Amazing video Mr. Valuation. You have been telling us for the last year and a half that all of these stocks would come down to reality once inflation started to rise. The chickens 🐓 have come home to roost 👍🏼🙌🏽🙏🏼👏❤️Thank you!
Great review of some interesting companies! I'm going to focus on growth in the upcoming months and companies, which have had bad time as of lately - Meta, Paypal and some other companies which are great compounders, but news have been abysmal.
Alex: FAST Graphs are the “ fundamentals analyzer software tool” they are designed to think with and analyze fundamental data. They are very powerful in that they provide the flexibility to analyze different time frames. Furthermore, valuation and growth are functionally related. When you change time frames the tool automatically recalculates the growth over that time frame. The benefit of the long-term graphs is that you get a long-term perspective of how well the company’s been managed. However, growth rates are dynamic and change. From a decision point of view, the more recent historical time frames are technically (as a general rule) the most important. However, forecast data is even more important from the perspective that you can only invest in the future and not the past. So as your changing time frames note the changes in growth rate (the green rectangle in the FAST Facts box). Different growth rates effectively change the valuation perspective. Regarding your 2nd question, the answer is it depends on the company. Some companies have routinely commanded a premium valuation while others typically command a lower valuation. Once again, the historical graph provides a perspective of which makes more sense to rely upon. With some companies the blue line provides a better insight and vice versa with other companies. Once again, this is a powerful tool to think with. In this regard it does not dictate valuation it reveals that. But at the end of the day, it’s up to you to decide which is most reliable and/or which would be the most prudent to rely on. I hope this helps clarify things for you. Regards Chuck
I'm hoping Colgate Palmolive gets down into the mid 60s or lower to add a significant mount. I have been buying 3M picked up 10 more shares last week. As long as it stays below 155 I'm a buyer. Appreciate the content
@@Dividendsmattertoo I do not have any long term concerns with 3M. This is a short term issue that presents a great opportunity to buy in my opinion. 3M simply doesn't hit 4 plus % dividend yield often. It's usually in the 3 range. Even with slow growth with a 4.2% dividend return I only need 4% growth to get a blended 8.2% return. If I can get that in a stable company with name recognition that's expanding into countries like India to benefit from growth their as well I'm a buyer. If it dropped lower I'd buy more.
I didn't realize how much some of these stocks you covered have fallen, especially KMB. Don't own, but now I am looking. I started recently acquiring MMM and LEG before you covered it in this video.
Chuck: Can you do a video on some decent/good quality REITS? I don't have these expensive stocks like in this video, but I do have couple of REITS and while they are giving me good dividend, I am getting conflicting information as to whether or not I should keep/sell certain REITS. I would like to hear your perspective on it.
@@golfergirl2732 depends where you get your data from. Yahoos analysts see strong growth continuing. but even with the flat earnings it’s trading much cheaper than the forecast tool on fast graphs anyways
Great video Mr. Valuation. What do think about selling my highly profitable, long term stocks, to build up cash so that I can buy some of those you recommended, once they become undervalued?
That's timing and it might not work (you need to be right twice per stock). Also remember that the price can approximate the orange line by simply ranging while earnings grow behind the scenes.
@@firsh Thank you for your reply. I never thought of this as timing. I am instead taking some long term profits and reinvesting those into stocks that look more promising. This is a dynamic market that calls for changes. I consider this technique as rebalancing the portfolio. Selling long termed overvalued stocks and buying undervalued stocks still keeps me in the market.
T.Rowe i buyed 25 Shares @139$ not much growth expected, but good Dividend History and Dept free! Also VF Corp i buyed@53$ of the bunch of the 33 Stocks.I Thing both Stocks are have a margin of Save and i dont see them going down much more. Kimberly Clark and Clorox getting also good as defend stocks with some income. Bunch of other good Stocks out there too,some Speculations as Foot Locker.... But in General we can now own the Companys we wanted badly at some bedder prices
Great video again. Thank you Chuck. I would like to start investing in an S&P500 ETF for my daughter once she is born. Since you are mostly covering the S&P500 stocks, I wanted to ask if you would choose the normal S&P500 or the Equal Weight version? It will be a longterm play
@@xXRedEyedStrangerXx hi, sorry I must have missed the comment. Personally I’m using the Xtrackers S&P500 equal weight in my portfolio cause it is the only option which my broker offers. For my daughter I would open a new account so I’m evaluating the other options
Fwiw…. Here is a story of my experience from 50 years ago…. The 70s when the pushed up interest rate to 20% My dad a novice investor…. Getting older..diligently following the advice of his stock broker.. who suggested conservative investments…. Nearly 100% utilities. Those utilities were priced on their yield…. So when interest rates went up… they went down…. Way down… it blew my dad away Just sayng…if we start seeing persistent high inflation… interest rates will have to go up…. These dividends will not keep pace…. And these aristocrats will not look so aristocratic
Elden: PNR is still considered a dividend aristocrat and dividend Champion. Here is an explanation from curator of the champions, contenders, and challengers lists Justin law: "That was due to the spinoff of nVent (NVT). The combined dividends post-spin was equal to the pre-spin rate, and PNR has continued increasing its dividend every year since." Hope that clarifies it regards Chuck
I'm so glad I found this channel. Thank you Chuck and FASTgraph team.
Chucks the best! I don’t own any of these except P&G I had bought 2 yrs ago. I own abbbv amgn ci ibm PII omc epd ohi bk PRU PFG Met
Thank you for the update Chuck! Not just anyone can cover so many stocks so quickly :)
Definitely snagging some APD on this dip. Thanks Chuck!
Unbelievably great presentation. So much valuable information is contained within.
On forecasting is it better to use estimates or normal multiple ?
Great buy guide,appreciate very much. I will follow the script sell some that I have and accumulate more cash to wait and buy. Thanks a million!
Amazing video Mr. Valuation. You have been telling us for the last year and a half that all of these stocks would come down to reality once inflation started to rise. The chickens 🐓 have come home to roost 👍🏼🙌🏽🙏🏼👏❤️Thank you!
More coming down to come! Great video.
State of art quality of videos
What a great perspective this video gives.
Amazing video. Very, very informative.
Great videos, Chuck! Thank you!
Great review of some interesting companies! I'm going to focus on growth in the upcoming months and companies, which have had bad time as of lately - Meta, Paypal and some other companies which are great compounders, but news have been abysmal.
Also with APD you shorten the grapgh to 10 year it has a better margin of safety so whats better to use ?
Alex: FAST Graphs are the “ fundamentals analyzer software tool” they are designed to think with and analyze fundamental data. They are very powerful in that they provide the flexibility to analyze different time frames. Furthermore, valuation and growth are functionally related. When you change time frames the tool automatically recalculates the growth over that time frame.
The benefit of the long-term graphs is that you get a long-term perspective of how well the company’s been managed. However, growth rates are dynamic and change. From a decision point of view, the more recent historical time frames are technically (as a general rule) the most important. However, forecast data is even more important from the perspective that you can only invest in the future and not the past. So as your changing time frames note the changes in growth rate (the green rectangle in the FAST Facts box). Different growth rates effectively change the valuation perspective.
Regarding your 2nd question, the answer is it depends on the company. Some companies have routinely commanded a premium valuation while others typically command a lower valuation. Once again, the historical graph provides a perspective of which makes more sense to rely upon. With some companies the blue line provides a better insight and vice versa with other companies. Once again, this is a powerful tool to think with. In this regard it does not dictate valuation it reveals that. But at the end of the day, it’s up to you to decide which is most reliable and/or which would be the most prudent to rely on. I hope this helps clarify things for you. Regards Chuck
thanks for your work Chuck!
Very interesting and it shows, that we still have some room for correction. But some like 3M are now attractive.
Great content. Thanks Chuck.
How's anthem looking?
I would love to see an updated video for the same list
Chuck if these are the dividend stocks not to invest in - which are the dividend stocks we can invest in with a margin of safety ?
Thank you Chuck! Great job as always!
Chuck any consideration to add EBITDA/EV as a fast graphs metric? Thanks for this video
Great video. I sure appreciate all the great info.
I'm hoping Colgate Palmolive gets down into the mid 60s or lower to add a significant mount. I have been buying 3M picked up 10 more shares last week. As long as it stays below 155 I'm a buyer. Appreciate the content
What is with the 3M earplug case?
Do you have any concerns about the 3m earplug lawsuits that are being litigated rightnow?
@@Dividendsmattertoo I do not have any long term concerns with 3M. This is a short term issue that presents a great opportunity to buy in my opinion. 3M simply doesn't hit 4 plus % dividend yield often. It's usually in the 3 range. Even with slow growth with a 4.2% dividend return I only need 4% growth to get a blended 8.2% return. If I can get that in a stable company with name recognition that's expanding into countries like India to benefit from growth their as well I'm a buyer. If it dropped lower I'd buy more.
Great video as always. Chuck! You are the best. Thanks to you
I didn't realize how much some of these stocks you covered have fallen, especially KMB. Don't own, but now I am looking. I started recently acquiring MMM and LEG before you covered it in this video.
I decided to wait on KMB.
May start acquiring some more LEG. Down recently and close to where I bought it not too long ago.
Great info Chuck, always appreciate your reviews...
Hey Chuck, any update on your "3 Model Dividend Growth Portfolios " videos from August ?
Thanks Chock! Stock symbol VF = VFC
can you a recap of the dow jones 30 stocks as well?
What are the good ones then ?
See my comments on the good ones that are undervalued
Chuck: Can you do a video on some decent/good quality REITS? I don't have these expensive stocks like in this video, but I do have couple of REITS and while they are giving me good dividend, I am getting conflicting information as to whether or not I should keep/sell certain REITS. I would like to hear your perspective on it.
Imho Fastgraphs should have an option to account for interest rates. Multipe expansion/contraction is a function of equity risk premium..
Thanks Chuck!
Really insightful content Chuck. All the best, Dave (UK)
Wow! Thanks!
The only one (currently) investable seem to be TROW. - Thanks for the fast run through, Chuck!
@@knkklassy by what metric
Chuck said earnings are expected to be flat next few years
@@golfergirl2732 depends where you get your data from. Yahoos analysts see strong growth continuing. but even with the flat earnings it’s trading much cheaper than the forecast tool on fast graphs anyways
If you arent willing to buy trow stock, then there isnt a single stock on the market worth buying for you.
Thank you
Thank you Chuck!
Mahalo Chuck great video as always.... from a fan in Hawaii.
The last few year i thought Chuck was just joking about overvaluation....so did the entire market
Great video Mr. Valuation. What do think about selling my highly profitable, long term stocks, to build up cash so that I can buy some of those you recommended, once they become undervalued?
That's timing and it might not work (you need to be right twice per stock). Also remember that the price can approximate the orange line by simply ranging while earnings grow behind the scenes.
@@firsh Thank you for your reply. I never thought of this as timing. I am instead taking some long term profits and reinvesting those into stocks that look more promising. This is a dynamic market that calls for changes. I consider this technique as rebalancing the portfolio. Selling long termed overvalued stocks and buying undervalued stocks still keeps me in the market.
T.Rowe i buyed 25 Shares @139$ not much growth expected, but good Dividend History and Dept free!
Also VF Corp i buyed@53$ of the bunch of the 33 Stocks.I Thing both Stocks are have a margin of Save and i dont see them going down much more.
Kimberly Clark and Clorox getting also good as defend stocks with some income.
Bunch of other good Stocks out there too,some Speculations as Foot Locker....
But in General we can now own the Companys we wanted badly at some bedder prices
Soll das Englisch sein oder welche Sprache ist das?
Thank you!
First from Germany 🇩🇪
Zweiter. HAHA 😂
Thanks for keeping us grounded. I like your comment don't get too excited, yet.
Great 👍
I have Starbucks nike Unilever on the WL
but i will Time 4 a buy
You can watch Cameron Stewart review of Unilever on TH-cam. You may reconsider buying it. There surely better alternative.
A great list of stock investigators guide line, thank you very much Chuck. You are a truly a great gentleman of STOCK wizard!
WHAT ABOUT Home Depot?
Home Depot is not a dividend aristocrat!
Great video again. Thank you Chuck. I would like to start investing in an S&P500 ETF for my daughter once she is born. Since you are mostly covering the S&P500 stocks, I wanted to ask if you would choose the normal S&P500 or the Equal Weight version? It will be a longterm play
Do you know a good equal weight fund that doesn’t have a high expense ratio vs a normal one like VOO?
@@xXRedEyedStrangerXx hi, sorry I must have missed the comment. Personally I’m using the Xtrackers S&P500 equal weight in my portfolio cause it is the only option which my broker offers. For my daughter I would open a new account so I’m evaluating the other options
Fwiw…. Here is a story of my experience from 50 years ago…. The 70s when the pushed up interest rate to 20%
My dad a novice investor…. Getting older..diligently following the advice of his stock broker.. who suggested conservative investments…. Nearly 100% utilities.
Those utilities were priced on their yield…. So when interest rates went up… they went down…. Way down… it blew my dad away
Just sayng…if we start seeing persistent high inflation… interest rates will have to go up…. These dividends will not keep pace…. And these aristocrats will not look so aristocratic
Seeking Alpha shows PNR (Pentair) with only 3 consecutive years of dividend growth. Not a dividend aristocrat anymore
Elden: PNR is still considered a dividend aristocrat and dividend Champion. Here is an explanation from curator of the champions, contenders, and challengers lists Justin law: "That was due to the spinoff of nVent (NVT). The combined dividends post-spin was equal to the pre-spin rate, and PNR has continued increasing its dividend every year since." Hope that clarifies it regards Chuck
love love love
FIRST!
blue chips, computer chips, potato chips......
👍👍
wait 10 more years before diving in.
Dude… teach me
You said ecolabs wrong chuck
Great video Chuck! Thank you