JNJ Stock +200% in 10 years - Compounding Monster - When to Buy This Cash Machine
ฝัง
- เผยแพร่เมื่อ 3 ส.ค. 2023
- This is a deep dive into 10 years of financial data for Johnson & Johnson ($JNJ). Strong Dividend, Stock Buy Backs, Growing Earnings and Revenue. The JNJ stock returned over 200% in the last 10 years, when should you buy this stock to make another 200%?
"Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett
Don’t forget to Like this video and SUBSCRIBE for weekly stock reviews!
🎧 Rational Investing Podcast
podcasts.apple.com/us/podcast...
📄 Free 1 Pager
Sign up here 👉 www.cashflowinvestingpro.com/...
Remember to check my website 👇
www.cashflowinvestingpro.com/
🛍️ Merch store:
www.cashflowinvestingprostore...
📚 10 years of historical financials + a Cash Flow 1 pager!!
Download here 👉 www.cashflowinvestingpro.com/
🧐 Learn to Invest on your own: www.cashflowinvestingpro.com/
🧐 Cash Flow Investing Club: www.cashflowinvestingpro.com/...
Business Inquires: cashflowinvestingpro@gmail.com
-- Disclosure --
Read Full Disclosure Here: www.cashflowinvestingpro.com/...
All opinions expressed by Cameron Stewart at Rational Investing with Cameron Stewart, CFA or on Cashflowinvestingpro.com are solely Mr. Stewart’s opinions. You should not treat any opinion expressed by Mr. Stewart as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Mr. Stewart’s statements and opinions are subject to change without notice. Past performance is not indicative of future results. Mr. Stewart does not guarantees any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed on this show. Strategies or investments discussed may fluctuate in price or value. Investors may get back less than invested. Investments or strategies mentioned on this show may not be suitable for you. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned on this show. Before acting on information on this show, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.
#jnjstock #stockmarket #stockanalysis #stockmarket2023 #stockmarketcrash #rationalivesting #investingforbeginners #recession2023 #stockmarketforbeginners #stocks #dividendstocks
Always love your content !
500 likes was by me - love your content - just found it on youtube - please keep doing these type of analysis :)
Really appreciate you!!!! Thanks for watching and commenting
Great analysis! Thank you
Another solid analysis and video. You are one of the best in this TH-cam but, unfortunately people doesn't see it. Well done !
I hope you dint get bored of doung these presentations. One of the best yourubers i watch on update
Thank you as always Cameron! Would be cool to see how to forecast a pharma company as a sum of parts based on their different products and patents.
Would be great to see update video on $BMY, it is down currently and it is probably a great time to buy. Not sure what is better now $PFE or $BMY, market hates both.
love your analysis
Great analysis! I've been debating selling my shares this past week. Thanks for the assist!
Thanks for your great analysis and presentation 👍
Grat analysis, as always. Thank you!
Another great video, thank you for it.
It would be great to see an analysis of a BDC type company like ARCC or MAIN.
Wonderful presentation and breakdown as always.
Thanks for watching
Your videos are soo helpful! I watch.tgem several times. Having Oubas a second oppinionbis great! Thanks a lot for that! Greetings from germany 😊
Solid video/analysis!
I love your videos, thanks for another great one!
Thanks
Thank you very much for your work
Thanks
Thanks
Thank you great listening to you again all the best to you from Europe
Thanks
It's definitely interesting at 155 in the current expensive market. Not market beating, but probably better than sitting in cash. I don't like the asbestos legal issues, though, so I probably won't make it a full position. Thanks for the excellent analysis as always, Cameron 😊
Nice vid bro!
Thanks
Good video! Could you do one for AMPH?
Excellent thanks!! As a new investor, I appreciate your content.
Thank you for watching
Nice vid of JNJ/KVUE 👍
Good analysis, great stock, wish I had bought back in the day.
Great analysis as usual! I have 208 shares, and am currently faced with the option of trading some of the JNJ shares for Kenvue. Is there a good reason to part with a proven winner to receive Kenvue? I just don't see an upside.
My experience with all of these spin-off: the spin-off company will sell off bigtime and will be much cheaper to just buy directly afterwards - IF you want it.
I was sent here to help with the algo but while I’m here, do these numbers take into account the JNJ spin off of KVUE?
Also what do you think of the stand alone KVUE business?
Good job Cameron!
Thank you!
You should factor only the pharmaceutical side of the business only considering the kenve spin off
Thank for your advice Cameron. Mohamed crane operator from Paris.
Thanks a lot for the great video as usual! But 20x FCF multiple, so 5% FCF yield that’s still low isn’t it? I guess double digit is min.
Would love that, hard to find on the big boys
Wp carey would be nice to have, looks cheap now no?
For the algorithm
Yay algorithm
Is this excel sheet available to purchase?
Yes. It's in the Cash Flow Investing Course. I give you the Excel and teach you to operate it.
Thats great analysis but never forget that jnj was the comapny who had a baby powder causing cancer. I repeat baby powder. That lawsuit is still not settled. Maybe should consider some business insights apart from the clean nrms.
Why does the DCF model always yield a much more favorable valuation than graham's valuation model? Do you believe the DCF model is the best model to use for most stocks?
What do you mean by Graham model?
@@CstewartCFA Graham Number - It evaluates a stock's intrinsic value by calculating the square root of 22.5 times the multiplied value of the company's EPS and BVPS
This is overvalued right now
So are u buying JNJ now?
Good video! Could you do one for Pfizer?
Indeed Pfizer
Agree. Pfizer.
Is it time to revisit JNJ?
not yet.
Do not forget to set a stock price alert in your brokerage software also! 🔔 Thank you!
Well you have great material, but i guess you should present in mind map, so you can explain in order, and maybe you need to slowdown the pace of presentation
Like
CVS cut their target for 2024 and they expect to cut the $10 target for 2025, did your thesis change?
Restructuring the biz. Not necessarily bad. In fact I think Cameron’s thesis has been confirmed. They have the b/s to pull off a series of strategic moves to reposition the biz for the next 20 years. Investment not a trade.