Thank you Chuck for an interesting video. I am long both ELV and TSMC partially thanks to this channel (along with their competitors - GL/CI and NVDA/QCOM) and do think to add some more upon market panic.
Mr. C, would you consider doing an eval of GPC, after their earnings announcement with lowered guidance, and huge 18+% drop? Particularly your view of the valuation now, any assessment of fwd earnings, and possibility of EOY tax-loss harvesting sales dropping the price further? Thanks.
No Micron? Last time a commenter asked why you don't evaluate Micron the excuse was that they hadn't released Q4. Now that they have wondering why they aren't being evaluated?
Mainly because Micron is extremely cyclical and very difficult to evaluate, it is just not my cup of tea. With that said current forecasts are for strong growth over the next 2 years but I do think it is a high level of risk. Investment caution would be my advice. Regards, Chuck
CMS will just continue to shave costs which will affect the bottom line of these major healthcare insurers. They're can't avoid what CMS does, and continued increasing costs is not supportable. If millions more uninsured patient's are able to cross the border and use U.S. services, in order to recoup expenses CMS will continue to cut to keep a larger share of the pie in order to fund their own costs without angering the American public through higher taxes..
Will be adding to elevance tomorrow. Thanks Chuck
Thank you Chuck for an interesting video. I am long both ELV and TSMC partially thanks to this channel (along with their competitors - GL/CI and NVDA/QCOM) and do think to add some more upon market panic.
Mr. C, would you consider doing an eval of GPC, after their earnings announcement with lowered guidance, and huge 18+% drop? Particularly your view of the valuation now, any assessment of fwd earnings, and possibility of EOY tax-loss harvesting sales dropping the price further? Thanks.
thanks Chuck
Jumped in on elevance today 🎉
Chuck, that would be great if you could do a video update on ELV, GPC, and possibly ASML sometime.
Can you make analysis on Mosaic (MOS) and Nutrien (NTR), how valuation looks now? thanks
Does fast graphs have a mobile app for Android?
We do not have an app yet, but you can pull up fast graphs on the smart phone.
No Micron? Last time a commenter asked why you don't evaluate Micron the excuse was that they hadn't released Q4. Now that they have wondering why they aren't being evaluated?
Mainly because Micron is extremely cyclical and very difficult to evaluate, it is just not my cup of tea. With that said current forecasts are for strong growth over the next 2 years but I do think it is a high level of risk. Investment caution would be my advice. Regards, Chuck
CMS will just continue to shave costs which will affect the bottom line of these major healthcare insurers. They're can't avoid what CMS does, and continued increasing costs is not supportable. If millions more uninsured patient's are able to cross the border and use U.S. services, in order to recoup expenses CMS will continue to cut to keep a larger share of the pie in order to fund their own costs without angering the American public through higher taxes..