- Видео 66
- Просмотров 67 994
Balance Sheets Matter
Добавлен 31 июл 2022
Follow me on Twitter @BSheetsMatter
I have been investing and outperforming the market for many years now. I’m here to share my original perspectives and ideas about the stock market and approach to investing.
I cover a variety of topics that may be useful for beginners to advanced investors.
I have been investing and outperforming the market for many years now. I’m here to share my original perspectives and ideas about the stock market and approach to investing.
I cover a variety of topics that may be useful for beginners to advanced investors.
Preparing For Rough Markets With JM Smucker. 11PE, is is time to get defensive? SJM Stock Analysis
Defensive stocks like SJM can do well when markets get rough. Is JM Smucker potentially a good buy now? I dive into the financials and do a stock analysis outlining the strengths and weaknesses in their financials and look at the broader picture if SJM is a good buy and if it could thrive in potentially rougher markets to come.
Просмотров: 385
Видео
Charter Communications Stock Update, Why has CHTR Fallen? My Methodology & Philosophy on Investing.
Просмотров 7188 месяцев назад
A brief update on what had lead to the recent decline in Charter Communications stock price and also a brief explanation of my methodology & philosophy on investing weaving it into how it applies to CHTR.
A Deep Dive Into Starbucks Stock And Its Potential Undervaluation. SBUX Stock Analysis
Просмотров 4078 месяцев назад
In this stock analysis I look into Starbucks and it looking somewhat undervalued. But also consider if it should be worth the premium its traded for in the past.
Why YieldMax Covered Call ETFs Will Destroy Your Portfolio! TSLY, OARK, NVDY, CONY, MSTY, UTLY, YAMG
Просмотров 9418 месяцев назад
Covered Call ETFs were bad enough with QYLD XYLD RYLD and so on but now the newest abomination of covered call etfs have come up which not only will underperform the underlying etf but will end up providing investors negative returns after dividends. I recommend you watch my previous video on covered call etfs where I explain early why they are so bad and how using the strategy of buying the un...
Can Home Depot Stock Keep Delivering 20% CAGR? $HD Home Depot Stock Analysis
Просмотров 4018 месяцев назад
I look at the financials of Home Depot stock and see if they can continue delivering great returns like they have in the past. I show what lead to the great performance in the last 10 years and see if that is reasonable going forward in the future.
Is UPS's 4.37% Dividend Yield Safe? Critical Factors to Consider before Buying: UPS Stock Analysis
Просмотров 2358 месяцев назад
I dive into UPS and analysis their fundamentals showing the pros and cons of the financial statements including if their high 4.37% dividend is safe and other factors that can frequency make UPS look cheap when it may be a value trap.
Verisign: A Must Watch Stock For Every Investor With An Incredible Moat. $VRSN Stock Analysis
Просмотров 5538 месяцев назад
A subscriber request to look into Verisign Inc. $VRNS. I look into this company with might be the largest moat out there and do a stock analysis. Verisign is overall a great company but what is a reasonable price to pay for it?
3.83 PE & 14% Dividend Yield? Is Medifast Inc a Buy or has Ozempic crushed them. $MED Stock Analysis
Просмотров 5748 месяцев назад
As requested here is a stock analysis on Medifast exploring the good and bad of the company, is their dividend is sustainable, are they a good value and when I would potentially look at buying the stock. MED stock analysis
Is The 10% Dividend With Leggett & Platt Stock Safe? $LEG Stock analysis. Dividend Aristocrat
Просмотров 8448 месяцев назад
Looking into Leggett & Platt Inc. financials to see if this is a potential buying opportunity or a value trap. I look at the pros and cons in this $LEG stock analysis. As usual its very a simple clear and cut answer but if your willing to take the risk there could be great rewards.
HP INC. Stock Analysis. Is HPQ Stock Cheap At A 8.89 PE? OR Is It Another Value Trap!
Просмотров 2618 месяцев назад
Diving into HP Inc. and doing a stock analysis on HPQ stock. I look at the pros and con's of this stock based on its financials pointing on the strong and week points and what key metrics investors need to look into when looking at HPQ stock.
Is a 40 PE ratio too much to pay for Edwards Lifesciences Corp? $EW Stock Analysis
Просмотров 2109 месяцев назад
$EW stock seems expensive at a 40 PE ratio but is there a reason why there could be valuing in buying Edwards Lifesciences Corp? In this video I go over the financials of $EW stock and explain why I found it was a good value leading me to buy it.
WBD Stock Negative EPS & Positive Free Cash Flow Explained! Warner Brothers Discovery Stock Analysis
Просмотров 645Год назад
Warner Brothers Discovery has negative EPS but positive free cash flow. In this stock analysis I cover this discrepancies and more and do a stock analysis on $WBD
Decoding Costco’s Price: With a 40 PE Is The Market Overestimating Its Worth? Costco Stock Analysis
Просмотров 209Год назад
Costco is a great company with tremendous fundamentals but is the stock to expensive? is the high PE ratio justified or there a reason why this may change in the future?
Investor's Goldmine! Why McCormick Stock May Be a Hidden Value Play! MKC McCormick Stock Analysis
Просмотров 614Год назад
The long awaited analysis on McCormick is finally out! I received several requests to do a McCormick stock analysis which was a great suggestion as the stock has solid fundamentals, but what price should be look at paying for MKC stock?
Is Alibaba Stock Too Good To Be True? [Legal] Accounting Scam Exposed! Alibaba Stock Analysis, BABA
Просмотров 900Год назад
Alibaba stock looks like its a great deal on paper but there is more then meets the eye when it comes to their account. This is a simplified explanation of my first stock analysis I did on Alibaba a year ago.
Everyone Should Consider Buying This Stock, But At What Price? Alphabet aka Google Stock Analysis
Просмотров 295Год назад
Everyone Should Consider Buying This Stock, But At What Price? Alphabet aka Google Stock Analysis
Why has EPAM crashed? Is it a Buy Now? EPAM Stock Analysis
Просмотров 945Год назад
Why has EPAM crashed? Is it a Buy Now? EPAM Stock Analysis
Disney Stock May Have More Pain Before It Turns Around. Walt Disney Stock Analysis
Просмотров 214Год назад
Disney Stock May Have More Pain Before It Turns Around. Walt Disney Stock Analysis
Don't Miss Out On the Opportunity in AMGN Stock. Amgen Stock Analysis
Просмотров 208Год назад
Don't Miss Out On the Opportunity in AMGN Stock. Amgen Stock Analysis
John Deere Stock, Most Investors Don't see This is a Value Trap. Deere & Company Stock Analysis $DE
Просмотров 425Год назад
John Deere Stock, Most Investors Don't see This is a Value Trap. Deere & Company Stock Analysis $DE
At a 9.79 PE is $ADM a Value Stock? Archer-Daniels-Midland Stock Analysis
Просмотров 932Год назад
At a 9.79 PE is $ADM a Value Stock? Archer-Daniels-Midland Stock Analysis
Is Charter a Deep Value Play That is Hard to Ignore? Charter Communications Stock Analysis
Просмотров 496Год назад
Is Charter a Deep Value Play That is Hard to Ignore? Charter Communications Stock Analysis
What Caused he Downfall of LUMN (CenturyLink)? Lumen Technologies Stock Analysis
Просмотров 2 тыс.Год назад
What Caused he Downfall of LUMN (CenturyLink)? Lumen Technologies Stock Analysis
Can We Make Big Robucks Investing in Roblox? RBLX Roblox Stock Analysis
Просмотров 100Год назад
Can We Make Big Robucks Investing in Roblox? RBLX Roblox Stock Analysis
Is $HIMS the Future of Telehealth? Hims And Hers Health Stock Analysis
Просмотров 531Год назад
Is $HIMS the Future of Telehealth? Hims And Hers Health Stock Analysis
You Don't Want to Overlook This Great Stock. Hershey Stock Analysis, $HSY Stock
Просмотров 932Год назад
You Don't Want to Overlook This Great Stock. Hershey Stock Analysis, $HSY Stock
Did Target Go Woke And Go Broke? or Is Target A Value Buy? Target Stock Analysis. TGT Stock
Просмотров 240Год назад
Did Target Go Woke And Go Broke? or Is Target A Value Buy? Target Stock Analysis. TGT Stock
Why The High PE May Still Be A Good Value. Church & Dwight Stock Analysis. CHD Stock
Просмотров 180Год назад
Why The High PE May Still Be A Good Value. Church & Dwight Stock Analysis. CHD Stock
The 4% Dividend Is Tempting But Think Twice Before Investing in KMB. Kimberly-Clark Stock Analysis
Просмотров 383Год назад
The 4% Dividend Is Tempting But Think Twice Before Investing in KMB. Kimberly-Clark Stock Analysis
Is FL a Deep Value or is this another classic Value Trap. Foot Locker Stock Analysis
Просмотров 127Год назад
Is FL a Deep Value or is this another classic Value Trap. Foot Locker Stock Analysis
Hello, I am just about to embark on this CC journey and found your video informative. Question if the avg yearly yield on BXMX was 6.7%, then a hypothetical 10k still made money..Not as much as the benchmark index would have yielded. Is my understanding correct? In otherwords, 10k Principal still intact plus 6.7% avg yield for 10 years. Welcome your feedback.
@@srinip825 the principle from BXMX was not intact after going though the 2009 crash. So you can get large drawdowns that don’t recover. If you plug BXMX into a drip calculator if you reinvested all dividends you ended up with a 6.6% average yearly return but if you didn’t reinvest dividends you ended up with a 3% yearly return. So the returns end up being pretty bad if you don’t reinvest the dividends. And if you’re reinvesting the dividends why not just buy an S&P500 index fund.
price is hovering around 50 these days. Any plan to post any update on this?
I decided to pick up some recently, could go down to $42 so am prepared to cost average down. Been very busy with my main business so haven’t had a chance to do videos the last several months.
great analysis!
The author dont know what options are. Like any tool, if you dont know how to use it, you will be desapointed.
@@SebastienMigneault this isn’t about individuals using options, it’s about the automated strategies these covered call ETFs use and their performance.
@@balancesheetsmatter In a margin account, interest is deductible from covered call fund income, but capital gains are not (in Canada at least). When markets decline, CC funds suffer capital losses (as described in the video), in the market recovery phase the gains are offset by losses and paid out as a tax-free "return of capital". If you buy CCs with significant leverage during the recovery phase, you can make a lot of money tax-free. CC promoters emphasize the tax advantage, not the absolute performance.
Sorry, but I disagree with your analysis. You seem to focus on QYLD, but please consider looking at JEPQ, SPYI, and QQQi. Let's avoid spreading misinformation
Video was made two year ago before JEPQ, SPYI, and QQQI.
I bought 110 share 🥲
"Only 50 billion of net income" is "real" income, with market cap of 200k back then, it js still great! But why shouldn't the income frim Ant Financial count as net income? 😮🎉
Adams Trail
Goyette Harbor
Wilson George Lopez Scott Robinson Anna
Eliane Circles
Up massively since this upload!
Lonie Parkways
Little Manors
Is the end result of the number being changed the same ?
Thank you for this analysis
Therese Ridges
Martinez Edward Thomas George Thomas Laura
Dylan Ramp
A normal video that totaly missed the point of doing covered calls,... Covered calls are fantastic for people with a strategy. For people with dreams and bying stocks thath could rise or fall its not the place to be. This is for compounding, and you will have people winning on this but its for a specific investor. So this VID is correct in some ways. But not if your are a true income investor. Then it works
@@evopeter this isn’t about individuals doing covered calls. It’s about covered call etfs using automated strategies. I occasionally sell covered calls on stock positions I am looking for exit.
Winona Cove
Tobin Field
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Hahn Green
Aubree Inlet
Farrell Brook
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Thompson Kenneth Jackson Laura Lopez Dorothy
Orlo Squares
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Hessel Roads
Steuber Roads
Von Village
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Legros Stravenue
@8:14 Still at 12 P/E and price is $80. 09/24
Allen Patricia Jackson Lisa Johnson Elizabeth
interesting -- what other stocks do you not recommend?
*too
How do you feel about TSLY, MSTY, CONY?
Isn't there a possible upshot to these funds during periods where the underlying is not moving up or down or slowly moving up or down? Seems like options yield is impacted by the underlying assets showing more volatility than is implied in the options
These funds get short term outperformance when the underlying slowly grinds up without significant moves up or down.
do an update please considering AI has turned the company around now with recent news, - recent microsoft deal for data center expansion, 12B in secured deals basically, secured 10% of Corning Fiber for expansion which would double their coverage(already the largest in fiber in the US). Thank you! Long now at $3.65 total of about 15k in the stock. Love the video thankk you.
It's obvious you dont have a clue how these work
Please tell me what I don’t understand then 😂
@@balancesheetsmatter we should do a video man
So you can swing to me how this phone works and why we're not in a bear market and why this going to go to zero I understand the possibility can go to 0 anything can go to zero
Just goes to show, any idiot can make youtube videos. The subscriber count and video views should tell you all you need to know .