were earnings down twenty four, revenues down ten.
(10:05):
The earnings suck, but the market's looking forward. And then
United Rentals the next day, perfect little move, perfect seven
point thirty five. It's eight ninety as they reported crappy
(10:27):
earnings yesterday, and it was up sixty some odd bucks
up next. Why are we telling you this?
Speaker 3 (10:37):
This is the one knowing the Investor's Edge.
Speaker 4 (11:02):
Hi, I'm Gary Kolbaum hosted a nationally syndicated radio show,
Investor's Edge. We're not just handsome radio people. We manage
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not all individuals have the same needs, will carefully evaluate
your personal goals to determine a proper investment strategy. If
your current approach to investing is not getting you to
where you would like to be, call us to make
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to five five nine. That's eight eight eight four two
two five to five five to nine Investment advisory services
offer through Call Capital Management.
Speaker 5 (12:05):
It's time to switch on the integrator units and to
get the brain cells where.
Speaker 6 (12:09):
You're listening to Okay, Investor's Edge.
Speaker 2 (12:15):
The last bastion of quality programming.
Speaker 6 (12:18):
With Gary called Bomb.
Speaker 2 (12:19):
It doesn't get better than this. So why am I
telling you this? Because I'm my biggest critic. I make
myself the most accountable, and you make yourself more accountable
(12:43):
by telling. And don't get me wrong, we missed the
bear market, we missed the crash. We started buying right
when we told you. The market confirmed right after the
twenty second of April, so we're fine. But dang, this
(13:06):
will be the month because there's only been a month
of not missus but not playing more aggressively. And I
can give myself the excuse, Well, you worry about the
tariffs and this that doesn't matter. The market is very
(13:30):
good at factoring in everything at all. I can tell
you the XLI, which is the industrial index. Guess what
broke out on the twenty fifth. The materials broke out
a week later, though they've had some issues because it
(13:52):
depends on what stocks are in there. And I can
go through a laundry list of economic stocks that pretty
much did the same thing, and fortune again, we bought things.
We bought door dash that did fine. But man, oh man,
(14:13):
And what I do now with this is you go back,
you print out. I can print out the charts going
back to that day and study and remember it for
(14:34):
the next time. And how do I know there'll be
a next time? Because there always has been. And again,
don't get me wrong, we don't suck at this, but man,
we're so damn good at this that I cannot believe
I wasn't more aggressive just a month ago, just a
(15:00):
month ago. And the second part of this equation is
we saw the what I call this electric power system
thing of a bob that's that ge V and CEG
(15:22):
and VST and all those things. And do you know
what we bought e EV And do you know what
we sold with a small gain? And after we sold,
the dropped thirty bucks the same day, and I'm thinking
(15:44):
to myself, whow the next day it bounced? The next
day it got back to where we sold and it
was above moving averages, and I knew some things up.
But then we're getting within a ten trading days of earning,
(16:04):
So I'll wait, what does GeV do well? Right before earnings?
It drops uh forty points and I'm thinking, okay, cool,
Well on Wednesday five eighty five, the close was five
forty nine the day before on earnings six thirty three.
(16:34):
And what do I do with that? I make sure
that little doesn't happen again. And don't get me wrong,
this is not easy. You got wild swings, you got
wild moves. And by the way, if I was going
to change anything, GeV was biable all the way back
(16:54):
in May. It was showing strength May nineteenth. So we
are already doing a post mortem, not on what we've
done right. And let me be clear, we bought a
ton ton of the big indices starting with April twenty
(17:16):
second and adding as we went along. But dang, and
you know we do this going backwards. Pass bit, bull markets,
pass beer. But if there's anything about stock markets that
we know, we're constantly on the learn, constantly, constantly. But
(17:43):
the one thing we will never ever back away from
is never losing big and knowing when things are topping
that's how we were out of the Trump crash. We
were out, and the first three few weeks before the
(18:03):
two day big crash, it was all about uncertainty from
the taffs because he wouldn't keep quiet about it. So
the market was already yacking. So now they've learned and
that's the good news. And I'm pretty sure we'll have tariffs,
(18:25):
but exemptions up the rs and as we said to you,
ten to fifteen percent worked around, easy peasy. So that's
our little bit of man. We were just looking around
(18:45):
today and sing and just remember earnings. There's not much
you can do about it. I don't get in front
of him, but GeV, how about fix today up one
hundred and twenty five Bucks gets with their air into
ventilation and air conditioning for institutional commercial markets to talk
(19:06):
of maybe these data centers don't know in sympathy before
their earnings mcore Eme guess what they do construction for
commercial boom. There's another one by the way that kind
of I wouldn't have bought that one, even though it
kind of moved out of that flat area. Also, so
(19:27):
that group is mooey sizzling right now off of earnings
reports that I tend to not get in front of
because for every good earnings move, oh, I can give
you a crapload that I'm going to be looking over
(19:49):
on the weekend of earnings blow ups, and we've had
quite the few in some important names. IBM blew up,
Chipotle blew up. Southwest Airlines was acting well, blew up,
Otis Elevator blew up. SAP blew up, Texas Instruments blew up,
(20:10):
Canadian National blew up. How about these managed care stocks?
Holy crap? Huh. Tesla blew up, though they bounced it
today a little bit. You know, the analysts were out
defending the hell out of Tesla because they're getting there
or you know what's you know what? Did? I trust
them as far as I can throw them. And for
(20:32):
all you Tesla people, three hundred dollars looks like defense. Defense. Up. Next,
we'll give you the numbers for the day, the week,
and whatever else. This is the one only Investor's Edge.
Speaker 6 (21:11):
You're listening to. America is talking calling investors Edge.
Speaker 1 (21:16):
He's got the crowd is just on his feet.
Speaker 6 (21:19):
Here, said a boy with Gary called Bob.
Speaker 5 (21:23):
I'm highly recommended. You're gonna feel better if you talk
to him.
Speaker 2 (21:47):
I never would ever think that the commercial construction stocks
would ever but this whole talk of what may occur, well,
number one this good earnings. Other names are Stirling Infrastructure,
you ever hear of that, STRL Building Construction and Transportation Solutions.
(22:10):
That's another one that's been on the move, mass Tech
MTZ Construction. They report in about six days. What's the
other one I was looking at? How about No, that's
not a good one. Um, I think you get the point.
I don't have to do any others. TPC, one more Tutor,
(22:34):
Perini Building, Slash Heavy Construction. That's your day now next week.
Let me just report to you in case you don't know,
I have twelve pages of earnings. There's about fifty per page,
(22:55):
so that's about six hundred names in this page. Let's
see what I got for you, so you know what's
coming and why do I think the FED is next week? Also,
let's see you got Apple and Amazon Thursday after the close,
they're both in the Dow, and I believe they're probably
(23:18):
about fifteen percent of the Nasdaq one hundred and a
bunch of the S and P. You got Coinbase, which
has been and Fuego let's see, how about MasterCard and
visa visas in the Dow. Chevron in the Dow, Exxon
is no longer in the Doo crashed, Regeneron Pharmaceuticals, LPL Financial, KLA,
(23:43):
ten Core KKR. How about roadblocks? Oh, here's another one
that's been strong. Quanta Services building slash heavy construction. They
report next week, ad Co Biogen sketches, Ali Baba Facebook?
(24:07):
What day that after the close? Is that Tuesday or Wednesday?
After the closed Wednesday? Will be Facebook? Or Meta? Oh?
By the way, Meta and Microsoft same day after the
closed Wednesday, but also after the closed Wednesday. LAMB Research, Qualcom, Robinhood,
Western Digital, Ford, eBay, Carvana, Armholdings. How about Wednesday before
(24:35):
the open Wingstop? How about Old Dominion Freight, Harley Davidson, Garman,
Checkpoints Software, Hershey's you Manna. How about Tuesday after the close? Boeing, Visa, Terradine, Starbucks,
Seagay Technology, Land Star, the Truckers. How about Monday? You
(24:57):
ready for this? In the Dow United Health, Procter and Gamble, MRK,
also Corning, PayPal, Royal, Caribbean, Spotify, Booking Holdings, Cheesecake Factory.
I Love the Bang Bang chicken and shrimp by the way,
um so a crapload of earnings next week. And again
(25:17):
the jello was moving on the plate this week, like
I haven't seen imagine fix up one hundred and twenty
five dollars a heating and ventilation company. They must be
doing a lot of heating and ventilating ladies and gentlemen.
(25:41):
So that'll be next week. And what we do, just
so you know, we have separate parts of our screen
where we put all the big gappers up so we
can watch them. We had a few this week that
gapped up and reverse badly, So guess what, They go
off that screen pretty quickly, and we stay in touch
(26:01):
with the ones that continue to act pretty darn well,
and we'll do a little bit of Mannix and Barnaby
Jones and Cannon their private eyes on what these companies
are doing and why and all that crap. On the
day that that was up two to eight, Goldman again
up ten, Microsoft M Microsoft I thought was up seven
(26:25):
at one time, but only finished up two eighty. McDonald's
was up for McDonald's has been lagging pretty badly over
the last year versus other things. Caterpillar up four we
mentioned it. American Express holding the fifty day up four,
VISA up three and today nothing really down. AMJEN was
(26:48):
down a couple, SNP up twenty five, NASDAK only up fifty,
NASDAK one hundred only up fifty two. Transports though one
eighty three better action. The transports Union Pacific was crushed
yesterday on earnings, but bounced a little today. Let's see
rider symbol R reported earnings sales growth zero but a
(27:16):
new yearly high today. And I must have missed that
when I did my scan, so I'm writing that down
as I speak to you. I would have found it
later anyhow. So the transports a better tones to some
of the retail, not all, but better tone. And there's
(27:37):
a few names I'm actually watching for potential, something like
you have to hear Bootbarn Boot. You know what the
problem is? They report in for trading days. We'll keep
an eye on that. Earnings report had a couple of
urban outfitters acting pretty decent up here. We'll see if
it decides to break out the same area we've been
(28:00):
telling you to avoid, stay avoiding. Nothing's changing there. Yields
were down again today, which is good news. The dollar
was strong but came in a little bit at the
end of the day. Gold was weak today. We'll see
what next week brings. Advanced declines flat on the Nasdaq.
(28:24):
They were bad all day, but they came back better
at the end of the day. New York was about
twenty five up, sixteen down. China was weak, Japan pulled
back today. I just think the story right now and
we talked themes here this building slash construction area which
I screwed up. But good, that's some strength and by
(28:51):
the way, there's some numbers to back it too. We'll
see how it plays out. We'll keep reporting to you.
In ai Land then Video is down, but ARM, AMD,
broad Com, Taiwan Semi were up. Those four are pretty
much the head honcho, top dog, big cheeses of semis,
(29:12):
while so many other semiconductor stocks are separated from strength
out there. And I'm just looking to see anything else
I need to report that stood out. I just think
the big story, massive amount of earnings and the FED
next week. The President says he is not going to
fire J. Powell, as I have told you he's so
(29:34):
wrong on going down to one percent. I understand he
would want rates to come down. I think Powell can
do that, but maybe half a point. If you want
to complain about Powell, you complain about it. When I
was complaining about him printing the seven trillion zero percent
interest rates and sitting there while inflation was skyrocketing by
(29:55):
the way that he caused, he should have been fired back.
And all this Justice Department crap is a bunch of bs,
and it really pisses me off. I don't want any
administration doing that. Oh let's go after a refurbishment, try
to get them fired. That's horse crap. And I would
(30:17):
tell to their faces, do you know what the Republicans
would be doing if a Democrat president did that? Oh?
They did? Huh? And just remember I think Trump was
completely railroaded by the Democratic machine. I still remember the
ask clown in New York trying to say more a
(30:37):
Lago was only worth like twenty million. I think they said,
do you know, Mari Lago, I would guess is worth
a quarter billion dollars somewhere in there, based on property
around there. I would say probably at the worst one
hundred and fifty. That was such a railroad. And I
(31:01):
don't blame Trump for being pissed on that, and I
guess I can't blame him from retaliating some they were
destroying it. They were trying to destroy his life and
put him in jail. And by the way, if he'dnt
become president, I think they would have put him in
jail the clowns. So good news that he won on
(31:23):
that front, and good news that he won on the
fact that Kamala Harris would have been president and she
shouldn't be running a lemonade stand. And certainly Biden. And
to show you just how bad they were, the border
is locked up and it was done within a month.
(31:45):
That's how bad they were. They did it on purpose.
Those clowns up next we can review and whatever else.
This is the one only investor's.
Speaker 6 (31:55):
Edge you're listening to. What are you waiting for one
(32:19):
to ready go in? We can't recalled Bob.
Speaker 3 (32:39):
And welk once again to investor's edge.
Speaker 2 (32:47):
By the way, think about that Biden led in ten
million people. People died drowning and in the back of trucks.
In the media black that out. Though scumbags in the
media let in ten million flew them on planes in
(33:08):
the middle of the night to different cities around the country.
Had the mayors of these cities house these people using
taxpayer dollars admitted by biorcists. They didn't vet everybody, so
who the hell knows who came in? They told us
she was the borders are And then the media tries
(33:32):
to cover Mysa. They never said as the borders are
what they think, we're morons and we're not watching. There's jackasses.
And then six months before the election, when Biden sees
his poll numbers on immigration were lower than Root Canal,
(33:53):
Jocketch and hert bees, uh, what we better douce and
what did the he what does he do? The media
blamed it on the Republicans because Biden said it was
the Republican's fault, and all of a sudden the immigration mattered.
(34:16):
And during that time Biden said, well, we you know,
it has to be an Act of Congress. We gotta
have Congress. Well, we can't do it ourselves. You can't
do it ourselves. Trump handled it in a month, you know,
all he had to do was get people down there
(34:37):
and close it up. And now little kids are not
being farmed into the United States by a bunch of scumbags.
There No one's drowning anymore trying to get here. Nobody's
dying in the back of trucks anymore trying to get here.
(34:57):
And guess what, those people that want to come here,
now we'll have to come here legally, the way it
should be. That's how bad Biden and Kamala Harris was.
She should never ever ever run anything in government ever again,
(35:19):
just for that. Think about it. Look how easy it
was to fix the problem. Make it.
Speaker 7 (35:28):
Oh, it's confusing, And this is something that's been going
on for twenty years now. I disagree with Trump on
the deportations. There's got to be some humanity there, and
right now it seems like there isn't. They're throwing everything
against the wall and wanting it to stick. But I'm
(35:50):
reading stories of somebody that's been here for twenty five
years with a family, paying taxes, running businesses, doing good. Hell,
I'll give them a pathway. There's gotta be some humanity
in there, and hopefully I'm hearing there learning some lessons.
(36:18):
But the crooks get their asses out of here, the
ones that don't want to work, get their asses out
of here. The evil get their arses out of here.
But I'm hearing a few too many stories humanity, don't
(36:42):
you think. Yeah, I gets some people are gonna disagree.
That's what makes the world go around. Hey, that's my
immigration thing today. I had to bring that up because man,
it so pisses me off. I hear Kamala Harris wants
to run for something. Now, don't even give her a dogcature.
Tonight's SmackDown eight o'clock. They are going to be remembering
(37:06):
Hulk Cogan. I will be watching that, just letting you know.
I think it's what is on the USA. I believe
still SmackDown nearly.
Speaker 2 (37:14):
I think it's USA, and they're bringing in a bunch
of legends to celebrate.
Speaker 6 (37:22):
Yay.
Speaker 2 (37:26):
Market's acting fine. What have I said to you? The
big indices Eventually they will, but so far cause no trouble.
Since the confirmation day April twenty second, they've been writing
up not the fifty day moving average, but the twenty
one day, which means it's that much stronger. It's getting
(37:47):
close to unprecedented, which means we're getting close. That said,
I think there's a component. I think the market knows
that come next May, President Trump's going to be running
the FED through some proxy person and you know what
he wants to do. I think there's a component, but
(38:09):
I also think a component is the American people and
American business are kicking butt. That's my thought. Not everything,
but I think people are going to work, working hard,
wanting to do well for themselves and their families. Ignoring
Bernie Sanders, AOC in this Yutch trying to run from
mayor in New York City that wants to control their lives.
(38:32):
I think that's what's going on in the market right now.
If anything changes, we'll let you know. On the week,
I think we're up about one percent on about everything.
The big story this week is the earnings, and man
oh man, there's some wild swings going on in the
earnings front, both up and down. What it does it
(38:53):
takes away some stocks away that I have to look at,
but adds a few something like by the way service
now now opens in one thousand and fifty on earnings
close it nine to ninety six, it drops to nine
sixty eight, all the way down. Guess what that goes
on the other screen. GeV goes on the front, gaps up,
(39:20):
gets moving, follows up again. Today. That's how we keep
an eye on everything and during earning season, a couple
hours earlier, a couple of hours later, and double it
up on the weekend. I've already started scanning for the
weekend right before the show. I've already scanned up to
(39:43):
two and a half million of volume, and we'll do
the rest to the highest volume. And we already have
a decent feel of what things look like going into
next week. If there's anything to worry about, Mark, it
isn't worry just yet. Again, if that changes, will let
(40:04):
you know that said, you have a great weekend. Drive
carefully when you get home to like we do quite simple,
make sure you hug your family. Make sure you hug
your children. They will feel better, You will feel better,
I promise. Stay well, be well. Always appreciate you being here. Goodnight.
Speaker 1 (40:21):
All this has been Investor's Edge with Gary Cultbom on
Biz Talk. To listen to past episodes or to get
in contact with Gary, go to Garykay dot com. That's
garyka dot com.
Investor's Edge with Gary Cultbomb, straight talk about you and
your money now from the Viz Talk Studios. Here is
Gary Cultbomb.
Speaker 2 (00:12):
And well once again to Investor's Edge. I'm Gary kolbaumb
your host. Ay, thanks for being with us today. Glad
you here, ladies and gentlemen, happy that you are listening.
It is if I can get it right. July twenty fifth,
two thousand and twenty five. Hope you're having a good day.
Hope you are going to have a good weekend. I'm
(00:34):
going to be walking my dog a lot, me and
Winston my shadow. My wife's still up in the Northeast
watching the grandson. Anyway, In case you don't know, this
is serious talk about everything that affects you. The market's,
the economy, your job, your industry, scams and shams and
(00:59):
corruption and tags and debt and deficits, whatever's happening, whatever's
going on. We do it without any bias, agenda and
ulteriator motive. And you know how we know we do
it that way. We get it from both sides, Ladies
and gentlemen. When I compliment Trump, I get people email me.
How can you compliment Hitler when I put him down?
(01:23):
How can you put down Trump who's doing everything for
the country, and same with the Actually, most people don't
like Biden at this point in time. And if you
do not get this radio show in you city, we'll
post it at gary k dot com, wills post on
our x feet and they'll follow us on ext You
should if you'd like to email us, just be nice.
It also be on the podcast apps and the biz
(01:46):
Talk YouTube channel. I think it's bisto. I gotta check
that before I do it. So I am convinced after yesterday,
and I'm not going to but I should do a
pro wrestling podcast though you now have a twenty four
to seven channel, which by the way, is fantastic on
(02:08):
serious satellite. You know who I love the most, two
people bubb Beret Douglas Bubbaret, which is Bully Ray and
Mark Henry. Those two guys just know their business big time.
Not to shrug off anybody else. Anyway, I have to
tell you and we'll get in the markets in just
a couple of minutes. The response I received over my
(02:38):
talk about my life in professional wrestling. I wasn't a
professional wrestler, but how much I've been into it and
Hulk Cogan, Holy crap that I get a ton of
emails and reactions in response. Only two of you were jackasses.
Where oh he once said, you know, it's funny. You
(03:01):
lead a life you screw up once or twice, and
all of a sudden, that's your whole life. And don't
get me wrong, racism has to be shouted down. But man,
oh man, guy just passed away. And in case you
don't know, had did a ton of things for charity
(03:22):
and make a wish and all that, besides so many
other things. And I find it funny when I get
these emails from people whining. I just think it to
myself the other day that there's a ton of people
that want the Menendez brothers. This is how I think
out of jail. Murdered the parents, cold blooded. Oh but
(03:51):
they were abused. No, you know what the story was
they murdered them. Said it was the mob went on
a shot being spree for weeks, partying, and then they
got a good lawyer who came out and said they
(04:13):
were abused. And if they were abused by the father,
why did you murder the mother? But people still back that.
But no, Hull Kogan, bad guy anyway, you can tell
how important somebody's to an industry by the reactions. Holy crap,
big time. It was Ozzie like by the way in
(04:37):
the music field. Anyway. No, we're not going to do
a I don't have the time in the day to
do a wrestling podcast, though I would blow the roof
off without a doubt. And I will be at SummerSlam
next Saturday night taking my son Eric. I went to
(04:58):
when I go to last year Royal Rumble. Didn't go
to WrestleMania though. And that's it for your wrestling of
the day, ladies and gentlemen. As we go into the
end of July, in the midst of earnings and a
few things, I have to mention, I'm so depressed. I
(05:23):
pride myself on seeing things as they show up in
the market. You can't hide bull markets, you can't hide
bear markets. They all have their same markings. And recently
(05:50):
after the Trump crash, the markets have come back, but
you really can't tell. As the markets are repairing things,
you really can't tell what areas are really gonna motor.
(06:10):
But eventually you can. Also, there are moments in the
market that I recognized, and I only did two things
when I should have done fifty back in June. The
(06:38):
markets had repaired for a while, you got the crash.
You got back the crash within three four weeks because
President Trump crashed the market, and you knew we couldn't
crash it anymore. So we had to get rid of
the tariffs and in case you don't know, massive amount
of exemptions while he was fucking tough. And what happens
(07:03):
is you get to the point where you're repairing the market,
but you hit a lot of resistance. And what does
that mean. Well, let's say a stock went from one
hundred down to seventy five, sat around at seventy five
for a while, and then dropped to fifty over a
(07:27):
period of two or three months. So the last drop
is the crash. The market rallies back up. It's a stock.
Let's use a stock back up to seventy five. You
had a few weeks where you traded at seventy five,
and you know what happens to that stock? Right at
(07:47):
seventy five, It stops going up. Why does it stop
going up? Because those people that bought at a seventy
five that was another ledge are thanking the Lord. They're
back to even after watching their stock go from seventy
five down to fifty, so they sell that's working off resistance.
(08:11):
And I identified it so beautifully from May to June.
On June twenty fourth, June twenty third, excuse me, Caterpillar
(08:32):
broke above. Just remember for six weeks flat just flat area,
United Rentals, my two favorite stocks. United Rentals was on
the twenty fourth, broke above those, as we tell you
all the time, my two favorite economic stocks that usually
lead up or down. Instead we bought. We bought Goldman
(08:58):
and that worked out very well. We bought JP Morgan
was working out very well, but did not trade it well.
And of course we had the breakout in the semis
breakout in the technology. But that June twenty third and
(09:21):
twenty fourth flat area breakout, I identified it. I recognized it,
and I just did a couple of things when I
should have been throwing the freaking darts. And let me
just tell you a Caterpillar, the little pivot finished up
(09:42):
the day was the twenty third. The pivot was, if
I can get this right, about three sixty five, it's
four thirty four. Now. What stopped me a little bit
on it were earnings down twenty four, revenues down ten.
(10:05):
The earnings suck, but the market's looking forward. And then
United Rentals the next day, perfect little move, perfect seven
point thirty five. It's eight ninety as they reported crappy
(10:27):
earnings yesterday, and it was up sixty some odd bucks
up next. Why are we telling you this?
Speaker 3 (10:37):
This is the one knowing the Investor's Edge.
Speaker 4 (11:02):
Hi, I'm Gary Kolbaum hosted a nationally syndicated radio show,
Investor's Edge. We're not just handsome radio people. We manage
investors' money for a living, specializing in fee based discretionary
money management. No big commissions, just a fee on the
assets that's managed. We also provide a full range of
personalized services, including retirement planning, fixed income, and educational needs,
(11:25):
all to assist you in achieving your financial goals. Understanding
not all individuals have the same needs, will carefully evaluate
your personal goals to determine a proper investment strategy. If
your current approach to investing is not getting you to
where you would like to be, call us to make
an appointment for a complementary portfolio review. The number to
call is eight eight eight four two two five five
(11:47):
five nine. That's eight eight eight four two two five
to five five nine. That's eight eight eight four two
two five to five five to nine Investment advisory services
offer through Call Capital Management.
Speaker 5 (12:05):
It's time to switch on the integrator units and to
get the brain cells where.
Speaker 6 (12:09):
You're listening to Okay, Investor's Edge.
Speaker 2 (12:15):
The last bastion of quality programming.
Speaker 6 (12:18):
With Gary called Bomb.
Speaker 2 (12:19):
It doesn't get better than this. So why am I
telling you this? Because I'm my biggest critic. I make
myself the most accountable, and you make yourself more accountable
(12:43):
by telling. And don't get me wrong, we missed the
bear market, we missed the crash. We started buying right
when we told you. The market confirmed right after the
twenty second of April, so we're fine. But dang, this
(13:06):
will be the month because there's only been a month
of not missus but not playing more aggressively. And I
can give myself the excuse, Well, you worry about the
tariffs and this that doesn't matter. The market is very
(13:30):
good at factoring in everything at all. I can tell
you the XLI, which is the industrial index. Guess what
broke out on the twenty fifth. The materials broke out
a week later, though they've had some issues because it
(13:52):
depends on what stocks are in there. And I can
go through a laundry list of economic stocks that pretty
much did the same thing, and fortune again, we bought things.
We bought door dash that did fine. But man, oh man,
(14:13):
And what I do now with this is you go back,
you print out. I can print out the charts going
back to that day and study and remember it for
(14:34):
the next time. And how do I know there'll be
a next time? Because there always has been. And again,
don't get me wrong, we don't suck at this, but man,
we're so damn good at this that I cannot believe
I wasn't more aggressive just a month ago, just a
(15:00):
month ago. And the second part of this equation is
we saw the what I call this electric power system
thing of a bob that's that ge V and CEG
(15:22):
and VST and all those things. And do you know
what we bought e EV And do you know what
we sold with a small gain? And after we sold,
the dropped thirty bucks the same day, and I'm thinking
(15:44):
to myself, whow the next day it bounced? The next
day it got back to where we sold and it
was above moving averages, and I knew some things up.
But then we're getting within a ten trading days of earning,
(16:04):
So I'll wait, what does GeV do well? Right before earnings?
It drops uh forty points and I'm thinking, okay, cool,
Well on Wednesday five eighty five, the close was five
forty nine the day before on earnings six thirty three.
(16:34):
And what do I do with that? I make sure
that little doesn't happen again. And don't get me wrong,
this is not easy. You got wild swings, you got
wild moves. And by the way, if I was going
to change anything, GeV was biable all the way back
(16:54):
in May. It was showing strength May nineteenth. So we
are already doing a post mortem, not on what we've
done right. And let me be clear, we bought a
ton ton of the big indices starting with April twenty
(17:16):
second and adding as we went along. But dang, and
you know we do this going backwards. Pass bit, bull markets,
pass beer. But if there's anything about stock markets that
we know, we're constantly on the learn, constantly, constantly. But
(17:43):
the one thing we will never ever back away from
is never losing big and knowing when things are topping
that's how we were out of the Trump crash. We
were out, and the first three few weeks before the
(18:03):
two day big crash, it was all about uncertainty from
the taffs because he wouldn't keep quiet about it. So
the market was already yacking. So now they've learned and
that's the good news. And I'm pretty sure we'll have tariffs,
(18:25):
but exemptions up the rs and as we said to you,
ten to fifteen percent worked around, easy peasy. So that's
our little bit of man. We were just looking around
(18:45):
today and sing and just remember earnings. There's not much
you can do about it. I don't get in front
of him, but GeV, how about fix today up one
hundred and twenty five Bucks gets with their air into
ventilation and air conditioning for institutional commercial markets to talk
(19:06):
of maybe these data centers don't know in sympathy before
their earnings mcore Eme guess what they do construction for
commercial boom. There's another one by the way that kind
of I wouldn't have bought that one, even though it
kind of moved out of that flat area. Also, so
(19:27):
that group is mooey sizzling right now off of earnings
reports that I tend to not get in front of
because for every good earnings move, oh, I can give
you a crapload that I'm going to be looking over
(19:49):
on the weekend of earnings blow ups, and we've had
quite the few in some important names. IBM blew up,
Chipotle blew up. Southwest Airlines was acting well, blew up,
Otis Elevator blew up. SAP blew up, Texas Instruments blew up,
(20:10):
Canadian National blew up. How about these managed care stocks?
Holy crap? Huh. Tesla blew up, though they bounced it
today a little bit. You know, the analysts were out
defending the hell out of Tesla because they're getting there
or you know what's you know what? Did? I trust
them as far as I can throw them. And for
(20:32):
all you Tesla people, three hundred dollars looks like defense. Defense. Up. Next,
we'll give you the numbers for the day, the week,
and whatever else. This is the one only Investor's Edge.
Speaker 6 (21:11):
You're listening to. America is talking calling investors Edge.
Speaker 1 (21:16):
He's got the crowd is just on his feet.
Speaker 6 (21:19):
Here, said a boy with Gary called Bob.
Speaker 5 (21:23):
I'm highly recommended. You're gonna feel better if you talk
to him.
Speaker 2 (21:47):
I never would ever think that the commercial construction stocks
would ever but this whole talk of what may occur, well,
number one this good earnings. Other names are Stirling Infrastructure,
you ever hear of that, STRL Building Construction and Transportation Solutions.
(22:10):
That's another one that's been on the move, mass Tech
MTZ Construction. They report in about six days. What's the
other one I was looking at? How about No, that's
not a good one. Um, I think you get the point.
I don't have to do any others. TPC, one more Tutor,
(22:34):
Perini Building, Slash Heavy Construction. That's your day now next week.
Let me just report to you in case you don't know,
I have twelve pages of earnings. There's about fifty per page,
(22:55):
so that's about six hundred names in this page. Let's
see what I got for you, so you know what's
coming and why do I think the FED is next week? Also,
let's see you got Apple and Amazon Thursday after the close,
they're both in the Dow, and I believe they're probably
(23:18):
about fifteen percent of the Nasdaq one hundred and a
bunch of the S and P. You got Coinbase, which
has been and Fuego let's see, how about MasterCard and
visa visas in the Dow. Chevron in the Dow, Exxon
is no longer in the Doo crashed, Regeneron Pharmaceuticals, LPL Financial, KLA,
(23:43):
ten Core KKR. How about roadblocks? Oh, here's another one
that's been strong. Quanta Services building slash heavy construction. They
report next week, ad Co Biogen sketches, Ali Baba Facebook?
(24:07):
What day that after the close? Is that Tuesday or Wednesday?
After the closed Wednesday? Will be Facebook? Or Meta? Oh?
By the way, Meta and Microsoft same day after the
closed Wednesday, but also after the closed Wednesday. LAMB Research, Qualcom, Robinhood,
Western Digital, Ford, eBay, Carvana, Armholdings. How about Wednesday before
(24:35):
the open Wingstop? How about Old Dominion Freight, Harley Davidson, Garman,
Checkpoints Software, Hershey's you Manna. How about Tuesday after the close? Boeing, Visa, Terradine, Starbucks,
Seagay Technology, Land Star, the Truckers. How about Monday? You
(24:57):
ready for this? In the Dow United Health, Procter and Gamble, MRK,
also Corning, PayPal, Royal, Caribbean, Spotify, Booking Holdings, Cheesecake Factory.
I Love the Bang Bang chicken and shrimp by the way,
um so a crapload of earnings next week. And again
(25:17):
the jello was moving on the plate this week, like
I haven't seen imagine fix up one hundred and twenty
five dollars a heating and ventilation company. They must be
doing a lot of heating and ventilating ladies and gentlemen.
(25:41):
So that'll be next week. And what we do, just
so you know, we have separate parts of our screen
where we put all the big gappers up so we
can watch them. We had a few this week that
gapped up and reverse badly, So guess what, They go
off that screen pretty quickly, and we stay in touch
(26:01):
with the ones that continue to act pretty darn well,
and we'll do a little bit of Mannix and Barnaby
Jones and Cannon their private eyes on what these companies
are doing and why and all that crap. On the
day that that was up two to eight, Goldman again
up ten, Microsoft M Microsoft I thought was up seven
(26:25):
at one time, but only finished up two eighty. McDonald's
was up for McDonald's has been lagging pretty badly over
the last year versus other things. Caterpillar up four we
mentioned it. American Express holding the fifty day up four,
VISA up three and today nothing really down. AMJEN was
(26:48):
down a couple, SNP up twenty five, NASDAK only up fifty,
NASDAK one hundred only up fifty two. Transports though one
eighty three better action. The transports Union Pacific was crushed
yesterday on earnings, but bounced a little today. Let's see
rider symbol R reported earnings sales growth zero but a
(27:16):
new yearly high today. And I must have missed that
when I did my scan, so I'm writing that down
as I speak to you. I would have found it
later anyhow. So the transports a better tones to some
of the retail, not all, but better tone. And there's
(27:37):
a few names I'm actually watching for potential, something like
you have to hear Bootbarn Boot. You know what the
problem is? They report in for trading days. We'll keep
an eye on that. Earnings report had a couple of
urban outfitters acting pretty decent up here. We'll see if
it decides to break out the same area we've been
(28:00):
telling you to avoid, stay avoiding. Nothing's changing there. Yields
were down again today, which is good news. The dollar
was strong but came in a little bit at the
end of the day. Gold was weak today. We'll see
what next week brings. Advanced declines flat on the Nasdaq.
(28:24):
They were bad all day, but they came back better
at the end of the day. New York was about
twenty five up, sixteen down. China was weak, Japan pulled
back today. I just think the story right now and
we talked themes here this building slash construction area which
I screwed up. But good, that's some strength and by
(28:51):
the way, there's some numbers to back it too. We'll
see how it plays out. We'll keep reporting to you.
In ai Land then Video is down, but ARM, AMD,
broad Com, Taiwan Semi were up. Those four are pretty
much the head honcho, top dog, big cheeses of semis,
(29:12):
while so many other semiconductor stocks are separated from strength
out there. And I'm just looking to see anything else
I need to report that stood out. I just think
the big story, massive amount of earnings and the FED
next week. The President says he is not going to
fire J. Powell, as I have told you he's so
(29:34):
wrong on going down to one percent. I understand he
would want rates to come down. I think Powell can
do that, but maybe half a point. If you want
to complain about Powell, you complain about it. When I
was complaining about him printing the seven trillion zero percent
interest rates and sitting there while inflation was skyrocketing by
(29:55):
the way that he caused, he should have been fired back.
And all this Justice Department crap is a bunch of bs,
and it really pisses me off. I don't want any
administration doing that. Oh let's go after a refurbishment, try
to get them fired. That's horse crap. And I would
(30:17):
tell to their faces, do you know what the Republicans
would be doing if a Democrat president did that? Oh?
They did? Huh? And just remember I think Trump was
completely railroaded by the Democratic machine. I still remember the
ask clown in New York trying to say more a
(30:37):
Lago was only worth like twenty million. I think they said,
do you know, Mari Lago, I would guess is worth
a quarter billion dollars somewhere in there, based on property
around there. I would say probably at the worst one
hundred and fifty. That was such a railroad. And I
(31:01):
don't blame Trump for being pissed on that, and I
guess I can't blame him from retaliating some they were
destroying it. They were trying to destroy his life and
put him in jail. And by the way, if he'dnt
become president, I think they would have put him in
jail the clowns. So good news that he won on
(31:23):
that front, and good news that he won on the
fact that Kamala Harris would have been president and she
shouldn't be running a lemonade stand. And certainly Biden. And
to show you just how bad they were, the border
is locked up and it was done within a month.
(31:45):
That's how bad they were. They did it on purpose.
Those clowns up next we can review and whatever else.
This is the one only investor's.
Speaker 6 (31:55):
Edge you're listening to. What are you waiting for one
(32:19):
to ready go in? We can't recalled Bob.
Speaker 3 (32:39):
And welk once again to investor's edge.
Speaker 2 (32:47):
By the way, think about that Biden led in ten
million people. People died drowning and in the back of trucks.
In the media black that out. Though scumbags in the
media let in ten million flew them on planes in
(33:08):
the middle of the night to different cities around the country.
Had the mayors of these cities house these people using
taxpayer dollars admitted by biorcists. They didn't vet everybody, so
who the hell knows who came in? They told us
she was the borders are And then the media tries
(33:32):
to cover Mysa. They never said as the borders are
what they think, we're morons and we're not watching. There's jackasses.
And then six months before the election, when Biden sees
his poll numbers on immigration were lower than Root Canal,
(33:53):
Jocketch and hert bees, uh, what we better douce and
what did the he what does he do? The media
blamed it on the Republicans because Biden said it was
the Republican's fault, and all of a sudden the immigration mattered.
(34:16):
And during that time Biden said, well, we you know,
it has to be an Act of Congress. We gotta
have Congress. Well, we can't do it ourselves. You can't
do it ourselves. Trump handled it in a month, you know,
all he had to do was get people down there
(34:37):
and close it up. And now little kids are not
being farmed into the United States by a bunch of scumbags.
There No one's drowning anymore trying to get here. Nobody's
dying in the back of trucks anymore trying to get here.
(34:57):
And guess what, those people that want to come here,
now we'll have to come here legally, the way it
should be. That's how bad Biden and Kamala Harris was.
She should never ever ever run anything in government ever again,
(35:19):
just for that. Think about it. Look how easy it
was to fix the problem. Make it.
Speaker 7 (35:28):
Oh, it's confusing, And this is something that's been going
on for twenty years now. I disagree with Trump on
the deportations. There's got to be some humanity there, and
right now it seems like there isn't. They're throwing everything
against the wall and wanting it to stick. But I'm
(35:50):
reading stories of somebody that's been here for twenty five
years with a family, paying taxes, running businesses, doing good. Hell,
I'll give them a pathway. There's gotta be some humanity
in there, and hopefully I'm hearing there learning some lessons.
(36:18):
But the crooks get their asses out of here, the
ones that don't want to work, get their asses out
of here. The evil get their arses out of here.
But I'm hearing a few too many stories humanity, don't
(36:42):
you think. Yeah, I gets some people are gonna disagree.
That's what makes the world go around. Hey, that's my
immigration thing today. I had to bring that up because man,
it so pisses me off. I hear Kamala Harris wants
to run for something. Now, don't even give her a dogcature.
Tonight's SmackDown eight o'clock. They are going to be remembering
(37:06):
Hulk Cogan. I will be watching that, just letting you know.
I think it's what is on the USA. I believe
still SmackDown nearly.
Speaker 2 (37:14):
I think it's USA, and they're bringing in a bunch
of legends to celebrate.
Speaker 6 (37:22):
Yay.
Speaker 2 (37:26):
Market's acting fine. What have I said to you? The
big indices Eventually they will, but so far cause no trouble.
Since the confirmation day April twenty second, they've been writing
up not the fifty day moving average, but the twenty
one day, which means it's that much stronger. It's getting
(37:47):
close to unprecedented, which means we're getting close. That said,
I think there's a component. I think the market knows
that come next May, President Trump's going to be running
the FED through some proxy person and you know what
he wants to do. I think there's a component, but
(38:09):
I also think a component is the American people and
American business are kicking butt. That's my thought. Not everything,
but I think people are going to work, working hard,
wanting to do well for themselves and their families. Ignoring
Bernie Sanders, AOC in this Yutch trying to run from
mayor in New York City that wants to control their lives.
(38:32):
I think that's what's going on in the market right now.
If anything changes, we'll let you know. On the week,
I think we're up about one percent on about everything.
The big story this week is the earnings, and man
oh man, there's some wild swings going on in the
earnings front, both up and down. What it does it
(38:53):
takes away some stocks away that I have to look at,
but adds a few something like by the way service
now now opens in one thousand and fifty on earnings
close it nine to ninety six, it drops to nine
sixty eight, all the way down. Guess what that goes
on the other screen. GeV goes on the front, gaps up,
(39:20):
gets moving, follows up again. Today. That's how we keep
an eye on everything and during earning season, a couple
hours earlier, a couple of hours later, and double it
up on the weekend. I've already started scanning for the
weekend right before the show. I've already scanned up to
(39:43):
two and a half million of volume, and we'll do
the rest to the highest volume. And we already have
a decent feel of what things look like going into
next week. If there's anything to worry about, Mark, it
isn't worry just yet. Again, if that changes, will let
(40:04):
you know that said, you have a great weekend. Drive
carefully when you get home to like we do quite simple,
make sure you hug your family. Make sure you hug
your children. They will feel better, You will feel better,
I promise. Stay well, be well. Always appreciate you being here. Goodnight.
Speaker 1 (40:21):
All this has been Investor's Edge with Gary Cultbom on
Biz Talk. To listen to past episodes or to get
in contact with Gary, go to Garykay dot com. That's
garyka dot com.
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