Source Post

The Stock Market Is On THIN ICE - My Investing Plan

Jun 23, 2026

The creator expresses uncertainty about the current market, noting both positive signs like AI innovation and strong IPOs, alongside concerns like rising inflation, potential rate hikes, and low consumer sentiment. They highlight how different investors react to market conditions and discuss the resilience of long-standing dividend-paying companies like Procter & Gamble, Coca-Cola, and Caterpillar as a strategy to navigate market volatility.

Linked Mentions

Tickers discussed in this post

WPCNeutralLow ConvictionResearch Only

W.P. Carey is mentioned as a stable staple in the creator's portfolio, showing decent year-to-date and past-year performance.

VBullishMedium ConvictionSignal-backedPrimary

The creator is happy to add more Visa shares, citing its dominant global payment network and straightforward investment thesis, despite potential future competition.

ROLBullishHigh ConvictionSignal-backedPrimary

The creator is actively dollar-cost averaging into Rollins (ROL) at current prices under $45, viewing it as the best price in a long time and a prime opportunity to build a larger position.

CATNeutralHigh ConvictionSignal-backedPrimary

Caterpillar is presented as a company that has dominated the market this year and has a long history of consistent dividend payments.

KONeutralHigh ConvictionSignal-backedPrimary

Coca-Cola is highlighted as a long-standing company with a history of consistent dividend payments, demonstrating resilience.

PGNeutralHigh ConvictionSignal-backedPrimary

Procter & Gamble is presented as a resilient dividend-paying business that has survived historical crises and consistently paid dividends for over a century.

SPCENeutralLow ConvictionResearch Only

SpaceX is highlighted as a highly anticipated IPO with a strong start, and is also a stock some investors are piling into.

RKLBNeutralLow ConvictionResearch Only

Rocket Lab is mentioned as a stock that some investors are piling into, expecting continued momentum.

INTCNeutralLow ConvictionResearch Only

Intel is mentioned as a stock that some investors are piling into, expecting continued momentum.

MUNeutralLow ConvictionResearch Only

Micron is noted as a stock that some investors are piling into, expecting continued momentum.

Linked Signals

Tracked calls opened from this post

ROL
buy opened Jun 23, 2026
-13.62%