I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my portfolio for retirement of about $150k. I want to know: Do I keep contributing to my portfolio in these unstable markets, or do I look into alternative sectors?
I enjoy my day to day market decisions being guided by a portfolio-coach, seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not outperform, been using a portfolio-coach for over 2years+ and I've netted over $300k .
Sure, the investment-advisor that guides me is "VALERIE JEAN ZWOSTA" she popular and has quite a following, so it shouldn't be a hassle to find her, just search her
Thanks, I merely looked her up on Google and was highly impressed by her credentials; I got in touch with her because I need all the help I can get. I just set up phone call.
I started buying some more stocks at the beginning of the year, but nothing big. Why am I treating this so harshly? I still want to be the first person in my polygamous family to make a million dollars despite the fact that others in my field make six figures per person. I am well aware of the costs associated with working more to get more money.
@Davidtimber no fast money, high risk high rewords, value stock use dividends DRIP is compounder machine such as stock PEP (Pepsi) 3% dividend, I added more shares today.
Regardless of whether you're a wise person, it's best to consult a professional advisor right away. As a business owner in the service industry as well as an eBay reseller of all product categories, I can attest to the fact that we are in a severe recession and that everyone is running out of money.
Good showcase of value investing quick judgment if a company is worth more time researching. I know that the video would get too long, but the debt should be included in this kind of ranking imo.
Would have loved to see ULTA. I have a feeling that one might be S tier for you, but the cyclicality of the cash flows on a quarter-by-quarter basis might move it down to A tier. I'd be curious to see if it would.
Great video Joseph. 💯 I think you were a little hard on Amazon. Ranking PayPal above Amazon is surprising to me. Just my personal opinion though. Keep up the great videos. 👍👍
It would be interesting to have a video that takes this information, and finds the best values right now, when adding to this whole mix the price as well. Great content, thanks for it.
I find your analysis to be the most impressive among all the other TH-camrs. It's probably because you appreciate the power of compounding, just like Warren Buffett. I'd really appreciate it if you could analyze some energy companies, especially CVX. Your insights would be incredibly valuable to me. Thanks!
Joseph is literally brilliant when it comes to this stuff but it's not just that. He can explain it all so that he can be understood, that's key I think
Great analysis as always, Joseph! For the next round I’d enjoy seeing your analysis on the cash flows of 1. MNST 2. MSCI 3. MELI Thanks and keep up the great content!
@@kylelarson5074 I invite your input on these factors for the "S" and "A" companies. I'd be curious to know if either woyld change rank due to these factors.
I’m in S&P Global, but still wondering your thoughts on the low Return on Equity. Does it matter? I know you used to have a matrix you used that had ROCE as one of the key drivers of value. My one complaint about SPGI
I would like to see a recap of the same line up. I’m curious to see if your opinion has changed on a couple of the companies after the last couple of quarters.
Though I enjoy all your content these tier ranking videos are the most entertaining. Also I thought you did a tremendously unbaised job in the rankings.
AMD, ARM, AVGO? Maybe time for another one of these videos? Btw thank you for your insights. I learned a lot! I came across this idea that those patterns can predict uptrend or downtrend, which I never heard of before. I want to hear your thoughts on candlestick patterns.
Great video and really useful information. However it is worth considering these companies from the customer perspective. The term "good companies" is often not the first term that comes to mind. Apple's pricing and aggressive built-in obsolescence. Visa's interest rates and in particular fee structure now. In Canada retailers are now allowed to charge a premium if you use credit card to pay a bill. One retailer wanted 1.75% extra to use a card. Consumers will become more value conscious... Tyson meats already seeing impact to their business.
Joe - Good video, agreed for most part, however INTC will shine in Q3 of 2024 and TSLA, because of the volatility is a great stock to trade. I wouldn't touch Disney...
hey joseph i wanted to ask if the SBC dilutes the buyback effect , why Cash from operations including SBC less CAPEX can all distributed to the dividend is if this is this is a real expense not from accounting standpoint so does it benefits dividend value distribution when added back and why is that ?
Excellent video as always. I think stock based comp in a company like Nvidia is not that big of a concern because it's the way to get the best talent to come work for you. There's really no way around it
i don't know why people don't approach more health companies (like ISRG, UNH, JNJ, LLY, NVO, ABBV, etc) - they have good growth ratios, big dividends, low risks, they do well in uncertain economic times! the only minus i see for them is the RD expenses, plus government regulations (rarely) - but those arguments are countered by the FDA approval of different therapies and meds! if you could make some episodes covering different sectors (Health, Industry, Energy) - others than tech and discretionary - to mention their FCF (top 5 companies in each sector), their cons and pros in investing in them, i'd really appreciate!
< I will be forever grateful to you, you changed my whole life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Maria Reyes.
I invest with Maria Reyes too, she charges a 20%commission on profit made after every trading session which is fair compare to the effort she put in to make huge profits.
As a first time investor I started trading with her, with just a thousand bucks. my portfolio is worth much more that now within just weeks of trading with her.
Regarding Tesla: predictability is an important thing with investing. Missing predictability makes me putting Tesla at least at a C category or lower. What will you do with an investment you cannot predict the future?
Google, Amazon, Meta all have high stock based comps because that’s how they attract and retain top talent. Visa, S&P, etc aren’t in hyper competitive markets like the Magnificent 7.
Thanks for the content, agree with most of your reflections, but we all have biases. As a PLTR shareholder, I see their story of profitability and growth somewhat stronger than INTC and AMZN (the latter is my third biggest position). In terms of cashflows and Outlook, I would grade PLTR as a C, AMZN as a D and INTC as an E/F. Turnarounds and future growers are hard to rate, but this is where I stand. Rest is clear, good companies at fair prices are the way to go. Have a good weekend
I think INTC predictability is worst, because it is related to master of technical issues in their semiconductor fabs. It's not something you can fix by spending more $, you need the right people with the right know how or approach. Currently those people work for TSMC so they might attempt to poach some, we'll see. Regarding SBC I am quite impressed by TSLA, because they have over 100k employees and each one of them is eligible for SBC, but they still very good control of it. I think it's due to the fact that they don't just hand out shared (except for top managers) but rather offer a discount to purchase shares (I think it's 15%).
Valuation needs to taken into consideration. As Howard Marks said "Investing success does not come from buying good things, but from buying things well"
If a company is great then you buy it. Valuation shouldnt determine buying great companies. Are they going to do great in the future in your opinion? than the valuation of today is will be lower than the valuation of tomorrow.
Hi, I'm curious following a DGI strategy. Would you buy the stock if more DCF models say it's overpaid. The problem is you might never predit the stock falling. Nvidia it's overpriced by a lot of analytics for example.
Warren Buffert bought because this company has the biggest library collection. Also their assets are good and is primed to be purchased by the streaming companies. He did say "I am not managing money for free" when pressed about it in an interview.
I'd like to see you do some deep dives into industrials like mlm, vmc, and other similar companies. They seem to be doing well, but no one ever talks about them.
Please take revenue growth, margins, and debt into account for the rankings. Good revenue growth and increasing margins are a great flywheel for FCF growth while debt is like gravity slowing it down
I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my portfolio for retirement of about $150k. I want to know: Do I keep contributing to my portfolio in these unstable markets, or do I look into alternative sectors?
I enjoy my day to day market decisions being guided by a portfolio-coach, seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not outperform, been using a portfolio-coach for over 2years+ and I've netted over $300k .
Please can you leave the info of your investment advisor here? I’m in dire need for one.
Sure, the investment-advisor that guides me is "VALERIE JEAN ZWOSTA" she popular and has quite a following, so it shouldn't be a hassle to find her, just search her
Thanks, I merely looked her up on Google and was highly impressed by her credentials; I got in touch with her because I need all the help I can get. I just set up phone call.
Take a look at ROP. I’ve owned it since 1994. Turned a $25,000 investment into about $650,000 without reinvesting any of the dividends.
I started buying some more stocks at the beginning of the year, but nothing big. Why am I treating this so harshly? I still want to be the first person in my polygamous family to make a million dollars despite the fact that others in my field make six figures per person. I am well aware of the costs associated with working more to get more money.
Scam “comment”
@Davidtimber no fast money, high risk high rewords, value stock use dividends DRIP is compounder machine such as stock PEP (Pepsi) 3% dividend, I added more shares today.
@macClinton-di6qv Joseph Carson is good one! Watch Each episode many times, absorb it completely.
My guy wants to become his wife's main husband 😂😂😂😂😂😂😂
Regardless of whether you're a wise person, it's best to consult a professional advisor right away. As a business owner in the service industry as well as an eBay reseller of all product categories, I can attest to the fact that we are in a severe recession and that everyone is running out of money.
Thank you for your high quality content. You’re like a compounder, each year you bring us more value 👏
Would love to see your analysis on UNH or CVS, love the videos!
Good showcase of value investing quick judgment if a company is worth more time researching. I know that the video would get too long, but the debt should be included in this kind of ranking imo.
Nice video, you should consider doing the top 10 largest market caps for each sector of the S&P 500.
Would have loved to see ULTA. I have a feeling that one might be S tier for you, but the cyclicality of the cash flows on a quarter-by-quarter basis might move it down to A tier. I'd be curious to see if it would.
Great video Joseph. 💯 I think you were a little hard on Amazon. Ranking PayPal above Amazon is surprising to me. Just my personal opinion though. Keep up the great videos. 👍👍
Bro, you are a straight to the point guy, appreciate it!
Made me more solid in my own choices, thanks
It would be interesting to have a video that takes this information, and finds the best values right now, when adding to this whole mix the price as well. Great content, thanks for it.
it's great how Joseph's videos have fewer bots in the comments, tells you something about his content and audience
I love your content because it is REAL, HONEST AND RELATABLE! way to go Joseph!
One of the best utubers out there. Its brilliant you are educating the community
I find your analysis to be the most impressive among all the other TH-camrs. It's probably because you appreciate the power of compounding, just like Warren Buffett. I'd really appreciate it if you could analyze some energy companies, especially CVX. Your insights would be incredibly valuable to me. Thanks!
The video has the highest quality in stock investing in TH-cam. Thank you for sharing!
Joseph is literally brilliant when it comes to this stuff but it's not just that. He can explain it all so that he can be understood, that's key I think
ULTA DG UNP ENPH JPM TXRH. Thanks Joseph I love these videos! This is the exact video I’m looking for every time I open my YT APP
Great analysis as always, Joseph! For the next round I’d enjoy seeing your analysis on the cash flows of
1. MNST
2. MSCI
3. MELI
Thanks and keep up the great content!
+ TXRH
Not it isnt, he doesnt mention stock buy backs that off set dilution and also the cost of the free cash flow for investors.
@@kylelarson5074 I invite your input on these factors for the "S" and "A" companies. I'd be curious to know if either woyld change rank due to these factors.
It makes nvidia far less attractive for one@@Pizza-gb1ch
I’m in S&P Global, but still wondering your thoughts on the low Return on Equity. Does it matter? I know you used to have a matrix you used that had ROCE as one of the key drivers of value. My one complaint about SPGI
what are your thougs about AMD and BABA? i think they are both in a good position and are growing nicely
I dunno why by these tier lists do it for me across a range of topics. Thanks for doing a cash flow one!!!
I would like to see a recap of the same line up. I’m curious to see if your opinion has changed on a couple of the companies after the last couple of quarters.
Please PLEASE include Unity. If think they're in a super interesting situation, just having turned postive cash flow but also highly dilutive
Though I enjoy all your content these tier ranking videos are the most entertaining. Also I thought you did a tremendously unbaised job in the rankings.
Love to hear what you think about Nike!!
Can you include JNJ in your next video? Thanks a lot.
Love these videos!
Just wondering how is AMD position in this ranking beside with Intel & Nvidia ?
Would love an update on the stocks covered plus few others like UBER, INTU, AVGO, CRWD, PANW
AMD, ARM, AVGO? Maybe time for another one of these videos?
Btw thank you for your insights. I learned a lot!
I came across this idea that those patterns can predict uptrend or downtrend, which I never heard of before.
I want to hear your thoughts on candlestick patterns.
Great video and really useful information. However it is worth considering these companies from the customer perspective. The term "good companies" is often not the first term that comes to mind. Apple's pricing and aggressive built-in obsolescence. Visa's interest rates and in particular fee structure now. In Canada retailers are now allowed to charge a premium if you use credit card to pay a bill. One retailer wanted 1.75% extra to use a card. Consumers will become more value conscious... Tyson meats already seeing impact to their business.
Thaks for that excelent work. I wonder if you could do that analysis to BRK-A.
What about Berkshire Hathaway inc
Finally!! I love these videos! I can’t wait to watch it
Thanks Joseph. Very good video. Next time, can you include BRK-B?
Joe - Good video, agreed for most part, however INTC will shine in Q3 of 2024 and TSLA, because of the volatility is a great stock to trade. I wouldn't touch Disney...
I hope your right about Tesla. It’s my largest holding and I still believe in the company but it has been a slow process.
hey joseph i wanted to ask if the SBC dilutes the buyback effect , why Cash from operations including SBC less CAPEX can all distributed to the dividend is if this is this is a real expense not from accounting standpoint so does it benefits dividend value distribution when added back and why is that ?
Excellent video as always. I think stock based comp in a company like Nvidia is not that big of a concern because it's the way to get the best talent to come work for you. There's really no way around it
I would agree. Excellent point. 👍👍
i don't know why people don't approach more health companies (like ISRG, UNH, JNJ, LLY, NVO, ABBV, etc) - they have good growth ratios, big dividends, low risks, they do well in uncertain economic times! the only minus i see for them is the RD expenses, plus government regulations (rarely) - but those arguments are countered by the FDA approval of different therapies and meds!
if you could make some episodes covering different sectors (Health, Industry, Energy) - others than tech and discretionary - to mention their FCF (top 5 companies in each sector), their cons and pros in investing in them, i'd really appreciate!
< I will be forever grateful to you, you changed my whole life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Maria Reyes.
wow.. amazing to see others who trade with Maria Reyes, i'm currently on my 5th trade with her and my portfolio has grown tremendously.
I invest with Maria Reyes too, she charges a 20%commission on profit made after every trading session which is fair compare to the effort she put in to make huge profits.
As a first time investor I started trading with her, with just a thousand bucks. my portfolio is worth much more that now within just weeks of trading with her.
With the consistent weekly profits I'm getting investing with Maria Reyes, there's no doubt she is the most reliable in the market. such a genius
She often interacts on Telegrams, using the user name written below
KNSL has similar growth to NVDA with less volatility. Similar growth as an insurance company. Crazy
Just looked at KNSL, that is impressive indeed.
Regarding Tesla: predictability is an important thing with investing. Missing predictability makes me putting Tesla at least at a C category or lower. What will you do with an investment you cannot predict the future?
Great video, thanks. Where can we find the further analysis on FICO you mentioned?
Thanks for the video. How about MSCI?
Google, Amazon, Meta all have high stock based comps because that’s how they attract and retain top talent. Visa, S&P, etc aren’t in hyper competitive markets like the Magnificent 7.
Yup, that's why they are S tier and those others aren't.
Can you make a video on your favorite investing books 📚 Thanks
I finally put a link in the description with my favorite books compiled. I may do a video in the future on it too.
Thanks for the content, agree with most of your reflections, but we all have biases.
As a PLTR shareholder, I see their story of profitability and growth somewhat stronger than INTC and AMZN (the latter is my third biggest position).
In terms of cashflows and Outlook, I would grade PLTR as a C, AMZN as a D and INTC as an E/F. Turnarounds and future growers are hard to rate, but this is where I stand.
Rest is clear, good companies at fair prices are the way to go.
Have a good weekend
I think INTC predictability is worst, because it is related to master of technical issues in their semiconductor fabs. It's not something you can fix by spending more $, you need the right people with the right know how or approach. Currently those people work for TSMC so they might attempt to poach some, we'll see.
Regarding SBC I am quite impressed by TSLA, because they have over 100k employees and each one of them is eligible for SBC, but they still very good control of it. I think it's due to the fact that they don't just hand out shared (except for top managers) but rather offer a discount to purchase shares (I think it's 15%).
Just started focusing on cash flow instead of meme stocks. Nice to meet you
Valuation needs to taken into consideration. As Howard Marks said "Investing success does not come from buying good things, but from buying things well"
Nice change with the buttons instead of a dropdown, works like a charm 👍 Edit: MSCI
Could you please break down SNOW stock ( snowflake)
Great video. What do you think of IIPR, MPW or KKR ? I would appreciate your thoughts.
Great video, thanks. Suggestions; FTNT, ZTS, AOS, EW
Thoughts on KLA Corp and Arista Networks? Both high margin/high ROCE companies.
Great video Joseph! Can you add $MO & $ENB. I love to here thoughts on these companies. Thanks!
I would like to see Discover and American Express next time.
Would be great to see a video one day on foreign stocks. There's some great opportunities out there.
Company to consider: Constellation Software.
Insane M and A story :-)
This is a great video and data and it would be amazing if you link it to valuation
FICO is great but over valued for example
If a company is great then you buy it. Valuation shouldnt determine buying great companies. Are they going to do great in the future in your opinion? than the valuation of today is will be lower than the valuation of tomorrow.
Do you guys know to which fico deep dive he was referring to ?
Can you do United Healthcare (UNH) and ADP
Please do next time the following - UNH, HSY, FTNT, VEEV, TMO, ENPH
Hi, I'm curious following a DGI strategy. Would you buy the stock if more DCF models say it's overpaid. The problem is you might never predit the stock falling. Nvidia it's overpriced by a lot of analytics for example.
Could you include UNH?
Thanks for this comparison view😊.Can you do "O" and healthcare "PFE,LLY' ratings?
I would like to see UNH. Thanks for the content.
Well done analysis Joseph and not biased.
I believe you understated Teslas dilution. They do have a significant amount of dilution, they just aren’t growing it. Id give Tesla a C
Nice video. Everything made sense to me except for Tesla. It's a D or C at best
Could you tell your thoughts on NOG - Northern Oil and Gas Inc?
At what % sbc adjusted free cashflow would you buy?
BLDR, BuildersFirstSource FCF was 3.6B as of 12/2022, 118% jump from 2021.
Another good video thank you. I would be interested to hear what you have to say about 3mm if possible.bthank you
Joseph, where’s Adobe on this list?
How about Fortinet, Palo Alto and Crowdstryke?
Where is Costco and Canadian Pacific?
Please review Broadcomm, Synopsys, Crowdstrike. THanks.
I wonder if you can do a video about stocks doing buy-backs? Highly appreciated.
Have been watching for months and gain many insight, thanks Joseph
Since i experienced apple pay, i have no interest in PayPal stock anymore.
What is your opinion on American Express?
Great video, but would like to see some companies that are more relevant to the news such as banks. JP Morgan, Morgan Stanly, AmEx, Citi,
May I ask if qualtrim can also analyse stocks in foreign counties like asia stocks?
Warren Buffert bought because this company has the biggest library collection. Also their assets are good and is primed to be purchased by the streaming companies. He did say "I am not managing money for free" when pressed about it in an interview.
I'd like to see you do some deep dives into industrials like mlm, vmc, and other similar companies. They seem to be doing well, but no one ever talks about them.
What's the ticket for S&P Global?
All I find are ETFs when I search it...and yes I'm a noob
Good time to post this, love it!
Thank you Joseph. Excellent analysis
Love the video! JPM, CAT, O for some non-tech ideas and would love to see where you rank ASLM (compared to Intel and Nvidia).
Thoughts on NVO, LLY and Bp? Wish I bought LLY earlier.
@carlson: Please review Mckesson, LLY & NVO with all the buzz in pharma & new weight loss drugs..
I love this concept of videos. Would be great to see more
I can’t find Dev Cantasri? I wanted to deep dive on FICO like you suggested.
Hi Joseph! What are your thoughts on bitcoin. Do you buy bitcoin?
Please take revenue growth, margins, and debt into account for the rankings. Good revenue growth and increasing margins are a great flywheel for FCF growth while debt is like gravity slowing it down
Overall great video but I am not sure how you can put DIS above AMZN. That seems a little wonky.
I like this channel and this guy … keep on
You're really on it sir. Thank you for your most recent videos up to following last week and this week, really awesome content!
5:51 can anyone tell me where i can find the deep dive on FICO he is referring to here?
No comment on how fico had no fcf growth from 2005-15?
Very strong analysis. Thank you!
Visa and mastercard should be on a tier of their own when it comes to consistant fcf
It's scary. How much higher can it go?