TG Watkins – An Emphasis On Defensive Names And Growth Stocks To Start 2022

TG Watkins, Director of Stocks at Simpler Trading and editor at the Profit Pilot website, joins us to discuss the new watchlist of companies he is following as the market trends have shifted from growth stocks in 2021 to value stocks in 2022. 


We start off looking at defensive stocks in the semiconductor sector mentioning examples like the VanEck Semiconductor ETF (SMH), Applied Materials Inc (AMAT), and Advanced Micro Devices Inc (AMD). We also discuss the stronger trend in consumer staples sector in names like  Coca-Cola Consolidated Inc (COKE), PepsiCo Inc (PEP), Sprouts Farmers Market Inc (SFM),  Coty Inc (COTY), and the Consumer Staples Select Sector SPDR® Fund (XLP).


Next we pivot over to the precious metals as safe haven and defensive plays and TG mentions he likes the set up in both (GLD) and (GDX), after seeing a “trampoline move” using his Moxie indicator, as well as a solid double-bottom chart pattern in both.  


We wrap up getting thoughts on sectors that were hot to start 2021 with the change in US administrations, like EVs, solar stocks, and pot stocks, and now they are not so hot.  While these sectors have corrected in a big way, TG doesn’t see a discernable trend in them for now, and is wait for more data to indicate a turn in those sectors.

Click here to visit the Profit Pilot website to follow along with what TG is trading.

    Jan 03, 2022 03:28 PM

    Hey Ex. I see Doc Jones made a reference to how the Focus portfolio did for the first trading day of the year. Is there somewhere that he’s posted what the portfolio is???

      Jan 03, 2022 03:54 PM

      Hi Wolfster. Here is a link to Doc Jones website where he discusses the stocks he follows. By focused he mentioned in his last interview here that he only has about 10 positions (and he named 6 of them in that interview), so I think that is what he means by Focus positions.

        Jan 03, 2022 03:57 PM

        If you look at the left-hand side bar on Doc Jones channel then he lists the other companies and tickers:

          Jan 03, 2022 03:03 PM

          I think you are right about Doc’s focus group as those stocks on his profile page are the only ones he discusses specifically. He has been buying mpm (milenial), CGX (oil), emo (Emerita) and plans a trip to Columbia to view NG Energy in February…not sure exactly which ones moved today or if they all did. (I will check spelling on the first listed). Fixed

          Jan 03, 2022 03:00 PM

          Thanks Ex……went to the site on the laptop instead of my phone and found it quite easily…. as I said a while back my iPad is too old now so a lot of sites don’t work is one of them….need to start using the laptop more. Get to see everything unlike the phone.

            Jan 03, 2022 03:15 PM

            Yep, it is much easier to use many sites like or even our site here at the KE Report using a laptop, as you have visibility to much more data.
            If using a laptop and scrolling down our page you can see things organized by newest posts, gold posts, US equities posts, base metals posts, and then at the very bottom all the older posts.
            Also if you scroll down our page you can see we have gold and silver prices, tsx prices, commodity and currency prices and even news from the junior mining network linked, but if you’re on a smartphone you don’t see all that. There are still plenty of drop down menus on a mobile device for our site, but the only way to get all the streaming data we are providing is by viewing things on a computer.