A Compilation of The Spill Newsletters

I find the analysis of US stocks and ETFs by The Spill newsletter excellent. I am compiling those I find particularly interesting. They are organized alphabetically according to the Stocks and ETFs.

Stocks

Adidas

The Real Winner of the World Cup

Apple (AAPL)

Add AAPL to your portfolio, just not now.

Cleveland-Cliffs (CLF) 

Revenues up Triple Digits in the Past 3 Years

Coupang (CPNG)

Stealing a Page from Amazon’s Playbook

Franco-Nevada (FNV)

A Better Way to Play Gold

Huntington Bancshares (HBAN)

3 Fantastic Regional Banks

M&T Bank (MTB)

3 Fantastic Regional Banks

MacDonald’s (MCD)

Safety and growth rolled into one.

Merck

Last Year’s Top Performer Looks to Repeat.

Meta Platforms

• In Zuck We Trust.
• Has the Meta Ship Sailed?

Microsoft (MSFT)

Google may not be King much longer.

Taiwan Semiconductor Manufacturing (TSM)

A 10/10 Buffett Gem.

Tesla (TSLA)

Buy Tesla Now, Even After the Rebound.

Transocean

A non-garbage penny stock.

Truist Financial (TFC)

3 Fantastic Regional Banks.

VICI Properties (Reit)

A Different Real Estate Angle.

ETFs

iShares Core U.S. Aggregate Bond ETF (AGG)

Load Up Now on This ETF.

JPMorgan Equity Premium Income ETF (JEPI)

Rated 9/10 by The Spill on 13 Jan 2023. Read the full analysis: An ETF with a One-Two Punch.

Conclusion: It offers investors a chance at capital appreciation while generating monthly income. It outperformed the S&P 500 and Dow Jones Industrial Average over the last 12 months when dividends are factored in. While it’s a relatively new ETF, launched in 2020, it has an experienced team behind it. We like JEPI in this market environment and believe investors should consider adding it to their portfolios.

SPDR S&P 500 ETF (SPY)

🧐 SPY-ing on Some Funds.

SPDR S&P Homebuilders ETF (XHB)

With Home Sales Down, Is It Time to Buy This Homebuilder ETF?