Transcript

5 Stocks to Buy NOW | January 2026

From Financial Education · Episode page · Watch on YouTube

· 47 min · 9,911 words · 66 timestamped sections

This is the full, timestamped transcript of "5 Stocks to Buy NOW | January 2026", an episode of Financial Education published December 31, 2025 (47 min, about 9,911 words). It mentions 13 people, works and ideas, including Elliot Hill, AMD, ELF, Caitlin Clark, Celsius Holdings.

What is discussed, and when

  1. – 10:00: Caitlin Clark
  2. – 15:00: Elliot Hill
  3. – 20:00: Celsius Holdings
  4. – 40:00: E.L.F. Beauty, Notorium

Notable quotes from "5 Stocks to Buy NOW | January 2026"

  • Legendary ads that they have continuously over the years. You look at somebody like Caitlyn Clark. This is a I would say the most famous known person in the WNBA space, right?…
    about Caitlin Clark · at
  • Generational discount on Nike. Now you might want to say, okay, but are we sure Elliot Hill, the new CEO, is turning around the business? What are we seeing with the numbers?…
    about Elliot Hill · at
  • It's been something they've had to deal with since the 80s. number two of these five stocks up is Celsius Holdings. C E LH is a ticker symbol on this one. This is an energy…
    about Celsius Holdings · at
  • That. Number four of these five stocks is E.L.F. Beauty. It's a cosmetics company.
    about E.L.F. Beauty · at

Who and what is mentioned in this episode?

People

Companies & orgs

Products & tech

  • ELF — Product · 3 mentions
  • Notorium — Product · 1 mention · first at
    Of other brands and two brands are worth noting in my opinion. One is this brand called Notorium that they picked up a couple years ago. Very successful in the skincare space…
  • Venmo — Product · 1 mention

Full transcript with timestamps

2025 is nothing but a thing of the past. It's just dust. Goodbye, my love. 2025. It was a pretty good year for us. It was a successful year. I would say 2025 was 2023, 2024, those were banger years for the public account. This year was a successful year, but I wouldn't call it a banger year, but it was good. We started the year right around $3 million, just under $3 million of public count. Ended the year right over 3.7 million. So, definitely a successful year. Congratulations to everybody that had some success out there. You should have been at least in line with the market or hopefully performing better than the market uh over the past year and over the last several years. Meta kind of let me down in regards to that stock price this year. Definitely held back the public count. That stock was only up around 11% roughly this year. And so definitely held us back because that's such a significant position in the portfolio

overall. But I do have faith in Meta long term. It's not a stock we're going to speak about here today, but definitely have faith in that one long term. Five stocks I'm buying January 2026 edition. Welcome in ladies and gentlemen. This is going to be a very exciting video here today. Hope you really enjoy it. I have some absolute banger stocks to share with you in this one here today. Some incredible opportunities, not only for 2026, but in future years as well. Whenever I do one of these videos, it's not just important about what stocks I'm speaking of, but also the businesses. I'm This is like a little master class in business. We're going to go through here today. I've been playing this game for 17 years now at this point in time, investing my own money. I've been fortunate to now build up to an 8 figure plus net worth. And I'm going to take you through exactly how I analyze these businesses here

today in this video. One thing and one thing only, I need from you. If you could just smash that little thumbs up icon and to everybody that's been smashing all year for me in 2025, I appreciate each and every one of you. And if you haven't joined us yet in the smash gang, let's go ahead and do it in 2026. All I need you to do is hit that little thumbs up icon. It's all I need. Okay? If you want to be subscribed here to the channel, you can certainly subscribe to see more of my videos. We are now up to we're going to end the year at 99,000 subscribers. We'll see what happens in 2026. Hopefully, we get to a million in 2026, but if not, and that's fine with me. You know, I'm just happy anybody watches my videos. I appreciate you for being here. Okay. If you want access to all my best course curriculums, access to my private Discord chat, thousandx.com, access to see the moves I'm making each

and every week, exclusive exclusive weekly videos, all that good stuff. There'll be a pinned comment down there. Fill out a form to see if you can join us in the private group. It is closed to new members right now, but we're basically just adding to the wait list. We're going to open it at some point in time in 2026. So, if you want to get added to the wait list, get to the front of line. Once I reopen that group back up to new members, it's going to be a flood of new applications coming in. So, if you want to be at the front of the line, now is the time to do it. That will be the pinned comment down there.

We already have 100 plus on the wait list, but that's nothing compared to what we'll have once it completely reopens to new members. Okay. All righty, guys. So, let's get rolling here. Number one of these five stocks is Nike. Ticker symbol on this one is N K. Nike. So, first I need to explain what makes Nike's business model so successful. decade after decade, generation after generation, over and over again so we can understand this. Then we'll get into the stock of Nike. Okay. So, Nike is a company that really sp focuses on sports specific. They do it better than anybody. And if you've ever played sports on a high level, you know, Nike is the dominant brand. It doesn't matter what sport you play. It doesn't matter if you play American football, track, it doesn't matter if you play basketball, soccer, doesn't really matter what you end up playing.

like Nike ends up being the big time brand in that sport overall and they've built a successful business. And so for me, somebody like me, I always had Nike football cleat, Nike track spikes when I ran in college. Um, and still to this day, as a 36-year-old man, I still wear Nike uh continuously and it's my go-to running shoe, you know, just wearing a round shoe, workout shoe in general. Uh, love the brand. And what do I buy my kids when my kids need to go play sports? I buy them nothing but Nike at the end of the day. So Nike has done a phenomenal job of bringing people into the ecosystem and then those people end up being very exclusive with Nike. Some people are kind of like they don't buy Nike at all, right? That's their decision. Some people are like buy some Nike products but they're not exclusive to the brand. And then you have other customers like myself that are like literally exclusive like I'm not going

to play any sport or I'm I never buy any other shoes other than Nike essentially. Like you're not going to see me wearing Adidas or Under Armour or I don't know. I guess Lululemon makes shoes now. like no, you're not going to see that. Okay. And so Nike's built a very successful business. And how have they done this? They've done it through really two ways over the last several generations. One is through innovation of their products and the other is through athletes and basically buying sponsorships of athletes of uh we can call it sports leagues, things like that, and always being known for successful in and being around successful athletes and success in general, right? And so what Nike has done amazing over the years is now they've gotten to a point where they're not just basically sponsoring athletes, but they're sponsoring leagues. So you look at an athlete that's very exciting in the NBA space. If you watch NBA

basketball, you'll know this gentleman I have in front of you right now. If you don't watch basketball, you might not know of him yet, right? His name's Cooper Flag. One of the most exciting prospects to enter the NBA uh in in quite a long time, right? And he did not sign with Nike yet. Every time that man goes out there and plays basketball and scores a billion points and does all these amazing things, he's got Nike logos all over him. So, it kind of leads you to think like, oh, that might be a Nike athlete, right? Steph Curry, amazing basketball legend. And yet, every time he goes out there and plays basketball, you think he's signed to Nike or signed a Jordan, right? But actually, Steph Curry has been signed this whole time to Under Arour, which was a huge mistake in Steph Curry's career. He signed with with Under Armour rather than signing with Nike. Huge mistake in the end uh for him overall.

He would have made way more money, had way more success and way more fame and notoriety and you know even a more legendary figure if he had just signed with Nike. But he decided to go with Under Armour. Took a risk. It was a huge mistake in the end and now those two have ended up breaking up um over the years, right? And more and more athletes are starting to figure out, they've tried to, you know, a lot of these athletes are trying to sign with other brands over the past, I would say, decade, like Under Armour, New Balance, things like that. And what they're finding, because you got to understand why it's important that if you're a best athlete, you end up signing with Nike.

Even if Nike offers you a little less money, it actually ends up being a better long-term decision with Nike. And I think more and more athletes are starting to wake up to this. Essentially, you look at somebody like Sydney Mclofflin. I would say 90% plus of people watching this video, you never heard of this woman before. She's the most amazing track athlete we've seen since Usain Bolt. Absolute phenomenon. She should be a household name inside the United States of America and honestly around the world. But she made a decision to go ahead and sign with, if I recall, New Balance, okay? And huge mistake because this woman, if she had signed with Nike, right? And look at all the Nike logos all over. This is where I'm talking about like Nike buys out sports essentially. So, you would think these athletes are signed with Nike when they're not actually signed with Nike.

But she decided to go with New Balance and their marketing is just not good and they don't platform her the way Nike would. Do you know every time this woman goes to set a new record, you know how many commercials Nike would be putting all over the TV and all over social media and everywhere because Nike loves to parade their athletes around, their successful athletes, the record breakers, the one doing special things. But instead, she went with New Balance. In New Balance, they don't parade their athletes the way they should, like somebody like a Nike does with their legendary ads that they have continuously over the years. You look at somebody like Caitlyn Clark. This is a I would say the most famous known person in the WNBA space, right? And she had a big decision to make back in 2024. Who is she going to sign with? And Under Armour was out there, Adidas was out there, and there was, you know, every

brand wanted to sign her essentially. And she ended up going with Nike. And I think she's seen enough of these other athletes trying to sign with other brands and ultimately them not being platformed the way they should. And so she ended up making the decision to sign with Nike. And I don't even know if this was as big. Maybe she could have got more upfront money by if she signed with Under Armour or Adidas or who knows, maybe Lulu. I like I don't know who else wanted to sign her, but ultimately it ends up being a much better long-term decision to sign with Nike because they will platform you. you do amazing things, you're going to platform you a lot higher than anybody out there right now. Uh even this this was interesting.

My wife just bought a new pair of shoes actually like yesterday and I was like, "Oh, what are they?" And she showed me the box. I guess this is another WNBA player plays for a team here in Vegas and um she really liked these shoes and it's just, you know, look at the package. Look at the presentation of these shoes overall. That's what Nike does uh for these athletes. And so if you're an athlete, it makes if you're really like a top tier athlete, it makes the most sense to sign with Nike. They're going to give you the most exposure. They're going to build your brand the biggest. Um you're going to have the most success with them. That's just bottom line, right? And Nike has now gotten in with the sport so good.

They're just so synonymous with sports and success that they basically set themselves up for generations to go in the future. And they just continue to execute on this between the innovation and the athlete side, right? And so that's the business. That's why they're so successful and they have their market, right? Not everybody is going to be a Nike, somebody that wears Nike products. Like there's plenty of, you know, you go to the gym, there's plenty of women out there that wear like Lululemon and Viori and things like that. Real athletes wear Nike. Like that's just the way it is. Like you're a real athlete, you wear Nike. Go to any Go to any, you know, top tier women and see what they're wearing in athletic space, wear Nike. Like it's just bottom line. Go to any track in the United States of America, any university, and see what those women are wearing.

They're not wearing Lululemon to go run around in. They're wearing, you know, Nike. That's just how it is. Okay? And go to, you know, any college in in, you know, United States of America and look what the top tier athletes at that university are wear and they're all wearing Nike. Okay? Now, Nike stock. So, now that we understand why Nike is such an impactful business, it successful generation after generation, continues to build. Now, let's talk about the stock, right? The stock. I'm getting 50% off this stock. It's a huge deal. Now, sometimes people see a stock down and it worries them, right? It doesn't worry me because I understand the business. Well, the thing I just took you through there and why Nike is going to be successful to years and years to go in the future.

So, I get a 50% off now. It's like getting a 50% off a pair of shoes you want or something like that at the store, right? The old CEO made a lot of mistakes with the company. He was came from the consulting world, made a lot of mistakes. We don't need to go through all that in this video here today. I've done that plenty in the past talking about Nike. So, if you want to go back in my video catalog and watch me talk about the mistakes old CEO made, but you can talk about those, okay? But the moral of the story is that's how the thing pass. Elliot Hills now been at the company for over a year and the old stuff is old stuff and the company's moving forward now at this point in time. I'm getting the whole business for around $90 billion as of right now.

About a $90 billion market cap, which puts the market cap all the way back to 2015 2016 pricing. very attractive. That is very very attractive. If I think about where the business was a decade ago versus where the business is now, I feel much more comfortable buying the business today than back in 2015 or 2016. Now, additionally, when you look at the price to sales ratio, this is a good chart to look at cuz, you know, Nike's made a lot of changes with the business model. So, the earnings per share, they've had tariffs and everything. Earnings per share has kind of been messed up in 2025. So, I think price to sales ratio is actually a better thing to look at if you want to look at how big of a discount I'm getting. And Nike's price to sales ratio is all the way back to where the stock was in 2013. So when I talk about him getting a generational discount and buying Nike right now, this is a

generational discount on Nike. Now you might want to say, okay, but are we sure Elliot Hill, the new CEO, is turning around the business? What are we seeing with the numbers? Are we getting some concrete data, some facts, right, that are showing like, okay, he's got it. The business is turning around. And the answer is absolutely. It's right in front of your face. If you look at this is like the old CEO, Mr. Consulting. Look at how he was missing numbers. Misses earnings per share right there. Misses revenue, misses revenue, misses revenue, misses revenue. You can't trust a CEO who continually misses numbers, right? Look at since Elliot Hill took over. Earnings per share beat.

Look at the revenues. Beats beat beat beat beat beat beat beat beat beat beat beat beat beat. 247 mil beat 235 mil beat. $373 million beat, $730 million beat, $218 million beat, right? Huge beats on the revenue line items. We're not missing, we're beating. So, this is proof that Elliot Hill understands the game of Wall Street, understands how to come in and beat analysts expectations, beat the company's expectations, and set the the company up in a situation where when they go to announce their earnings numbers, you are not scared, you are excited. This is very important. Why is it very important? No one wants to hold a stock where every time the company's earnings coming up, they're scared because the company might miss numbers again. And that's what the old CEO is doing. He was continually missing numbers. Now we got Elliot Hill. If Nike goes to report their next quarter and their next quarter and their next I'm

not scared. I feel very comfortable that Elliott Hill will come in, do his thing, and beat the numbers, beat the expectations. That's what you want to feel when you're going to invest in a stock. Very, very important. Okay. Now, additionally, if you want more proof that the business model has bottomed, look at the operating income. What we're looking at right now is thousandx.com and you're going to see that the operating income has bottomed and is now trending up. That's a very important thing if you want to understand if the business has bottomed or not.

Additionally, look at the margins. The margins had a huge move down initially, but now it looks like gross margins and net margins are flatlining, which means the next likely move up is up and to the right. now at this point in time, right? And they had to go through a lot. They had to clear a lot of inventory. Like 2025 has been a huge year of clearing inventory in the US, putting that the US business back in a great position. Now US is showing very strong, you know, like like incredible strength if you look at the numbers. They're also resetting in China as well, which is a huge market for them. And China should be set up for growth again in the back half of 2026, which going to be very exciting for the margins of this company and the revenue of this company. So margins look set to start to move up again. Additionally, look at the earnings per share, right? This is where we're at right now on a trailing

12-month basis. We're expected to start uptrending the earnings per share. Again, this is everything we we we're seeing revenue start to uptrend. We're seeing margins getting ready to uptrend and earnings per share getting ready to uptrend. This is exactly what you want to see in a turnaround company. Additionally, look at the revenue growth or shrink per quarter. Okay? The worst quarter was a couple, you know, a couple quarters ago, their revenue was down 12%. This is a resetting of inventory and all the stuff we just spoke about, right? And so what has happened now is a company is back to growth. 1% revenue growth last quarter, 1% revenue growth the latest quarter. That might seem kind of sleepy, but when you go in a matter of a few quarters from negative 12% revenue now positive, it's a huge flip and it's a huge sign that you're getting ready for likely much stronger revenue growth. When you see a flip happening

like that, additionally, you haven't even seen China revenue start to uptrend yet. China revenue, they're still resetting that market. Converse business. They're still resetting the Converse business as well. Both those businesses should be fully reset by the second half of 2026. So, you're going to start to see not only US business, but you're going to see the European business, the China business, other Asia, and the Converse business likely all get back to growth in the second half of the year, which is going to be very exciting for where the company's revenues are going to trend uh obviously in 2026, 2027, and beyond. Okay. So, when it comes to Nike, this is a $100 plus stock again in the future here. uh it's possible in 2026 if not 2026 and 2027. And so Nike is a stock I'll feel comfortable holding for years to go in the future. Okay. I hope I did a great job explaining Nike as far as a business

model, why it matters so much, how they're ingrained in sport, um all those sorts of things there. I hope you guys got a lot of value out of that portion there and why the stock is very attractively priced right here. Okay. All right. Next up here, number two of these five stocks. Let me just say one last thing about Nike before we go to 205 is there was always questions about competition. Competition Nike's had a history of competition. There will always be competition in this space. Brands come and go. There's a hot brand, you know, for 3 to 5 years and then that brand falls off. And the reason is these brands can never stay with somebody like Nike because Nike invests so much money like billions of dollars a year into athletes, into sports leagues, things like that. And other ones just can't do that. They're not willing to do that.

They don't have the margins to support it. And so Nike is able to, you know, fend off the competition decade after decade, generation after generation. So I just thought I would mention that as well. And competition is nothing new. It's been something they've had to deal with since the 80s. Uh, number two of these five stocks up is Celsius Holdings. C E LH is a ticker symbol on this one. This is an energy drink company. Now, this company has their very successful Celsius brand. I'm sure a lot of you guys might even be aware of this. And the thing that Celsius has done very well is people love the product. That's something I continuously hear like people love this product. They think it tastes great. Uh they love how much energy it gives them. They feel like they can conquer the world on this product, right? They love it. And the company's done a phenomenal job marketing the business to a lot of

people that are into going to the gym and fitness in general. And they've taken a very different approach than what other energy drink brands in the past. They've even done things like sponsor athletes. Remember I was talking about Nike and their their, you know, um, sponsorships of athletes and those sorts of things and in leagues. Celsius has done that as well. Celsius has sponsored many athletes over the last couple years. And so they've done an amazing job marketing to the fitness community, people that go to the gym, people that do CrossFit, all these sorts of things, right? And also just people that go to work in general. Whereas if you look at the previous energy drink brands like Red Bull, Monster, things like that, right? A lot of those brands were kind of more known for like the party scene or like extreme sports and that's how they really marketed their brand. Red Bull, uh, Monster brands like

that, they weren't really going after the person that's going to the gym and needs a pickme up. They were going after the person that's, you know, like, you know, college kid like that likes to dirt bike or high school kid or whatever, right? or people that are party and want Red Bull and vodka and those sorts of things. Like that was there was a different there was a different way those brands really thought about who is their core customer, right? Like who's buying that product and Celsius has just gone about it very different and they've been incredibly successful. And if you go to the gym, I'm sure you see a lot of people drinking Celsius, right? Now, additionally, they own a new brand called Alani. Alani new and this brand has been an absolute growth engine the last several years. And you know, Celsius just picked it up in the last year or two. and Alani. What's very exciting about really in the past year

they picked it up. What what's pretty exciting about Alani and what makes them very differentiated in the energy drink space is they've really gone after females specifically. That does not mean every single person that drinks Alani is a female, but that has definitely been their big focus. Now, the reason that's so exciting, this is what makes Celsius such a special brand is they're tapping into markets that haven't traditionally been targeted by the um energy drink space. Like like I said like energy drinks were never big really in the fitness space. Celsius has been huge in the fitness space. Females like if you really like I worked at Walgreens back in the day. I worked in management at Quicktrip. I saw countless customers come to buy energy drinks. Guess who came to buy energy drinks? Men. Women almost never almost never came to buy energy drinks. All the construction workers, the landscapers, they would

come in buy Monster. You know, this is obviously 10, 15 years ago. I worked in that industry. But, you know, they would come in, buy them two, four at a time. Monsters. And then Red Bull sold decent, but it wasn't that great. But Monster was kind of the big brand. And then, you know, you get Rockstar and some of these other brands to sell. But it was always men. Always men. Like, almost never did a female come up with two Monsters in her hand to go buy. No, that was not a thing. But Alani, you look at their customer base, heavy female. Like heavy heavy female. And um and so that's what makes Celsius really successful is like they're able to tap into these markets that are just never really anybody's really been successful there. And you Monster couldn't do it, right? Cuz Monster already has their demographic.

And so Monster can't try to go and target the female demographic in any major way. And Monster tried a lot of things. Like I remember Monster would launch like pink cans of Monster and these different things. It's just never really successful because the whole brand has to resonate with a with a customer base. I remember Red Bull trying a lot of different things in marketing to try to market to females. At the end of the day, it's just if your brand's already set with certain demographics is very difficult. Like, let's say Alani wanted to pivot now and say, "We want to attract a huge male demographic," it'd be incredibly difficult. I don't think they would be very successful in attracting a bunch of men to go buy a Lonie because their brand's already set. People have seen the brand, they see the it's already like a certain demographic drinks it. So to try to get it out to another space very very difficult right and so just

something to keep in mind there. Now additionally uh Celsius now has a rockstar brand as well. They just picked this up from Pepsi. This is a complete wild card. This brand from my understanding has about 1% market share. It used to be if we go back 15 year you know 10 to 15 years ago is actually a major competitive threat against Monster. Monster one huge Rockstar ended up getting picked up years ago by Pepsi. Pepsi ran into the ground. Uh Pepsi is just very unsuccessful uh in the energy drink space. Like they tried a lot of things as Coca-Cola did just unsuccessful. Coca-Cola ended up buying part ownership of Monster and Pepsi's.

Now, guess what they did? They bought part ownership in Celsius. Celsius has around 20% roughly market share now at this point in time between Celsius, Alani, and Rockstar, right? And they should hopefully continue to grow that market share overall. And so Pepsi owns uh around 11% roughly of Celsius. And Pepsi is very, let's call it very incentivized for Celsius to be successful because they have such a big ownership stake. And Celsius now distributes Pepsi around as well. So both brands are kind of tied together.

And this is a much smarter way for Pepsi to be successful hopefully in in energy drinks than trying to go at it alone because they tried and they failed. And then they watch what Coca-Cola did with Monster and they're like, "We should probably try to do this something like that." Red Bull probably didn't seem interested. Um, and so what they end up going with is Celsius. And I think that's a partnership that's very intelligent for both sides. Okay. Now, additionally, we're showing you thousandx.com. Revenue here on a trillion 12 month basis for Celsius is where we're at right now. It's where we're expected to go. We call that a blastoff in regards to revenue for Celsius. Additionally, the earnings per share is up next to blastoff to the moon. Very exciting. Free cash flow exploding to the upside as well. What are my projections for Celsius? Keep in mind this could be conservative, but I

have the company doing three uh just under $3.2 billion of revenue in 2026 and around $392 million of net income. Should be a much cleaner year on the net income side. No, now their acquisition is going to all be done. So it should be a very clean year for the company overall in 26. So 392 that puts them at net income margins of 12% which isn't hor you know it's not horrible but it's also not great. It's okay. 12% net income margins. I have them doing uh 15% revenue growth per year after that for my bold case and 25% uh net income growth per year on average after that.

That puts a stock based upon you know if they're growing at those sorts of growth rates 35 to 40p is pretty fair. 114 to 130 131. So that's 25% Kagar to a 30% Kaggar there on Celsius. And keep in mind my numbers might be conservative. I'll show you some of my private stock group members uh numbers here in just a moment. Base case. My base case has them doing still basically the same numbers in 26, but then after that taking revenue down to only 10% per year and net income down to 20% per year. And that about a 28 to 33p would be fair for a company like Celsius in the energy drink space. Growing revenues at 10% a year and net income at 20%. And so then the stock would be somewhere around $78 to $91. Give me a compounded annual growth rate of 14% on the low end and 19% on the high end, which is good. Like that's still significantly above like I highly doubt the S&P 500 will will have a compound annual growth rate of 14 to

19% over the next four years. Very unlikely in my opinion. But Celsius can do that. That's pretty darn good. Right now, look at some of my like private stock group members and some of their numbers. And you'll see why maybe my numbers are maybe a little conservative. So, this member has revenue growth of 35% here uh for 26. And then they have them getting to $597 million in net income, getting to net income margins of 18% here. They've been doing 32% the next year, 30% revenue growth, 25%, 35%, 35%, 35%, 35 to 45 PE. And now you're at a situation which that's a that's actually probably undervalued PE if they're growing top line at 25% and bottom line at 35%. You get the stock at 219 to 282 come 2029 which gives you a compound annual growth rate between 50 and 60%.

That's pretty darn exciting. Look at this member's base case here. 32% revenue growth in 26 30% in 27 25% 28 25% 29. Uh we're talking about a stock in their base case here that gets to 140 to 186. 34% compound annual growth rate on the low end, 44% on the high end. Just keep in mind my numbers might end up being conservative in the end, but my numbers are still very very attractive. And so with me with Celsius, I'm up 8 about $87,000 in the stock in the public account, up 89%. It's right around a 5% waiting for the public account overall.

However much Celsius goes up over the next few years, it's all gravy. Um it's all gravy. like it's all it's all good, you know, and so do I see any major competitive threats cuz we spoke about competitive threats with um you know uh Nike there before we get into number three or five. The answer is no. I really don't. A lot of brands try to launch in the energy drink space and as somebody that years ago used to work for Walgreens and used to work for Quick Trip, right? Um I saw a lot of energy drink brands launch come and go and no one could ever really be successful.

Just to be quite frank though, there was two companies that dominated always. It was it was Red Bull and it was Monster. And the only company we've ever been able to see outside of Red Bull and Monster come in and actually make a huge market share is the one right in front of you, Celsius. And so that's it. Like you have three brands that basically dominate the entire energy drink space. And so a bunch of brands come and go. Like you know, Ghost has kind of come up over the last couple years. I don't know if that one's lasting. I'm going to be completely honest with you guys because you have to invest heavily back into your brand. Those Celsius displays you see, those fancy displays, those are not free. You have to usually pay stores for those major displays and all that fancy stuff that's costs money. You need a marketing team behind you. You have to spend a lot of money back on your business and that lowers your net income

margins, but it drives volume which then ends up driving net income margins, right? And so you have to play that game of re constantly reinvesting back into your brand. so you can make for a brighter day in the future. And so Celsius definitely understands that. The CEO of the company, John, he definitely understands on a high level. And um you see it, the proof is in the pudding, as they say, right? And so Celsius, I think, is a pretty exciting stock for the next several years. Next one up here, number three of five, is AMD.

AMD. You know, this is a stock that honestly I bought so many shares of, I wasn't really planning on buying more of this stock, but the more I've looked at AMD, by the way, got the new 2026 private stock group membership cards. I still got in the plastic. I just received them yesterday. It's very, very exciting. Um, when it comes to AMD, I was reooking over my numbers and I'm like, gosh, this stock is still a huge buy. Like, yeah, I'm up big on my shares. Yeah, the stock's gone up so much from where it was back in April of 2025 when the stock bottomed down in the 80s, right? But at the end of the day, there's still a lot of money to be made in AMD. And I'm like, ah, I, you know, I got to buy some more shares of this stock. So, the thing you got to understand about AMD is they have three core businesses. One is their data center segment. Now, this is the most important business for the company

overall and on a revenue um basis and for what's going to be revenue in the future years as well as our operating income. Okay, this is going to be the big dog. It already is bigger than the other businesses, but this is like going to be the big big dog in future years. Keep that in mind. The the most important product in the company's history is the MI450. This is a chip that it seems like every big tech company wants. And so this is going to be a huge product for the company. I, you know, it's the biggest, like I said, it's I posted this on X. If you ever want to follow me on X, I always linked in the description area of all my videos. I I said on X, this is the biggest product in the history of AMD by a mile. And so the revenue story starts to get very exciting. The margin story and the profitability story starts to get really exciting in the second half of of uh 2026. Now, you may say,

"Well, maybe I should maybe you know what if you waited to buy the stock until the product launches." You could do that, but the issue is my guess is this is just my guess. There's going to be a lot of hype and excitement about AMD over the next 6 months. AMD is likely going to show off even future products as well in the next 6 months that are going to get people very excited about what's going to happen for 2027's revenue and might even show off some 500 series related products. So, and and other products as well. So, keep in mind like there's probably going to be hype cycle in AMD over the next 6 months in regards to new products they show off and there's going to be so much excitement about MI450 going into production and what that's going to mean for revenue for the company. So, do keep that in mind. Okay. Now, as far as client and gaming segment, this is a big side of their business. They basically

have two categories inside the segment. Now, one is their gaming business and one is their client business. gaming. Keep in mind they, you know, when it comes to gaming, it's not just about like computer gaming or desktop or something like that. They have big relationship with Sony, big PlayStation, big relationship with uh Microsoft and Xbox as well. Then they have their client business. Both those businesses grew very nice in the last quarter. Revenue is actually up 73% overall. And if you've ever heard their Risen line, that's that segment as well. So keep that in mind. And then they have their embedded segment. This is a much smaller business, much less important, but it it is a business that if you think about AMD long term, this could become a much more important side of their business where they're embedding chips into other products out there. And uh this business was down about 8% year-over-year, but

this business is likely going to flip to growth again in my opinion in 26 and in future years. So, don't that's a kind of a sleepy business right now, but don't sleep on it long term. That could be a much more exciting story. Now, Lisa Sue, the CEO of this company, you always remember these companies are being led by humans, right? And the CEO is very important. Lisa Sue, the CEO of this company, shortly after she took over this company, it was a two buck chuck. A lot of people thought this company was for dead. A lot of people thought this company was going under. They were going bankrupt. I think it even went down to $1.91 shortly after she took it over. So, keep in mind, this company was was done.

Dunky, she brought them back into what is this company today? A 350 billion dollar company. one of the most important companies in the world. A company that has a potential a potential to be a1 trillion dollar market cap in the 2020s if they really execute and knock out the ballpark on the 450 series as far as getting that into production and you know strong sellrough and all those sort of things and then the 500 series comes and that's a banger as well as getting the embedded segment back to nice growth. I mean there's a potential this company could end up being a $1 trillion plus company in the 2020s.

We're not talking in the 2030s. And so it's incredible what she's done with this business and how she's positioned it right now. As far as my projections for the stock and why the stock is still a buy and why I still have to buy some more shares of the stock, look at my bold case for AMD. I have them doing 40% revenue growth on average per year for the next uh four years essentially. Now keep in mind Lisa Sue talked about 35% growth rate. So I have them in my bold case doing a little bit better than what she has. She does typically sandbag. So do keep that in mind. then do 50% net income growth on average as well gives a company a net 19% net margins. There's very much a possibility those net margins could push easily into the low to mid20s by 2029 given that their margins are expected to take quite big ramps up as the data center business becomes a bigger component. In this sort of scenario I have the stock getting to

the $800 to $1,100 range which gives me a compound growth rate of 40 to 50 plus%. Pretty exciting. My base case, just a fancy way of saying what I actually expect for this company. 35% revenue growth on average. Kind of, you know, basically Lisa Sue's number there. 45% net income mar average. Once again, only gets to net income margins of 19%. We're not talking high numbers here. I'm probably saying I'm probably saying back in my own numbers. I'm going to be honest with you guys. In this sort of scenario, you got those sorts of growth rates. 50 to 60p is fair. You're going to be a 672 stock priced to maybe 800.

gives me a compounded growth rate well into the 30s. So, my situation in regards to AMD is I have over $1 million invested in the stock across my accounts. The public account alone has $550,000 invested, right? Up $265,000, up 92%. Over $1 million invested across my portfolios. I got to buy more shares. There's still a lot more upside in AMD for the next several years. When would I cash AMD? I would consider starting to cash AMD and starting to take profits when the stock goes over 500. So let's say there's a major hype cycle in AMD this year.

People start getting, you know, flipping their flapjacks over this one. Maybe I start and it goes to 500 plus. Maybe I'll start to cash a little shares here and there. But the moral of the story is this stock has a potential like serious potential to go to a 500 to $1,000 stock over the next few years. And so yeah, it's gone up a lot. Yeah, I'm up a lot. But at the end of the day, it's irrelevant. It's about where the stock is going likely over the coming years. And I can see a scenario where the stock over the next few years gets to $500 to $1,000 a share. Right? If that happens, that means there's significant upside here in AMD. And so I have to buy some more dang shares of the stock. And um it's as simple as that. I don't know what else to say. Like it's as simple as that. Number four of these five stocks is E.L.F. Beauty. It's a cosmetics company.

Very affordable products. They have a few brands that they own. One is the ELF brand. This is their big brand. Okay, it's a very successful brand. Go to Walmart cosmetics area, go to Target cosmetics area, go on Amazon, you know, go to almost every store out there. ELF's a very popular, very popular product. They have big shelf space now at this point in time. We call it around here Elf on a shelf. Ticker symbol E LF on this one. But they also have a bunch of other brands and two brands are worth noting in my opinion. One is this brand called Notorium that they picked up a couple years ago. Very successful in the skincare space and it seems to be expanding rapidly. And the other business is this one, Road. This is one they just picked up in the last few months. This is Haley Bieber's company and it seems like that brand has a lot of exciting things. That's one of the hottest brands honestly in kind of

makeup cosmetics over the last year. They continue to build that that could become a very very large business uh very large component this coming years go on. Now, this company understands marketing on a very high level. I've watched what they've done on YouTube over the years uh Instagram, Tik Tok. It's been amazing. But this just shows you like how forward-looking the company always is in regards to marketing and some of the stuff you might look at and you're like this is kind of silly. No, it actually ends up driving business.

They just this just came out recently. Elf Beauty launches Glowup redefining virtual makeup and community on Roblox. Roblox very popular game and El's like we're going to be there. If there's a lot of people using something, Elf is going to be there to market. They don't care. like they would rather be first and try to make a success of it than have somebody else come in and do what they wanted to do. They're willing to take risk in in regards to marketing and they're willing to do whatever it takes. If there's a lot of people doing something, using something, they're going to be there. And so if that means Tik Tok, Instagram, YouTube, if it means Roblox, like at the end of the day, they're going to they're going to be where they're going to be where people are. And so and they're very successful at what they do on the marketing side.

Now, additionally, they're expected to, but basically recently they just announced they're going to raise price on their products by $1. Okay, that started a few months ago. Uh, keep in mind their products are very affordable. Like a lot of their products, like they emphasize here, 75% of their products are under $10 or under. So, going up $1 is actually pretty significant for what that can mean for the company's margins and earnings per share in 26 and beyond. So, in regards to numbers, you'll start to really see that hit in a very positive way in 2026. in regards to revenues, margins, earnings per share.

And do I think it turns off their customer base? Absolutely not. Like $1 is not going to magically make their customer base say we're not going to buy the product or something. Now, something else to keep in mind is the prediction markets have it that the Supreme Court could overrule Trump's tariffs. They have at about a 70 80% probability. If that does happen, ladies and gentlemen, that could be a huge boost to ELF. ELF's has to pay big tariffs in. They paid big tariffs in. If those got overruled and let's say they don't have to pay the tariffs moving forward, um let's say they got a refund, it would be massive for elf stock prices. There's no debating that. And keep in mind, would they decrease their product price by a dollar? I don't think so. So, they would have gone up in the dollar, then let's say they don't have to pay the tariffs anymore. Like, oh my gosh. Like, it's getting your cake and eating it too,

right? I don't want to get too excited about that, but it is something to kind of keep in mind here. Right now, in regards to ELF, I've held this stock for years, right? And this is one in the public account I've owned since February 27th, 2019. Bought it at $7.28 a share. And I held the stock through Trump Tariffs 1.0. It it's not something they haven't gone through. They understand how to mitigate the the cost of doing business in regards to tariffs and they made made it through and they made it to become a stronger company than we've ever seen before. So, I have no doubt that ELF can if the Trump tariffs don't get overruled and they have to continue to pay the tariffs in future years, I have no doubt that the company's going to manage that very, very well in future years. Okay.

Now, additionally, here's my bold case for ELF. In my bold case for ELF, having to get into $177 million in net income in 26 and $1.7 billion of revenue in 26. Okay. And then building from there, 20% a year top line, 30% bottom line, only getting to 13% hit income earnings, which is not high. 35 to 40p is pretty fair for a company growing top line, 20% bottom line 30%. We're talking about a stock that gets to 245 to 280. 34% Kaggar low-end 38% Kagar high-end here, ladies and gentlemen. That's pretty darn attractive, is it not? Base case, just a fancy way of saying what I expect with maybe a little conservativism in there. I'm getting just under $1.7 billion of revenue in 26. 177 million still in net income in 2026. That would be net income margins of 11%. Now, as far as where they're putting 2029, $2.5 billion of revenue, $37 million of net income, uh 3035p is pretty fair for a company like this.

Only 12% net income margins. Not crazy at all, right? That's a 165 to 193 stock price there. 21% Kaggar on the low end, 26% on the high end here for ELF. It's very attractive. What about my bare case? Well, my bare case has um doing $1.6 billion of revenue in 26. 177 million still in net income in 26, but then only doing 9% revenue growth per year on the top line and the bottom line. And so 23 to 28p would be fair for a cosmetics company growing 9% top line, 9% bottom line. That's a $95 to $116 stock, which still gives me a compound annual growth rate somewhere probably in there with the S&P 500. If I can run a bare case and probably still get an S&P 500 return, that's pretty darn attractive. That's pretty darn attractive. So that's why ELF remains a big buy for me right now. And call me at $200 when the stock is to 200. Okay, then we can talk about do I want to start to sell some shares? Do I not? But

for right now, like at 70s something dollars a share, the stock's 70 something dollars a share. Like it's in my opinion for anybody that's a long-term investor, it's the most attractive opportunity I can find in the cosmetic space. The only thing I think can think close is Estee Lauder Eel stock, which is a high-end play. But um yeah, call me at 200 in regards to this one. Number five of five up here is this one's a very hated stock. And it is, I got to warn you, PayPal. Ticker symbol on this one, P Y P L. PayPal. We all know it. I mean, one of the most famous uh fintech brands in history. And they also own Venmo, which is very popular as well, certainly in the United States.

Now, you know, you might think this business is dead or dying or something like that. That's just not reality. If we look at the numbers out of this company, they show nothing but very strong company and very strong health. Total payment volume, TPV, grew for the company in this latest quarter, 8% year-over-year. Operating income grew 9%. This is on a gap a gap basis. Generally accepted accounting principles. You can't fool this one. Net income 24% up year-over-year. Earnings per year 32% up year-over-year. Net cash provided by operating activities up 22% year-over-year. Very that's that's not a dying business. Your total payment volume is up 8%. Your net income's up 24%. Your earnings per share on a diluted basis up 32%. That's no dying business there. That's a strong That's a strong company. As far as on a non-GAAP basis, free cash flow is up 19% year-over-year to 1.7 billion in this latest quarter. And adjusted free cash

flow came in at just uh just under $2.3 billion from $ 1.5 billion. That was up 48% year-over-year. It's no dying business, ladies and gentlemen. That's a strong company. That's what we have here with PayPal. Now, additionally, PayPal just applied. This is they came out in the last couple weeks. They applied to basically become an actual bank as well and have some banking related products. Probably puts a little less. I would say it puts a little less emphasis on them outsourcing different products and services and allows them to ultimately even lend to customers u more easily.

And so it seems like I think PayPal's seen the growth that SoFi has and I think they want some of that. They might not never get to the sort of growth rate SoFi has which is another stock of mine which we're not talking about here today. If they could push total payment volume to be up 10% plus, if they could push revenues up 10% plus, like gosh, this company would get a full rerating in regards to valuation of the stock. Okay. Now, the nice thing about this company is when they apply to be a bank, you might think, oh gosh, they might get a valuation derating or something like that. There's no valuation downside here for for PayPal. And the reason being you look at the Ford Ps 11, the 2-year Ford Ps, there's no valuation downside. If this was trading like PayPal back in the day used to trade at P ratios forward P ratios of 35 45 55 and you all a sudden you heard news like come out like this

like the stock would crash in instantly like down 20 30%. But since they're already at this dirt cheap dog valuation there's really no downside for the valuation in regards to PayPal and that's pretty exciting. What are my projections for PayPal? Well, my bull case for PayPal has them growing 9% revenues on average per year and 11% net income per year. Okay, you got 9% topline, 11% bottom line. 2025p is pretty fair. That puts a stock somewhere between 158 and 197 come 2029, which give me a compound annual growth rate of 28% on the on the low end and 35% on the high end. Very attractive. My base case, just a fancy way of saying what I expect. What do I have? Well, 7% revenue growth on average per year in 2026 to 2029 and 9% net income growth on average per year. Do keep in mind pay PayPal's doing big share buybacks and likely will continue to in future years. So, the earnings per share might go up much more

than kind of my intermediate case here. So, there could be actually much more upside to PayPal stock than what you're seeing here. So, just keep that in mind. And so, in this scenario, uh stock gives me a compound annual growth rate on the low end of 22%, high end 30%. talking about a stock that goes 132 to 169 by 2029 or in 2029, right? What about my bare case? This is very exciting. In my bare case, I'm only doing 3% revenue growth. This would be pretty disastrous for PayPal. 3% revenue growth, 5% hit income growth, right? For a company growing topline or, you know, bottom line 5% they probably doing share buybacks probably, you know, 7% earnings per share up per year or something like that. 14 to 17p would be fair. I still get a 11% to six uh 11% to 16% kaggar on this stock which is very nice um for even a bare case like once again that's a bare case that's going to perform better than the S&P 500 if I can have if

I can run barecase on a stock and it outperforms S&P 500 over the coming years I'm going to take that every single time right now PayPal has been called PayPal for years because the stock's been a bad stock right and for good reason but I think turns into fun pal 2026 and 2027 and I think we'll see a valuation upgrade to PayPal overall and as long as Alex Chris keeps running this company the way he's been running it um which is continue to boost up the numbers like I think there's much brighter days ahead for PayPal stock price. Okay, I appreciate everybody joining me for this beast of a video. I just recorded you a 46 minute video with no breaks, no interruptions. I hope you enjoyed that one here today. Ladies and gentlemen, you want to apply join private stock group, get access to all my course curriculums, all that good stuff. That will be the pinned comment down there. It is closed to new members

right now, but that's okay. We'll put you on the wait list so when we do reopen, you'll be notified and you'll be front of the line in regards to that. Okay. Much love and have a great

Questions about this episode

What is discussed in "5 Stocks to Buy NOW | January 2026"?

In order: 5:00 Caitlin Clark; 10:00 Elliot Hill; 15:00 Celsius Holdings; 35:00 E.L.F. Beauty, Notorium.

What is mentioned in this Financial Education episode?

13 people, works and ideas are mentioned, including Elliot Hill, AMD, ELF, Caitlin Clark, Celsius Holdings, E.L.F. Beauty. Each one on this page links to its own page with every episode that mentions it.

How long is "5 Stocks to Buy NOW | January 2026"?

The episode runs 47 min; the transcript is about 9,911 words in 66 timestamped sections.

More from Financial Education

About this transcript: the episode's spoken words as captioned on YouTube, split into timestamped sections. Reclip.Me locates every person, work and idea in the text, keeps the time it is first named, and quotes the words around it verbatim. Last updated January 24, 2026.