How to FIRE up Your Post Presidential Election Investment Strategy: 15 Stocks You Should Buy For the Next Bull Run 2020+

After a long Count Every vote battle, investors are banking big with these stocks going into 2021.

If November 4^th and November 5^th is any indication, we are going Green for Green-energy, Marijuana and Healthcare. My take is that traditional investors are ready for a bit more normalcy in the market. Although the Nation seems to be on a dead even split, the market loves it because of political gridlock. A return to form is a good thing for staple businesses.

While the president is familiar and blue like Papa Smurf, the congress is deep red. I suspect that even the Republican Party is ready and willing to veer from Trumpism for the next two years.

So what does it mean for you?

Investing is Your First Wealth Vote

We are likely going into a post-holiday lockdown but fear not. You should not worry too much about Thanksgiving nor Christmas; however, January 3^rd through January 31^st is not safe.

Pzifer jumped out the gap with a vaccine with 90% effectiveness. Moderna jumped ahead of the curve on November 16, 2020 with 94.7% effectiveness. Then Pzifer said they have 94%. It is a battle to the top and it is just a matter of time.

Anticipate a rapid distribution and a soft return to normal for fall 2021. Yep you read that correctly. We are not due for the reset until fall 2021.

Beyond that, stimulus talks will restart as of February 2021, generating the boost we need into summer. S&P 500 has edged higher after Biden’s tentative victory as we finally move forward from tweets to boring conversation.

We are back to normal indeed and back on schedule.

The Big Picture: Who is actually winning in the Long Game?

Investors will be the one racking in the big bucks. Recently Goldman Sachs favored the S&P to boost from 3,551 pts as of November 15, 2020 to close out the year at 3,700 pts. Additionally, Goldman Sachs and other experts forecasted the S&P to close out 2021 big with 4,300 pts (for a total increase of 20.42%).

Here’s what investing experts and strategists are watching:

China Trade and the International Market

Biden is pushing to fall back into Allied territory while improving trade relations with China. China, spared from the ravages of COVID, will likely carry global economic production until 2021. This is way before the rest of us show back up to play for 2022.

Domestic manufacturers and consumer discretionary stand to benefit from the coiled savings over the 2020 holiday season. For some reason, the market appears bearish on tech companies as the vaccine nears. However, let us be real, tech is not a sector anymore. It is part of doing business.

Key stocks as of 11.25.20:

	Ticker Symbol	P/E Ratio	1-Yr Average	5-Yr Average	Dividend Yield (if Any)
JPMorgan Chase & Co.	JPM	16.06	-11.82%	35.71%	2.92%
Goldman Sachs Group Inc.	GSBD	59.27	-13.86%	-26.87%	9.93%
Exxon Mobil Corp.	XOM	40.81	-46.98%	-47.69%	8.29%
Chevron Corp.	CVX	-15.49	-27.77%	-12.44%	5.29%
Alibaba Group Holding Ltd.	BABA	39.89	46.46%	165.89%	—

Bringing Back Good Ol’ American Values

Dividend Staples

Auto lenders would probably face “increased scrutiny and more regulation,” under Biden, according to Cowen’s Seiberg, while big banks’ ability to acquire other firms may be restricted. Big bank capital requirements might limit dividends with $JPM banned on doing stock buybacks.

Big tech carried 2020 which Small Cap companies are undervalued by 20%. It might be a good time to recalibrate future purchase to catch stocks that are depressed before the vaccine jump.

Key stocks as of 11.25.20:

	Ticker Symbol	P/E Ratio	1-Yr Average	5-Yr Average	Dividend Yield (if Any)
AT&T	T	19.14	-24.68%	-18.07%	7.12%
McDonalds	MCD	33.28	11.30%	89.64%	2.28%
Starbucks	SBUX	125.29	17.87%	36.07%	1.67%
Vanguard S&P 500 ETF	VOO	—	14.55%	44.43%	1.60%

Health and Vaccines

There are two players here. The vaccine producers and the long-term distributors.

Federal government officials said the first 6.4 million doses of Pfizer’s COVID-19 vaccine could be distributed to U.S. communities as early as December within 24 hours of approval from the Food and Drug Administration.

AstraZeneca overstated a cheap, easy-to-make coronavirus vaccine that is 90 percent effective but walked it back. Since unveiling the preliminary results, AstraZeneca has acknowledged a key mistake in the vaccine dosage to participants so we cannot trust them.

Beyond that, think about who is responsible for the distribution. Jim Cramer recommends five stock plays for the vaccine distribution pipeline:

Key stocks as of 11.25.20:

	Ticker Symbol	P/E Ratio	1-Yr Average	5-Yr Average	Dividend Yield (if Any)
United Parcel Service, Inc.	UPS	32.63	37.01%	8.68%	2.31%
FedEx Corp.	FDX	42.78	81.94%	-22.92%	0.89%
Carrier Global Corp.	CARR	—	221.17%	81.83%	0.41%
McKesson Corp.	MCK	13.57	11.57%	-36.08%	0.92%
CVS Health Corp.	CVS	11.25	-11.41%	-40.66%	2.92%
Walgreens Boots Alliance, Inc.	WBA	77.54	-38.09%	-52.73%	4.78%
Amazon	AMZN	89.59	78.67%	513.11%	—

Favorable Housing and Locality Expansions

A Democratic sweep placed “favorable housing” at the forefront of Stimulus changes. A new cabinet would look to increase leasing opportunities and lower cost of ownership for Black and Brown households.

Key stocks as of 11.25.20:

	Ticker Symbol	P/E Ratio	1-Yr Average	5-Yr Average	Dividend Yield (if Any)
D.R.Horton Inc.	DHI	11.43	39.12%	95.91%	0.94%
O Realty Income	O	51.27	-21.06%	31.81%	4.50%
Simon Properties	SPG	18.77	-44.63%	62.85%	7.66%
Main Street Capital	MAIN	-57.59	-25.83%	2.66%	7.65%

Still About the Benjamins

Apps and Financials

Quicker access to cash for small businesses place more emphasis for companies like Square and Ally Banking. We are not quite up to speed with the digital divide but a cardless society is right around the corner, especially in big cities. Banks who scaled back during the pandemic will be poised to open the vault for loans.

Key stocks as of 11.25.20:

	Ticker Symbol	P/E Ratio	1-Yr Average	5-Yr Average	Dividend Yield (if Any)
Ally Financial Inc.	ALLY	15.13	-5.60%	-22.35%	2.38%
Prudential Financial Inc.	PRU	-252.29	-19.14%	-34.73%	5.39%
Facebook	FB	31.24	36.26%	166.29%	—
Square, Inc.	SQ	281.22	190.67%	1020.89%	—

Green Tech Stocks

Green & New

Wind turbines, Hydro electric, Solar panel makers, electric vehicle makers and other clean-energy companies have gained momentum but will likely struggle during a re-evaluation period post vaccine. Keep in mind, that the entire market is overvalued by common metrics. At this rate, we need a new mean revision.

I have to admit, they (Green Energy) are on fire. Get a few stocks before you miss the wealth train.

TNFG 11.25.2020

Key stocks as of 11.25.20:

	Ticker Symbol	P/E Ratio	1-Yr Average	5-Yr Average	Dividend Yield (if Any)
Tesla, inc.	TSLA	980.89	589.92%	258.97%	—
Nio, inc. (China)	NIO	-56.91	2387.37%	3.94%	—
Amazon	AMZN	89.59	78.67%	513.11%	—
Walmart	WMT	21.72	25.35%	65.77%	1.42%
First Trust NASDAQ Clean Edge Green Energy Index Fund	QCLN (ETF)	N/A	164.46%	45.54%	0.27%

Summary

At this point, if it is not clear just yet. You might want to invest for 2021 into 2022. Savings at 1% are not going to cut the mustard.

I was supposed to publish this article on November 6, 2020. I had to revise all the numbers since the market moving quickly. Up about 10% across the board with another 10% to go in December before the close out.

It’s important to invest in your self at this stage. Vote with your dollars for your future. It helps.

As always, do your research and invest with your own risk profile in mind. Here is a Biden/Harris Build:

Bonus: Here’s what my household is working toward?

Closing out the year stronger.

1. Working on investing an additional $1,000 to hit the total of $14,000 in M1 Finance Brokerage focused on Dividend Income that generates at least $1,000 in passive Income for starters in 2021. Check out the portfolio in real time. If you like the platform and want to start investing, I have the $10 for $10 referral if you need it – https://m1.finance/SYdqDJ2SyADC.
2. Boosting back the EF savings with an additional $2,000. Keep tabs on your savings, cash flow, net worth, investments, retirement and more for absolutely FREE with Personal Capital! Sign up with my link & get $20 Amazon gift card. *Terms apply. https://pcap.rocks/lawrencegonz
3. Getting back to shape – HIIT Mornings. Running, and biking just pushing out effort. I say it all the time but it’s still good. We did start HIIT workouts off of YouTube.
4. Fixing our homes ­– December. Fixing the leak damages in our primary home and updating bathrooms in the rental. It’s going to suck but at least you get to see the before and after. The goal is to get back to fully operational by January 2021.

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