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lol just bought some more ASML this morning and am up over 1%. My annualized return is over 365%. Not bad for a mornings work. Now I’m gonna have a nap 😴 after all y exertions.
ASML and AAPL are definitely my favorite companies from this video. As AAPL is already kind of a monopoly and ASML is undervalued while growing its EPS. UNP is ok, decent valuations and not much growth. But a company that I was bullish on at the start of the year and now am extremely bearish on is Costco. Yes, membership this, membership that, but people don't understand that this company is trading at extremely high valuations and its growth is starting to slow down. One bad earnings report, and its an immediate negative year for Costco.
What about $CNI in comparison to $UNP? "ould be an interesting comparison! You could even look at $CSX, $CP and $NSC as well. It's an interesting business i think and a comparison would be amazing
Have both $UNP and $CNI. Choo choo! Buyback is good for shareholders as dividend is taxable. But in Apple case, buyback is not good as they are buying back shares at close to all time high. A waste of capital that can be reinvested back to Apple for future growth maybe developing more AI apps. Only ASML and UNP have solid wide moat. Huawei is eating Apple's lunch and Walmart/Sams Club can compete toe to toe with Costco.
I’m having a hard time adding this to my Google sheets. Could you do a video on it. I’m following the directions but for some reason my pc is just rejecting it?
In my eyes RR are always a good bet, long term. A 1 x BNSF share holder, thank you Mr. Buffet,am now a CSX shareholder w/2K shares thanx to splits. Why not UNP share split ?
It sucks that executive membership is higher then the others with the increase i say thst becsuse im a executive member lol but they didnraise their rewards on cash spent to earn 🎉
LMT suddenly looks very interesting too
My cost for LMT is $385. Need to drop below $400 for me to get interested again
Long LMT it’s a steal at these prices
LMT hurt my feelings today.
Great value at these prices. Decent buy.
I got in at 336. Not sure where the ceiling is.
Bought some ASML yesterday, and SCHG on the pullback 😎
🚀 Access Tickerdata and my Spreadsheets: tickerdata.com/
💰 Get $30 off and a 7 day free trial to Seeking Alpha: www.sahg6dtr.com/9D5QH2/R74QP/
🔥 Join my free newsletter! dividendology.substack.com/
📊 Preferred Broker (Interactive Brokers): www.interactivebrokers.com/mkt/?src=dividendologyPY1&url=%2Fen%2Fwhyib%2Foverview.php
Please add Chapters to your videos, great content
lol just bought some more ASML this morning and am up over 1%. My annualized return is over 365%. Not bad for a mornings work. Now I’m gonna have a nap 😴 after all y exertions.
ASML and AAPL are definitely my favorite companies from this video. As AAPL is already kind of a monopoly and ASML is undervalued while growing its EPS. UNP is ok, decent valuations and not much growth. But a company that I was bullish on at the start of the year and now am extremely bearish on is Costco. Yes, membership this, membership that, but people don't understand that this company is trading at extremely high valuations and its growth is starting to slow down. One bad earnings report, and its an immediate negative year for Costco.
What about $CNI in comparison to $UNP? "ould be an interesting comparison! You could even look at $CSX, $CP and $NSC as well. It's an interesting business i think and a comparison would be amazing
Can you do a ASML vs TSMC comparison analysis pls
Have both $UNP and $CNI. Choo choo! Buyback is good for shareholders as dividend is taxable. But in Apple case, buyback is not good as they are buying back shares at close to all time high. A waste of capital that can be reinvested back to Apple for future growth maybe developing more AI apps. Only ASML and UNP have solid wide moat. Huawei is eating Apple's lunch and Walmart/Sams Club can compete toe to toe with Costco.
I’m having a hard time adding this to my Google sheets. Could you do a video on it. I’m following the directions but for some reason my pc is just rejecting it?
Happy to help! Here is a video: th-cam.com/video/KRxHOlZSWjs/w-d-xo.html
If you need more help, email help@tickerdata.com :)
Do you think asml will go back down?
In my eyes RR are always a good bet, long term. A 1 x BNSF share holder, thank you Mr. Buffet,am now a CSX shareholder w/2K shares thanx to splits. Why not UNP share split ?
It sucks that executive membership is higher then the others with the increase i say thst becsuse im a executive member lol but they didnraise their rewards on cash spent to earn 🎉
How ROIC is calculated? They invested into business, they didn't have any growth. But ROIC is 40%! Nonsense.
Nvidia lost its MOAT?
first
Can you do a ASML vs TSMC comparison analysis pls