WARNING: As the channel grows (thank you all for that), there are more and more scammers impersonating me. The only thing I am selling is my Research Platform and Book sven-carlin-research-platform.teachable.com/p/stock-market-research-platform All that I do, the real links to my content are in the description of the video, I don't give out my Whatsapp number and I don't sell any Cryptocurrency related things! BE CAREFUL OUT THERE!
Can you just discuss the stocks that you think are great now to buy and nobody like right now? instead of wasting time on stocks that we already missed
Hey Sven! Just passing by to thank you for all the content you produce and thank you specially for reminding us that investing is not all roses and, although we've had a couple of years of great returns, things can always get ugly specially if we get greedy! Thanks a lot for the knowledge!
"we would all be flying around in electric drones" I appreciate your sardonic humor sir. Very much so.. Thanks for the content and have a great day. Like button smashed
wanna add Johnson & Johnson at 140 USD will be ok, JPM 90 USD (Banks not my favourit), procter around 120 USD, HD 240 USD. Best Pharam Bristol, Merck, Pfizer, Amgen, Abbvie. Thanks for vid: ).
Not just 10 year bonds beat this, 2 year US Treasury bonds now beat the yield of this ETF (2.839% as I’m typing this), so yes, higher than what the S&P500 pays, but not a yield that can’t be found elsewhere nowadays. Still looks pretty good to me if you think the companies within it will continue to increase dividends and rebound from this downturn.
I have VHYL which is the Vanguard All World High Dividend Yield. A bit higher fee, but higher dividend too and diversified (US about 40% only). It's not treating me badly this year.
I agree that this is a good high quality group of stocks. I may have a little more appetite for risk than Sven, however, for I do like JPM, CVX, PFE, BAC, and ABBV as good buys right now. I also bought XOM still last January, and have enjoyed a good decent 40% approx. ride (and they anticipated yet another record quarter to come; I think oil won’t give up until the Ukraine situation is somewhat normalized). All the others, I agree that are somewhat expensive now, but they are still Holds for me if they were acquired before at better prices (they are definitely good quality).
My reason for tuning into Dr. Carlin's channel - " It is a gamble and i really don't like gambles" 15:38. Bravo Sven ! Serious question : If one is not relying on dividends to make ends meet, is buying a stock for dividends an apologetic way for telegraphing that the overall market is really expensive? The reason I ask is due to the double taxation on dividends. My 2 cents - I feel every investor should deduct their own tax outgo to calculate the dividend yield from a stock. I feel that I would really buy a stock for dividends only if there is a good chance of capital appreciation....
Hi Sven, here is my suggestion for two stocks to look with more scrutiny: SWK (stanley black and decker) = Input cost risk but maybe great part of this risk already discounted in the stock price. I own some money in SWK which offer a 10% total return (growth + dividend) + oppourtunity of multiple expansion down the road ICE = intercontinental exchange = in this case stock price beaten down because of strategic aquisition through issiuing debt + shareholders dilution (if I have gotten it right) = even in this case we are at circa 10% total return (business growth + dividend maybe some % lower from 10%), but opportunity of furtther earning growth due to the strategic aquisition they recently made. Risk of debt burden but great moat. I own some money in the stock. Let us know your opinion. ciao
Thanks Sven!!! I am with the QE graph in mind that you published in the last video. Its really mindblowing and of great value!! We are in a race against the permanent devaluation of the dollar. But if fed stop printing, many bussiness around the world will fall without revenue. So the printing will continue, faster or slower. So, we dont must buy assests that doesnt deliver grouth, such as stable companies with no grouth, for instance. Perhaps bonds now are a good option because they are going to rebound in the next QE... Well too much to choose... hahaha Very insightfull videos!!! Fortunate to had found them!
Even if i don't particularly like ABBV,LLY and JNJ; the Pharma sector can be interesting Sven (i like MRK and SNY). No inflation problem, no macro problems, fat operating margins, dividend increases each year. You need to check the Patents. But i respect your circle of competence! I cannot evaluate banks, insurances and reits.
Your vids are always of good quality, but this one aswell seem to have a sound/microphone problem. But the mic seems not to pick up your voices. I can't really tell you wat is wrong, but that seems to me what happens. 0:51 ~ 0:54 for example.
Do you ever short stocks? Referring to oil stock prices reversing due to the oil cycle are you betting against them? Also, why don't you use derivatives to enhance performance?
Hi Sven, I'd be interested to see your analysis on AMAT. With semiconductors being hyped future stocks, they are the picks and shovels of the semiconductor manufacturing. Their fundamentals seem quite good, with FCF and revenue growth, low P/E and P/FCF, share buybacks and dividends, and low debt/equity. It's seems like a buy in a growth industry. Thanks
Great video. Meanwhile this ETF is still good, if you buy it with Dollar Cost Averaging strategy and think to keep it for really long term, good for households. Position under top10 will give better returns, very diversified and quality components, plus really low fees!
What is the difference between value and currency debasement. Debasement meaning the price simply went up because the Fed issued more debt notes as claims on the future that are yet to be paid? How much price from 2000 to 2022 is reflecting the US public debt going from $5 Trillion to $30 Trillion, up 6x simply driving up stocks 6x? Currency debasement confuses me regarding price, driven by debt bubble, not value, interest rates driven down, not value. What is value?
I think Vanguard FTSE All-World High Dividend Yield ETF is a better product because it has more companies and dividends in different currencies which provides more security for the long term 🤔 what do you think Sven ?
Thank you. Always valuable content. I have ABBV, only pharma position. I picked up one share of JPM to keep an eye on it. If it drops to 2020 levels ($90) I'll buy to ride it back up, but not to hold forever. Watching and adding to my positions in WBA, AQN, MO, LEG & PRU. All have current divs of 5%, which is my minimum div yield goal (income required soon). I won't invest in anything that has Exxon in it, at least as much as I'm aware of it. KMI & OKE are my only positions in that sector.
Good day, Dr Carlin ! I discovered your RUclips channel a few weeks ago, subscribed, and have now watched dozens already, including all the new, daily ones that you post here. Excellent content ! Thank you so much for the extremely valuable education you're providing all of us ! I'm a retired CPA from the United States. I'll be 64 years old in a few months. Besides understanding Accounting (A = L + OE), I have a good finance background, where I understand futures values discounted back to present values, etc. So I really appreciate the information you share and how you make the complex, seem "easy". Your presentations are outstanding. I will eventually (soon) become a customer of your research platform services. Here's my situation and questions: I want to watch the video you posted to RUclips, the day following this (VYM) video. In the US, it was available on 7/4/22, and I watched a few minutes of it, but did not have time to watch all of it. It contained a long , Jack Bogle interview, regarding investing in ETF's. I think RUclips may have deleted that (7/4/22) video, b/c I cannot find it now. Where can I see that 7/4/22 RUclips video ? If it's no longer available, is there a prior one you could recommend, that might cover some of the same topics? I'm heavily invested in VYM, so was very interested in this (7/3/22 VYM) video; I'm also very interested in seeing the 7/4/22 video, if it's still available somewhere. Thank you so much !!!
Sven I’m wondering if it isn’t a good time to revisit Cameco CCJ and the uranium sector. It’s the one commodity with stable demand regardless of recession. Thanks!
Yes uranium appears to have several favourable macro dynamics ( supply shortage, growing acceptance as green energy source, Japan coming back online, sanctions against Russia, etc…). What is your opinion Sven.
Thanks Sven for your work! What about Midstream (MP) oil and gas companies? What are the factors they correlate most with (my assumption - demand of oil and gas and the need (the coasts) to replace the existing pipelines) and how different their performance is from the usual oil and gas companies?
Stable business. The underlying commodity does factor in but the fact is that they charge a toll and usually on long term contracts so they are insulated to a degree from the ups and downs of the commodity. It is getting nearly impossible to lay new pipe in Canada and the US so this moats their business much like railroads. Usually pay a dividend as well.
Some of those stocks I have just basically as a never sell pseudo guaranteed CD ladder replacement when rates cratered for the yield, knowing I kind of was overpaying in JPM, PG, JNJ. My biggest problem with ETFs based on market cap weighting is the difficulty in knowing what the payouts will be and the effect that their rebalancing has on them. Granted VYM is much better about that than my Reit based ones with VNQI just being a disaster that I had to just exit.
Didn't Munger convince Warren to buy excellent business at fair value to instead of the way Graham did it ? maybe that is the reason for some of Buffets' purchases
3:54-4:02 what happened with the sound here? It sounds like someone cut different words from your videos and reused them to form a new sentence lol. Love your videos Sven!
Hey Dr. Sven great info as always. Just wanted to ask you for your opinion on Morningstar taking out Key Ratios :( . I know we both liked it bcuz you showed it in your vids frequently. They said they moved it to Key Statistics but I can’t find that. Did you find any other sections where it summarizes the financials well?
Thanks for the video. Yes buying high and selling low is a problem with Index buying. Should you have picked vanguard value index. Seems more in your and your viewers wheel house. What’s up with the AuDIo?
Ty as always for your great videos. Can we assume if you are$ cost averaging and you don’t need the money for 10+ years, it’s OK to keep buying this fund?
I don't know what are your alternatives and financial goals etc... Plus I have no idea where will the stock go long-term! With a div of 2.5%, and growht of 2%, your expected return will likely be 5%
Hi, Sven! First of all, thank you for all the effort you put into this channel and for the valuable lessons. Secondly, can you please analyze Nutrien (NTR)? Looks very interesting, demand for crop inputs is increasing overall, agriculture will need to be constantly more efficient to supply. Also, the shortage in this field, created by the Ukraine conflict is unprecedented and I think Nutrien is well positioned to capitalize on this.
Great video as always Sven. I do wonder if you are considering making another video for the International ETF version VYMI? Keep it up! Btw, I just bought your book and I’m surprised of the amount of value I’m already receiving from starting to read it. 👍👏🙏
Hey sven!! ✌🏻💯 Great vid as usual. Fast question! When us as investors should tolerate a bad acquisition by management or move by management that doesn’t work for us? I mean everybody makes mistakes but at what point would we say, thats enough?
Bought ABBV 09/23/21, and 01/18/22. It seems overvalued so sold 06/27/22. Held a little because I would have like that 04/04/22 price. Should have sold all if I were following my own rules.
Hi Sven, what I find strange that when you talk about dividends you never talk payout ratio. You mentioned that for retail you are looking for dividends of 5% but at what payout ratio? Is it 10%, 50% or 100%? When I look at a dividend stock part of my valuation is to look at yield vs payout ratio. What I usually want to see is to yield x 10 being higher than payout ratio. When I look at ABBV stock right now with with ~3.6% dividend and payout ratio at ~75% it seems as overvalued but when you look at CE for example with ~2,4% dividend and only ~15% payout ratio it's a different story. What that means is that if ABBV pays all of their cash flows to shareholder we would get 4.8% but if CE did the same we would be getting 16%. Of course valuation is never that simple but worth taking this into consideration when talking about dividend stocks.
Do I understand you correctly that you mean that it is just better to look at the net income per share or FCF/share? Or do you mean that high payout ratios make everything potentially more risky considering that they will have to maintain the dividend in bad times too? I agree with both. But I am not 100% sure that you mean this exactly with your comment.
@@Value-Investing so let me get this straight; you think about VYM, an overvalued ETF that does not offer an orderly increase in dividends, but you do not think about SCHD, which is certainly at least better valued than VYM and offers meaningful dividend growth? Hmmmm?!
Hi Sven, tying into your 2019-2020 writings on the AEX stocks (from your research platform), you talked about the cyclicality of chip makers and equipment manufacturers (particularly pertaining to BE Semiconductor NV and ASM International NV). What are your views on such companies at the moment, after they have come down in price tremendously?
this is part of the process, investing is boring, long-term knowledge compounding effort! but if you want my best picks and save time, just check my research platform! sven-carlin-research-platform.teachable.com/p/stock-market-research-platform
Hey Sven maybe this is out of your expertise but can you discuss stocks that aren't morally compromised? Like J&J great stock but they also sold a product to babies knowing it could cause cancer and I just can't give my money to a company like that. Just curious are there "good" companies to invest in?
every business is morally compromised! But I certainly didn't recommend J&J, where did you hear that? I don't invest in pharma! These are just in the ETF
@@Value-Investing Sorry yes didn't mean recommend, edited my comment. I really do appreciate your information but it is just a struggle on an investor stand point to try and put my money behind ethical companies.
It's absolutely all about how it fits you. I want to follow Buffett's advice and invest like he does. Since he says dividends don't make you rich, I'll be staying away from this ETF
Sven, if your investment strategy were applied to passive ETFs, it would look something like QVAL and IVAL. Of course, passive ETFs will never get the same returns as your research platform, but please help your followers who can't subscribe to your platform from being slaughtered by the lousy returns of the S&P 500 for years to come. Look at the fundamentals: QVAL: P/E of ~6 (six, six!!!!!), Price/Cash Flow of 1.81, Historical Earnings of 72%, Cash-Flow Growth of 29%. IVAL: P/E of ~6 (six, six!!!!!), Price/Cash Flow of 2.35, Historical Earnings of 36%, Cash-Flow Growth of 25%. Could you please review them in the next ETF video? Thank you very much!
@@liju2505 I don't think you noticed that the name of this channel is not "Dividend Investing with Sven Carlin". You should know that dividends are just one aspect of the value investing reward.
@@Value-Investing I've already watched this video you mentioned, which is very good by the way, but it only analyzes mediocre ETFs, not the ones truly focused on value and profitability. Please professor, your analysis of value ETFs cannot leave out the products most committed to value investing, even if it is only for you to make constructive criticisms about them.
The stock prices are low but the euro/dollar is expensive. I have stocks down but they ar in dollars, and converting those stocks to euros is like they don't lose value, buying American stocks has become expensive.
Can you fix the audio in your videos? I can only get through like the first 5 minutes of the video before I had to stop watching it. It's annoying as hell
all of these are slow growers behemoths with low returns and low dividends that mostly underperform the market , except for cyclicals, but now to buy oil companies - risky.
WARNING: As the channel grows (thank you all for that), there are more and more scammers impersonating me. The only thing I am selling is my Research Platform and Book sven-carlin-research-platform.teachable.com/p/stock-market-research-platform
All that I do, the real links to my content are in the description of the video, I don't give out my Whatsapp number and I don't sell any Cryptocurrency related things! BE CAREFUL OUT THERE!
Can you just discuss the stocks that you think are great now to buy and nobody like right now? instead of wasting time on stocks that we already missed
Can you just discuss the stocks that you think are great? instead of wasting time on not great stocks
Did you bought these stocks when nobody like them?
It's back . I think its your takes you have it at x volume then your editor fixes it.
Sven, do you notice the issue with sound in your last couple of videos? Sound does an echo every once in a while just momentarily
Yeah, audio is very annoying, hard to focus on the content
Yes, my mistake, but the audio to high when filming! Will be an issue this one and the next video but ok from Tuesday :-))
@@Value-Investing I also was just wondering if you know it, that’s all.
@@Value-Investing sven do you know about gain and audio mixing I can link you sone great softwares / guide to build mics.
Aaah nothing like cooking while listening to a Sven Carlin video
enjoy your meal!
if we are talking ETFs i would consider investing in SOXX , it still has maybe 10-15% to go down, but that ETF generated 23.64% in the last 10 years.
thanks for suggesting!
Thank you for the video. Coffee and 10 stock analis is a perfect sunday morning for me.
Great to hear!
Hey Sven! Just passing by to thank you for all the content you produce and thank you specially for reminding us that investing is not all roses and, although we've had a couple of years of great returns, things can always get ugly specially if we get greedy! Thanks a lot for the knowledge!
thank you!
"we would all be flying around in electric drones" I appreciate your sardonic humor sir. Very much so.. Thanks for the content and have a great day. Like button smashed
Glad you like them!
Liked the video even before watching, that is the level of trust I have in Sven ❤️
I appreciate that!
wanna add Johnson & Johnson at 140 USD will be ok, JPM 90 USD (Banks not my favourit), procter around 120 USD, HD 240 USD. Best Pharam Bristol, Merck, Pfizer, Amgen, Abbvie. Thanks for vid: ).
thanks for sharing!
Not just 10 year bonds beat this, 2 year US Treasury bonds now beat the yield of this ETF (2.839% as I’m typing this), so yes, higher than what the S&P500 pays, but not a yield that can’t be found elsewhere nowadays. Still looks pretty good to me if you think the companies within it will continue to increase dividends and rebound from this downturn.
thanks for sharing!
I have VHYL which is the Vanguard All World High Dividend Yield. A bit higher fee, but higher dividend too and diversified (US about 40% only).
It's not treating me badly this year.
thanks for sharing!
Yes me too, and the yield is higher than vym. On Investing site it results to be' at 6,5 %🤔
Now we are talking. LOVE IT. :) Thanks!!!
Glad you like it!
@@Value-Investing i personally dont own any of em, but i really like dividend investing so this type of videos are king.
discover your content not a long ago and I really enjoy it thanks
Glad you enjoy it!
Thank you. You are a great asset. Subscribed, bought the book and learn from you every day. 👍
Awesome, thank you!
What are your 10 high risk with high return businesses.
interesting question! Might discuss in a video!
Amazing video! Keep up the good work man
Thanks, will do!
A retail company with a 5% dividend yield is H&M (ticker HM-B.ST). I don't own any shares but wonder what you would think about them.
thanks for suggesting!
Always great Sven ! Thanks as always. ... by the way any thoughts on a video including , Nu Hldgs Ltd ( NU BANK )
ruclips.net/video/EMhoCEYSa6o/видео.html
I agree that this is a good high quality group of stocks. I may have a little more appetite for risk than Sven, however, for I do like JPM, CVX, PFE, BAC, and ABBV as good buys right now. I also bought XOM still last January, and have enjoyed a good decent 40% approx. ride (and they anticipated yet another record quarter to come; I think oil won’t give up until the Ukraine situation is somewhat normalized). All the others, I agree that are somewhat expensive now, but they are still Holds for me if they were acquired before at better prices (they are definitely good quality).
thanks for the comment!
My reason for tuning into Dr. Carlin's channel - " It is a gamble and i really don't like gambles" 15:38. Bravo Sven !
Serious question : If one is not relying on dividends to make ends meet, is buying a stock for dividends an apologetic way for telegraphing that the overall market is really expensive? The reason I ask is due to the double taxation on dividends. My 2 cents - I feel every investor should deduct their own tax outgo to calculate the dividend yield from a stock. I feel that I would really buy a stock for dividends only if there is a good chance of capital appreciation....
:-))
Hi Sven, here is my suggestion for two stocks to look with more scrutiny:
SWK (stanley black and decker) = Input cost risk but maybe great part of this risk already discounted in the stock price. I own some money in SWK which offer a 10% total return (growth + dividend) + oppourtunity of multiple expansion down the road
ICE = intercontinental exchange = in this case stock price beaten down because of strategic aquisition through issiuing debt + shareholders dilution (if I have gotten it right) = even in this case we are at circa 10% total return (business growth + dividend maybe some % lower from 10%), but opportunity of furtther earning growth due to the strategic aquisition they recently made. Risk of debt burden but great moat. I own some money in the stock.
Let us know your opinion. ciao
thanks for sharing, those are on the list!
Thanks Sven!!!
I am with the QE graph in mind that you published in the last video.
Its really mindblowing and of great value!!
We are in a race against the permanent devaluation of the dollar.
But if fed stop printing, many bussiness around the world will fall without revenue.
So the printing will continue, faster or slower.
So, we dont must buy assests that doesnt deliver grouth, such as stable companies with no grouth, for instance.
Perhaps bonds now are a good option because they are going to rebound in the next QE...
Well too much to choose... hahaha
Very insightfull videos!!! Fortunate to had found them!
thanks!
Even if i don't particularly like ABBV,LLY and JNJ; the Pharma sector can be interesting Sven (i like MRK and SNY). No inflation problem, no macro problems, fat operating margins, dividend increases each year. You need to check the Patents. But i respect your circle of competence! I cannot evaluate banks, insurances and reits.
thanks for sharing! But you can't be a specialist into everything!
Love the analysis. Very interesting !
Thanks!
Thank you for Eli Lilly And Co Sven. I'll add it to my short list.
:-))
Great video. I like the editing, must have been a pain to go over and fill in the missing words hahaha.
hahahahahaah
we had the bad audio form the camera!
Solite ottime analisi druze Sven, grazie per il servizio
grazie!
Thanks, Sven!
Waiting for 500 series videos on Russell! :)
:-)) Let's first do this one!
"jabbed every 2 minutes"
Hahaha Sven you're the best
:-))
love the videos recently! a video looking into different chinese tech companies would be great (baba, baidu, xiaomi, zepp health, tencent)
thanks for suggesting!
Your vids are always of good quality, but this one aswell seem to have a sound/microphone problem. But the mic seems not to pick up your voices. I can't really tell you wat is wrong, but that seems to me what happens. 0:51 ~ 0:54 for example.
my mistake, put the audio too high, then was buzzing! still one vid like that and then will be ok!
Do you ever short stocks? Referring to oil stock prices reversing due to the oil cycle are you betting against them? Also, why don't you use derivatives to enhance performance?
ruclips.net/video/a62Vwjwu2y4/видео.html
Hi Sven,
I'd be interested to see your analysis on AMAT.
With semiconductors being hyped future stocks, they are the picks and shovels of the semiconductor manufacturing. Their fundamentals seem quite good, with FCF and revenue growth, low P/E and P/FCF, share buybacks and dividends, and low debt/equity. It's seems like a buy in a growth industry.
Thanks
thanks for suggesting!
I think it's early for amat. I expect bad results for a while, so those numbers only look good now. It might bottom at $40 or so.
Great video. Meanwhile this ETF is still good, if you buy it with Dollar Cost Averaging strategy and think to keep it for really long term, good for households. Position under top10 will give better returns, very diversified and quality components, plus really low fees!
Thanks for sharing
What is the difference between value and currency debasement. Debasement meaning the price simply went up because the Fed issued more debt notes as claims on the future that are yet to be paid? How much price from 2000 to 2022 is reflecting the US public debt going from $5 Trillion to $30 Trillion, up 6x simply driving up stocks 6x? Currency debasement confuses me regarding price, driven by debt bubble, not value, interest rates driven down, not value. What is value?
thanks for sharing!
I think Vanguard FTSE All-World High Dividend Yield ETF is a better product because it has more companies and dividends in different currencies which provides more security for the long term 🤔 what do you think Sven ?
great. will do next!
Would love for you to cover Ford and future of EV!
I will soon!
Thanks for the excellent advice Sven
no advice there, just sharing my opinion and research!
Excellent video! Please do a similar analysis for its international companion VYMI. Thanks in advance!!!
Great suggestion!
Thank you. Always valuable content. I have ABBV, only pharma position. I picked up one share of JPM to keep an eye on it. If it drops to 2020 levels ($90) I'll buy to ride it back up, but not to hold forever. Watching and adding to my positions in WBA, AQN, MO, LEG & PRU. All have current divs of 5%, which is my minimum div yield goal (income required soon). I won't invest in anything that has Exxon in it, at least as much as I'm aware of it. KMI & OKE are my only positions in that sector.
thanks for sharing!
Good day, Dr Carlin ! I discovered your RUclips channel a few weeks ago, subscribed, and have now watched dozens already, including all the new, daily ones that you post here. Excellent content ! Thank you so much for the extremely valuable education you're providing all of us ! I'm a retired CPA from the United States. I'll be 64 years old in a few months. Besides understanding Accounting (A = L + OE), I have a good finance background, where I understand futures values discounted back to present values, etc. So I really appreciate the information you share and how you make the complex, seem "easy". Your presentations are outstanding. I will eventually (soon) become a customer of your research platform services.
Here's my situation and questions: I want to watch the video you posted to RUclips, the day following this (VYM) video. In the US, it was available on 7/4/22, and I watched a few minutes of it, but did not have time to watch all of it. It contained a long , Jack Bogle interview, regarding investing in ETF's. I think RUclips may have deleted that (7/4/22) video, b/c I cannot find it now. Where can I see that 7/4/22 RUclips video ? If it's no longer available, is there a prior one you could recommend, that might cover some of the same topics? I'm heavily invested in VYM, so was very interested in this (7/3/22 VYM) video; I'm also very interested in seeing the 7/4/22 video, if it's still available somewhere. Thank you so much !!!
will film it again tomorrow, the audio was terrible :-(( my mistake!
@@Value-Investing No worries. Appreciate it !
Sven I’m wondering if it isn’t a good time to revisit Cameco CCJ and the uranium sector. It’s the one commodity with stable demand regardless of recession. Thanks!
thanks for the reminder!
@@Value-Investing Uranium sector is very interesting for me too, please try to analyze it, thank you.
Yes uranium appears to have several favourable macro dynamics ( supply shortage, growing acceptance as green energy source, Japan coming back online, sanctions against Russia, etc…). What is your opinion Sven.
Hey great video you said you want a 5 percent yield on retail stocks well bby is there right now probably will fall more
we will see!
Milestone video!
thanks!
Would avoid high dividend investing like the plague, specially if on a taxable account.
thanks for sharing!
Thanks Sven for your work! What about Midstream (MP) oil and gas companies? What are the factors they correlate most with (my assumption - demand of oil and gas and the need (the coasts) to replace the existing pipelines) and how different their performance is from the usual oil and gas companies?
not a specialist on them :-(
Stable business. The underlying commodity does factor in but the fact is that they charge a toll and usually on long term contracts so they are insulated to a degree from the ups and downs of the commodity. It is getting nearly impossible to lay new pipe in Canada and the US so this moats their business much like railroads. Usually pay a dividend as well.
Yes #1
`yes you are!
Thanks
:-) thanks!
Some of those stocks I have just basically as a never sell pseudo guaranteed CD ladder replacement when rates cratered for the yield, knowing I kind of was overpaying in JPM, PG, JNJ. My biggest problem with ETFs based on market cap weighting is the difficulty in knowing what the payouts will be and the effect that their rebalancing has on them. Granted VYM is much better about that than my Reit based ones with VNQI just being a disaster that I had to just exit.
thanks for sharing!
Sven, what happened to the last ETF video? Did the Bogle ghost create copyright issues? Hope not!
the audio was really bad, will make it again :-)
@@Value-Investing It will be very frustrating if the new version doesn't include that mention of the Sven's Quantitative Fart ETF.
Didn't Munger convince Warren to buy excellent business at fair value to instead of the way Graham did it ? maybe that is the reason for some of Buffets' purchases
yes, but these are not fair prices, a fair price for them was a pe ratio of 10, no big issues and clear growth ahead! You don't have that wish these!!
Sven can you make a video of companies that has the chances of double down in this meltdown?
I mean travel, Airlines, whatever.
thanks for sharing!
Thank you Sven, there is something wrong with the audio/microphone in your recent videos
my mistake when filming :-(
Hi, Sven why don't you do your porfolio. It would be very intresting
maybe because it is on my research platform :-)
More than only us, it would be great to get a similar analysis for EM market aristocrat dividend companies ;-)
will do, many requestion!
3:54-4:02 what happened with the sound here? It sounds like someone cut different words from your videos and reused them to form a new sentence lol. Love your videos Sven!
just for this shooting, from Tuesday back to normal :-))) My mistake!
HOW Do u access stockcirle site?.. I always get error as phishing site now.
I don't know, works for me, but be careful, I don't know!
Hey Dr. Sven great info as always. Just wanted to ask you for your opinion on Morningstar taking out Key Ratios :( . I know we both liked it bcuz you showed it in your vids frequently. They said they moved it to Key Statistics but I can’t find that. Did you find any other sections where it summarizes the financials well?
they didn't move it :-(
Great to hear that you want to avoid having to take pills. Cheers for the video Sven
Always!
"If I would have to put a million into this you would have to shoot me." 😂
:-)
Thanks for the video. Yes buying high and selling low is a problem with Index buying.
Should you have picked vanguard value index. Seems more in your and your viewers wheel house.
What’s up with the AuDIo?
will be resolved after Tuesday!
9:32 Sven saying Mumbo Jumbo. 👏🏼 Mohnish will be proud. Haha
:-)
Ty as always for your great videos.
Can we assume if you are$ cost averaging and you don’t need the money for 10+ years, it’s OK to keep buying this fund?
I don't know what are your alternatives and financial goals etc... Plus I have no idea where will the stock go long-term! With a div of 2.5%, and growht of 2%, your expected return will likely be 5%
Hi, Sven! First of all, thank you for all the effort you put into this channel and for the valuable lessons. Secondly, can you please analyze Nutrien (NTR)? Looks very interesting, demand for crop inputs is increasing overall, agriculture will need to be constantly more efficient to supply. Also, the shortage in this field, created by the Ukraine conflict is unprecedented and I think Nutrien is well positioned to capitalize on this.
i did cover it in the past when very cheap :-)) ruclips.net/video/F5qxns6MpPw/видео.html
the audio is iffy, please avoid next time.. love the content
still one video, had some issues when filming
Great video as always Sven. I do wonder if you are considering making another video for the International ETF version VYMI? Keep it up! Btw, I just bought your book and I’m surprised of the amount of value I’m already receiving from starting to read it. 👍👏🙏
let's first finish this one! Thanks!!!
I prefer a magical dividend than a magical pill :D 19:55
hahaha!
Great video. Could you do this with SCHD?
all the stocks will likely be in this one too, so, I'll continue with this one!
Hey sven!! ✌🏻💯
Great vid as usual. Fast question!
When us as investors should tolerate a bad acquisition by management or move by management that doesn’t work for us?
I mean everybody makes mistakes but at what point would we say, thats enough?
no idea, depends on the business
Hey, can you do some video about good Nordic companies ? Don’t say I will do it and forget 😜
whenever I look, all is so expensive, so ....
Yep it's a bit hard to find value at the top of Indexes and ETF's maybe you should do Bottom 10 :D Sven, maybe more value there.
will do!
Altria is over 8%, Omega healthcare is over 9% I consider high yeilding stocks to be above 5%
thanks for sharing!
If I invest in stable dividend stocks when it's going down will it take longer to recover than growth stocks when the recession is over?
you can't predict!
Bought ABBV 09/23/21, and 01/18/22. It seems overvalued so sold 06/27/22. Held a little because I would have like that 04/04/22 price. Should have sold all if I were following my own rules.
thanks for sharing!
Hi Sven, what I find strange that when you talk about dividends you never talk payout ratio. You mentioned that for retail you are looking for dividends of 5% but at what payout ratio? Is it 10%, 50% or 100%? When I look at a dividend stock part of my valuation is to look at yield vs payout ratio. What I usually want to see is to yield x 10 being higher than payout ratio. When I look at ABBV stock right now with with ~3.6% dividend and payout ratio at ~75% it seems as overvalued but when you look at CE for example with ~2,4% dividend and only ~15% payout ratio it's a different story. What that means is that if ABBV pays all of their cash flows to shareholder we would get 4.8% but if CE did the same we would be getting 16%. Of course valuation is never that simple but worth taking this into consideration when talking about dividend stocks.
Do I understand you correctly that you mean that it is just better to look at the net income per share or FCF/share? Or do you mean that high payout ratios make everything potentially more risky considering that they will have to maintain the dividend in bad times too? I agree with both. But I am not 100% sure that you mean this exactly with your comment.
that depends on the business - the question is how much then need just to sustain the dividend.. so, really about the individual business tehre!
Sven- what do you think about SCHD?
I don't really think about it :-(
@@Value-Investing that’s the whole point- it’s passive investing; you don’t have to think. While you are analyzing a million stocks, I’m relaxing.
@@Value-Investing so let me get this straight; you think about VYM, an overvalued ETF that does not offer an orderly increase in dividends, but you do not think about SCHD, which is certainly at least better valued than VYM and offers meaningful dividend growth? Hmmmm?!
I appreciate this review so much. Could you review Vanguard Market Neutral Fund VMNFX? It's actually up 7% YTD.
thanks for sharing!
Hi Sven, tying into your 2019-2020 writings on the AEX stocks (from your research platform), you talked about the cyclicality of chip makers and equipment manufacturers (particularly pertaining to BE Semiconductor NV and ASM International NV). What are your views on such companies at the moment, after they have come down in price tremendously?
thanks for the reminder - nothing to say in a comment, will do when I do deep research!
when reviewing XOM "flying around in electric drones" LOL
:-)))
Hi sven, where can I find the excel file with companies you analyze? Thank you
sven-carlin-research-platform.teachable.com/courses/stock-market-research-platform/lectures/30817849
Would be interesting to see your view on dairy now as dairy product prices in europe skyrocketed
thanks for suggesting!
Can you just discuss the stocks that you think are great now to buy?
this is part of the process, investing is boring, long-term knowledge compounding effort! but if you want my best picks and save time, just check my research platform! sven-carlin-research-platform.teachable.com/p/stock-market-research-platform
Hey Sven maybe this is out of your expertise but can you discuss stocks that aren't morally compromised? Like J&J great stock but they also sold a product to babies knowing it could cause cancer and I just can't give my money to a company like that. Just curious are there "good" companies to invest in?
every business is morally compromised! But I certainly didn't recommend J&J, where did you hear that? I don't invest in pharma! These are just in the ETF
@@Value-Investing Sorry yes didn't mean recommend, edited my comment. I really do appreciate your information but it is just a struggle on an investor stand point to try and put my money behind ethical companies.
You're not giving your money to JNJ you're giving you're money to somebody on the other side of the sell button
Knowledge is power
:-)
what about lowe's for a dividend growth portfolio, can you add them in your videos?
that is retail, not? not yet!
@@Value-Investing Yes it is. Thank you Sven, I'm sure you will do a video on them when the time will come 😁
You need a new "sound guy" :D
Thanks for your content!
my mistake when filming :-(
Hi Sven. You have a technical issue with your microphone I think. Best Jacob
yes, my mistake, should be ok from Tuesday!
It's absolutely all about how it fits you. I want to follow Buffett's advice and invest like he does. Since he says dividends don't make you rich, I'll be staying away from this ETF
dividends did make him rich :-)))
@@Value-Investing incorrect. And he's said so. You keep ignoring this for the RUclips views but you're not fooling anyone
Good video thanks.
Glad you enjoyed it
The micro phone is bad sometimes
Yes, my mistake, but the audio to high when filming! Will be an issue this one and the next video but ok from Tuesday :-))
Sven, if your investment strategy were applied to passive ETFs, it would look something like QVAL and IVAL. Of course, passive ETFs will never get the same returns as your research platform, but please help your followers who can't subscribe to your platform from being slaughtered by the lousy returns of the S&P 500 for years to come. Look at the fundamentals: QVAL: P/E of ~6 (six, six!!!!!), Price/Cash Flow of 1.81, Historical Earnings of 72%, Cash-Flow Growth of 29%. IVAL: P/E of ~6 (six, six!!!!!), Price/Cash Flow of 2.35, Historical Earnings of 36%, Cash-Flow Growth of 25%. Could you please review them in the next ETF video? Thank you very much!
ruclips.net/video/CeM5msYPnaU/видео.html
qval dividend yield is 2.7 that is a joke , why are you even asking
@@liju2505 I don't think you noticed that the name of this channel is not "Dividend Investing with Sven Carlin". You should know that dividends are just one aspect of the value investing reward.
@@Value-Investing I've already watched this video you mentioned, which is very good by the way, but it only analyzes mediocre ETFs, not the ones truly focused on value and profitability. Please professor, your analysis of value ETFs cannot leave out the products most committed to value investing, even if it is only for you to make constructive criticisms about them.
The other problem with the pharma businesses is inflation
thanks for sharing!
Max was here
:-0
You have problems with your mic,sound is not constant
my mistake when filming :-(
Great content but the sound is distracting
just for this video:-) my mistake when filming!
Is it me, or Sven looks a bit like young Gru?
hahaah
The stock prices are low but the euro/dollar is expensive. I have stocks down but they ar in dollars, and converting those stocks to euros is like they don't lose value, buying American stocks has become expensive.
depends on what you focus on :-0
Can you fix the audio in your videos? I can only get through like the first 5 minutes of the video before I had to stop watching it. It's annoying as hell
my mistake, put the audio too high, then was buzzing! still one vid like that and then will be ok!
@@Value-Investing you r 👍😎
all of these are slow growers behemoths with low returns and low dividends that mostly underperform the market , except for cyclicals, but now to buy oil companies - risky.
:-(
Vaccine as a service subscription 🤑😁
:-))))