Nice to see Autoliv into the list, I have worked there for seven years till 2014. I think, that the transition in automotive will not affect them, because all type of cars need seat belts and other security relevant parts, that they offer. I am considering to grab some shares in this company.
Thanks Chuck I can see how to buy value now and I have done well on some with the value going above the blue and orange line, I need to learn how to know when to sell and when to hold I would like to hold long term but if it has gone up and it is at record PE levels I suppose it is better to sell out before it goes back down
Dear Mr. Carnevale, Thank you very much for your excellent content. How reliable do you consider the estimates for the future (by Factset and Analysts I understand)? You seem to consider the accuracy of the estimates in the past. But giving estimates into the future still appears uncertain and prone to subjective interests. The financial health you often highlight is a very important information also. Thank you again !
Thats where the analyst scorecard comes into play. It depends on what the company and how easy they are to analyze. And yes, the only thing certain about the future is that it is uncertain. Analyst estimates and guidance are useful, but continuous research and due diligence must always be conducted. Regards, Chuck
Hi Chuck. You did a piece on super micro computer a while back.. I was just wondering if you had any thoughts or concerns about the possibility of the stock being de-listed from the market and what this would mean for investors. ? Thank you Danny D
SMCI looks very bad based on the resignation of the auditor and no financials as of yet. The company does have a lot of growth potential which is what attracted me to it. However, as of now I’m on a wait-and-see attitude, mainly waiting for some clarity on the financials and a filing.Regards. chuck
Another Great Clinic Chuck - You are The Best... FAST Graphs is an Essential Tool to help Investors understand the difference between price and value! sb
Very accurate information; and well delivered. This is great 👌 This reminds me how I cracked my second million in my dividend portfolio investing with the help of a finance manager who trades for me.
This really is nice. I work with a smart FM too, Emmennet Jaccque Barrett. A friend referred her so I researched & reached her, she's been amazing to work with.
@@Zlaterrr FAST Graphs covers all US and Canadian markets - approximately 18,000 symbols. We also cover all International markets, approximately 80,000 symbols. We have a 7-day free trial: www.fastgraphs.com
@FASTgraphs - Chuck, thank you very much for your lessons again. I have a question and suggestion for next video.... Could you show us, your audience and FG users, how to work with valuation on young perspective companies (small caps). I found thanks FG some interesting ones and I think it will be another great lesson for all of us to share your experience on this topic. I appreciate your help and appreciate your reply on this. Looking forward to your next videos :).
Prof. Mauck's next video will deal with growth stocks and younger companies. However, I think it's important to realize that small caps and younger companies require much more speculation. In other words their businesses are less predictable until they establish themselves over time. Regards, Chuck
What are you talking about? First off, fractional shares. 2nd of all, amount of shares you have is completely irrelevant! My uncle made $400,000+ owning ONE share of Berkshire since the early 2000s because they don’t do stock splits.
Thanks for the video, Chuck & Team! One question though: You never seem to take into consideration the profitability of companies in general when analysing, such as margins, return on capital and the likes of which. I wonder whether it doesn't play any role for you in investing. Kind regards :)
I don't know why you assume that I look at profit margins, ROE,ROI, and much more every time I analyze a stock. In the videos I'm simply providing brief overviews which is all there is time for. Regards, Chuck
@@FASTgraphs ok, thanks for the quick reply. I was just thinking about priorities. If one was to screen for stocks to invest in, a potential lack of profitability could be considered a red flag which isn't reflected in earnings growth, historical multiples and so forth. Your videos still do always provide a lot of value to me. ^^
@@pfuiteufel1385 just to be clear the basic historical FAST graph clearly illustrates the profitability of the company, and the profitable growth. Those are the factors that are most important. Things like margins etc. are also important for sure. However, some low-margin stocks like food company still are profitable because people shop there every day. Hope that helps
@@pearlperlitavenegas2023 according to this chart, it’s been undervalued for the last couple of years while the market has been very overvalued to know if there was more to the story
Generally the whole industry has been undervalued. Nevertheless, fundamentals remain strong with signals opportunity in my humble opinion. As FAST Graphs clearly illustrate over and over again the market is not always rational. Or as Buffett once said "I would be a bum in the street with a tin can begging for nickels and dimes if the market were always rational." Regards, Chuck
@@FASTgraphs I consider Buffett's quotes to be misleading because he is so often wrong. If markets were always rational than we would still make 20% annualy with Visa and so on. His long term return on Coca-Cola is almost entirely driven by EPS growth plus dividend. There is zero reasons why Buffett should be beggar if markets were rational. Rational market would not change growth rates of companies or how math works.
@@Cap_management I think you have that backwards, if the markets were rational visa would be selling for less than $200 a share. And I have rarely found Buffets quotes to be wrong, but instead very profound. But I do agree that one plus one will always equal 2 and that math works if you know how to count.
Be careful with oil stocks. This industry will face significant disruption from EVs and renewables. Gasoline sales peaked in 2019, ICE car sales in 2017 and it will be only downhill from here. Fuels are main source of profit for oil industry and demand will be slowly going down till 2030 and than it will plummet fast as more and more ICE cars will be replaced with electric vehicles. There will be more ICE cars scrapped than sold around 2025 and than it will accelerate. ICE new car market already shrank by 20% and EVs just entred the most steep part of exponential adoption S curve. Big oil underperformed for decades and anyone who think it will change during EV era is insane to be honest. Gas killed coal and solar will kill gas. Dow Coal index plummeted 95% in a decade and than it was discontinued. Oil is now next. Experts predict 40ˇof oil demand to vanish by 2040 from EV disruption.
I think your so-called experts are wrong, oil and gas is still the future of energy for the world, and will be for a long time to come. Alternative energy sources will have a place but they are too expensive and inefficient to supplant oil.
@@FASTgraphsI absolutely agree with you here, Chuck. These kinds of macro trades on a belief system tend to produce unsatisfactory returns for most pragmatic investors. I live in Canada and we have learned through trial and much error that solar will not be killing gas anytime soon. Reading more on both sides of this topic will disenthrall even the most dedicated ESG investor 😊
You missed the second part of O&G.... Oil & Gas.... It doesn't stand for gasoline. It stands for natural gas which is what is going to capture the bulk of new energy demand from the EVs. It is already capturing the dip from Coal. Besides oil is traded globally. And many parts of the world are still industrializing. Oil demand worldwide has likely not peaked. But seriously the play in oil has always been to play the cycle. We are sort of in a supercycle right now cause oil prices have been pretty steadily high now for a while. They have come down recently. But if you look at inventories things are tight, very tight.
Chuck Carnevale is a Legend!
Definitely a Legend....
I’d be retired if I found out about him 15 years ago 😂
Absolute best stock picking channel. Love your content, Mr. Valuation 😊
”凤6电影
Scum channel gets millions of views, while a really good channel like this gets very little. Thanks and big like 👍🏼
Exceptional work, Chuck. You and your mind are great resources for the rest of us. Larry
Nice to see Autoliv into the list, I have worked there for seven years till 2014. I think, that the transition in automotive will not affect them, because all type of cars need seat belts and other security relevant parts, that they offer. I am considering to grab some shares in this company.
Exceptional work, Chuck.
Thanks Chuck
I can see how to buy value now and I have done well on some with the value going above the blue and orange line, I need to learn how to know when to sell and when to hold
I would like to hold long term but if it has gone up and it is at record PE levels I suppose it is better to sell out before it goes back down
Chuck is very interested in serving his audience. Yes, he is a legend. Thank you, chuck
Long JD and GPN and waiting to be able to add more! Thank you, Chuck!
Long GPN, thanks Chuck as always
Dear Mr. Carnevale, Thank you very much for your excellent content. How reliable do you consider the estimates for the future (by Factset and Analysts I understand)? You seem to consider the accuracy of the estimates in the past. But giving estimates into the future still appears uncertain and prone to subjective interests. The financial health you often highlight is a very important information also. Thank you again !
Thats where the analyst scorecard comes into play. It depends on what the company and how easy they are to analyze. And yes, the only thing certain about the future is that it is uncertain. Analyst estimates and guidance are useful, but continuous research and due diligence must always be conducted. Regards, Chuck
Always great videos Thank you
Hi Chuck. You did a piece on super micro computer a while back.. I was just wondering if you had any thoughts or concerns about the possibility of the stock being de-listed from the market and what this would mean for investors. ?
Thank you Danny D
SMCI looks very bad based on the resignation of the auditor and no financials as of yet. The company does have a lot of growth potential which is what attracted me to it. However, as of now I’m on a wait-and-see attitude, mainly waiting for some clarity on the financials and a filing.Regards. chuck
Thank you. We need such videos in the current market
Thanks for the alpha! Your stock picks are unrivaled on this platform, you are indeed a legend!
Well explained thoroughly
I agree with you. I work with this smart FM, Emmennet Jaccque Barrett. A friend referred her & I looked her up. She trades for me & she's amazing.
@@daisysmithfe208 Alright 👍👍She is Emmennet Jaccque Barrett. Research her
Fantastic Chuck
Kudos, great video.
Another Great Clinic Chuck - You are The Best... FAST Graphs is an Essential Tool to help Investors understand the difference between price and value! sb
Thank you for your hard work and for sharing your wisdom Mr. Carnevale.
what oil/gas companies do you like? that could be a good video
Thank you sir.
Very accurate information; and well delivered. This is great 👌 This reminds me how I cracked my second million in my dividend portfolio investing with the help of a finance manager who trades for me.
This really is nice. I work with a smart FM too, Emmennet Jaccque Barrett. A friend referred her so I researched & reached her, she's been amazing to work with.
Good job!😊
Amazing how the some stocks that are in my watchlist you usually have a dedicated vid on it. Thanks again.
Chuck, your forecasting record is the best I’ve seen. If I could operate your app I would buy it.
FAST Graphs are very easy to use and operate, try a free trial and see for yourself. Regards, Chuck
@@FASTgraphs What markets are available on fastgraphs?
@@Zlaterrr Almost all. Even markets in Bagladesh 😁
@@Cap_management hahaha what the actual. Truth?
@@Zlaterrr FAST Graphs covers all US and Canadian markets - approximately 18,000 symbols. We also cover all International markets, approximately 80,000 symbols. We have a 7-day free trial: www.fastgraphs.com
I own JD FLEX GPN. PFG and SLB looks good value. Thank you!
interesting, thanks.
@FASTgraphs - Chuck, thank you very much for your lessons again. I have a question and suggestion for next video.... Could you show us, your audience and FG users, how to work with valuation on young perspective companies (small caps). I found thanks FG some interesting ones and I think it will be another great lesson for all of us to share your experience on this topic. I appreciate your help and appreciate your reply on this. Looking forward to your next videos :).
Prof. Mauck's next video will deal with growth stocks and younger companies. However, I think it's important to realize that small caps and younger companies require much more speculation. In other words their businesses are less predictable until they establish themselves over time. Regards, Chuck
Any chance you can doo a video on things that aren’t as expensive? I can’t make money buying 5 or 10 shares of anything….
What are you talking about? First off, fractional shares. 2nd of all, amount of shares you have is completely irrelevant! My uncle made $400,000+ owning ONE share of Berkshire since the early 2000s because they don’t do stock splits.
thank you
Very long $SLB thanks to due diligence and Fast Graphs aiding my research
thoughts on elevance vs cigna?
I am long both
What you think if bmy?
Chuck what you think of mvis?
ruclips.net/user/shortsCPEbsTto-5c
@@Rick-l6o no earnings
MR. Valuation!
Thanks for the video, Chuck & Team!
One question though:
You never seem to take into consideration the profitability of companies in general when analysing, such as margins, return on capital and the likes of which. I wonder whether it doesn't play any role for you in investing.
Kind regards :)
I don't know why you assume that I look at profit margins, ROE,ROI, and much more every time I analyze a stock. In the videos I'm simply providing brief overviews which is all there is time for. Regards, Chuck
@@FASTgraphs ok, thanks for the quick reply. I was just thinking about priorities. If one was to screen for stocks to invest in, a potential lack of profitability could be considered a red flag which isn't reflected in earnings growth, historical multiples and so forth.
Your videos still do always provide a lot of value to me. ^^
@@pfuiteufel1385 just to be clear the basic historical FAST graph clearly illustrates the profitability of the company, and the profitable growth. Those are the factors that are most important. Things like margins etc. are also important for sure. However, some low-margin stocks like food company still are profitable because people shop there every day. Hope that helps
@@FASTgraphs Yes, you're right about that. Thank you.
Gpn is an enigma. Question is when it Will become reasonable :)
Patience is a virtue
Does anyone know why global payment networks has performed so poorly the last 5 years?
overvalued
@@pearlperlitavenegas2023 according to this chart, it’s been undervalued for the last couple of years while the market has been very overvalued to know if there was more to the story
Generally the whole industry has been undervalued. Nevertheless, fundamentals remain strong with signals opportunity in my humble opinion. As FAST Graphs clearly illustrate over and over again the market is not always rational. Or as Buffett once said "I would be a bum in the street with a tin can begging for nickels and dimes if the market were always rational." Regards, Chuck
@@FASTgraphs I consider Buffett's quotes to be misleading because he is so often wrong. If markets were always rational than we would still make 20% annualy with Visa and so on. His long term return on Coca-Cola is almost entirely driven by EPS growth plus dividend. There is zero reasons why Buffett should be beggar if markets were rational. Rational market would not change growth rates of companies or how math works.
@@Cap_management I think you have that backwards, if the markets were rational visa would be selling for less than $200 a share. And I have rarely found Buffets quotes to be wrong, but instead very profound. But I do agree that one plus one will always equal 2 and that math works if you know how to count.
Be careful with oil stocks. This industry will face significant disruption from EVs and renewables. Gasoline sales peaked in 2019, ICE car sales in 2017 and it will be only downhill from here. Fuels are main source of profit for oil industry and demand will be slowly going down till 2030 and than it will plummet fast as more and more ICE cars will be replaced with electric vehicles. There will be more ICE cars scrapped than sold around 2025 and than it will accelerate. ICE new car market already shrank by 20% and EVs just entred the most steep part of exponential adoption S curve.
Big oil underperformed for decades and anyone who think it will change during EV era is insane to be honest. Gas killed coal and solar will kill gas. Dow Coal index plummeted 95% in a decade and than it was discontinued. Oil is now next. Experts predict 40ˇof oil demand to vanish by 2040 from EV disruption.
I think your so-called experts are wrong, oil and gas is still the future of energy for the world, and will be for a long time to come. Alternative energy sources will have a place but they are too expensive and inefficient to supplant oil.
@@FASTgraphsI absolutely agree with you here, Chuck. These kinds of macro trades on a belief system tend to produce unsatisfactory returns for most pragmatic investors. I live in Canada and we have learned through trial and much error that solar will not be killing gas anytime soon. Reading more on both sides of this topic will disenthrall even the most dedicated ESG investor 😊
You missed the second part of O&G.... Oil & Gas.... It doesn't stand for gasoline. It stands for natural gas which is what is going to capture the bulk of new energy demand from the EVs. It is already capturing the dip from Coal. Besides oil is traded globally. And many parts of the world are still industrializing. Oil demand worldwide has likely not peaked. But seriously the play in oil has always been to play the cycle. We are sort of in a supercycle right now cause oil prices have been pretty steadily high now for a while. They have come down recently. But if you look at inventories things are tight, very tight.