I sold all my NEE before this video and you’re right, so I’ll be waiting for some better value on it, and if it never comes my money has other places to go. Love the vids Chuck!
There is only one thing missing from your fantastic tool that I haven't seen (which it may contain, but I've never seen you show it). That thing is a price alert/alarm for a stock when it hits a target price or area on the graph. If you could add that, it would be the killer. 👍
Great video as always. If I had to pick one today I'd go with WBA. Seems most reasonably valued, this company is turning around, dividend yield is more attractive than your average aristocrat. Good video !
Great video! I followed your advice on aflac some time ago, after my due diligence. I also own some of the mentioned here like WBA and ABBV, I think they are good companies going through bad times, but a good future mid to long term
Nice video , here is my list of suggestions if you want solid Dividend Stocks. ABR 7.8%, IIPR 2.63%, RWT 6,66%, SCHD 2.88%, MS 2.75% These are more volatile CNQ 4.42%, NRG 2.96%, ADM 2.45%, RIO 9.42%, PFE 3.49%, JNJ 2.57% Plus the Canadian CM, TD, RY, & BM Those are all in the 2.5% and up , there are other stocks I like such as ALLY, AFL , CAT, and TROW. I normally like a mix of growth and income with my choices though my only pure growth is now Google.
Another great video. I was wondering if you could do a video on dividend paying foreign stocks. When I look at many of these stocks it looks like they may have cut or reduced their dividend but I am not sure how to tell if there was a true reduction or if it is merely a result of currency fluctuation.
Thanks Chuck. I know you are not a fan of utilities in general. But you seemed to be big on Atmos. Is that because of Atmos? Or because it fit your aristocrat profile?
Do you add to good performers that are now overvalued. For example : if I have a position thats returned 105 percent. Does it make sense to continue to dollar cost average into the position ? My assumption is that if the market corrects it gives me a better margin of safety. Wait... You are answering me as I type hahaa. Ive been waiting for this !
3:05 You say that you are looking for an earnings yield of 7.5% or higher, but I feel like (correct me if I'm wrong) you usually say you look for a 6.5% earnings yield or better. Is there some specific circumstance that leads to this difference? Do different types of stocks (growth, income, dividend growth) warrant a different "ideal" earnings yield?
Can you please do a video about major mining (including royalties) companies? Barrick, Newmont, Franco Nevada, Wheaton, Majestic, Yamana, Kinross, Rio Tinto, Agnico Eagle, etc...
Very informative video, thank you for your time and effort! I do think that a lot of the data shown is wrong though. I'm not sure where you get the EPS values for your x-axis? And could you please explain whats a 'blended p/e ratio'? In some cases the EPS and P/E ratios shown are way different from other sources (i.e yahoo finance, macrotrends etc). Again, many thanks for taking the time to analyses all these companies.
George: the data is not wrong, neither is the data on the other sites. You are simply looking at different metrics for example GAAP or diluted earnings versus operating earnings that we use. Here's a link that explains everything in more detail:www.fastgraphs.com/blog/documentation/blended-p-e/
Hi Chuck, thank you for your hard work! I appreciate what you have done to help me to improve my portfolio's long-run performance. Could you share your views on LMT? Given the contractive strategy of the Biden administration, do you think the US would not increase or even would decrease some sort of military spending, which may impact the future LMT's revenue?
Stephen: I cannot comment on the political aspects, however, for disclosure I am long LMT and continuing to buy it. I will change my mind if fundamentals truly change so far they have not. Regards, Chuck
Andrew: earnings yield IS THE INVERSE of the P/E ratio. Instead of price divided by earnings, it is earnings divided by price. It is analogous to the dividend yield, but instead of the yield the dividend provides, represents the yield the investor would receive if they owned 100% of the company and received all of the company's earnings. My own view is that I need an earnings yield of at least 6 1/2 to 7% at cost to interest me. Also consider that if the company's growing the earnings yield on cost will grow with it. Regards, Chuck
Chuck - I screwed up. A month ago before discovering fast graphs I purchased 3M which I now realize is overvalued. I’d like to sell it and take a 6.35 % loss. How do you feel about selling any stock you planned to hold long-term at a small loss based on new learning? Your videos are great!! Thanks.
What was your reason on buying it? I bought it at 200.00. I felt it was reasonable priced for a 3% dividend yeilder. I also invest for the dividend so it doesn't make much sense to sell for me. As Chuck mentioned in the video he felt a lot of stocks have been over priced for a decade or so. You could have sat on the sidelines for a decade and lost a huge bit of money.
MMM if i check FAST, for me looks rather a little bit undervalued at 176 usd right now. just keep it. anyway what was your reason to buy it, for how long, how many years? is your goal stockprice gains or dividend income or total return for many years to come? make sure you have a goal before buying a stock. if not your decission will maybe hunt you in future, when the stock goes down. just my 50 cent to be of help.
Chuck: Is it possible that the market is willing to pay a premium (higher PE's) because the rate of return on no-risk investments such as 10-year treasuries is so low? Does that partially explain why the "market" seems to be willing higher than historically normal PE's?
Scott: that is probably correct maybe. However, it is important to make a distinction between how the market values a stock in contrast to its intrinsic value. The intrinsic value is a function of discounting its future cash flows back to the present value regardless of what other investments are paying. Recently I did a video and wrote an article where I stated I do not care what the stock deserves I only care about what the investor deserves. Overpaying for a stock is always a bad idea in my opinion. Nevertheless, low interest rates can explain why market demand has driven prices up, but it does not justify them in my humble opinion. Regards, Chuck
@@FASTgraphs I would be interested in hearing your thoughts on what might return valuations to their normal level. That may be asking too much but I'd certainly value your opinions. Also, your software F.A.S.T. Graphs has helped me a lot in determining when a stock is over-priced. I use it daily. It helps me quickly determine which stocks are worth further research and which aren't --- even if they're featured in some article.
I recently read in Seeking Alpha that AT&T will be cutting their dividend in half by the second quarter of 2022. That’s just freaking out a couple of my retired buddies that have T as their top income stock.
Paul:the AT&T situation is more complicated than just cutting the dividend. They will also divest Warner media and separate DIRECTTV. here is an excerpt of a presentation made by the CFO: "Pascal Desroches Dave, if you look at the components of our business and with the separation of WarnerMedia, based on where Discovery is trading now, you can surmise what the value of the remaining -- of the connectivity business is. And if you look at that in juxtaposition to the $8.5 billion of potential dividend, the yield would suggest somewhere in the 5.5% dividend yield, which is candidly better than all of our peers and better than most companies. So we feel that we are -- we will still have a very attractive dividend post separation. And for those who want to participate, there is an opportunity to achieve growth through continuing to hold WarnerMedia. So there -- or Warner Brothers’ Discovery stock. So there is an opportunity here to achieve the attractive yield and dividend, plus really nice growth in value through appreciation of new media assets."regards Chuck
for me as young Investor i dont understand why BMY is still so cheap....i mean i am happy to buy @ prizes about 62$ for my longterm.But still i dont now why
to paraphrase an old military mantra "ours is not to reason why ours is but to do or die." in all seriousness, sometimes the market is just foolish where emotions rule reason.
I believe it is just the difference between the old and new versions of Fastgraphs as they display on RUclips. I watch all of your videos on a TV while sitting in the exact same spot. Videos that utilize the new version of Fastgraphs are just more difficult to see on the screen as compared to the old version. I assume it has to do with the fact that the text is slightly smaller in the new version, or perhaps there is just more info displayed, thus requiring more “zoom out” in order for the entire page to fit on the screen. At any rate, this issue surely is of no hinderance to people using the Fastgraphs tool itself, and that is of course the most important thing. I appreciate that you do share the info on RUclips, as you surely devote quite a bit of time to making your videos. They are extremely informative and helpful. Thank you.
Altria (MO) unfortunately, is not a dividend aristocrat, and therefore not covered in this video. However, it is a dividend Champion and I and long for disclosure. regards, Chuck
There is simply nowhere else to get this kind of valuable information. Bravo, Maestro Valuation!
Hey Chuck,
i just want to thank you from the bottom of my heart for all this free very valuable information you provide us with.
Thx for the list
Thanks for content chuck
Most interesting and very, very helpful.
Thank you!
I sold all my NEE before this video and you’re right, so I’ll be waiting for some better value on it, and if it never comes my money has other places to go. Love the vids Chuck!
Thanks Chuck your videos NEVER disappoint. That new version looks like it updates very fast and just looks rly sharp… can’t wait for it to come out!
Awesome awesome 👏 thx 😊
Wonderful info thank you!
Love the video Chuck. IV been hunting for the last two weeks. Got plenty to catch up on!
Valuable video. Thanks
Again great stuff by Chuck. Thank you so much
You’re the man, Chuck!
Lots of information. Thanks for your presentations Chuck.
Fantastic content.
a BIG THANK YOU!
Great vid ! Love this kind of infos on great stock. Regards from Switzerland 🇨🇭
There is only one thing missing from your fantastic tool that I haven't seen (which it may contain, but I've never seen you show it). That thing is a price alert/alarm for a stock when it hits a target price or area on the graph. If you could add that, it would be the killer. 👍
Chuck - Great video! You are truly Mr Valuation
Chuck thanks for all the hard work. I look forward to seeing your videos.
It was an excellent video! Thank you!
It's amazing that we can get this kind of information for free! Thank you for your videos!
CHUCK ! You are value itself , thanks for a very useful vid ... again
Great video as always. If I had to pick one today I'd go with WBA. Seems most reasonably valued, this company is turning around, dividend yield is more attractive than your average aristocrat. Good video !
MVP!
I love your videos. Very informative.
great content, will recommend this channel to my investment friends, thank you!
Great video! I followed your advice on aflac some time ago, after my due diligence. I also own some of the mentioned here like WBA and ABBV, I think they are good companies going through bad times, but a good future mid to long term
Nice video , here is my list of suggestions if you want solid Dividend Stocks.
ABR 7.8%, IIPR 2.63%, RWT 6,66%, SCHD 2.88%, MS 2.75%
These are more volatile
CNQ 4.42%, NRG 2.96%, ADM 2.45%, RIO 9.42%, PFE 3.49%, JNJ 2.57%
Plus the Canadian CM, TD, RY, & BM
Those are all in the 2.5% and up , there are other stocks I like such as ALLY, AFL , CAT, and TROW.
I normally like a mix of growth and income with my choices though my only pure growth is now Google.
Thanks Chuck.
Another great video. I was wondering if you could do a video on dividend paying foreign stocks. When I look at many of these stocks it looks like they may have cut or reduced their dividend but I am not sure how to tell if there was a true reduction or if it is merely a result of currency fluctuation.
I was asking the same question the other day. He's working on it. would be nice to have diversification from other countries 💪
Thanks Chuck. I know you are not a fan of utilities in general. But you seemed to be big on Atmos. Is that because of Atmos? Or because it fit your aristocrat profile?
Interesting, I also stopped buying GD and switched to LMT about 6 months ago.
Mahalo Chuck for the great video
Great stock information!!! Ooh it's a little hard to read your ticker symbol info (font, size, style, color). Thanks again for the stock information!!
Do you add to good performers that are now overvalued. For example : if I have a position thats returned 105 percent. Does it make sense to continue to dollar cost average into the position ? My assumption is that if the market corrects it gives me a better margin of safety. Wait... You are answering me as I type hahaa. Ive been waiting for this !
3:05 You say that you are looking for an earnings yield of 7.5% or higher, but I feel like (correct me if I'm wrong) you usually say you look for a 6.5% earnings yield or better. Is there some specific circumstance that leads to this difference? Do different types of stocks (growth, income, dividend growth) warrant a different "ideal" earnings yield?
you are correct the minimum of 6.67% or better- the inverse of the 15 P/E ratio. I guess I just had a senior moment. Thanks for the catch, Chuck
@@FASTgraphs No problem Chuck, it's probably more my fault for hanging on your every word! Thank you for the content.
@@FASTgraphs Higher yield the better and I would actually look for more than 7.5%
God Bless you..
Can you please do a video about major mining (including royalties) companies? Barrick, Newmont, Franco Nevada, Wheaton, Majestic, Yamana, Kinross, Rio Tinto, Agnico Eagle, etc...
Very informative video, thank you for your time and effort! I do think that a lot of the data shown is wrong though. I'm not sure where you get the EPS values for your x-axis? And could you please explain whats a 'blended p/e ratio'? In some cases the EPS and P/E ratios shown are way different from other sources (i.e yahoo finance, macrotrends etc). Again, many thanks for taking the time to analyses all these companies.
George: the data is not wrong, neither is the data on the other sites. You are simply looking at different metrics for example GAAP or diluted earnings versus operating earnings that we use. Here's a link that explains everything in more detail:www.fastgraphs.com/blog/documentation/blended-p-e/
@@FASTgraphs Perfect, I'll check it out. Im sure it will make sense.
Chuck, do you still own (OHI)?
yes
@@FASTgraphs Hi, and what do you think is it a good buy these days?
Hi Chuck, thank you for your hard work! I appreciate what you have done to help me to improve my portfolio's long-run performance. Could you share your views on LMT? Given the contractive strategy of the Biden administration, do you think the US would not increase or even would decrease some sort of military spending, which may impact the future LMT's revenue?
Stephen: I cannot comment on the political aspects, however, for disclosure I am long LMT and continuing to buy it. I will change my mind if fundamentals truly change so far they have not. Regards, Chuck
@FASTgraphs Thank you for your FAST reply. Being a member of FAST graph, I found LMT is well below its average PE, do you think it is a good buy now?
Is it to late to buy ADM in its 52 week high today?
ATO on the radar not sure of good entry point.
Also looking at CSCO Thinking it's a sleeper stock that might wake up.
Is the referenced earnings yield a projected rate of return?
Andrew: earnings yield IS THE INVERSE of the P/E ratio. Instead of price divided by earnings, it is earnings divided by price. It is analogous to the dividend yield, but instead of the yield the dividend provides, represents the yield the investor would receive if they owned 100% of the company and received all of the company's earnings. My own view is that I need an earnings yield of at least 6 1/2 to 7% at cost to interest me. Also consider that if the company's growing the earnings yield on cost will grow with it. Regards, Chuck
About dividend kings?
Chuck - I screwed up. A month ago before discovering fast graphs I purchased 3M which I now realize is overvalued.
I’d like to sell it and take a 6.35 % loss. How do you feel about selling any stock you planned to hold long-term
at a small loss based on new learning? Your videos are great!! Thanks.
What was your reason on buying it? I bought it at 200.00. I felt it was reasonable priced for a 3% dividend yeilder. I also invest for the dividend so it doesn't make much sense to sell for me. As Chuck mentioned in the video he felt a lot of stocks have been over priced for a decade or so. You could have sat on the sidelines for a decade and lost a huge bit of money.
MMM if i check FAST, for me looks rather a little bit undervalued at 176 usd right now. just keep it. anyway what was your reason to buy it, for how long, how many years? is your goal stockprice gains or dividend income or total return for many years to come? make sure you have a goal before buying a stock. if not your decission will maybe hunt you in future, when the stock goes down. just my 50 cent to be of help.
First from Germany ! Thanks Chuck
Hey, ich bin doch auch noch da 🙂
I know I'm in the indie part of RUclips when the suggestion bar is all in sepia tone.
Chuck: Is it possible that the market is willing to pay a premium (higher PE's) because the rate of return on no-risk investments such as 10-year treasuries is so low? Does that partially explain why the "market" seems to be willing higher than historically normal PE's?
Scott: that is probably correct maybe. However, it is important to make a distinction between how the market values a stock in contrast to its intrinsic value. The intrinsic value is a function of discounting its future cash flows back to the present value regardless of what other investments are paying. Recently I did a video and wrote an article where I stated I do not care what the stock deserves I only care about what the investor deserves. Overpaying for a stock is always a bad idea in my opinion. Nevertheless, low interest rates can explain why market demand has driven prices up, but it does not justify them in my humble opinion. Regards, Chuck
@@FASTgraphs I would be interested in hearing your thoughts on what might return valuations to their normal level. That may be asking too much but I'd certainly value your opinions. Also, your software F.A.S.T. Graphs has helped me a lot in determining when a stock is over-priced. I use it daily. It helps me quickly determine which stocks are worth further research and which aren't --- even if they're featured in some article.
I recently read in Seeking Alpha that AT&T will be cutting their dividend in half by the second quarter of 2022. That’s just freaking out a couple of my retired buddies that have T as their top income stock.
Paul:the AT&T situation is more complicated than just cutting the dividend. They will also divest Warner media and separate DIRECTTV. here is an excerpt of a presentation made by the CFO:
"Pascal Desroches
Dave, if you look at the components of our business and with the separation of WarnerMedia, based on where Discovery is trading now, you can surmise what the value of the remaining -- of the connectivity business is. And if you look at that in juxtaposition to the $8.5 billion of potential dividend, the yield would suggest somewhere in the 5.5% dividend yield, which is candidly better than all of our peers and better than most companies. So we feel that we are -- we will still have a very attractive dividend post separation. And for those who want to participate, there is an opportunity to achieve growth through continuing to hold WarnerMedia. So there -- or Warner Brothers’ Discovery stock. So there is an opportunity here to achieve the attractive yield and dividend, plus really nice growth in value through appreciation of new media assets."regards Chuck
Att still valuable Verizon Apple picking up the slack
XIAO
If u see this
I wish u good luck in your job and your investing
🇨🇳👍🏻
for me as young Investor i dont understand why BMY is still so cheap....i mean i am happy to buy @ prizes about 62$ for my longterm.But still i dont now why
to paraphrase an old military mantra "ours is not to reason why ours is but to do or die." in all seriousness, sometimes the market is just foolish where emotions rule reason.
What website do you use?
www.fastgraphs.com
What do you think of WST and MED?
Is there one cheap stock, that could make it to the 25 best list?
there are several but not on the dividend aristocrats list. Check my last couple of videos for example's. Regards, Chuck
PBCT is about to be merged with M&T Bank, so you might want to wait a bit on this one.
Yes, I read about that and agree to wait.
Lol, cramer loves it when people hate on him. It feeds him.
Isn't PBCT being acquired by MTB? No point in buying them if their getting absorbed.
yes they are but MTB is also undervalued and attractive.
Screen is blurry
are you watching it in HD, my screen does not look blurry? let me know please, thanks, Chuck
I believe it is just the difference between the old and new versions of Fastgraphs as they display on RUclips. I watch all of your videos on a TV while sitting in the exact same spot. Videos that utilize the new version of Fastgraphs are just more difficult to see on the screen as compared to the old version. I assume it has to do with the fact that the text is slightly smaller in the new version, or perhaps there is just more info displayed, thus requiring more “zoom out” in order for the entire page to fit on the screen. At any rate, this issue surely is of no hinderance to people using the Fastgraphs tool itself, and that is of course the most important thing. I appreciate that you do share the info on RUclips, as you surely devote quite a bit of time to making your videos. They are extremely informative and helpful. Thank you.
Your PAG seems to be breaking out
Why no MO? It is better then crap like AT&T
Altria (MO) unfortunately, is not a dividend aristocrat, and therefore not covered in this video. However, it is a dividend Champion and I and long for disclosure. regards, Chuck