My Five Favorite Stocks For 2024

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  • เผยแพร่เมื่อ 12 มิ.ย. 2024
  • 🎉 5,000 Member Patreon: / josephcarlson
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    Joseph Carlson After Hours: / @josephcarlsonafterhours
    00:00 Introduction
    00:40 VICI
    06:48 Netflix
    11:53 Costco
    19:20 S&P Global
    23:20 Canadian Pacific
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    About Joseph Carlson:
    I am not a professional investor and have never claimed to be. I'm an amateur investor sharing my experience of what I've learned, where I have had success, and where I've had failures. I share my thoughts on investing and performance with transparency. My approach and goal to investing is to buy high-quality long-term investments in world-class businesses that I call "compounders". I view my investments as businesses, not as stocks. Before creating content on TH-cam full time I worked as a senior-level programmer for 8 years. Over the years as a programmer, I compounded my knowledge of development. I take the same iterative learning approach to my study of investing. I study investing as a craft in the continual pursuit of being better. I will make mistakes in investment decisions from time to time. Results are not guaranteed. Please do not blindly follow me into any investments, and make sure your portfolio and investments are built around your specific income, risk tolerance, personality, and timeline, and overall circumstances.
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ความคิดเห็น • 428

  • @JosephCarlsonShow
    @JosephCarlsonShow  6 หลายเดือนก่อน +8

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    • @fastbreakr
      @fastbreakr 6 หลายเดือนก่อน

      Your Qualtrim website doesnt work and I cant subscribe through Patreon....

    • @JosephCarlsonShow
      @JosephCarlsonShow  6 หลายเดือนก่อน +1

      @@fastbreakr Can you explain in a bit more detail? Did you create a Qualtrim.com account?
      Do you currently have a patreon account that joined my membership?
      It *should* be working, but if not I can get it fixed.

    • @fastbreakr
      @fastbreakr 6 หลายเดือนก่อน

      Yes I created an account. When I search for a stock, I just get spinning wheels where the charts should show up. When I try to subscribe through patreon, it says "Qualtrim would like to view your public profile". I click "allow" which brings me back to Qualtrim with a pop up that says"failed to create subscription. I have tried 2 different browsers.
      Thanks for your response!@@JosephCarlsonShow

    • @patrickroers752
      @patrickroers752 6 หลายเดือนก่อน +1

      You obviously have a lot of money to grow your portfolio. You should really expand to do some high yield stuff and start selling options. You are missing out on tons of income. If I had your capital I would be earning prob close to 3000 to 4000 monthly with lower overall risk of market movements. Just a though. I know you probably are partnered with M1 but I think it's time to upgrade and start doing some cash secured puts etc.

    • @twan102000
      @twan102000 6 หลายเดือนก่อน

      Why did you hold VICI all year long, to avoid cap gains tax?

  • @geraldt331
    @geraldt331 4 หลายเดือนก่อน +993

    As an investing enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?

    • @Jadechurch-ql3do
      @Jadechurch-ql3do 4 หลายเดือนก่อน +2

      While the current market offers short-term profit potential, it's crucial to note that executing such a strategy requires expertise and skill.

    • @yeslahykcim
      @yeslahykcim 4 หลายเดือนก่อน +1

      I agree, having a brokerage advisor for investing is genius! Amidst the financial crisis in 2008, I was really having investing nightmare prior touching base with a advisor. In a nutshell, i've accrued over $2m with the help of my advisor from an initial $350k investment.

    • @lucaswilliams9992
      @lucaswilliams9992 4 หลายเดือนก่อน

      impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now

    • @yeslahykcim
      @yeslahykcim 4 หลายเดือนก่อน

      “Leila Simoes Pinto’’ You can easily look her up, she has years of financiaI market experience.

    • @brianwhitehawker1756
      @brianwhitehawker1756 4 หลายเดือนก่อน

      Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.

  • @jonathanburtnick
    @jonathanburtnick 4 หลายเดือนก่อน +419

    I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.

    • @KangMinsu122
      @KangMinsu122 4 หลายเดือนก่อน

      Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown. its important to seek the guidance of an expert

    • @EmiliaAbelard
      @EmiliaAbelard 4 หลายเดือนก่อน

      A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.

    • @naomigonzales9663
      @naomigonzales9663 4 หลายเดือนก่อน

      How can I participate in this? I sincerely aspire to establish a secure financlal future and am eager to participate. Who is the driving force behind your success?

    • @EmiliaAbelard
      @EmiliaAbelard 4 หลายเดือนก่อน

      Marina Carolina Nice is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..

    • @scottjuarez9549
      @scottjuarez9549 4 หลายเดือนก่อน

      I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.

  • @Riggsnic_co
    @Riggsnic_co 4 หลายเดือนก่อน +393

    Stocks extended their year-to-date rally following the CPI report, with the S&P 500 last up 0.8% in afternoon trading. but I don't know if stocks will quickly rebound, continue to pull back or move sideways for a few weeks, or if conditions will rapidly deteriorate.I am under pressure to grow my reserve of $250k.

    • @bob.weaver72
      @bob.weaver72 4 หลายเดือนก่อน +1

      Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good picks.

    • @martingiavarini
      @martingiavarini 4 หลายเดือนก่อน +1

      This is why I've entrusted a fiduciary with my investmnt decisions. Many underestimate advisors until emotions lead to losses. My advisor crafted a tailored strategy aligning with my long-term goals, guiding entry and exit points for the equities I focus on. This has grown my portfolio to over $850k. My personal best so far

    • @TheJackCain-84
      @TheJackCain-84 4 หลายเดือนก่อน +1

      who is your advisor please, if you don't mind me asking?

    • @martingiavarini
      @martingiavarini 4 หลายเดือนก่อน +2

      Credits goes to "Carol Vivian Constable” one of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.

    • @TheJackCain-84
      @TheJackCain-84 4 หลายเดือนก่อน +1

      thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.

  • @dianarabbanii2
    @dianarabbanii2 5 หลายเดือนก่อน +327

    The S&P 500 moved 8.9% higher in November, achieving one of its best monthly performances in history.. which is an indicator for profits to continue to improve. I just want my money to keep outgrowing the inflation rate. I'm still looking for companies to make additions to my $500K portfolio, to boost performance. Here for ideas...

    • @EmiliaAbelard
      @EmiliaAbelard 5 หลายเดือนก่อน

      Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown. its important to seek the guidance of an expert

    • @naomigonzales9663
      @naomigonzales9663 5 หลายเดือนก่อน

      True, A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.

    • @KangMinsu122
      @KangMinsu122 5 หลายเดือนก่อน

      How can I participate in this? I sincerely aspire to establish a secure financlal future and am eager to participate. Who is the driving force behind your success?

    • @naomigonzales9663
      @naomigonzales9663 5 หลายเดือนก่อน

      Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.

    • @scottjuarez9549
      @scottjuarez9549 5 หลายเดือนก่อน

      I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.

  • @tonysilke
    @tonysilke 5 หลายเดือนก่อน +337

    Well I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.

    • @PatrickLloyd-
      @PatrickLloyd- 5 หลายเดือนก่อน +2

      Predicting short-term market movements is extremely difficult in reality. It requires the investor to be right twice: Essentially why individuals engage service of experts who provide proper strategies to navigate the markets

    • @Nernst96
      @Nernst96 5 หลายเดือนก่อน +2

      Agreed, which is exactly the reason I stopped taking advise from TH-camrs; in the long run, I only end up with a jumbled collection of stocks and bonds. Whereas all I needed to earn over $350k in less than three years was guidance from a true market strategist.

    • @PhilipDunk
      @PhilipDunk 5 หลายเดือนก่อน +2

      This is really impressive, hope you don't mind if I ask you to recommend this particular professional you use their service? I had quite a lot of difficulty sorting myself out in this downtime.

    • @PhilipDunk
      @PhilipDunk 5 หลายเดือนก่อน

      Excellent share, just inputted her full name on my computer and searched online, top-notch credentials. I've seen commentaries about advisers, but not one looks this phenomenal..

  • @roberttaylor662
    @roberttaylor662 5 หลายเดือนก่อน +203

    he erosion of my financial reserves due to inflation adds to my concerns. At this point, I'm still at a crossroad regarding whether or not to liquidate my $138k stock portfolio. What’s the best way to take advantage of this current market?

    • @rebeccaartgallary
      @rebeccaartgallary 5 หลายเดือนก่อน +1

      you’re right! The current market might give opportunities to maximize profit within a short term, but in order to execute such strategy , you must be a skilled practitioner

    • @VanPelt54u7fcyde57
      @VanPelt54u7fcyde57 5 หลายเดือนก่อน +1

      Such market uncertainties are the reason I don’t base my market judgements and decisions on rumours and here-says, got the best of me 2020 and had me holding worthless position in the market, I had to revamp my entire portfolio through the aid of an advisor, before I started seeing any significant results happens in my portfolio, been using the same advisor and I’ve scaled up 750k within 2 years.

    • @arthurworld9768
      @arthurworld9768 5 หลายเดือนก่อน

      How can I participate in this? I sincerely aspire to establish a secure financlal future and am eager to participate. Who is the driving force behind your success?

    • @VanPelt54u7fcyde57
      @VanPelt54u7fcyde57 5 หลายเดือนก่อน

      Monica Amanda McClure is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..

    • @arthurworld9768
      @arthurworld9768 5 หลายเดือนก่อน

      interesting! just copied and pasted her full name on my browser, found her site at once, and skimmed through her credentials, very much appreciate it.

  • @Kurt5Dobson
    @Kurt5Dobson 6 หลายเดือนก่อน +117

    Good news to the stock market. Every stock that I bought so far, I was out of luck because I bought them when they were expensive. I feel I missed out on all the stock opportunities so far for the tech stocks .I believe having 175K yearly income would be a good investment so I want to plug all my savings into the stock market. I know this sounds a bit dull but I would like to know if I should learn investing or let somebody else (more capable like a FA) do it for me? Please share your thoughts. I am kind of tired of searching for a good stock to buy and losing all the good opportunities

    • @Kurt5Dobson
      @Kurt5Dobson 6 หลายเดือนก่อน

      Hi , please who is the expert assisting you and how do I reach out to them?

    • @Kurt5Dobson
      @Kurt5Dobson 6 หลายเดือนก่อน

      Thanks for sharing, I just looked her up online and I would say she really does have an impressive background on investing

  • @AstaKristjan
    @AstaKristjan 5 หลายเดือนก่อน +194

    Is the stock market actually getting better or is this the regular end of year market manipulation to entice new investors, I'm currently sitting on an inheritance of 500k and i'm wondering do I invest in stocks or Gold?

    • @RickMckee-nq4ni
      @RickMckee-nq4ni 5 หลายเดือนก่อน +3

      It is advisable to diversify while retaining 70-80% in secure investments. Along with your budget, you should think about financial advising.

    • @Erinmills98
      @Erinmills98 5 หลายเดือนก่อน +1

      Please how do I find and contact this financial counselor ?

    • @AndrianWiener
      @AndrianWiener 5 หลายเดือนก่อน +6

      Michelle Christine Parker deserves credit as one of the finest portfolio managers in the industry. Her reputation precedes her, and I highly recommend looking her up to locate her online if you are internet-savvy

    • @Erinmills98
      @Erinmills98 5 หลายเดือนก่อน +4

      Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks.

  • @MargotCrest
    @MargotCrest 6 หลายเดือนก่อน +58

    i’ve got a couple of good ETFs in my portfolio and I still got other share holdings doing incredible numbers. I’m up 38% YTD! I’m also well positioned with good blue chip companies and I have stop losses in place, Personally with insights from my advisor Emily Lois Parker I prefer to invest in large cap companies which have economic moats, large cash flows and strong balance sheets. Some of which are AAPL, MSCI, IUKD, VHYL, SCHD, NVDA and Barclays…

    • @harrisahmed3066
      @harrisahmed3066 6 หลายเดือนก่อน

      I’d choose expertise any day because finding the right balance between investing and living is very important to me.

    • @LanceyRoche
      @LanceyRoche 6 หลายเดือนก่อน

      Thanks for sharing, I just looked her up on the web because this is equally important to me, and I would say she really has an impressive background in investing. I will write her an e-mail shortly.

    • @stephmeldrich6765
      @stephmeldrich6765 6 หลายเดือนก่อน

      This is an amazing line up of stocks

  • @Daniel-zl7wf
    @Daniel-zl7wf 6 หลายเดือนก่อน +74

    These stock breakdowns are awesome and i learn so much about investing. I would love to see you evaluate more stocks outside of your portfolio too!

  • @Potsnu
    @Potsnu 5 หลายเดือนก่อน +1

    Just found your channel recently, really like your content and commentary. Question for you, at what point in my dividend snowball should I stop Auto-Dripping and just Manually re-invest myself? Some of my DRIP offer 2-3% discounts, but it seems like manually has its advantages on buying more value and beaten down stocks like the ones highlighted in your video. Thank you

  • @RetireandGo
    @RetireandGo 6 หลายเดือนก่อน +8

    Thank you for the portfolio updates ! Have a good week sir

  • @selenajack2036
    @selenajack2036 5 หลายเดือนก่อน +204

    Stocks have stayed aloft as signs of cooler inflation encouraged the market to believe the Fed is finally done with raising rates, Making Investors like me believe that “Santa has come early” to markets to find out the best additions to a $500K portfolio to boost performance

    • @bsetdays6784
      @bsetdays6784 5 หลายเดือนก่อน +1

      Look for stocks that have paid steady, increasing dividends for years (or decades), and have not cut their dividends even during recessions. Alternatively speaking to a certified market strategist can help with pointers on equities to acquire

    • @roddywoods8130
      @roddywoods8130 5 หลายเดือนก่อน +1

      A lot of folks downplay the role of advisors until being burnt by their own emotions. I needed a good boost to stay afloat, hence I engaged the services of a true market strategist to help rejuvenate my $700k portfolio and boost performance and returns by 40% in a little over four years.

    • @kaylawood9053
      @kaylawood9053 5 หลายเดือนก่อน

      sounds great! could you please suggest this expert you engaged their service? I have lots of difficulty sorting out the right investments on my portfolio

    • @roddywoods8130
      @roddywoods8130 5 หลายเดือนก่อน

      ‘Marisol Cordova’ deserves credit as one of the finest portfolio managers in the industry. Her reputation precedes her, and I highly recommend exploring her work and locate her online if you are internet-savvy

    • @hushbash2989
      @hushbash2989 5 หลายเดือนก่อน

      Excellent share, just inputted her full name on my computer and searched online, top-notch credentials. I've seen commentaries about advisers, but not one looks this phenomenal.

  • @enyol
    @enyol 6 หลายเดือนก่อน

    Hey do you have any discount for qualtrim plans ?

  • @ronaldinho4eva1
    @ronaldinho4eva1 5 หลายเดือนก่อน

    Thanks, wasn't aware of Canadian Pacific but the fundamentals are sound and the technicals are ripe for a trade. Will look into entry.

  • @user-fj4fm3lq8e
    @user-fj4fm3lq8e 5 หลายเดือนก่อน

    Hey joseph, which plataform do you use?

  • @ahmadaziz5452
    @ahmadaziz5452 5 หลายเดือนก่อน +51

    I have been trying to make money online and also tried to trade with Bitcoin and I was making losses while trying to make profit myself from trading...I thought trading on demo account is just like trading in the real market.. Can anyone help me or at least advise me What should I do? This is really interesting, I'm a business woman, I have a good sum of money in my savings account, I want to invest 60%, What is the minimum amount one could start up with?

    • @ekawelesarah4637
      @ekawelesarah4637 5 หลายเดือนก่อน

      I will advice you to find a professional to help you

    • @heramarielacerna
      @heramarielacerna 5 หลายเดือนก่อน

      That is true

    • @heramarielacerna
      @heramarielacerna 5 หลายเดือนก่อน

      This is the ideal time to invest in cryptocurrencies due to the rise in cryptocurrency prices.

    • @ahmadaziz5452
      @ahmadaziz5452 5 หลายเดือนก่อน

      How can someone know a trustworthy professional trader when a legitimate trader is so hard to find these days.

    • @ahmadaziz5452
      @ahmadaziz5452 5 หลายเดือนก่อน

      💯

  • @supermat55
    @supermat55 6 หลายเดือนก่อน +1

    Does Canadian Pacific pay qualified dividends?

  • @angelcovarrubias3418
    @angelcovarrubias3418 5 หลายเดือนก่อน +7

    The author of this channel has not outperformed the S&P 500 net of tax/trading frictions despite the tremendous amount of work hours invested to stock selection and has (so far) proved Jack Bogle and Warren Buffett correct (they both recommend indexing to people such as the author of this channel). I congratulate the author for his successful business of granting us portfolio voyeurism as an entrepreneur. Continued successes to you Mr. Carlson!

  • @glenbray8901
    @glenbray8901 5 หลายเดือนก่อน

    Enjoy your vids and commentary. Don't necessarily agree all the time, but that is what true INVESTING STRATEGY/IDEAS sharing are all about and you're obviously well researched in your investments. As I am pushing 70, 3/4 of my main portfolio is in a similar strategy vein (compounders) as yours with the remaining in dividend income stocks. And separately high yield % cash & direct real estate investments.

  • @shamone10
    @shamone10 6 หลายเดือนก่อน

    Joseph what do you think about CP's EPS dropping in a few years time on Qualtrim? It makes it look less enticing 😬

  • @CooperCottrell
    @CooperCottrell 6 หลายเดือนก่อน

    I’m curious what makes you think vici will outperform realty income? (Now that we know rates won’t increase)

  • @tronowolf
    @tronowolf 5 หลายเดือนก่อน

    What's your view on debt-to-equity ratios? I like the stocks I pick to be sub-40%. Is that too low?

  • @markarnoldsfinance2765
    @markarnoldsfinance2765 6 หลายเดือนก่อน +5

    No pure big tech plays, do you feel after the sectors outperformance they may slow down for a year or two due to high valuations?

  • @cliffcastle9808
    @cliffcastle9808 6 หลายเดือนก่อน +17

    Informative video as always. How about analyzing some potential stocks that are not in your portfolio for 2024?

  • @RookyMartin
    @RookyMartin 6 หลายเดือนก่อน +1

    How much of the portfolio is divided gains and how much have you contributed?

    • @JosephCarlsonShow
      @JosephCarlsonShow  6 หลายเดือนก่อน +3

      $113k from capital appreciation, $25k from dividends. The rest from contributions.

  • @jpcsfp
    @jpcsfp 6 หลายเดือนก่อน +1

    Good content but would like to here your price targets for these in 24/25 to round out your thesis

  • @abhishekdg2185
    @abhishekdg2185 6 หลายเดือนก่อน +4

    I was never into REITs and railroad until I followed your videos and after my own personal research, have opened positions in VICI and CP . Do you have any thoughts on energy stocks ? I personally opened up positions in OXY as I believe Occidental might be one of the compounders with their DCC plant and recent acquisition of Crownrock in the Permian basin . Thoughts ?

    • @glenbray8901
      @glenbray8901 6 หลายเดือนก่อน

      Personally, I dumped any/all REITS I did own, except $VICI (don't like the purchase/partnership with health resort company, but maybe the real estate side pays off) . The others overreached during the low interest period and lack of forward vision was reason. I am warming up to CP to purchase a small position (again) at current price to retain a more keener interest in their development. Back to VICI, I believe they have valuable pricing power in the growing LV development area. In regards to energy, I tired of the yoyo swings and so am only involved with $TNK (Teekay Tankers) which just floats (no pun intended) and cushions the ups and downs of that market.........and is one of my biggest winners to hold.

  • @MillennialRescueOrg
    @MillennialRescueOrg 21 วันที่ผ่านมา

    Joseph,
    Have you seen the yields on PBR.A and IEP shares today?
    Over 23% divi's on Petrobras Preffered shares and 24.41% on IEP.

  • @user-gv4bf2lg4r
    @user-gv4bf2lg4r 4 หลายเดือนก่อน

    I have only been watching your videos for about 3 months, job well done, plus nice well thought out portfolio. What is your take on SoFi, both in analytics and just gut read? If I have missed your take on them, my apologies. Thx

  • @c0t556
    @c0t556 6 หลายเดือนก่อน +1

    Any thoughts on ANF (Abercrombie and Fitch)? Up 254% YTD 😳

  • @Chatt3rbox747
    @Chatt3rbox747 5 หลายเดือนก่อน

    Hi Joseph. One has to factor in the tax burden of dividends. Would it not make more sense to switch to dividend stocks when you hit retirement, when that income is actually needed?

  • @maxwelltroy2375
    @maxwelltroy2375 6 หลายเดือนก่อน +8

    I strongly advice everyone to own a Tech stock before it gets late, It's Crystal Clear Techs are the future, Everyone can clearly see what's going on in Web 3.0

    • @user-fb2hk7vu3q
      @user-fb2hk7vu3q 6 หลายเดือนก่อน

      Well you can say that but i feel right now everyone should really just take a step back and pause from carrying trading activities truly it isn't worth it.

    • @KarenLynnOlsen
      @KarenLynnOlsen 6 หลายเดือนก่อน

      Truth be told I feel right now everyone should take a break from trading the market is getting worst by the day. We are all been controlled to invest in unreal things

    • @maxwelltroy2375
      @maxwelltroy2375 6 หลายเดือนก่อน

      I really can't say i basically wait on my trader Camille Anne Hector, to carry out her research then whatever stocks she tell me i get, I've been working with her for about eight months now and her trading predictions are off the map.

    • @KarenLynnOlsen
      @KarenLynnOlsen 6 หลายเดือนก่อน

      That's amazing really most times i wish i got in contact with the stock market early i would've gotten a personal trader also now all i finds here on the net Is just false individuals claiming to be traders.

    • @rineleff2009
      @rineleff2009 6 หลายเดือนก่อน

      If anyone ever told me I will be randomly be surfing on the net and come across individuals talk about Camille Anne Hector will for sure doubt but this is crazy I know her and love her strategy so much wow thanks for preaching the gospel…

  • @maxb33333
    @maxb33333 6 หลายเดือนก่อน +2

    Love the updates, keep em coming!

  • @rutgerdezeeuw
    @rutgerdezeeuw 5 หลายเดือนก่อน

    Have you seen the hit peace John Olivet made on rail road cargo? I would reconsider my position

  • @GunjanofficialGunjankumari
    @GunjanofficialGunjankumari 6 หลายเดือนก่อน

    Part of a very important coin been talked about in the BCL

  • @Julian_K
    @Julian_K 6 หลายเดือนก่อน +2

    What's your thoughts on CP's cash & debt situation. I would love to buy into the company but the amount of debt looks extreme.

  • @wilabdul1346
    @wilabdul1346 4 หลายเดือนก่อน

    Which one is better single stocks or ETF to invest in?

  • @afonsomateus6172
    @afonsomateus6172 6 หลายเดือนก่อน

    what about NVR?

  • @russtyruss_i-Invest
    @russtyruss_i-Invest 6 หลายเดือนก่อน +1

    I prefer OPEN vs Vici, I also own TRIN, they along with Vici will rise ongoing.

  • @RusuSilva
    @RusuSilva 5 หลายเดือนก่อน

    Given reduced inflation signals and the belief that the Federal Reserve has halted rate hikes, what are the best additions for a $500K portfolio to enhance overall performance through diversification?

  • @kenkoh6827
    @kenkoh6827 6 หลายเดือนก่อน +1

    Is there any etf that can beat SPY and QQQ in long run?

    • @yasinyildiz1742
      @yasinyildiz1742 4 หลายเดือนก่อน

      Not in our lifetime I think

  • @richardm123
    @richardm123 6 หลายเดือนก่อน +25

    I love the railroad stocks sales pitch, but what makes me hesitate a bit is my lack of understanding over what happened in the mid 2000's that led to many of the railroads having negative net income. What is the nature of that decrease, and could it happen again?

    • @fanban2926
      @fanban2926 6 หลายเดือนก่อน +4

      You can go to the old reports and read, also don't use net income, use fcf or ebitda to really see what's temporary vs permanent

    • @richardm123
      @richardm123 6 หลายเดือนก่อน +5

      @@fanban2926 Why would I want to exclude depreciation on a business as capital intensive as railroads?

    • @fanban2926
      @fanban2926 6 หลายเดือนก่อน

      @@richardm123 You want to exclude short term fluctuations, operating leverage can really swing and as such you'll have a massively misguided view when different events coincide. I would mostly focus on excluding short term noise like non cash write-offs ect, you could use cash from operations-wc changes -depreciation/normalised capex, as such you remove any non cash items & any noise from working capital (maybe a merger or something else is affecting it, temporary receivables increase or inventory ect), then removing depreciation from that leads to a more normalised picture for capex and the resulting adjusted fcf metric incase any big investments were to affect fcf in say a combination with a dip in wc or a pandemic creating a slowdown in transport.
      There are tons of ways to adjust and trick around, the point is that you should look for a discrepancy between these different earnings/adjustments & gaap, then you have to do the actual hard part of determining what this all means and if it is indeed temporary or permanent & if it is priced in or not. Then you'll have to consider the history and track record of the business & so on. Look at the business & situation in multiple ways with multiple metrics & adjustments to see what is really the probable future value of the company and the stock.

    • @tremoo5987
      @tremoo5987 6 หลายเดือนก่อน +5

      choo choo backwards is oohc oohc

    • @dexinvictus6103
      @dexinvictus6103 6 หลายเดือนก่อน

      ​@@tremoo5987bullish

  • @gregcolon3085
    @gregcolon3085 6 หลายเดือนก่อน +1

    I love the transparency! Great Video Like Always! I love Amazon and that's the one I'm holding! I'm tempted to buy Alibaba @ $71 BUT the word on the street is that Alibaba is a risky stock because China is unpredictable.

    • @ku9145
      @ku9145 5 หลายเดือนก่อน

      I’ve been considering Alibaba too but I read the following: When purchasing BABA stock, an investor technically is not purchasing shares in the Alibaba Group, but rather in an offshore shell corporation (typically based in the Cayman Islands) that has a claim to its earnings. There’s quite of bit of risk and controversy concerning this stock arrangement.

  • @duenow1
    @duenow1 6 หลายเดือนก่อน

    What software do you use?

  • @MoRpHiNe_NPC
    @MoRpHiNe_NPC 6 หลายเดือนก่อน +2

    Do you happen to update your website regularly? Thanks for the content as always

    • @JosephCarlsonShow
      @JosephCarlsonShow  6 หลายเดือนก่อน +2

      New data on earnings is updated within 2 weeks of the earnings release. The website has new features come out semi frequently. (next one is a way of doing DCF)

    • @MoRpHiNe_NPC
      @MoRpHiNe_NPC 6 หลายเดือนก่อน

      @@JosephCarlsonShow thank you for the response!

  • @-0909
    @-0909 6 หลายเดือนก่อน

    Costco: @17:25 its actually gross income. I don't understand how its good with a net profit margin of

  • @investingwitha-aron8055
    @investingwitha-aron8055 6 หลายเดือนก่อน +3

    Wow. You are gaining your portfolio much faster than mine. Crazy gains. Nice job.

  • @sandeshburada6850
    @sandeshburada6850 6 หลายเดือนก่อน +4

    Joseph, need a course on your full fundamental and technical analysis involved in tracking and purchasing a stock as well as valuations.

  • @user-uq7eg2du8z
    @user-uq7eg2du8z 6 หลายเดือนก่อน +4

    You choose excellent stocks. I am not sure it’s too late to buy for price evaluations .

  • @MyBlackBr0
    @MyBlackBr0 6 หลายเดือนก่อน +1

    Why no apple or microsoft? I thought they‘ve been very strong this year and will continue to grow well

  • @theegress3131
    @theegress3131 5 หลายเดือนก่อน

    If you had to pick between Costco and SPGI which would you choose and why?

    • @pedroabreu1754
      @pedroabreu1754 4 หลายเดือนก่อน

      Honestly both are good, but i have moody's instead of spgi

  • @corrySledd
    @corrySledd 6 หลายเดือนก่อน +1

    80/20 Stocks Bonds 40 yo, November was good, struggle to put away 4% these days because of so many mid-life bills. I now make around 120k a year, and i aim to make dividend returns as i work to retire early, but how do i achieve this?

  • @alessiob.3632
    @alessiob.3632 6 หลายเดือนก่อน +4

    What are your thoughts on a CBDC (Central Bank Digital Currency) affecting mastercard's and visa's revenues?

    • @JosephCarlsonShow
      @JosephCarlsonShow  6 หลายเดือนก่อน +11

      I think one of the things you figure out early with a study of Visa and Mastercard is that they've never truly held a monopoly in payments. They hold a slight monopoly in one form of payments. There are so many ways to pay for things that go around them. So I don't view stuff like this as much of a concern unless I can really see it eating away at the actual financials, which so far I do not see happening.

  • @KENTOSI
    @KENTOSI 6 หลายเดือนก่อน

    Hey Joseph, judging by your investment amounts you seem like a high-income earner. Why would you invest in REITs such as Vici if you'll be taxed in the highest bracket?

  • @maorbatashvili8349
    @maorbatashvili8349 5 หลายเดือนก่อน

    Hi I would love to share insights with experience investors stocks like GSBD and IEP offer a very nice dividend of 12% and 23%.. they have being paid for decades... but they are never in this reviews... why is that? What am I missing about this high yield dividend stocks?

  • @ciaranmccarthy6960
    @ciaranmccarthy6960 6 หลายเดือนก่อน

    Hey Joe thanks for videos. I enjoy your perspectives. As some one who is also invested in CP. I am concerned with Keith creel selling 40m worth of shares do you have any insight on this? also have you read hunter Harrison book or audio book? I highly recommend it since he mentored Keith.

  • @elarrayhesohit4479
    @elarrayhesohit4479 6 หลายเดือนก่อน

    I bought Costco last year as well

  • @johnjohnson9980
    @johnjohnson9980 5 หลายเดือนก่อน

    Will check them out. Thanks. ABOUT the end of May. I picked stocks: MOD, EXTR & LMB. LMB went from $21.01 to $43.21 100%..// EXTR $ 21.65 to high $ 32.xx peak) Sell peak. 47% // MOD $19.73 to $56.74 >> 187 %. Growth Stock with high Earnings. Two had hard pull backs due to WAR news. I am thinking MOD ar $ 56.74 will double again in a year. Big time. >> Sell all peaks if they look like a profit sell off-- Always buy the dip back. Ride with the earnings. Hold with the earning runs. Sell if earning go down. Buy back when a company earning go again. Move from one to another.

  • @Davide1709
    @Davide1709 6 หลายเดือนก่อน +9

    @Joseph, as a long time follower, I love your reviews. BUT you should try and explore (I'm saying explore, not invest in) other companies, not always the same ones.
    PANW for example IMO can skyrocket like Tesla did
    UNTC with its massive dividends and zero debt probably it's worth a small position
    RACE (Ferrari) doubled up in the past 12 months and its production is sold out for the next 3 years. It's also the car maker with the highest margins and they can basically charge as much as they want
    ULTA has a low-ish PE ratio and an impeccable track record

  • @MariaHowell-lj4cf
    @MariaHowell-lj4cf 5 หลายเดือนก่อน +10

    The first step to successful investing is figuring out your goals and risk tolerance either on your own or with the help of a financial professional but is very advisable you make use of a professional like I did. If you get the facts about saving and investing and follow through with an intelligent plan, you should be able to gain financial security over the years and enjoy the benefits of managing your money.

    • @ThomasRobinson-pq2zc
      @ThomasRobinson-pq2zc 5 หลายเดือนก่อน

      The stock market rally run is gone, but I'm not
      sure if equities will swiftly recover, keep falling, or fluctuate in a narrow range for a few weeks, or if things will quickly get worse. I'm under pressure to increase my $300k reserve.

    • @davidphilomena3093
      @davidphilomena3093 5 หลายเดือนก่อน

      Is this a good time to buy stocks? I know everyone is saying we are in the bull market and all, but obviously there are strategies to maneuver when there is a bear market but these strategies doesn't come common to the average folk, I'm attempting to create a portfolio for me and my children that will at least be $1.2m in value.

    • @nicolasadrien5100
      @nicolasadrien5100 5 หลายเดือนก่อน

      Her strategy trade EUR/USD is quite impressive and her currency pairs are 100% beneficial. With her help I've been able to leave my 9-5

    • @Welch-miranda
      @Welch-miranda 5 หลายเดือนก่อน

      yeah she does and in my opinion, it's a huge one and chance for you to change your life with trading.. I just bought my dream Mercedes from last week's profit. All thanks to her expertise.

    • @ralhpculman
      @ralhpculman 5 หลายเดือนก่อน

      Do you happen to know her contact info and /or willing to pass on her info? I'd really appreciate it.

  • @sintay8002
    @sintay8002 5 หลายเดือนก่อน

    That guy for the railroad at the end seems cool

  • @tom19_06
    @tom19_06 6 หลายเดือนก่อน

    I'd love to buy CP but it's not tradeable at my german broker since the transaction

  • @ivanxyz1
    @ivanxyz1 6 หลายเดือนก่อน +3

    Do you still like POOL?

  • @John-lw9bn
    @John-lw9bn 6 หลายเดือนก่อน

    this is one the greatest videos ive watched in my years on youtube

  • @RussAbbott1
    @RussAbbott1 6 หลายเดือนก่อน +8

    Why does CP expect EPS to decline by 20% in 2029?

  • @peterpayne2219
    @peterpayne2219 5 หลายเดือนก่อน

    Just FYI, Costco is a success story here in Japan too. They opened one up near
    Me in Gunma Prefecture and its changes all our lives. My American son and another American friend moved here partially to be near Costco.

  • @alexdawson868
    @alexdawson868 6 หลายเดือนก่อน

    So buy all? All look great

  • @GeorgiaMoore.
    @GeorgiaMoore. 6 หลายเดือนก่อน +6

    So much knowledge! Absolutely free! I was never taught anything about money, I am praying and working to change that. I am 46 no retirement no savings because I made a lot of mistakes when I started investing, trying to correct that now. Already have a few thousand$ saved up to invest for long term. I would like to know what advice you could give to start my investing journey. Listening to you gives me inspiration and wisdom. Thank you so much!

  • @gracecarvajal1664
    @gracecarvajal1664 5 หลายเดือนก่อน

    Why is it giving me an error message to play the video ???

  • @JTYT0
    @JTYT0 6 หลายเดือนก่อน +1

    Netflix (and other streaming services) resembling cable more and more everyday.

  • @wzyzxy
    @wzyzxy 5 หลายเดือนก่อน

    Costco is also my all time favorite

  • @vancouversworstdrivers
    @vancouversworstdrivers 5 หลายเดือนก่อน +1

    I like Netflix, but the PE of 47x it's just too expensive for me

  • @r1tz97
    @r1tz97 6 หลายเดือนก่อน

    Yeah SoFi savings account for the win it’s been growing so incredibly fast

  • @JT883
    @JT883 6 หลายเดือนก่อน +3

    Joseph, there's a lot of talk going around about the crash on the horizon in 2024. Would you do a video giving your thoughts on that and how it could affect the market?

    • @epbrown01
      @epbrown01 6 หลายเดือนก่อน +4

      Wasn’t there a lot of talk about a crash on the horizon in 2023? :-) The truth is that a crash is when the same guys that sold you the stock last month tell you it’s worthless now… but they’ll buy it back for 30% off.

    • @JT883
      @JT883 6 หลายเดือนก่อน

      @@epbrown01 Sure. Excellent point. And I try to filter the noise, but there are signs it's hard to ignore: bank failures, corporations unable to borrow at these rates, the increasing fragility of the housing market, increased automation eliminating jobs, etc. Just curious what Joseph's thoughts might be. He always keep a cool, yet informed, take.

    • @JosephCarlsonShow
      @JosephCarlsonShow  6 หลายเดือนก่อน +8

      More important to determine if your companies can withstand and survive a recession than speculating on when one will happen or how long it will last. I feel confident in my portfolios ability to survive through a recession without permanent capital loss.

    • @epbrown01
      @epbrown01 6 หลายเดือนก่อน +1

      @@JT883 Fair enough. I don’t know how you can trust a guy that doesn’t have three first names and a dodgy link. Everyone in the TH-cam comments seems to love those guys. ;-)

  • @dogelife7901
    @dogelife7901 6 หลายเดือนก่อน +6

    Diwnturn is coming, or at least pullback overall because Stocks cant run like this for very long. Be ready to load up

    • @ku9145
      @ku9145 5 หลายเดือนก่อน

      The market can remain irrational longer than you can remain solvent.

  • @Arslan259
    @Arslan259 6 หลายเดือนก่อน +3

    what do you think about AVGO ? :)

  • @itsanarchy6430
    @itsanarchy6430 6 หลายเดือนก่อน

    Do you use Netflix at all by chance? Price has gone up over like 5 times within the last 2-3 years and they keep losing shows

  • @BuildItFixItDIY
    @BuildItFixItDIY 6 หลายเดือนก่อน

    2:28 A correction to call out: it’s not 5.4% every quarter. It’d be 5.4/4 per quarter.

  • @joeindo9174
    @joeindo9174 6 หลายเดือนก่อน +1

    hi thanks for the video
    any guesses/idea why there's no gurus or superinvestors in costco ?

    • @bennyl7224
      @bennyl7224 6 หลายเดือนก่อน

      Charlie munger had 1/3 in it

    • @joeindo9174
      @joeindo9174 6 หลายเดือนก่อน

      @@bennyl7224 allow me to rephrase my question: why is it the case that on dataroma or stockCircle or whale wisdom , when you lookup any great company with a decent market cap there are multiple super-investors who are heavily invested in it, but with costco there is not?

  • @bjg1411
    @bjg1411 6 หลายเดือนก่อน

    COST special dividend coming?

  • @ivanizgarcia2556
    @ivanizgarcia2556 5 หลายเดือนก่อน

    I've been watching some videos, and I am relatively new to this, but I am interested in investing. What are some videos, and websites, that a beginner should look into? and what stocks would be good to invest in?

  • @WyattDavid798
    @WyattDavid798 5 หลายเดือนก่อน +35

    I will forever appreciate this channel, you’ve helped me and my family a lot, your videos, advice and lessons are inspirational helpful to us,
    I now earn every week. You’re such a blessing to this generation, we all love you

    • @WyattDavid798
      @WyattDavid798 5 หลายเดือนก่อน

      Okay but is not luck, is all about having good investment plans most of all trading with a trust worthy expert.
      Watching professional trading videos and most especially connecting with the right person the digital world is full of in unreal people I met some of them during my success journey. I felt same way when I started especially when you use demo account you might be winning but when you put in real money you start losing I understand and I pass through it all. I’m very happy I’m profitable now.

    • @Randi11404
      @Randi11404 5 หลายเดือนก่อน

      Hey how good are your earnings I will like to get some insights into trading thank you.

    • @WyattDavid798
      @WyattDavid798 5 หลายเดือนก่อน

      Currently i can attest to the fact that I
      make $18,300 weekly through trading
      which is more better then my monthly salary job. Trading becomes my passive
      income.

    • @Randi11404
      @Randi11404 5 หลายเดือนก่อน

      I can relate to all you said becaus am facing similar thing right now.
      Congratulations I wish you more success.

    • @Laura4012
      @Laura4012 5 หลายเดือนก่อน

      For me I am still in the fear zone, I've always been scared of loosing my money but love to see people share such words of encouragement through their earnings.
      congratulations.

  • @jry0511
    @jry0511 6 หลายเดือนก่อน +10

    PYPL, NVDA, and CP are my top 3 picks for 2024. Also recently got a tiny position in BABA around $71.

    • @maxaffe3195
      @maxaffe3195 6 หลายเดือนก่อน +2

      no safety with chinese stocks. what do you think about it?

    • @jry0511
      @jry0511 6 หลายเดือนก่อน

      @@maxaffe3195 it's the only chinese stock i hold and it's currently at 0.5% of the portfolio (potentially up to 1%). it's a very small risk I'm willing to take at this price.

    • @johnpersechini4951
      @johnpersechini4951 6 หลายเดือนก่อน +1

      Baba is like throwing money down the toilet.

    • @jry0511
      @jry0511 6 หลายเดือนก่อน

      ​@@johnpersechini4951 no different than putting 0.5% into any high risk stock. it could go to zero and I'd just shrug.

    • @jeffML3926
      @jeffML3926 5 หลายเดือนก่อน +1

      Except NVDA is hella overpriced now after its recent run this year

  • @carlsophiabaker8856
    @carlsophiabaker8856 6 หลายเดือนก่อน +9

    In my opinion, you initiated your CP position at a premium. Stay patient!

  • @shawn4692
    @shawn4692 6 หลายเดือนก่อน

    if you are buying costco here you might as well just DCA into the indexes like I do. Not the smartest way to get a decent price for an amazing company

  • @CharlotteJakob
    @CharlotteJakob 5 หลายเดือนก่อน

    Thanks so much Jo.I listened to you talk about Real Estates stock and I can say I was one of the that got hit by its bad performance in the market. However its too late to cry over spilt milk so will just ask if you have any tip you can give as regards my next move in the market because my portfolio of $300k is down by almost 20% and I dont go into 2024 with such negativity.

  • @RaviSingh-ii5pg
    @RaviSingh-ii5pg 6 หลายเดือนก่อน

    I raised the hammer high when your first pick was AMZ650K.. Been collecting this bear cycle.

  • @Kurt5Dobson
    @Kurt5Dobson 6 หลายเดือนก่อน

    After a massive rally in stocks came and yields collapsed, bond yields and the major averages are higher on Wednesday. How do we deal with such market conditions? Typically my $2m worth of holdings go up 8% then lose 20% right after and the cycle continues.

    • @Kurt5Dobson
      @Kurt5Dobson 6 หลายเดือนก่อน

      impressive gains! how can I get your advisor please, if you don't mind me asking? I could really use a help as of now

    • @Kurt5Dobson
      @Kurt5Dobson 6 หลายเดือนก่อน

      I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.

  • @AdrianStagg
    @AdrianStagg 5 หลายเดือนก่อน

    Well well - what a bunch of ever so helpful followers you have Joseph! Ever so keen to pass on the names of their advisors. I can't help but suspect that a number of these advisors also pose [under pseudonyms of course] as wannabe investors who either need advice or have experienced extraordinary gains due to their advisors insight - and willingly pass those names on for all to see - all in the name of gaining business. Beware my friends - beware. Mind you I do think that Josephs thought processes are sound and make a lot of sense

  • @jimmyc5050
    @jimmyc5050 3 หลายเดือนก่อน

    @joseph carlson - If you had $100K today to start investing in dividend stocks, what would be your top 5 picks and allocation %/s? I know it's only a recommendation, but welcome your experienced thoughts. THANKS

  • @yankeedoodle6293
    @yankeedoodle6293 6 หลายเดือนก่อน +1

    wonder why Berkshire doesnt buy CP ??

    • @LZin-uk5nh
      @LZin-uk5nh 6 หลายเดือนก่อน

      Cause they already have BNSF

  • @arkadiuszkwiatkowski6074
    @arkadiuszkwiatkowski6074 5 หลายเดือนก่อน

    Hi Joseph, I am new to American stocks and I dont know much about which brands are solid in the US except for the obvious ones. Could you recommend 5-10 stocks that pay growing dovidend, and are "hold forever" stocks?

    • @v4enthusiast541
      @v4enthusiast541 5 หลายเดือนก่อน

      Just look for "bluechip dividend" or "dividend aristocrats". Dividend aristocrats are companies that have regularly paid increasing dividends for at least 25 years in a row.

  • @dodiloi
    @dodiloi 6 หลายเดือนก่อน +3

    Today is my birthday. Say cheers and get a cookie

  • @jdgarcia1734
    @jdgarcia1734 6 หลายเดือนก่อน +1

    Rather hold Amazon then Netflix

  • @riggiebliss4537
    @riggiebliss4537 6 หลายเดือนก่อน +2

    The wisest thought that is in everyone's minds today is to invest in different income flows that do not depend on the government, especially with the current economic crisis around the world. This is still a good time to invest in gold, silver and digital currencies (BTC, ETH.... stock,silver and gold)

    • @Mechulus
      @Mechulus 5 หลายเดือนก่อน

      Gold / Silver are probably the worst investments one can make.

  • @usamatariq284
    @usamatariq284 6 หลายเดือนก่อน

    Im betting AMZ650K will perform well, it havent had a cycle yet and they have a strong community on both, and AMZ650K update will make rollup fees even lower. Just my 2 cents. Great video goodvibes

  • @digasultra9438
    @digasultra9438 6 หลายเดือนก่อน +5

    I really want to buy Costco, but right now too expensive with better opportunities. For the next year I am for sure watching for a Costco possible dip to start adding to this best long term performer

    • @Sam_splatter
      @Sam_splatter 6 หลายเดือนก่อน +1

      Meet kevin just shorted Costco, you might get that dip soon

  • @amyx231
    @amyx231 6 หลายเดือนก่อน

    I’m now terrified of K1 tax forms. Cost me a lot of stress and money mailing amended returns a couple years ago. Then a headache the next year cause ofc i sold. So… no real estate or pipeline companies for me, just in case. Lol.