Thank you Chuck for the regular video uploads! The content that is shared here is simply amazing and you have become my favorite stock market youtube channel. I have been interested in the stock market for about 5 years now. But only after discovering the FAST-charts I feel that I understand the value of stocks. I keep wondering though: how does debt influence the valuation of stocks in a low interest time and how would it impact stocks if interest rates would be much higher. I'm 33 years old, only started to buy stocks this year. However, I believe that interest rates will not be forever so low in my lifetime. Probably debt played a much bigger role in the 80s (high interes rates) than in does now. The debt must have a much higher impact on the stock price, if rates will increase with inflation in the future. Is there something like a dept/share metric? I have heard of companies that barely are able to pay off their debt in this low interest rate time, and if rates would increase a lot of these companies would go into bankruptcy. I would love to hear your expert opinion on debt and the valuation of stocks taking debt into account.
I just realize, I should have watched the video to the end... you actually speak alot about debt in this video, and yes there is a dept/share metric ;-) so I will just keep watching future videos and hope to learn more about debt and valuation. Once again, thank you Chuck!
Opening a position in LYB today - can't believe it's trading ~$85!! Would also love your thoughts on PATK which looks like a steal at current valuation. Thanks, as always, Mr. Valuation!!
Revisiting this valuable video because LYB has dropped significantly to mid-$70's and the dividend yield is much more attractive. Chuck's analysis is often part of my decision making process when adding a new company. Thank you. PS current P/E 6.8; div 5.769; did you add it?
Owned some for some time mainly for the dividend, but sold because I noticed I bought overvalued and I was getting taxed a lot for the dividend as it's not a US company. Thanks.
Why does fidelity show the PE for LYB at almost 16 ? As a new investor I find the various multiples confusing. Yahoo also assigns the higher multiple. Thanks for the great videos ! I find them very educational.
Thx Chuck. - Plastic Row material Shortage. The root cause of this crisis is the COVID-19 pandemic. 2020 and the beginning of 2021 have been a battle, especially for Texas and Louisiana resin manufacturers. ... As a result, many thermoplastic resins were already in tight supply.12.05.2021
wow great potential opportunity, going to dig in further ! Already reading their10K :-) This information alone is worth at least 10 years of Fasttrack membership fee !!
Ricardo Moreno: I have my development team working feverishly to launch the new version. Consequently, we are just maintaining the current version which is working fine as it currently is. In other words, I do not want to take our developers attention off of our new version. Sorry, Chuck
Chuck, thanks for all the great content! An idea for a subscriber video on Tuesdays, renewable energy companies. I know you did BEP recently, but how about comparing them to NEP, AY or RNW.TO (among others)? Any of them at decent valuations? Cheers from Germany!
I keep selling puts on LYB with the thought it will drop into my basket. While I have generated a fair amount of premium, I have missed a good bit of capital appreciation.
I think if held in a retirement account, you get the entire dividend minus any ADR fees. Otherwise, you collect 85%of the dividend minus ADR fees. At tax time you can may be able to recover that 15% depending on tax treaties between the US and the country of the dividend issuer.
While the company looks undervalued in fast graphs, I’d be interested to get your take on the declining revenues, eps, operating cash flow, ROIC and shareholder equity. Do you think it is priced in already?
Digging through humongous amounts of financial videos on TH-cam I finally struck a rich vein of gold: your content!
Greetings from Germany :)
Chuck is in the top 3 for financial/stock content...
German here to brother!!
Nice find! Opened a foot-in-the-door-position today. Your videos have a lot of value mate!
Thank you Chuck for the regular video uploads! The content that is shared here is simply amazing and you have become my favorite stock market youtube channel. I have been interested in the stock market for about 5 years now. But only after discovering the FAST-charts I feel that I understand the value of stocks. I keep wondering though: how does debt influence the valuation of stocks in a low interest time and how would it impact stocks if interest rates would be much higher. I'm 33 years old, only started to buy stocks this year. However, I believe that interest rates will not be forever so low in my lifetime. Probably debt played a much bigger role in the 80s (high interes rates) than in does now. The debt must have a much higher impact on the stock price, if rates will increase with inflation in the future. Is there something like a dept/share metric? I have heard of companies that barely are able to pay off their debt in this low interest rate time, and if rates would increase a lot of these companies would go into bankruptcy. I would love to hear your expert opinion on debt and the valuation of stocks taking debt into account.
I just realize, I should have watched the video to the end... you actually speak alot about debt in this video, and yes there is a dept/share metric ;-) so I will just keep watching future videos and hope to learn more about debt and valuation. Once again, thank you Chuck!
Debt would actually be great if it's mostly fixed rates, and well spent. Worrying if it's all variable rates...
seems to be an interesting stock, never heard about LYB ! thx chuck !
Thanks for sharing! I hope we'll see more analyze videos like this ;)
I bought this thing for half the prize and near 8% dividend. One of by best buys
Very detailed analysis thanks Chuck. I want to look into this one more I’m intrigued.
Nice find, definitely worth a closer look. Thank you.
Chuck, how about an update on LYB?
Chuck, could you do an update for a few minutes on LYB?
Opening a position in LYB today - can't believe it's trading ~$85!! Would also love your thoughts on PATK which looks like a steal at current valuation. Thanks, as always, Mr. Valuation!!
Hello Ed! I'm very much interested in LYB. Keeps falling. Any idea what this is about?
How about an update on LYB
Good one Chuck!
Revisiting this valuable video because LYB has dropped significantly to mid-$70's and the dividend yield is much more attractive. Chuck's analysis is often part of my decision making process when adding a new company. Thank you. PS current P/E 6.8; div 5.769; did you add it?
Great video
Chuck, thanks as always
This stock market is so overvalued it is so hard to find good quality companies on sale
It not a stock market - it is a market of stocks ;)
@@CapCashOG you must want to be a teacher
Owned some for some time mainly for the dividend, but sold because I noticed I bought overvalued and I was getting taxed a lot for the dividend as it's not a US company. Thanks.
They moved their headquarters to UK so no dividend withholding tax anymore
Why does fidelity show the PE for LYB at almost 16 ? As a new investor I find the various multiples confusing. Yahoo also assigns the higher multiple. Thanks for the great videos ! I find them very educational.
here is a link that explains P/E ratios using different metrics www.fastgraphs.com/documentation/blended-p-e/
I agree that this seems like a very good company to invest in. Thank you for the excellent presentation.
Anyone know the Dutch dividend tax withholding policy for USA residents, in and out of retirement accounts? Exist a tax treaty?
Bought 10 shares at an average price of 92$ per share. LETS GO
Thx Chuck. - Plastic Row material Shortage. The root cause of this crisis is the COVID-19 pandemic. 2020 and the beginning of 2021 have been a battle, especially for Texas and Louisiana resin manufacturers. ... As a result, many thermoplastic resins were already in tight supply.12.05.2021
looks like estimates went up even more, stock price has come down a bit more as well since you've made this video:))
wow great potential opportunity, going to dig in further ! Already reading their10K :-) This information alone is worth at least 10 years of Fasttrack membership fee !!
Did you add it to your position? I’m looking at this today and the price is getting better for opening a position
Thanks Chuck!! Can you talk about DVA?
Chuck! You dont talk much about foriegn stocks...lots of European and Asian companies w great PEs and earnings...your thoughts please??.
Mark Soberay: coming soon, our new version will include international stocks. I look forward to what I can learn. Regards, Chuck
They have grown their dividend again to $4.52 a year. Love their metrics currently.
Hello, Chuck!
Any follow-up on our LYB here? ---down considerably of late.
Maybe due to rising gas/petro prices?
Will FASTgraphs add the gray shaded time frame for 2020 for the existing version as it does in the new version?
Ricardo Moreno: I have my development team working feverishly to launch the new version. Consequently, we are just maintaining the current version which is working fine as it currently is. In other words, I do not want to take our developers attention off of our new version. Sorry, Chuck
Would you be concerned with LYB debt ?
Another great video as usual. Thanks! Would love to hear your thoughts on Miller Industries (MLR) and Academy Sports (ASO)
Chuck, thanks for all the great content! An idea for a subscriber video on Tuesdays, renewable energy companies. I know you did BEP recently, but how about comparing them to NEP, AY or RNW.TO (among others)? Any of them at decent valuations? Cheers from Germany!
Would you consider doing a piece on containershipping? DAC ZIM NMM etc. I think Mr. Valuation would approve some of these. There´s even dividends now!
Would you be willing to review GM? I bought at 24, it’s now 60-ish and still not paying a dividend. Not sure what to do with it. 🤷♂️
check this out 17:51min th-cam.com/video/09OgsvRj66Y/w-d-xo.html or here th-cam.com/video/xELykTStleI/w-d-xo.html 16:40 min
Could this channel be any better? Don't think so.
I keep selling puts on LYB with the thought it will drop into my basket. While I have generated a fair amount of premium, I have missed a good bit of capital appreciation.
I wonder how much tax has to be paid by US residents on the dividend given this is a foreign company. Anyone has some idea?
I think if held in a retirement account, you get the entire dividend minus any ADR fees. Otherwise, you collect 85%of the dividend minus ADR fees. At tax time you can may be able to recover that 15% depending on tax treaties between the US and the country of the dividend issuer.
the market is crazy! I'm 98% out. and no, I'm not buying any LYB (even tho I did own them in the past)
Do you still think LYB is a buy right now?
the companies that were "overvalued" have gone up and the lyb has plummeted since, aaah the market.
looks excellent
could you do homebuilders and home accessories. chris c from plant city
Bought it $50 in2020 but sold at $60s. Lol
While the company looks undervalued in fast graphs, I’d be interested to get your take on the declining revenues, eps, operating cash flow, ROIC and shareholder equity. Do you think it is priced in already?
On a filter I just found it two days ago, it is very interesting but it already run a lot, maybe it is late
While it is below PE of 15 ,, It is above its std PE. I'm not buying
Great video