I love your videos! But I have some questions: 1. In CN they say in their Outlook that they are expecting high single digit EPS growth for 2024-2026. Why we should trust more in analyst than the company itself? 2. Evolution has an incredible numbers. But, what i'm worried about is: will they be able to keep that net margin? I mean, probably goverments will make special taxes for this kind of companies.
International railroads and shipping have been getting hammered with this tariff talk. Unfortunately I don't yet know, who is right, the bears or the bulls and how big the impact of tariffs will be.
Got a sub for me. I got in Google at 168 after insights from your video on it being undervalued. That turned out to be a wise choice. Looking to get into CNI tomorrow. I want to mix some high yield dividend picks with these lower dividend but big growth potential picks.
Don't you think $ADBE is overvalued? I sold >$500 and don't want to buy much when there are so many cheap stocks crashed recently. $ASML is also overvalued, I would rather buy $NVDA that growth much faster and have PEG
@@druvaciam5407 I do, I'm not trying to sell you anything but you're participating in a lot of stocks that I own but I sometime change my mind, sometimes I make mistakes and take a loss on certain positions and move on,and I only do such updates in my group not on youtube
@@thepatientinvestor9580 I don't own $MAMA, at least not yet. Maybe at $7. But I really like all railroads, prefer $CP and $CSX over $CNI. Will investigate $CNI more if nothing is wrong with management will start buying, at ~$100 it is ridiculously cheap indeed.
I have been buying evolution gaming since you mentioned it when I started fellowing you 2 years ago. Most multi bagger I investers hold it, insane margins, great insider management, great capital allocation, dividend focused, but difficult market. I am selling American stocks (CP, PayPal) to buy evolution. Currently my 2 biggest position, but it is only dropping. When the sentiment changes just an inch, the stock will skyrocket.
Thanks for the video! Always like your takes! I've been looking at the NA rail stocks and don't really understand why they're still this expensive. They're highly cash generative for sure, but they barely grow and it's still a macro sensitive business. They used to be far more attractive because they came from a completely horrible environment to a decent environment, with lots of low-hanging fruit to be picked in the efficiency department. Now the outlook is meh growth (basically GDP) with mediocre EPS growth + macro risk + short term tariff risk. How are these stocks worth around 20 PE? Given the macro sensitivity, you need at least 10% EPS CAGR in my book for that kind of valuation. What am I missing? Happy to be proven wrong!
Successful investing is hard work because it means disciplining your mind to do the opposite of human nature. Buying during a panic, selling during euphoria, and holding on when you are bored and just craving a little action. Investing is 5% intellect and 95% temperament.
Government policy has thrown the future under the bus for decades. The day of judgment is near. I predict an 80% drop in the stock market. Investors will abandon stocks in favor of real estate. There will be no money in banks... You must devise a strategy for survival.
We have been in a depression since 2008, the yield curve has already uninverted, global recession indicators are flashing alarm for well over a year, and absolutely nobody could pull us out of the hell coming regardless of party.
I've tried investing in the stock market several times but always got discouraged by fluctuations of stock value. I would be happy if you could advise me based on how you went about yours, as I am ready to go the passive income path.!!
I've tried investing in the stock market several times but always got discouraged by fluctuations of stock value. I would be happy if you could advise me based on how you went about yours, as I am ready to go the passive income path.!!
I've tried investing in the stock market several times but always got discouraged by fluctuations of stock value. I would be happy if you could advise me based on how you went about yours, as I am ready to go the passive income path.!!
As a long time very successful investor (retired early, humbly speaking) and subscriber I have my own recommendation for PI in 25. He needs to really read all the comments and interact with all of his subscribers much much more. At the very least he should attempt to have a constructive dialogue with the few smart subscribers he might have. The channels that do that are much less preachy and so much more interesting as a result. GL, Jack
I use IBKR to invest in international stocks: www.interactivebrokers.com/mkt/?src=pntinvY&url=%2Fen%2Fhome.php
You are one of my favorite investors. Thank you so much for letting me know new stocks every time.
He's one of my most patient investors.
We agree, I started a position in CNI last week and added to it yesterday.
Just bought EVO last week!
I like CNI here too. I hadn't seen EVVTY until today but their growth is pretty phenomenal.
thanks for sharing !! great analysis and options !!!
regards from Panama
I believe evolution ab is multibagger from this level
CSX has been on my watchlist. Excellent choice.
What is your opinion on twillio
Stock, thank you
I'm also keeping my eye on OXY. It's looking quite attractive.
Great video 👍 Evolution is a good Company struggling with bad sentiment and slower growth, but its Worth more.
Thank you for searching for undervalued companies nobody talks about and everyone runs away from!
thoughts on CP?
Could you give an update on MPC at 52 week low?
@@jirojiro1029 it's going down with all oil stocks because oil is going down
What about United Health?
@@GUNNAMSURYATEJA I did a video on it check it out
Please post an update on WBD after latest events on business split.
I love your videos! But I have some questions:
1. In CN they say in their Outlook that they are expecting high single digit EPS growth for 2024-2026. Why we should trust more in analyst than the company itself?
2. Evolution has an incredible numbers. But, what i'm worried about is: will they be able to keep that net margin? I mean, probably goverments will make special taxes for this kind of companies.
As I understand Evolution is software development company. I don't expect special taxes on software companies, on operators is it possible.
International railroads and shipping have been getting hammered with this tariff talk. Unfortunately I don't yet know, who is right, the bears or the bulls and how big the impact of tariffs will be.
I also recommend you an interesting stock. AMKR will benefit from strengthening domestic demand in the US.
Got a sub for me. I got in Google at 168 after insights from your video on it being undervalued. That turned out to be a wise choice. Looking to get into CNI tomorrow. I want to mix some high yield dividend picks with these lower dividend but big growth potential picks.
@@SouthernDrinkSlinger thank you!!
I am watching CNI & CP, waiting for a sell off more
Thanks for sharing...
I like so much this chanel 🎉
Health insurance companies are getting into cheap valuations too
@@mrhulls almost
I see ASML and ADBE the best two buys right now
Don't you think $ADBE is overvalued? I sold >$500 and don't want to buy much when there are so many cheap stocks crashed recently. $ASML is also overvalued, I would rather buy $NVDA that growth much faster and have PEG
Are you still bullish on Decisive Div?
@@Blinky888 there's 30-50% upside in the short term, read the last 2 report
@thepatientinvestor9580 tx! Wait.. read?
Cni ain't going no where it's boring. But as a canadian sadly it's the true back bone of Canada.
$MAMA is crashing below $8 on missing earnings. Do you still hold it?
@@druvaciam5407 I do, I'm not trying to sell you anything but you're participating in a lot of stocks that I own but I sometime change my mind, sometimes I make mistakes and take a loss on certain positions and move on,and I only do such updates in my group not on youtube
@@thepatientinvestor9580 I don't own $MAMA, at least not yet. Maybe at $7. But I really like all railroads, prefer $CP and $CSX over $CNI. Will investigate $CNI more if nothing is wrong with management will start buying, at ~$100 it is ridiculously cheap indeed.
I have been buying evolution gaming since you mentioned it when I started fellowing you 2 years ago. Most multi bagger I investers hold it, insane margins, great insider management, great capital allocation, dividend focused, but difficult market.
I am selling American stocks (CP, PayPal) to buy evolution. Currently my 2 biggest position, but it is only dropping. When the sentiment changes just an inch, the stock will skyrocket.
Evolution Gaming is a REAL BUY on these levels. $EVO
Letttsssss gooooo.
All railroads are crashing, but $CNI is always underperforming, don't know what is wrong with the company, maybe bad management.
Thanks for the video! Always like your takes! I've been looking at the NA rail stocks and don't really understand why they're still this expensive. They're highly cash generative for sure, but they barely grow and it's still a macro sensitive business. They used to be far more attractive because they came from a completely horrible environment to a decent environment, with lots of low-hanging fruit to be picked in the efficiency department. Now the outlook is meh growth (basically GDP) with mediocre EPS growth + macro risk + short term tariff risk. How are these stocks worth around 20 PE? Given the macro sensitivity, you need at least 10% EPS CAGR in my book for that kind of valuation. What am I missing? Happy to be proven wrong!
Successful investing is hard work because it means disciplining your mind to do the opposite of human nature. Buying during a panic, selling during euphoria, and holding on when you are bored and just craving a little action. Investing is 5% intellect and 95% temperament.
Government policy has thrown the future under the bus for decades. The day of judgment is near. I predict an 80% drop in the stock market. Investors will abandon stocks in favor of real estate. There will be no money in banks... You must devise a strategy for survival.
We have been in a depression since 2008, the yield curve has already uninverted, global recession indicators are flashing alarm for well over a year, and absolutely nobody could pull us out of the hell coming regardless of party.
I've tried investing in the stock market several times but always got discouraged by fluctuations of stock value. I would be happy if you could advise me based on how you went about yours, as I am ready to go the passive income path.!!
I've tried investing in the stock market several times but always got discouraged by fluctuations of stock value. I would be happy if you could advise me based on how you went about yours, as I am ready to go the passive income path.!!
I've tried investing in the stock market several times but always got discouraged by fluctuations of stock value. I would be happy if you could advise me based on how you went about yours, as I am ready to go the passive income path.!!
As a long time very successful investor (retired early, humbly speaking) and subscriber I have my own recommendation for PI in 25. He needs to really read all the comments and interact with all of his subscribers much much more. At the very least he should attempt to have a constructive dialogue with the few smart subscribers he might have. The channels that do that are much less preachy and so much more interesting as a result. GL, Jack
@@djpoints I am already doing that, thank you jack