13 Characteristics The BEST Stocks To Buy Have by Peter Lynch | Not What You Expect
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- เผยแพร่เมื่อ 2 ส.ค. 2024
- Peter Lynch is one of the best investors ever. I give examples for each of the mentioned characteristics a stock to buy should have. Lynch is a contrarian, focused on earnings from companies Wall Street doesn't like or can't sell to the public. Enjoy the discussion and examples.
1) It sounds dull - or even better, ridiculous
2) It does something dull
3) It does something disagreeable
4) It is a spinoff
5) The institutions don’t own it, and the analysts don’t follow it
6) The rumors abound - It’s involved with toxic waste and/or the mafia
7) There’s something depressing about it
8) It is a no-growth industry
9) It’s got a niche
10) People have to keep buying it
11) It’s a user of technology
12) The insiders are buyers
13) The company is buying back shares
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Here is the full book summary within my FREE stock market course, check it out! sven-carlin-research-platform.teachable.com/p/stock-market-investing
Invest with Sven Carlin, Ph.D. Sven I did analysis on LA DORIA that you mentioned. I’d like to have you comment on it
The best investment channel I have in TH-cam. Most of the TH-camr is chasing the debris but this channel has the vision to look the big thing
I like 10) buy stock people need. This is basically to look for recession proof stocks, important right now.
Peter Lynch is one of the best investors indeed. A must read book. Thanks for sharing.
Absolutely my favorite book related to investing! Thanks for reminding me to some of the lessons!
Thank you! I'm on the last chapter of my audiobook version of "The Intelligent Investor" and I will listen to this one next.
Thank you Sven. Already read the book and these videos are short and to the point and def a refreshment for me. I also think that you really need to practise and learn the fundamentals of this book. Reading it one time, doesn't help alot. I'm having a week vacation off work right now so I'm reading The Intelligent Investor and One Up On Wall Street once again. Thank you for sharing your knowledge!
Great to put current market context against the book written so long ago. Looking forward to your future book 'Thinking fast... for investors'.
Thank you Sven, for this fantastic video! valuable content as always!
Great information - well summarized. Think I’ll join this channel. Thank you Doctor!
Hi Sven, Great video !!. I agree on the mental fallacies investors fall into. It's common sense to invest in boring yet essential commodities or industries, yet many overlook them. Thanks for the video. As always, I appreciate your videos that are grounded in proven strategies and common sense rather than speculation
Brilliant video - 13 really important lessons for us investors and thanks for managing to stuff it all into 17 minutes!
One of the first investing books I purchased many many years ago. Will forever be a mainstay in my mini-library. Currently sits right between Howard Mark's 'The Most Important Thing Illuminated' and Jeremy Siegel's 'Stocks for the Long Run'. Thanks Sven!
Thank you for the video. In view of your topic of stocks under the radar I would like to suggest looking into Alliance data systems (ADS) and let us know what you think.
One of the best book ever written on investments.
The best book.
Thanks for breaking investing down and giving me another way to view stock. Sometimes the boring stock or the best. If possible can you do a video on BIP stock. Thank and have a bless day.
Hello Sven! I have two proposals for stock analysis: IBA and GRPBF. Love your content, keep up the good work
Great video. Thank you!
Thank you Sven, great content, eye opening, lean and informative.
My pleasure!
Great content Sven. This market is making me confused by its ups and downs and no one knows if it will crash or we already saw the bottom. I am putting all of my money for 2 weeks in supermarket stock. I will sell it before the ex-dividend date as I know many ppl will buy it for the dividend.
Thank you Sven
I would add that insiders are net sellers also for basic risk diversification reasons. If one works in the company it is already exposed to that risk ... would be better to allocate capital to other businesses instead of increasing exposure to the business where his / her primary income is generated.
Thanks AGAIN
Your work really helps
Cool stuff
I've found my Peter Linch kinda stocks 2 weeks ago.
UK stock market...
National Express up 130%
Airbus up 30%
SSPG 80% up
There's plenty of deals around in mid caps and Europe.
Obviously not all are great, I'm still a bit down on Shell
A must read for any investor
The most importantent thing illuminated by Howard Marks is like think fast and slow for investors and much more. Greath read. Also his book Mastering the market cycle.
Thanks Sven for all your video's they are greath.
Great summary of the book. I found Safestore holdings which has been a great investment using Peter Lynch’s approach from this book.
Thank You!
So useful video. Thanks for sharing
I am from Bangladesh. Your presentation is good. If possible please discuss other investment books like security analysis, Beating the Street, The Millionaire Next Door, Learn to Earn, A Random Walk Down Theory, Common Stocks and Uncommon Theory, The Alchemy of Finance etc.
One of your best ever Sven. I'd be very interested in your view of money management. I've seen your portfolio template but do you have a formula based on valuarion vs price, moat etc?
GrimTTL no formula, just common sense depending on siruation
Thank you Sir. This was gem.
Great video thank you sir!
Good video. I’m glad you don’t sacrifice good information for massive amount of views with a clickbait title and generalized analysis
Very nice Sven
Congrats for your amazing work! I’ve seen your videos from Brazil and you make the things be easier! Using a didactic way, with a good English accent, you make me want learn more and more! Is your investment course full free ?
Matheus Albuquerque yes, free, just the research is not
Hi Sven! Thank you for this video! I really want to know more about the "not hot" stocks! But I also wanted to hear your opinion about one particular sector, the financial one, specially with the big ones JP, Wells Fargo, Bank of America and City group, also because Warren Buffet and Charlie Munger are such huge fans of this business.
Pedro Silva i am not doing financials :-(
Sven, great content like always!
Please dare to make videos about small and boring shares. Companies from Central East Europe, Italy, Turkey in sectors that might not be too appealing.
that is on my research platform:-) No point in destroying my channel for that when those who want it can read it with real reports on my platform:-)
For the past 10 years, Peter Lynch style investing has been a disaster for the investors and hugely underperformed other major quantitative/momentum strategies due to the significant financial market regime shift (which Ray Dalio has been preaching about). on the bright side, hopefully this covid 19 black swan will reshuffle some of the monetary policies and bring back the old school Peter Lynch investment philosophy.
Wealth Keynotes i would disagree! Plus over the past 45 years, lynch turned $3000 into $10 million! Don’t try to be smart against that
@@Value-Investing I am big fan of Peter Lynch too, see him as one of my role models and would never bet one single dollar against him . Hah. :) It has just been a frustrating 10 years for the fundamental guys like Peter Lynch's disciples.
You know what people say on the Street nowadays -- The 2020 version of "You can't fight the Fed" is that the Stock prices no longer reflect value, profits or other underlying economic fundamentals, but rather are simply a function of the Fed balance sheet (aka, how much helicopter money they can print). I find it painfully true...
good tips. ty
Excellent video. Thanks for teaching.
thanks!
Please do videos on new or upcoming startups in the stock market worth investing in. Thank you!
Hey, from what page do you take the charts you use.
I really like your videos and the information you share!
gaizka etel morningstar
Great video, interesting stuff thanks!
Glad you enjoyed it!
I've just ordered this book after listening to your recommendation. Thanks
enjoy!
thank you
Hi, Good job ,Thanks . I just start to analyse new company BMRA (Biomerica) I hope will fit the criteria. Thanks
Spinoffs!!! good video
very interesting ! i was wondering if you did a video on rare earth metals yet. very promissing in my opinion!
Any particular stocks you're looking at? I was looking into Bushveld
Subir Majumdar nah thats my problem, i am a physicist, i recognize the usefullness of the metal, i understand that the main problem is the separation not the mining, and i know it is not a speculative field or science fiction, the metals are actually needed and refineries alreaddy exist, also the us government pushes it. but i am not an economist,...
phil durre not yet
Thanks
Great content as always. It would be great to see you go through step by step how you value a stock before a buy. Do you use a spreadsheet ? =)
so much:-)
Hello Sven,
I would love to see an analysis of Hewlett-Packard. With the trend of everything going digital, and the prospects of 3D printing technology, the medium and long term value propositions for a technology company such as this seem interesting
yes, that should be a good one to look deep into
Have a look at Eastern European stocks like OTP, MOL, PKN, TLV, BRD
Great video again, note: Apple shares outstanding is 17B, I think that website is wrong
that was before the split:-)
@@Value-Investing oh right, completly forgot that :P
15:13 I think you just described the primary advantage Lynch had over other investors.
@ 7:10 I suppose that is Larry Ellison from ORACLE... SECFORM4 seems nice - but the subscription is not cheap. (120 day old -free- data doesn't get you very far those days.)
Numero 1
numero 2, but still great:-)))
La Doria is a great tomato processing company. I know it very well as an italian. Please do a video on some small and boring companies like La Doria.
What do you think about Mas Tech (MTZ) with low PS ratio.
What do you think about the UTX spinn-offs OTIS and Carrier? Carrier seems to be quite undervalued.
Would like to hear Sven's thoughts as well... Personally, I like OTIS because the majority of the revenue is service related, which is recurring. I haven't purchased yet, but will am considering. Carrier looks to be a good business, but revenue isn't as predictable due to less service related business. That makes it less appealing for me. Just my opinion.
BTW... Bought RTX (Raytheon / UTX combination) heavily the first couple days it traded.
Good luck to you!
Haven’t researched yet
I ALWAYS CLICK THE LIKE BUTTON!!!
thanks, really nice of you!
I remember when Motley Fool was pushing Go-Pro at $50
Why is it called motly fool? Is it because only fools follow it?
@@udaykhatry I don't know, but it made a fool out of me when I followed them.
Currently reading through Beating the Street, contains some practical examples. Question: Why does CEO buying not count?
just marketing trick - $1 million is nothing for elon
When everyone was buying Marijuana and tech stocks I bought H&R BLOCK and BAC. My best performing holdings up to date.
thanks for sharing!
To me boring and obnoxious businesses are sexy. But doesn't zero growth and low dividends just leave you with random market movements as yield?
Sven, please bring us those hidden ugly gems! :) May I throw CXW & GEO in the race
CXW a 'special' US REIT: "nation’s largest owner of partnership correctional, detention and residential reentry facilities" and high dividend, interesting!
@@jdr4674 Just looked up these stocks. Great find! Where did you hear about these?
@@BonBonShrimp All credit to Sensible Investing and his analysis
th-cam.com/video/eRhyJDfA514/w-d-xo.html
They have been on my watchlist ever since
Good morning from greece Sven! I hope you and your family is fine! I live peter lynch book! Have you find any peter lynch style small cap stock?
always looking:-)
Altria and British american tobacco ticks alot of the boxes in Lynch`s check list:). I really like my 2 tobacco stocks:)
And i think Viatris could be a ok pick, i am willing to take that chance.
here is my take on such stocks th-cam.com/video/HmiD9tsqZ00/w-d-xo.html
I like all your videos. Can we see your return? No need to show the dollar amount, just percentage returned. I and many other want to know your percentage return before joining your group. Do you beat market? Thank you
no track record:-( Building one - but my aim is not to beat the market - my aim is to have a good return for myself so that I don't have to care about the market.
@@Value-Investing i think track record of beating the market encourages other to join your group instead of buying VOO for expense ratio of .03% lol. The only reason Jeremy has almost half million subscribers is because of that. Anyway, thank you for the videos. I will keep watching.
@invest with sven carlin make a video about la doria. It would be interesting especially for italians
Where u see stocks falling i see dividend yield rising, thats been my criteria since 2009. I only care about dividend yields, not making 100%/year
No doubt Peter Lynch had a great record as a money manager, but for an ordinary investor, I see a few problems with this approach. How will the investor get many of the information outlined in this strategy? No institutional ownership means no analyst following it. Thus, very little information for the public except the company's quarterly and annual reports. "The rumors abound" -- people in Wall St may have their sources, but where will an ordinary investor hear these rumors? Additionally, it is pretty common for companies that are not followed by analysts to do sketchy stuff as it is much easier to hide than bigger, well-known companies. More importantly, it is very hard to do a proper valuation of the company (using DCF, etc.) without much information or any other comparables.
If you have answers to the above questions, I would certainly like to hear them.
As a matter of fact, I myself have been trying to find a list of companies not followed by analysts (or followed by maybe 1 or 2), but I don't know how or where to look for them. Do you know how I can find such information?
Nice video btw :) Thank you.
you should read Lynch's book, it is a great read and it will give you your answer.
in perspective my mortgage rate was 13.5 % in 1983 , risk capital is always higher than fixed rate bonds so you would expect 20% pa in inflationary years, just in dividends, its not rocket science as interest rates go up stock prices go down yeilds go up, as interest rates go down stock prices go up yeilds go down, the compound effect of stock returns ,mainly the retained earnings exponentially effect stocks
Steven Upton yes, but rates will not stay up forever
my point was interest rates in the uk maxed at 15% in the 1980 s and are now negative in some countries 0 in the uk so as interest rates went from 15% to 5% during lynchs career he had huge yeilds at the start and huge capital growth at the end pretty difficult to fail under those conditions taking the decade 1977 to 87 the crash of 87 may have killed his returns , i m sure he outperformed most of his peers though
I think Food and garbage are quite sexy thank you!
And give me more mining! DIGGA! Think it comes with aussie blood.
How about more on MMM, ADM and JNJ.
Great. I am the first one to comment. :-)
Dr Sven, please tell me, what is that white rock-like structure behind you on the shelves, next to Poor Charlie's Almanack?
it is a roman amphora I found in the sea
Class A Mall reits and MLPs ... both fit all points.
Macerich or Simon Property for the class A mall reits.
Energy transfer as the MLP
All three of these pay extraordinary dividends and will only increase as back to normal accelerates.
All are trading at significant discounts to fair value. All are cash flow machines
You’re welcome
My book came and I've read half already.
Have you heard of a company called Ceres power Sven? They make fuel cells
didn't look into fuel cells yet:-(
@@Value-Investing it's very small at the moment but has interest from Bosch
Why CEO does not count when we look at buybacks? But then all other top managers count🤔
MrCorona interest
Did something change in Fresh Del Monte or you just found a better opportunity?
It went up 50% for me
Is it possible to be an investor and a skater at the same time?
hahahaha
Sven shall we go for 10M portfolio as well?
yes, when we reach the million, 10 is easy:-)
Invest with Sven Carlin, Ph.D. Let’s go for it
👏👏👏👏👏👏
Last month I finished the Random Walk Down Wall Street and now I am at 36% In the book One Up On Wall Street. Interestingly these books are telling completely the opposite! :D
yes, Lynch also made more money and is a real practitioiner
@@Value-Investing Point accepted and taken! :) Will follow it! Thanks!
Great video, but how are investing classes free, there is always a catch.
Gonçalo Domingues no catch, education is free from me, research not! That is it, simple
Well I am enjoying it so far as I am enjoying your TH-cam vids as well, so thank you
Exemple 7) USCR .. US Concrete!
Now at 20, soon at 60!
@@JM-uy3xq Good to know I'm not the only one buying from the bottom.
Good luck with that. Concrete isn't gonna be needed for a looong time..
I'm buying Ibstock Bricks UK.
Smart money is positioning itself into infrastructure plays and this has to be one of them. Republicans and Democrats are on a spending frenzy our crumbing cities infrastructure is next to get Americans back to work..
I like to see you do a video on what you think of all the bailouts and crazy money printing going on with and what you think that will do to inflation long-term and market returns, I believe you said and I heard it from a few other sources that expected long term market returns with be between 6-7% (if I'm not mistaken) what about inflation?
K Roddy inflation video today
@@Value-Investing Sweet
why insiders usually want to sell and not buy? i didnt get that part
they get the shares for free - and to diversify
not distracting from the brilliance of lynch, but lets not forget that $1000 45 years ago adjusted for inflation would be equivalent to around 7K today
hehe, does it matter:-))
This is extremely great useful steps... I've lost $20k and counting, on sold Palladium shares when it was 800 growth stocks killed me I kept chasing trends Beyond meat, ACB, and bought index funds just before this crash...
Where do you find unknown stocks?
you search
@@Value-Investing Thoughts on Fin Viz as a search service? I cannot find other sources that approach what they provide for similar pricing.
10) Example of company no one needs: FNKO
Is insider selling good or bad?
not relevant, buying is the key
So what are some of those boring and dull stocks that no one is looking at?
Uranium ticks a lot of these
hm, could be!
Peter lynch most likely had read Security Analysis when he was young.
100%
Hi Sven, in the section where you talk about insider trading, you share a site (www.secform4.com) for information on insider trading which provides really good information a) however, it seems the site is not able to separate CEO transactions from total insider transactions (per your slide, believe you have indicated CEO trading is not be considered; invariably, these are high-volume and skew the data). How do we get that information (instead of doing manually)? b) also, what time period should we be considering? In your video you have looked at past 5 years. However, as you will agree, for different time periods, insider trading might be net positive or net negative; in that case, how do we conclude the impact of insider trading?
depends on the situation - no other than looking for yourself if interested!
While these chareteristics are useful. They are just rules of thumbs and rules of thumb can be come dangerous if start taking them at face value.
Jeroen just about mindset, not face value
@@Value-Investing I know but it bears repeating because I see alot of people getting lost using rules of thumb.
Soup scribe please!
Peter Lynch did not have a covid-19 pandemic when he wrote the book
And 17 million Americans unemployed in 3 weeks
Bu he sure had his share of happy larries!!! Thus equal