I Ranked The Best Stocks
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- Опубликовано: 24 июл 2024
- 🎉 2300 Member Patreon: / josephcarlson
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00:00 Introduction
01:14 Ulta Beauty
03:50 Google
06:48 Disney
08:40 Amazon
10:52 Intel
12:26 Tattooed Chef
14:09 Apple
16:12 Netflix
18:28 Berkshire Hathaway
20:24 NVIDIA
22:22 Unity
24:34 Microsoft
26:10 Palantir
28:20 Meta
31:28 Tesla
34:20 Airbnb
25:45 DoorDash
37:11 Cloudflare
38:45 Estee Lauder
📸 Instagram: / joecarlsonshow
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This isn't investment advice. I'm just a guy on the internet giving my opinion. Some of the links above may be affiliate links that support the channel at no cost to you.
One important note on this video. I’m raking the strength of the free cash flows of these companies, but I’m not raking them by valuation. What you pay for cash flows is very important. So none of this is a buy/sell recommendation.
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Do a moat one!
Isn't cash flow priced in already?
Joseph, you should sign up to be jeremy lefebvre's charlie munger on his last video! You could really help him out!
Do a second one!!!
Do more of these videos please
Excellent
Urrh, I get all you said and totally what I needed to watch but would you consider a long right now
worth it? Or wait till full dip? How safe is getting in now considering operation de-dollarization &
taxes too
Following recent price actions, sure won’t be picking the right stock.
@@Joannahunter_415 My wife finds it funny when I lament on how poorly stocks has been performing coupled with the inflation. It's stressing having to worry about underperforming investments & retirement around the corner.
@@joecaruso06 Ever considered diversification? Or a passive income? Coming from someone who’s had a gambling problem alongside a ‘dyi’ personality, I know sometimes it’s right to stay out and seek professionals.
@@joecaruso06 Right! Currently, after 6 quarters with Yvonne Annette Lively, I hold a $152k ptf averaging 15% m-roi, passively. Honestly I don’t think I’d have ever kept up. Rebalancing is also essential.
@@tommyfisher277 True!! I remember getting pitched a so called ‘Wall Street quality stock’ with high probability and boom! The company goes bankrupt. $5k shame. Yvonne Annette Lively- with morgan stanley? Was on a fin-up pod with Tate?
The markets are still unsure if the Federal Reserve will continue to its plan to raise interest rates until inflation is under control, despite the fact that bond yields are rising while stock prices are falling. What is the greatest strategy to take advantage of the current bear market while I'm still deciding whether to sell my $401k worth of stocks?
For the average person, these techniques are rather demanding. In actuality, most professionals who have the necessary abilities and knowledge to complete such occupations do so successfully.
Working with a reputable investing coach is now the greatest market approach. Since a while ago, I've been in contact with a coach, mostly because I don't have the breadth of knowledge or mental fortitude to handle these recurrent market conditions. I made almost $700k during this downturn, demonstrating that the market is more complex than most people realize.
@@danielkey1463 Due to the significant falls, I need advice on how to rebuild my portfolio and develop more successful tactics. Where can I find this coach?
@@theresagarcia1218 My consultant is 'MARGARET ANN WARNKEN" I found her on a CNBC interview where she was featured and reached out to her afterwards. You can look her up online, i basically follow her trade pattern.
@@danielkey1463 Found her webpage. I wrote her a message, hopefully she responds, I plan to start 2023 on a woodnote financially.
Is it bad that I’m becoming numb to headlines like this? This is all really important information to understand, but at this point I don’t have any room for the existential stress these headlines induce. I guess that’s not a bad thing haha. Thanks for sharing, It’s always good to stay informed but I think separating emotion from news like this is vital in economic times like these.
Stocks are falling and bond yields are rising, but markets still don’t seem convinced the Federal Reserve will pursue plans to keep increasing interest rates until inflation is under control. I'm still at a crossroads deciding if to liquidate my $117k stock portfolio, what’s the best way to take advantage of this bear market?
@@sheliaswelttk2535 That’s right! Downturns provide plenty of opportunities for regular people to build wealth from the scratch. However, you may need to get some professional advice from an Investment coach if you need an aggressive return...
@@davidnewbury1721 Right, I've been in constant touch with a fiinancial-analyst since covid . You know these days it's really easy to buy into trending stock`s, but the task is determining when to buy or sell . My advisor "Tracy Helene Aalvik" decides entry and exit commands on my portfoliio, I've accrued over $500k from an initially stagnant reserve of $125K...
@@gabriellewilson5625 Started investing with Tracy Helene Aalvik about 3 months ago and I must say it's the boldest decision I've taken since recently. I've made over $573k in profits.
@@williamskohler8337 I’ve actually been looking into advisors lately, The crazy part is that advisors are probably outperforming the market and raising good returns. I will give this a look up, lucky i stumbled on this thread..
The stock market rally run is over but I don't know if stocks will quickly rebound, continue to pull back or move sideways for a few weeks, or if conditions will rapidly deteriorate. I am under pressure to grow my reserve of $250k.
@Finest Bear Hug very true! I started investing in 2016 and that same year I pulled a profit of about[$300,000] with no prior investing experience, basically all I was doing was seeking guidance from a financial-advisor, so you don't necessarily need to be a perfect investor, just have a professional assist you
@@chrisbluebird5037 How can one find a resourceful FA, I buy the idea of employing their services, its a shame market crashes as of late have become a sort of habit for stocks
@@legacymedia8468 My advisor is ''Wendy Helene Bennett''. In terms of portfolio diversity, she's a genius. You can glance her name up on the internet and verify her yourself. she has years of financial market experience.
@@chrisbluebird5037 I just looked up Wendy Helene Bennett on the net and researched her accreditation. She seem very proficient, I wrote her detailing my Fin-market goals..
Despite the fact that I invest, I am saddened by my inability to evaluate each company's performance and determine whether or not this is the ideal time to purchase stocks. My monetary stockpile is being depleted by inflation. At this stage, I need accurate market trajectory data, but I'm not sure what to do.
Particularly in this weak market, there are several opportunities to generate excellent returns, but such intricate transactions can only be carried out by seasoned market professionals.
I advise you to seek out a mentor or wise advisor, especially in view of the present economic circumstances.
@@worldclass097 I wholeheartedly concur, which is why I like giving an investing coach responsibility for making everyday decisions. Given their specialized knowledge and study, as well as the fact that every one of their skills is aimed on leveraging risk for its asymmetrical potential and limiting it as a buffer against certain unfavorable turns, it is practically impossible for them to underperform. I've had an investment coach for more than two years, and throughout that time I've made almost a quarter million dollars.
@@freddiethesoundboy4 I've been thinking about going that route. I've been holding onto a lot of stocks, but they're starting to lose value, and I'm not sure if I should retain them or sell them. I think hiring your investment coach would help me restructure my portfolio.
@@EvanQuiel4 Yes, you can use a search engine to hunt for Susan Lorraine Curry . However, I'm not certain that I can bring this up. In 2020, she attracted a lot of attention. She manages my portfolio and serves as my mentor.
Hi Joseph. What’s the application you use for stock analysis ?
Most of them use auto-traders or copy-trade Charles Matthew Alsip. That is how they make enormous profits from the seemingly unknown market.
@@Thompson7888 My colleague advised I work with him sometime after the 2009 market crash. Ended up not working with him, sily me.
@@Thompson7888 You are right Almost all of them on lg copy Charles.
Legends to embrace if you want to get rich investing Carlson and Gary Joe Wilde.
Graham too. Don't know why Gary Joe Wilde chose not to own a video channel here like other pros. He is older and even more advanced. Also, quite a good number of people including some reputable pros here trade with him; that is how they make so much profit regularly from the seemingly unknown market.
@@Thompson7888 He is not permitted to own or operate an investing video channel.
@@Thompson7888 Lol. I am one of them Started trading with him last year and in all honesty, wish I had known about him earlier.
Love the channel. I don't normally comment but I honestly think you should make this into a series. You should cover other stocks (maybe fan suggested stocks), I enjoyed it from start to finish. Keep up with the amazing content ☺️
I think that’s a his idea Joseph
Stocks are falling and bond yields are rising, but markets still don’t seem convinced the Federal Reserve will pursue plans to keep increasing interest rates until inflation is under control. I'm still at a crossroads deciding if to liquidate my $117k stock portfolio, what’s the best way to take advantage of this bear market?
These strategies are quite rigorous for the regular As a matter of fact, they are most successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
I’ve been on both ends of the spectrum, I was investing on my own for about 3years, and did my own study and analysis before actually buying, things became rather difficult after the pandemic which was right about when I reached out to a portfolio advisor for guidance, It’s been over 2 years and I’ve scaled up a stagnant reserve.
That's impressive! I could really use the expertise of this advisor, my portfolio has been stagnant... Who’s the person guiding you?
My adviser is *PRISCILLA DIANE AIVAZIAN* You can easily look her up. She has years of financial market experience and she is also FINRA & SEC verifiable
@@helenoliver4838 Thanks for this tip. Her website popped up on the first page immediately after I searched for her, I read through her resume and it seems pretty tight. So, I dropped a message & hopefully, she replies soon
Love this vid and how you showed profit and stock comp. Subbed. Looking forward to more just vid like this, more companies please.
So much great info packed into this video!
Loved this video format, please do more of these!
Surprised no Costco but we know it'll be God Tier
True. Everyone wants to own Costco, I think the problem is it’s just run up for so long a lot of folks don’t have an entry point.
Costco stock PE ratio in the 30’s. Compare that to Amazon in the 80’s. Still a good buy for long term wealth gain.
@@thefiveoceans1902 yeah that’s because Amazon has AWS.
Obviously S tier
A god tier stock? A retail stock trading at a 40 P/E. Yeah sure ok.
Thanks, that was exactly what I was hoping you would do. Keep up the great work
Wow ! A marvelous analysis of the companies. Just came across your video and subscribed. Will keep a watch on your videos. Thanks for the education.
Great Video, this is the type of videos required in the current market trends.
Really nice video and starting to enjoy what you're doing with your Qualtrim platform more and more. Keep up the good job!
Definitely need more of these, great content!
Meticulously explained the best I've come across, I loved it & think you do a great job & you know your staff . Thank you .
I think you nailed it! I love this type of content and I trust you to make it. Reviewing Warren Buffet, Terry Smith, and other favorite investors this way would be great, along with more popular stocks that might not be the best choice based on Free Cash Flow. Thanks Joseph!
This is such a great video. Thank you for your non-biased approach to investing. It is so refreshing to see a “show me” don’t “tell me” approach to investing.
Thank you for such a thoughtful content. Love your channel and look forward to seeing you grow. I believe a lot of retail investors (such as I) are much better served by thoughtful content like yours than by pretty much any other financial RUclips creator out here. Bravo
This is an insightful video and I really like it! I do think that a good video idea could be a part 2 where you go through other factors that affect these investments. For example, Apple looks good when looking at these fundamentals but you also have to factor in that the huge majority of their manufacturing is done in China and Foxconn is experiencing slowdowns right now and potentially in the future as well
Great content! Really happy I found your channel.
Great great video! very nice format.
More content like this! Loved every minute of it.
I love these types of videos, thank you!
One of your best videos.
Thanks!!!
Does seeking alfa has free cash flow table?
This was a very interesting video! Really hope you do more in the future!
Great video thanks for sharing. I like the format! 👍
Thank you for another great video. I love this kind of video. Please keep it coming. Thank you for your time and great content!
Thank You Joseph!It's a great video!👍
Great video! YOU'RE definitely bringing value, man!
Man... i love it. thanks sharing great content.
Thank you! Excellent.
Hi Joseph, if you did this for exchanges, where would you place FTX on the ranking?
Great video Thanks!
love this video. Consider adding commentary about Adobe and TSM next time?
i wonder who didn't sell tesla stock when at 1240. i did and moved some hundred thousands to Nio to do it all over again, 30x earnings in several years. patience and timing is all
What’s taking you shorts so long to get TSLA to $150? Weak
@@sheilahfirmin5767we will get there and more. takes time and we are patient and enjoying the process. talk to you when at 40 :)
@@gilispolls3572 My greatest happiness is the $ 64,000 bi - weekly profit I get consistently from my $ 15,000 investment despite the economic fluctuation with the help of (Marketmentor) during my research on Skype. you can also reach out to him if you want to make massive profit weekly.🥰🥰🥰💯❣
@@christoe_ferYou mean like last week?
@Pale SilasWho is this person?
This type of content I think is great. Keep them comin.
Excellent screening filter - especially the stock based compensation. Nore videos like this please.
Great Content Joseph! Greetings from France 🙂
what a good video Joseph!!
I listen to your videos all the time. But I would consider this is the best video. the stock based compensation and it affects on free cash flow. Thank you
This is exactly what the people want Joseph! Well done! Some of the best and most authentic content here. Thank you.
Great video and great idea. keep it up
Well done! I'd suggest that you add a tab to the FCF charts that shows FCF - SBC. If the company weren't paying employees in stock, it would be paying them in cash. So it makes sense to subtract SBC from FCF.
Another suggestion. How about adding the option of including an Exponential Moving average with your graphs. EMA is far better than SMA since you don't want a large effect from things dropping off the back end. Alternatively, (or perhaps even better) include an EMA of the year-over-year change.
o NFLX hasn't done that well since 2020. I'd give it a C.
o I understand your concern about NVDA, but its FCF is as good as ULTA. Of course, once you consider SBC, its rating would get worst.
o I'd give META a C based on its record.
One of the best analysis and ranking so far
hi Joseph, I watched your latest video on your bigger portfolio yesterday, loved it. I have a question abt the CORE category? did I miss your companies on your Core? I took note of your companies in consumer, tech, restaurant, financial, real estate and industrials however missing what you have under CORE ?
Thank you
Wonderful wonderful video. This is exactly what a RUclips channel focused on investing should look like. Thank you.
AMZN as an F and Meta an A. That seems like overkill for both. There's a lot of emphasis on these big tech companies. I hope GOOG starts paying out a dividend as they can only grow by acquisitions now. Organic growth will be single digit.
Agreed. Amazon proved in the past that they can generate a ton of FCF.
Love love love this video! Throw Visa in the next one please!
Great job. I like to see you do Oil Stocks like VLO and others and LLY. Please. Thanks
Great video. You could also try to do like a cashflow top10
How did you evaluate reits like vici in your website ?
Pls do this kind of analysis per industry sector of the companies that you have! I still have some questions about some of them to put in more portfolio but is rare there analysis from you. Im talking of course the ones that you have a lower %. Pls never quit mate! you are teaching thousands of people !
I like the format. How about HD, WMT, COST, JNJ & V?
Great video. Could you do a ranking for retail stocks?: Spotify, Oatly, Xpeng, Li
Let’s goo, appreciate you Joseph
Good video. What makes Tesla even more impressive is that they've achieved these increasing levels of FCF over the last couple of years whilst building two new Gigafactories and paying off most of their long term debt.
you can add a tab of free cash flow after subtracting stock base compensation for better representation of true cash flow
Hey Joseph. Just a thought on your stock compensation segment. Would it not be better for Google to give the stock (15% annualized return over the past 5 years) to employees and reinvest that cash instead at a 24.5% ROIC, rather than pay them? Thank you for sparking that thought, by the way!
Love this video man! Kind like the Car Wizard’s buy this not that review of used cars. I love it because you use real examples
Happy New Year Joseph! I really like your videos specially the latest Tesla one that got Jeremy make his own on it. I wish you would of had Sofi in your list just to see were it would rank compared to Palantir. I learnt and lost lots of money since stocks have been declining since 2021. I will only invest in S class stocks from now. To this date January 1 2023 what in your opinion are the top 3 best stocks out there in the market.
I enjoyed that one, you kept me into the end.
Hi Joseph long viewer of the channel here. Thank you for them.
I have run my own analysis in EL and I am surprised to see that qualtrim says that it have a 3.5% fcf yield. I have no idea how it got to that number but I have been checking with latest 10k and last quarter and the yield simply does not get over 2.5%.
Even when I use the numbers you showed on the video ($2000 fcf / $78.74B) is still a 2.55%.
I hope this comment is helpful
😎👍Thanks!
Great video.....maybe the next similar video can include Sofi....
Great content
Really nice video. Is there any index that favors companies with good free cash flow?
COWZ Etf
Great video. I vote for more.
I like this type of video...more in the future!
Excellent content. You don't dwell too long on any of them and all of them are relevant to many investors.
Great video
Great video ,
You should have just did a quick pick at the beginning and see where they end up after
Thanks!
Can you evaluate Rocket Companies RKT? It would be great to get your analysis. I like it and think it will be a great long-term hold.
Will you please cover PANW? They are the biggest Cybersecurity company and really doing well. Would like your view.
Regarding Google's stock-based compensation, my mindset is either way they will incur a cost that ultimately affects cashflows: either they pay out more in cash as a cost to retain and hire new talent instrumental for the operation or they pay via stock; does it really matter which option they choose to the investor? Just thinking it through.
question ..would it be possible to use Qualtrim (paying it of course) not being part of the patreon club?? 🤷♂ Love your work here. Hi from Italy
Nice video, just wondering if you can include other companies in next video as AMD, PANW, CRWD, PLTR and AMAT as a comparison ?. Thanks
Do you considered FCFE in your valuation?
Love you man 🙏🏾
Nice seeing a few different companies than usual in here.
Hey Joseph does Qualtrem only screen US listed companies or are there some Australian ones too ?
Just US for now
What was the website csll ,anyone ?,thanks
Informative yet entertaining by using the grading for the cash flow. Please be Jeremy's friend. He bought heavily in tattooed chef.
I intend to replace “return on equity” with “free cash flow” as one of my key metrics I use when analyzing future purchases.
Shoutout to the discord!
Are you going to go to Discord and shout out the RUclips community?
@@Concatenate yes.
Thanks so much for including Unity! I hope you make this into a series making tier lists for different things of these same companies. You need to update Unity's logo though.
Amazing video, 5 over 5
Good job
Would be very interesting to a stock chart comparing the growth in net free cash flow less stock based compensation and see how the latter measurement compares to the growth in a stock's price compared to other methods of stock investing. Was sorry that the author did not do the same analysis for a stock I know if one of his favorites -- Texas Roadhouse. However, since he says in other videos that that company has been conservatively run I would say that it has a net increase in free cash flows (operating income less stock based investsing so it would have an A or B rating.
I hope the author, Carlson, does what I suggest he do above to see if there is any correlation between net free cash flow less stock based compensation to see if it is a good predictor of a growing or negative growth in stock price.
Just a small caveat Joseph... Tesla wasn't hiring when the SBC was high it was because Telsa was recognizing that Elon Musk was hitting his Stock Based Compensation Incentives... now that his major package has been accounted for Tesla should have a very consistent SBC... unless Musk gets a new compensation package.
Just a question. why didn't you consider using ROCE?
Do more of this ... thanks
Where would you put lemonade (LMND)?
Thank you for sharing your opinions, and process for evaluating.