Hi Chuck, I learn so much from you. I used to watch a handful of different stock channels. Now, I only watch yours. And I act on what you are teaching. You are very generous to share your knowledge with us. 💜
Big pharma criminal organization will have Great future as long as these corrupt Marxist rule with their propaganda but when humanity wakes up they will drop like stones to 0
I own shares of PRU, it killed me that I couldn't buy more when it crashed to 45 a share during the 2020 panic and had a 10% dividend yield. Too many other bargains to be had.
Hi! Awesome video, I have a question, BMY in yahoo finance reports 9billion loss in 2020, I don't see this reflected in fastgraphs, is there something wrong I am not seeing?
Tiago Santos : Yahoo finance is reporting diluted earnings or GAAP. FAST Graphs also has that option. However, diluted earnings carry non-cash charges and other non-cash accounting convention that really doesn't affect stock price. Operating cash flow and operating earnings tell a much different story. Regards, Chuck
Already own 5 out of 10. Great video! Thank you Chuck! $AMP was recommended by Chuck last year, unfortunately I passed on that one. What a bull run so far! Nevertheless, I like my $PRU shares also.
Hello Chuck! Thanks for your always incredible work! I completely agree with you that valuation matters and it matters a lot... but recently I have been thinking about how to form a diversified portfolio and you always talk about BMY, ABBV... etc let say Healthcare and Financials and somethings from Tabacco becuase these are the names that offer a better valuation entry point. On the other side I have names like BF.B, SHW, HSY, AAPL that never seem to be in a good valuation entry point or are always in overvaluation territory but they are of such a good quality that some data (show for example by Terry Smith) proves that even some times top quality allows you to pay highy PEs and outperform. My point is that if I want to have a diversifed portfolio of high quality stocks I will have to take the risk to overpay for that quality... or should I wait? and for how long? because in the maentime I am not being well diversified. Anyway I think I might have complicated a lot my question. Thanks again and best regards from a loyal follower from Argentina! Thank you Chuck!
Roberto Alvarez : I believe that patience pays off, and if you're willing to wait you will eventually have an opportunity to invest in quality stocks at attractive valuations. In the meantime, I simply take what the market gives me. Frankly, there are plenty of attractive names out there in which to build a portfolio and simultaneously provide you adequate diversification. They are hard to find today, but they are there if you're willing to look. Regards, Chuck
Thanks for the great content Chuck. Appreciate all the knowledge you share. I’ve seen you compare to over valued stocks such as Apple and Microsoft. Would love to see you cover some of the others such as Google and Netflix.
Welcome to the Altria owner club Chuck. I felt the same way you do about investing in it, but I feel Pepsi and McDonald's are also dangerous companies for people who consume too much of their product.
This is an excellent source of research ideas! Just bought BTI in my Roth last week and this week. I need to figure out how to do that total return screen using portfolio tool
Da Masky: several places. The white line on the graph plots dividends and the area below the white line represents the portion of earnings that are paid out. Also, if you point to the dots on the white line the pop up will tell you what the dividend payout ratio is. You can also find this information under the performance TAB. regards, Chuck
I got an idea for another video: what about speaking about how to rate an earnings report, if a decline (for example) is a buying opportunity or if the business is struggling. as example we could take the big pharmas like MRK (big decline today), BMY (big decline today), AMGN (big decline yesterday).... what do you think, chuck?
Great video! I own Abbv, Bmy and Pru on your list. A video I’d like to see is how high pe vs low pe companies fare during and after a recession. Thanks!
Long ABBV, BMY, BTI - There are a few gems out there compared to some tech high flyers. Although my best returns over the last year came from beaten up oil stocks. But whoever has a few stocks of your list can certainly sleep well at night. Nevertheless, I wonder how those companies will do in case a big sell off in the overall market occurs. They probably get hit too. Question is: How much...
I wonder what you make of GNW - until a few months ago, market valuations were distracted by a takeover bid, so I'd like to see your take at the valuation. Is it as undervalued as its current earnings make it look?
No Troll: GNW is way too cyclical for my taste, based on current earnings estimates and current earnings yield, the company looks extremely undervalued. However, the analyst scorecard record is abysmal. Analysts have missed earnings estimates 83% of the time when making a 1 year forecast, and 92% of the time when making a 2 year forecast. More importantly, they often missed by a very large margin. From what I see, I would not be inclined to spend a lot of time researching the stock. There is a lot of value in the life and health insurance industry and high-quality companies like Prudential, and even Unum. Regards, Chuck
@@FASTgraphs Many thanks for your quick reply. I've followed your analysis and have bought both UNM and PRU - very much to my satisfaction. GNW is just a small position I bought early this year when the price collapsed after the takeover had been called off... Maybe I'll sell them for something more sustainable...
Would you do a video on large cap gold mining company stocks? I would very much like to hear what you would have to say about that particular sector of the market.
I'm amazed at how smart people can think FAANG is fairly valued while other people think it's way overvalued. I pay for FastGraphs and I look at stocks like NFLX price/free cash flow and it's off the charts! I guess it's all about growth. Do you think NFLX growth will error on the upside. It sure feels better to buy $BMY as opposed to $NFLX right now. We'll see how it turns out.
Just wanted to chime in on my complete disgust with BMY🙂. Cramer (on his Show) lamented about how wrong he has been about the company. Whether they're wildly overpaying for acquisitions, or setting up an Irish tax avoidance scheme that the IRS doesn't like, that company is just plain bad news. I would take one of your tobacco picks over this one.
I"m going to be a devils advocate here :). I don't want to come off as negative on $BMY because i personally own it. Could you say the EPS growth has been due to its increased debt load (M&A activity)? So when you take every dollar of EPS growth compared to every dollar in debt has it been worth it? For example say if a company has 10% of EPS growth yet it had a 50% increase in debt. What the increase debt load worth it? Was it really EPS growth or additional revenue from the merger? So is it really growth per se?
RockTheCage55 : It all comes down to what they do with the debt. Companies are borrowing money so cheaply today that debt is almost free money.. Therefore, their weighted average cost of capital relative to the return on invested capital is ridiculous. I believe that's why you're seeing so many companies taking on so much debt today. Interest rates are so low that borrowing money at a low rate and earning a higher rate is a no-brainer.
I have MFC, PRU, ABBV, BK, UGI, BMY. Good stuff.
Hi Chuck, I learn so much from you. I used to watch a handful of different stock channels. Now, I only watch yours. And I act on what you are teaching. You are very generous to share your knowledge with us. 💜
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You really are Mr. Valuation. The name sticks with what you do. Nothing but respect and appreciation! 👏👍👍
Chuck, you are the best. Thank you very much for all your hard work.
Thanks for all the hard work for this presentation
Spectacular Chuck! Thank you and Bless you!
I like Chucks videos before even watching it. :)
Me, too!
I loves me some $BMY. it's been killing me lately, but the fundamentals are still solid af and i'm just going to buy moar and moar and moar.
Big pharma criminal organization will have Great future as long as these corrupt Marxist rule with their propaganda but when humanity wakes up they will drop like stones to 0
Great video chuckster
very thorough and highly helpful thank you sir
Thank you again!
Thx again for another great video. Further conviction on the names I own in this video. I, will be adding to positions. Thx
Thanks for the Information Sir! Greetings from Germany
Been buying BMY and ABBV a lot recently. Guess I've been making great value buys.
I own shares of PRU, it killed me that I couldn't buy more when it crashed to 45 a share during the 2020 panic and had a 10% dividend yield. Too many other bargains to be had.
That te type of videos we like ! =) Great Job and very powerful tools. Regards from Switzerland
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Perfect... I was about to start my search for my "May buy-list"... thanks for the head start!
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Awesome work Chuck! Much appreciated
Happy to have bought some PRU in March 2020 ... took of like a rocket ever since! Divdends and Capital Appreciation ... can it get any better!
I’m going to start a position in UGI . If it takes a little dip not in any rush I got time to wait if not I’ll find value somewhere else
Hi! Awesome video, I have a question, BMY in yahoo finance reports 9billion loss in 2020, I don't see this reflected in fastgraphs, is there something wrong I am not seeing?
Tiago Santos : Yahoo finance is reporting diluted earnings or GAAP. FAST Graphs also has that option. However, diluted earnings carry non-cash charges and other non-cash accounting convention that really doesn't affect stock price. Operating cash flow and operating earnings tell a much different story. Regards, Chuck
@@FASTgraphs thanks Chuck, I sent an email to fastgraphs and your colleague kindly explained it to me, everything is clear now
Great video as always.Thank you for sharing your knowledge! Greetings from Moscow.
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hey Chuck. do you have an app being developed for your awesome program? I'm just curious because I like to research stocks on the go. TY!
Triage: once we move to a more powerful platform, we will be focused on mobile apps. However, it will not happen right away.
Already own 5 out of 10. Great video! Thank you Chuck! $AMP was recommended by Chuck last year, unfortunately I passed on that one. What a bull run so far! Nevertheless, I like my $PRU shares also.
Great video Chuck, very much appreciated
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How do you compare PRU to AFL?
Crickets.
I surely can't answer for Chuck but I think PRU still has a significant margin of safety, whereas AFL is probably fairly valued by now.
To start with.
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Pru just for the dividend alone is very attractive
Hello Chuck! Thanks for your always incredible work! I completely agree with you that valuation matters and it matters a lot... but recently I have been thinking about how to form a diversified portfolio and you always talk about BMY, ABBV... etc let say Healthcare and Financials and somethings from Tabacco becuase these are the names that offer a better valuation entry point. On the other side I have names like BF.B, SHW, HSY, AAPL that never seem to be in a good valuation entry point or are always in overvaluation territory but they are of such a good quality that some data (show for example by Terry Smith) proves that even some times top quality allows you to pay highy PEs and outperform. My point is that if I want to have a diversifed portfolio of high quality stocks I will have to take the risk to overpay for that quality... or should I wait? and for how long? because in the maentime I am not being well diversified. Anyway I think I might have complicated a lot my question. Thanks again and best regards from a loyal follower from Argentina! Thank you Chuck!
Roberto Alvarez : I believe that patience pays off, and if you're willing to wait you will eventually have an opportunity to invest in quality stocks at attractive valuations. In the meantime, I simply take what the market gives me. Frankly, there are plenty of attractive names out there in which to build a portfolio and simultaneously provide you adequate diversification. They are hard to find today, but they are there if you're willing to look. Regards, Chuck
Chuck Thanks for another great video. Based on Fast Graph I own all with the exception of MO. They are all doing just great! Couldn't be more pleased.
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Thanks for the great content Chuck. Appreciate all the knowledge you share. I’ve seen you compare to over valued stocks such as Apple and Microsoft. Would love to see you cover some of the others such as Google and Netflix.
T/h/a/n/k/s
W/h/a/t/s/a/p/p
+/1/9/2/8/2/8/5/5/2/0/3
I/n/v/e/s/t/ In B/t/c & E/t/h]
Thanks Chuck! I was wondering if Merck would be here, particularly after their 5% dip yesterday from not so stellar Q1 results.
@@ryansehant4403 bbbbccccckkkkk
I own 7 of these 10. I'm missing UGI, AMP and MFC. I had MFC on my radar for a while.
Welcome to the Altria owner club Chuck. I felt the same way you do about investing in it, but I feel Pepsi and McDonald's are also dangerous companies for people who consume too much of their product.
Me too
This is an excellent source of research ideas! Just bought BTI in my Roth last week and this week. I need to figure out how to do that total return screen using portfolio tool
THANKS*FOR*COMMENTING
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Thanks!
@@ryansehant4403 value trap!
You were right about Bristol Myers it’s up by around 15% while the S&P has been down or flat at best since you posted this.
Thanks Chuck. Question: Concerning Altria you said the company pays back most of the profit to shareholders. Where is that info located on Fastgraphs?
Da Masky: several places. The white line on the graph plots dividends and the area below the white line represents the portion of earnings that are paid out. Also, if you point to the dots on the white line the pop up will tell you what the dividend payout ratio is. You can also find this information under the performance TAB. regards, Chuck
FASTgraphs Amazing! Thanks
I got an idea for another video: what about speaking about how to rate an earnings report, if a decline (for example) is a buying opportunity or if the business is struggling. as example we could take the big pharmas like MRK (big decline today), BMY (big decline today), AMGN (big decline yesterday).... what do you think, chuck?
And the opposite like Amazon with great earnings and the stock dives..
I second this idea.
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Good, always great
Great video! I own Abbv, Bmy and Pru on your list.
A video I’d like to see is how high pe vs low pe companies fare during and after a recession. Thanks!
Amazing video 👍🏼🙌🏼👏🙏🏽🏆new subscriber here 👍🏼
Long ABBV, BMY, BTI - There are a few gems out there compared to some tech high flyers. Although my best returns over the last year came from beaten up oil stocks. But whoever has a few stocks of your list can certainly sleep well at night. Nevertheless, I wonder how those companies will do in case a big sell off in the overall market occurs. They probably get hit too. Question is: How much...
👍
What do you Think of Exxon of BP ???
I own BK, BMY, BTI & PRU, but prefer life insurer LNC to PRU.
I wonder what you make of GNW - until a few months ago, market valuations were distracted by a takeover bid, so I'd like to see your take at the valuation.
Is it as undervalued as its current earnings make it look?
No Troll: GNW is way too cyclical for my taste, based on current earnings estimates and current earnings yield, the company looks extremely undervalued. However, the analyst scorecard record is abysmal. Analysts have missed earnings estimates 83% of the time when making a 1 year forecast, and 92% of the time when making a 2 year forecast. More importantly, they often missed by a very large margin.
From what I see, I would not be inclined to spend a lot of time researching the stock. There is a lot of value in the life and health insurance industry and high-quality companies like Prudential, and even Unum. Regards, Chuck
@@FASTgraphs Many thanks for your quick reply. I've followed your analysis and have bought both UNM and PRU - very much to my satisfaction.
GNW is just a small position I bought early this year when the price collapsed after the takeover had been called off...
Maybe I'll sell them for something more sustainable...
Hello Chuck.. the screen needs to be zoomed in closer ..
Hi Chuck, great video! I have some more suggestions for you to look at.. FNF, CBOE, HRB ;)
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I really like how worldwide Manulife is! Added to my watchlist :)
Would you do a video on large cap gold mining company stocks? I would very much like to hear what you would have to say about that particular sector of the market.
I'm amazed at how smart people can think FAANG is fairly valued while other people think it's way overvalued. I pay for FastGraphs and I look at stocks like NFLX price/free cash flow and it's off the charts! I guess it's all about growth. Do you think NFLX growth will error on the upside. It sure feels better to buy $BMY as opposed to $NFLX right now. We'll see how it turns out.
Very good video Mr. Chuck Carnevale - I own AMGN, ABBV, BMY, MO, BTI, PRU. I debated for a while and purchased some UNM instead of MFC.
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Always looking for a good value in dividend payers... my amgen got hammered yesterday. Wondering about its long term prospects.
Amazon was hammered also. Just a freaky short term market.
Just wanted to chime in on my complete disgust with BMY🙂. Cramer (on his Show) lamented about how wrong he has been about the company. Whether they're wildly overpaying for acquisitions, or setting up an Irish tax avoidance scheme that the IRS doesn't like, that company is just plain bad news. I would take one of your tobacco picks over this one.
Paul: you should only invest where you're comfortable.
Only thing I buying right now is LMT, BMY, abbv and BTI
I"m going to be a devils advocate here :). I don't want to come off as negative on $BMY because i personally own it. Could you say the EPS growth has been due to its increased debt load (M&A activity)? So when you take every dollar of EPS growth compared to every dollar in debt has it been worth it? For example say if a company has 10% of EPS growth yet it had a 50% increase in debt. What the increase debt load worth it? Was it really EPS growth or additional revenue from the merger? So is it really growth per se?
RockTheCage55 : It all comes down to what they do with the debt. Companies are borrowing money so cheaply today that debt is almost free money.. Therefore, their weighted average cost of capital relative to the return on invested capital is ridiculous. I believe that's why you're seeing so many companies taking on so much debt today. Interest rates are so low that borrowing money at a low rate and earning a higher rate is a no-brainer.
Bmy took a dip and picked up more shares.