How I Beat the Market & What I'm Buying Now

I've beaten the market using these signals. I trippled my money on SoFi because I bought when the business was inflecting and the CEO was buying. He's buying again now...worth investigating. I bought Citi years ago when the balance sheet was improving and revenue re-accelerating; it's up 196% since.

People keep asking what I'm buying now. On a rolling basis, I'll let you know the 3 stocks I'm accumulating, but please, this is opinion not advice. Don't follow me blindly, do your own research.

My 3 Current Buys

I've been focused on finding health care stocks, given that the macro is murky and the sector is out of favor (read: undervalued). The three I like have new CEOs that are cleaning up the balance sheet and shedding unprofitable business lines. For Baxter and Dentsply Sirona, the signals that pushed me over the top recently were dividend cuts that "call the bottom" in my view. For Sanara MedTech, the signal was inflection, moving from negative to positive cash flow. I also spoke with the new management team and they are determined to refinance under better terms, the exact right move.