Rockydennis Presents

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Rocky’s Weekly Stock Picks

Stout Theirish

This week we saw our positions close on the upswing, which is a plus. CEQP completed merging into ET, which increased our ET share count significantly. Weekly options, just saying. 12% dividend, just saying. (Technically a non-dividend distribution, but we won’t have to worry about that until tax time).

This week we’re just keeping it Based, as we continue our week-long office-wide binge of Fleccas Talks (ranked the best new podcast of all time!). We have to wonder if there is a Rob Smith ETF, or some way to get exposure to ceviche.

  1. ACVF - $33.48/share, 0.80% annualized return. The most based security of all, the American Conservative Values ETF doesn’t mess around; it preserves capital and provides steady growth.


  2. PSQH - $6.57/share., options trade monthly. Public Square IPO’d over the summer, and like all IPOs the price went from way too high to depressingly low. We got in around $10, and now it appears that PSQH found its bottom and is working its way back up.

    This is the company that has the app which is basically a searchable database of businesses that share your conservative values. If you want to get a haircut without having to see pedo flags and blue-haired freaks, you’ll want this app.


  3. RUM - $5/share. Options trade weekly. Rumble continues to increase revenue while expanding its services. Mainstream competitor YouTube continues pushing creators to this platform. We’re definitely adding to our shares while the price stays in the single digits.


  4. KSA - $39.22/share, 2.27% yield, this iShares ETF is one of the only ways to get exposure to Aramco as an amateur American investor. (Aramco is Saudi Arabia’s largest oil company. Enough said.)


  5. RLJ - $10.35/share, 4.04% yield. This hotel-oriented REIT is apparently black-owned (just like Rockydennis Presents!).

    They’ve got a pretty large portfolio, which includes Courtyard by Marriott properties. We like Courtyard.

    Now seems like a great time to get in at a discount. A boom economy with many frequent flyers is not a great time to start buying hotel exposure…that’s when you sit back and count the income.