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Victor H Investing
США
Добавлен 10 сен 2011
This channel is for active investors that are interested in analysis and comments on stocks, bonds, crypto and real estate. The mission is to share my investing journey as an active individual investor with reviews of various investment ideas. Channel reviews use a value model that is created with the financial statements of each investment.
My Active Value Investor scorecard for a good investment is as follows:
1. I invest in companies I understand, and I want to own.
Strong wide competitive barriers of entry
Revenue & Free Cash Flow Growth
2. I invest in good balance sheets.
Is debt less than 3X EBITDA?
3. I want a discount on the stock price.
4. Decide to buy, hold or sell this stock today.
This channel is for educational and entertainment purposes only. Any information or comments expressed on this channel should not be used to make investment decisions.
My Active Value Investor scorecard for a good investment is as follows:
1. I invest in companies I understand, and I want to own.
Strong wide competitive barriers of entry
Revenue & Free Cash Flow Growth
2. I invest in good balance sheets.
Is debt less than 3X EBITDA?
3. I want a discount on the stock price.
4. Decide to buy, hold or sell this stock today.
This channel is for educational and entertainment purposes only. Any information or comments expressed on this channel should not be used to make investment decisions.
Stock Investing Live Stream August 29th - Stocks reviewed NVDA, AL, DG, AMD, HRUS, HRB
Stock Investing Live Stream August 29th - Stocks reviewed NVDA, AL, DG, AMD, HRUS, HRB
You can support the channel by becoming a member www.youtube.com/@victorhinvesting/membership
This video does not provide any financial advice nor make any investment recommendations.
You can support the channel by becoming a member www.youtube.com/@victorhinvesting/membership
This video does not provide any financial advice nor make any investment recommendations.
Просмотров: 56
Видео
Nvidia Earnings Analysis Live Stream August 28th
Просмотров 7123 часа назад
Nvidia Earnings Analysis Live Stream August 28th You can support the channel by becoming a member www.youtube.com/@victorhinvesting/membership This video does not provide any financial advice nor make any investment recommendations.
Stock Investing Live Stream for August 28th
Просмотров 812 часа назад
Stock Investing Live Stream for August 28th Stocks discussed include NVDA, HPQ, SMCI, QRVO, ZIM You can support the channel by becoming a member www.youtube.com/@victorhinvesting/membership This video does not provide any financial advice nor make any investment recommendations.
Stock Investing Live Stream for August 27th
Просмотров 1494 часа назад
Stock Investing Live Stream for August 27th Stocks reviewed include BOX, ALB, ENVX, SQM, LAC, YOU, HIMS You can support the channel by becoming a member www.youtube.com/@victorhinvesting/membership This video does not provide any financial advice nor make any investment recommendations.
PUMP - Small Cap Big Value
Просмотров 1227 часов назад
PUMP - Small Cap Big Value ProPetro Holding Corp. operates as an integrated oilfield services company. The company provides hydraulic fracturing, wireline, cementing, and other complementary oilfield completion services to upstream oil and gas companies in the Permian Basin. ProPetro Holding Corp. was founded in 2007 and is headquartered in Midland, Texas. You can support the channel by becomin...
Stock Market Live Stream for August 26th
Просмотров 1407 часов назад
Stock Market Live Stream for August 26th Stocks discussed AAL, UAL, INDV, PFE, UTHR, MRNA, BNTX, NVDA, DXCM, PUMP, NE, CVX You can support the channel by becoming a member www.youtube.com/@victorhinvesting/membership This video does not provide any financial advice nor make any investment recommendations.
Episode 6 Victor H Investing Podcast
Просмотров 1689 часов назад
Episode 6 Victor H Investing Podcast Stocks discussed include Exxon Mobil XOM, Chevron CVX, Valero VLO, Ford F, ProPetro PUMP We also discussed investing in real estate. You can support the channel by becoming a member www.youtube.com/@victorhinvesting/membership This video does not provide any financial advice nor make any investment recommendations.
Weekend Stock Live Stream
Просмотров 1649 часов назад
Weekend Stock Live Stream Stocks covered include ADAY, ZM, NVDA Discussed real estate You can support the channel by becoming a member www.youtube.com/@victorhinvesting/membership I used Seeking Alpha for my analysis and you can get a free trial offer here www.seekingalpha.link/3LT7C6J/2QZRGT/ To sign up for the moomoo offer, please use this link j.moomoo.com/0129Fy Eligibility: New brokerage a...
Zoom is up 12% Today - High cash flow company
Просмотров 6514 часов назад
Zoom is up 12% Today - High cash flow company
Rising Stocks Live Stream
Просмотров 15719 часов назад
Rising Stocks Live Stream Stocks discussed include: Zoom ZM, Chegg CHGG, Intel INTC, Johnson & Johnson JNJ, UPS, ASTS, PATH, CVNA, THX You can support the channel by becoming a member www.youtube.com/@victorhinvesting/membership I used Seeking Alpha for my analysis and you can get a free trial offer here www.seekingalpha.link/3LT7C6J/2QZRGT/ To sign up for the moomoo offer, please use this link...
Sold Put Options - Win Win Scenario
Просмотров 11419 часов назад
Sold Put Options - Win Win Scenario You can support the channel by becoming a member www.youtube.com/@victorhinvesting/membership I used Seeking Alpha for my analysis and you can get a free trial offer here www.seekingalpha.link/3LT7C6J/2QZRGT/ To sign up for the moomoo offer, please use this link j.moomoo.com/0129Fy Eligibility: New brokerage accounts created before 2024.7.31 5.1% APY a 3-mont...
Bit Digital is up 21% after earnings ... BTBT to the moon?
Просмотров 14421 час назад
Bit Digital is up 21% after earnings ... BTBT to the moon?
Is MPW a Buy? Is it a multi-bagger? Or a bad bet?
Просмотров 28221 час назад
Is MPW a Buy? Is it a multi-bagger? Or a bad bet?
Solventum is a valuable spin off from 3M
Просмотров 198День назад
Solventum is a valuable spin off from 3M
Real Estate Stocks - Short Terms Gains - Have an Exit Strategy
Просмотров 97День назад
Real Estate Stocks - Short Terms Gains - Have an Exit Strategy
Live Event Monopoly "Like" Company - Live Nation
Просмотров 44День назад
Live Event Monopoly "Like" Company - Live Nation
ZIM stock is up 69% YTD, and earnings are coming
Просмотров 272День назад
ZIM stock is up 69% YTD, and earnings are coming
What Stocks are Super Investors holding?
Просмотров 16314 дней назад
What Stocks are Super Investors holding?
Tech Giant has started their comeback- CSCO pays a 3.5% dividend
Просмотров 7814 дней назад
Tech Giant has started their comeback- CSCO pays a 3.5% dividend
Intel is on a losing streak, will it become a champion again?
Просмотров 21414 дней назад
Intel is on a losing streak, will it become a champion again?
TMF typically goes up when the Fed cuts rates. With rate cuts expected in a couple of weeks, do you see any downside in putting some money into it?
Thank you for the details
Revenue growth flat over next 4 years. And is the EPS estimates organic growth or from buybacks?
I believe they will have revenue growth from this point and 2025 should see good growth
If you could only buy 10 stocks this year what would you buy?
good question, not financial advice, META, GOOG, UBER, NKE, UTHR, PFE, HOOD, CVX, BTC, SBUX
Interesting stuff, can't beat a DCF value, good luck with the channel 👍
Much appreciated!
Did you sell/close this position on this fruitful day, Wednesday, Aug. 28? Good call!
I closed it at a profit, thank you
Thank you for your insight. Keep it up.
Thanks, will do!
With all the information out there, you hit it on the head thank you. Keep it up.
I appreciate that!
What's the name of website you are using to analyse the stock?
stockanalysis.com
I agree it's platform will continue to make money for host and aiabnb
Thank you for watching
What do you think of Technip FMC(FTI)? The company engages in subsea/surface infrastructure construction projects. I guess the company would benefit from increasing oil prices and have a good environment that Average costs of producing oil in offshore are is way below those of shale. But the fact that the compant is not direct energy company seem ambiguous to evaluate the potential up/downside of the company. Anyway, thank you for the contents about Propetro.
Didn't DXCM drop based on the drug from LLY that could severely diminish their sales? I believe something like that happened....I wasn't on your call but while watching your post you were asking and I thought I remembered something such as this... (seems like they and another Insulin pump company both dropped heavily)
You're right, that was the big threat to DXCM
I like your analysis, good job. Like and subscribed
Thank you
@@victorhinvesting check out DRCR and IQST
I'm new to trading, and I've lost a good sum trying out strategies I found in online tutorials. I would sincerely appreciate any recommendations you have🇬🇧
Out of curiosity, I looked up Hattie Domke Glover, and she seems pretty tight and outstanding. I read through her resume, educational background.
Watch the channel for more educational content
I have some Merck shares, might sell 20% of them soon
thank you for watching and the comment
Thank you for the contents.
Glad you like them!
VOW = volkswagen
Thx
Pay Attention !! Time to Upgrade The difference between professional RUclipsr and basic RUclipsr have a line of Thumbnail only !!! I'll do thumbnails but that's not really important but the important is it increases the CTR of your videos, I work with many youtubers and i know what a youtube channel needs.. So i offer you 50 thumbnail at the price $99. That you use multiple times on your RUclips video .Probably this is one of the best investment i here from my clients !! ❣️
I already responded to your previous post
Thank you for sharing your knowledge and your time.
You're welcome
Josh Brown - The Compound
Very good show
Cheers to "living in the golden age of investing". I am new to it all, but I cannot agree more. I also reduced my sports to just MMA + rugby. Rest of my time, I prefer researching, discussing + seeking alternative opinions on stocks. So much knowledge being freely shared, it's unbelievable.
I am right there with you
I did also want to mention that your observation of another REIT coming along and buying them up makes a lot of sense if a realty income, or vici come along, they could easily absorb its assets and with other income, could easily absorb the problem of steward. I do not understand why MPW continues to cater to them at this point they should be treating them as though they’re toxic because of the amount of destruction they have caused. It would also be ironic if you could trade MPW stock for realty income stock in a buyout scenario that would be a fantastic trade. Ironic because we both sold out recently.
Interesting thought.
I like you, Victor you’re a plain speaking, no nonsense kind of person and you’re right. MPW is no Zim. I have invested in both of those companies. I’m very pleased with the Zim turn around and the fact that they have all these new ships coming out I believe it’s a stock that has nowhere to go but up. which is why I’m investing the dividends back in the company. As for MPW I sold out last week, I did it for two reasons I no longer trust management when they extended more credit to Stewart after Stewart got them all this trouble. I questioned management sincerity, But the real reason I sold is that the revenue is declining and they’re selling assets. They are selling the future to pay for today and Stewart shows no sign of resolution. I agree with you that management needs to change. Management changed and I could buy back at about four dollars a share I would take a chance but so long as these idiots are in charge I would rather put money in symbiotic or Zim.
Thank you for the comment and I am glad you find the videos interesting. Please attend the live streams or the investor call we have. You can add a lot of value to the conversation.
Acquiring stocks could appear simple, but choosing the right stock without a tested plan can be very difficult. My main barrier to growing my $210K portfolio, which I've been working on for a while, is the absence of well-defined entry and exit plans. Any guidance on this would be highly valued.
Find a process to evaluate companies and be able to improve over time. Entry and exit for me are generally based on the value and expected return. Good luck
We look to be entering a period of declining interest rates, with the Fed moving rates lower gradually. In this kind of an environment would bond funds be a better investment than one time purchases of individual bonds?
Funds make it easier to invest. Individual bonds give you the ability to tailor to the maturity dates you want and the yield you want. If you want to invest more time & energy learning, individual bonds get you a bit better performance and better alignment with your income needs.
Super micro is a scam ceo is not english speaking CCP chinese schill
Let's see how this stock performs
I really want BTBT, even though I have MARA, but I want to wait until it pulls back some
How is MARA performing?
Now, let's start increasing our purchases in healthcare, some financial, sprinkle in an energy or two, and continue some REITs (I know you love REITs, Victor) haha.....
lol
For once: Thanks, Chairman Powell!
Let the rate cuts begin
Great insights on Zoom's performance! Thanks for the update!
You’re welcome
Revenue Growth of 2.09% quarterly its a joke, I already sold ZM, For me ZM is becoming too risky especially they are one trick pony company, they have just one product and Revenue Growth is going down quarter after quarter. Good luck with your ZM stock Victor, me I'm out of this company.
Good question on recession sectoral positioning. Thanks for covering.
Glad it was helpful!
Red day = red shirt
lol, coincidence
I need to learn more on this area.....I'm definitely lacking badly here.
Bonds are easier to learn in my opinion
Easier to time Bonds and Real Estate , no one knows what stocks will do !
Agreed
Easier? Yes! Easy? Probably not.. the market has been wrong on the timing for 2 years. With record revisions on economic data, it’s increasingly difficult to accurately predict anything. The part that is certain is which way bond prices go as rates change and what your payments will be when you collect. That’s it. I’ve been trying to “outsmart” the Fed for a while. I’m not losing, but I’m not “winning” yet. I’ll need a full basis point in a year to declare victory. I’m starting to wonder if it’s going to be a draw. J Powell is putting up a hell of a fight!
@@iangantner6976 Good points
Pay Attention !! Time to Upgrade The difference between professional RUclipsr and basic RUclipsr have a line of Thumbnail only !!! I'll do thumbnails but that's not really important but the important is it increases the CTR of your videos, I work with many youtubers and i know what a youtube channel needs.. So i offer you 50 thumbnail at the price $99. That you use multiple times on your RUclips video .Probably this is one of the best investment i here from my clients !!
Not interested in a career as a Pro RUclipsr, I just like making money from my portfolio and having a community to share experiences with.
Too many competitors for zoom. Nothing unique. Teams & google meet and massive
I agree that Zoom has competition.
Is that a PSU hat? I’m an alum. We are!
My son is completing a PHD there now, so therefore I support PSU. Great school.
Thank you for your in-depth analysis of the company. I found out this company through Financial KPI's screening, and it is showing unbelievable strong financial performances in cash generating considering its industry and size. I got a little more confidence in my investment in the company from your analysis. Thank you.
Thank you for the positive comment
I feel like ZOOM is in the gray. MS Teams and google meets fulfill the same function. In my opinion most companies already use Outlook and Google for email which increases the likelihood that they would use that same platform for video conference calls.
please can you have a look at moderna :)
On the JSE (Johannesburg Stock Exchange [South Africa]), there is a listings requirement for companies to release a voluntary update at any stage if they suspect or know that Revenues, Earnings or Profits will vary from last forecast by more than 20%. It prevents a lot of the INTC type surprises. There is still volatility but it's not catastrophic. Pat Gelsinger has done this a few times now. I re-entered after this fall, but I think the discussion around erosion of trust is valid.
Man starts with ZM + I start cheering 😎😂 Thanks for covering
Glad you enjoy it!
Hey Vic, was wondering if you had updated thoughts on ZOOM, I held into earnings and surprised the company had only a mild boost to their stock after earnings. A win’s a win, but man, I was expecting a little more oomph lol
Oh sorry, I just seen your other vid
Solid content my friend. New sub here. Just doubled down on CVS.
Thank you
would love to have an update on this now that DIS is under $90 and COMCA is still around the same price as the video ($40)
I'll take a look
Baba is a scam, sorry bud. You will lose everything
Thank you for the comment, my fingers will be crossed
Nope, clearly DOGE to the moon 🐶🚀🚀🚀 Seriously - my main concern with these firms is the inefficiency of bitcoin mining. Even though it's profitable for the moment I would still feel more comfortable if they move more toward staking options. Just my 0.000008 ETH 😉
Good points, what if BTC goes to $100K or higher?
@@victorhinvesting Well besides the fact that ETH and BTC are highly correlated, yes, if short-term profit is your only consideration, that is a strong bull case. Just saying, for me, it's not 😉