Chuck I greatly appreciate your screening presentations. They make screening a lot more useful and meaningful tool. I certainly appreciate all of your videos.
I wanted to express my sincere gratitude for the wealth of knowledge I've gained through your videos and Fastgraphs. Your content has significantly boosted my confidence in managing individual stocks, providing a level of insight I previously lacked when dealing with ETFs in my retirement savings portfolio. The clarity and understanding I've acquired have been truly invaluable in shaping my investment strategy.
Your Canadian customers always appreciate when you include Canadian companies too! ENB, TC and Fortis wold've been great to see compared to the companies you listed. Thanks for your work, it's made me a much better investor.
Thank you for covering energy. I have narrowed down a few prospects. I just purchased INSW today. Looking at CON, CIVI, CPX, FANG, PM. Have some FOMO for TLN with the data center (AI) push. Might just watch it from afar. Also looking at some NUKE. Very timely. I put FastGraphs on my Santa List. Hope to become a member in a month.
I like PBR (PETROLEO BRASILEIRO), very undervalued and also non-US for diversification EPS yld of 18%. EBITDA Yld: 49%, but I would say with high risk.
LP's are not recommended for non US citizens (because of an additional 10% tax at the time of sale). I sold my LP based stocks just before this was put in place but kept FANG (since mid 2019). Good so far and still worth to buy/add I think. Best from your fans in Germany 😀(On a side note: FANG had special dividends the past couple of years, so the real dividend is significantly above 2%.)
Think you should have looked at CNQ which has never cut its Div and increased it every year for last 20 years with large oil sands reserves and second largest nat gas producer in Canada. Also look at tourmaline and ark
Great video, as always, Chuck! I was hoping that Pinnacle West Capital Corporation (PNW) would make this list and have your thoughts on it, however I enjoy your insight on all the others!
historrically the fair value has been as you showed 15x to 20x, but what if funds decide to change the ratio pushing it up to 25x-30x setting new standards?
What you are suggesting is that investors should be willing to accept an earnings yield of less than 4% on their investments. P/E ratios are measurements. P/E ratios are simply measurements of value. The inverse of the P/E ratio E/P (EARNINGS YIELD) indicates the return that the investor would earn if they owned 100% of the investment. So, what you’re saying is that ‘funds” might decide THAT THEY ARE WILLING to earn a lower rate of return on their investment. Earnings determine market price- in the long run. Emotions determine market price in the short run. Earnings are a solid foundation of value, emotions are volatile. To quote Warren Buffett : “I would be a bum on the street with a tin can begging for nickels if the markets were always efficient. In truth, markets, stocks and all investments can become overvalued, undervalued, or fairly valued over any short period of time. But in the long run, fundamentals and sound economics rule. The cardinal rule of investing is to buy low in order to sell high, not the other way around. Regards, Chuck
If stocks reprice to PE 25 forever than it would not lower returns. If you buy and sell stock at the same PE than your return is exactly the same as EPS growth during the holding period. It can be PE 2, 25 or 50. So if you buy Microsoft growing 15% annualy than you will make long term double digit return even if you buy it with 4% earnings yield.
Unfortunately, I could not cover all the stocks that screened. Regarding HESM the dividend is well covered by free cash flow. Since I consider midstream oil and gas transportation companies as dividend stocks and considering the 7.44% current yield I think it looks fine for those seeking income. My biggest concern would be the amount of debt on the balance sheet. Regards, Chuck
Ebay was very cheap stock 8 months ago with $4 EPS and PE around 10 but now Fastgraphs shows extreme overvaluation and $2 EPS. Is it some kind of bug? Management guidance is still above $4 for 2024 so it makes no sence and data does not match with past reported EPS.
Stick with the toll takers. You buy them when they are low, add more on pullbacks. 95% of energy investment sector is garbage. Too cyclical and you’ll make zero ROI or worse. Don’t take my word for it. Backtest every energy sector stock. Most are garbage except for some of the MLP midstream names.
Oil Sector Performance (2016-2020): The Energy sector, which includes oil companies, was the worst-performing sector in the S&P 500 during this period. Despite a strong recovery in 2016-2019, the COVID-19 pandemic and the subsequent oil price crash in 2020 significantly hurt the sector. Buy renewable stocks as these have future while oil mostly used for fuels does not have any future ahead.
Fast Graph is absolutely useful for investors who are serious about finding value and growth. Thanks for inventing this tool, Chuck.
Chuck I greatly appreciate your screening presentations. They make screening a lot more useful and meaningful tool. I certainly appreciate all of your videos.
I wanted to express my sincere gratitude for the wealth of knowledge I've gained through your videos and Fastgraphs. Your content has significantly boosted my confidence in managing individual stocks, providing a level of insight I previously lacked when dealing with ETFs in my retirement savings portfolio. The clarity and understanding I've acquired have been truly invaluable in shaping my investment strategy.
Your Canadian customers always appreciate when you include Canadian companies too!
ENB, TC and Fortis wold've been great to see compared to the companies you listed. Thanks for your work, it's made me a much better investor.
Thank you for covering energy. I have narrowed down a few prospects. I just purchased INSW today. Looking at CON, CIVI, CPX, FANG, PM. Have some FOMO for TLN with the data center (AI) push. Might just watch it from afar. Also looking at some NUKE. Very timely.
I put FastGraphs on my Santa List. Hope to become a member in a month.
ET has bought more pipelines recently. Thanks for your graphs. BMY is doing well too. You’re good.
Thank you very much for another great video :)
Thanks Chuck! I'm looking forward to the financials video.
I like PBR (PETROLEO BRASILEIRO), very undervalued and also non-US for diversification
EPS yld of 18%. EBITDA Yld: 49%, but I would say with high risk.
LP's are not recommended for non US citizens (because of an additional 10% tax at the time of sale). I sold my LP based stocks just before this was put in place but kept FANG (since mid 2019). Good so far and still worth to buy/add I think. Best from your fans in Germany 😀(On a side note: FANG had special dividends the past couple of years, so the real dividend is significantly above 2%.)
I was the same, I had ET and a couple of others I was forced to sell. The 10% tax is on your total amount when you sell, not profit or capital gain.
Whats LP?
And 37% witholding tax on distributions so that's why I do not own any of these.
@@maraluptacik a Limited Partnership. It’s different to a company or corporate structure so has different tax rules
@@yohjijames1413 Thank you, I not know that, I will keep eye on it
Very interesting. I used to hold ET and EPD; now I hold FANG. Performance has been disappointing, also the divvy. Thanks.
Agree- long ET and EPD held in Roth to avoid K1 headache. Burned and twice shy by a few other on this list.
Nope, you still have to pay unrelated business income in a Roth over $1k.
@HermannTheGreat if it applies you can explain it to my accountant...she says if I don't mess with until qualified (59.5) no annual filing is needed.
@@AZsmoothrider Oh ok, maybe then when you hit the age of required minimum distributions, that's when you'll have to start filing something.
Thanks Chuck!
Question
.. I'm looking to add to my LYB position... any thoughts on the recent dip?
Can you make an update video on UGI?
Why? Their 2025 guidance is exactly the same like for months now. Still flat earnings and losing to inflation.
ENB is a pipeline I really like. Not an MLP. Steady history of earnings and dividend growth. It has a pretty fast graph
I agree
Think you should have looked at CNQ which has never cut its Div and increased it every year for last 20 years with large oil sands reserves and second largest nat gas producer in Canada. Also look at tourmaline and ark
Can I assume you used the "PREMIUM" version of Fast Graph during this video? Thanks for your wonderful videos!
yes
Hey Chuck how about revisiting the reits ? I’m long MPW thinking about adding some. My cost average is currently 7.02
Chuck can you do an update on target?
Can you find any small caps with your process?
Yes, you can screen for small caps. In fact there is a preset screen already built for them. Regards, Chuck
UGI CHRD ENB on my radar, your opinion?
All interesting selections, however, as always conduct comprehensive research and due diligence before laying your money down. Regards, Chuck
Great video, as always, Chuck! I was hoping that Pinnacle West Capital Corporation (PNW) would make this list and have your thoughts on it, however I enjoy your insight on all the others!
historrically the fair value has been as you showed 15x to 20x, but what if funds decide to change the ratio pushing it up to 25x-30x setting new standards?
What you are suggesting is that investors should be willing to accept an earnings yield of less than 4% on their investments. P/E ratios are measurements. P/E ratios are simply measurements of value. The inverse of the P/E ratio E/P (EARNINGS YIELD) indicates the return that the investor would earn if they owned 100% of the investment. So, what you’re saying is that ‘funds” might decide THAT THEY ARE WILLING to earn a lower rate of return on their investment. Earnings determine market price- in the long run. Emotions determine market price in the short run. Earnings are a solid foundation of value, emotions are volatile. To quote Warren Buffett : “I would be a bum on the street with a tin can begging for nickels if the markets were always efficient. In truth, markets, stocks and all investments can become overvalued, undervalued, or fairly valued over any short period of time. But in the long run, fundamentals and sound economics rule. The cardinal rule of investing is to buy low in order to sell high, not the other way around. Regards, Chuck
If stocks reprice to PE 25 forever than it would not lower returns.
If you buy and sell stock at the same PE than your return is exactly the same as EPS growth during the holding period. It can be PE 2, 25 or 50.
So if you buy Microsoft growing 15% annualy than you will make long term double digit return even if you buy it with 4% earnings yield.
Chuck please do a report on Comfort Systems USA..Great company but may be overvalued too..Thanks and Happy Thanksgiving!
Fix has a great history of growth and strong expectations for forecast growth. But after the recent runup its overvalued. Regards Chuck
I was excited to see HESM on the income list and to see what you thought but then I was disappointed that it was left out of the conversation
Unfortunately, I could not cover all the stocks that screened. Regarding HESM the dividend is well covered by free cash flow. Since I consider midstream oil and gas transportation companies as dividend stocks and considering the 7.44% current yield I think it looks fine for those seeking income. My biggest concern would be the amount of debt on the balance sheet. Regards, Chuck
@
Thank you
And where is Hesm??
Unfortunately I couldn’t cover them all. Regards, Chuck
Why didn't BP make the list?
failed the earnings persistency score
LP's dividends get taxed in the EU with 35%.
Ebay was very cheap stock 8 months ago with $4 EPS and PE around 10 but now Fastgraphs shows extreme overvaluation and $2 EPS. Is it some kind of bug? Management guidance is still above $4 for 2024 so it makes no sence and data does not match with past reported EPS.
yes appears to be an error sent to team thanks
EBAY is fixed.
Stick with the toll takers. You buy them when they are low, add more on pullbacks.
95% of energy investment sector is garbage. Too cyclical and you’ll make zero ROI or worse.
Don’t take my word for it. Backtest every energy sector stock. Most are garbage except for some of the MLP midstream names.
Whats the outlook in the energy sector relating to the Trump administration......???
Time will tell, but if his 1st 4 years are any sign it might look pretty good. Regards, Chuck
@FASTgraphs Thanks for the reply Chuck...
You mean decreasing profits of big oil to the point it was barely profitable in 2019 and early 2020 before pandemic?
How was that good for big oil?
Oil Sector Performance (2016-2020):
The Energy sector, which includes oil companies, was the worst-performing sector in the S&P 500 during this period. Despite a strong recovery in 2016-2019, the COVID-19 pandemic and the subsequent oil price crash in 2020 significantly hurt the sector.
Buy renewable stocks as these have future while oil mostly used for fuels does not have any future ahead.
It could have been a nice timing for a quick view of WB energy stocks
LPs are not suitable for people outside the USA.
WHY?
All non us citizens are charged an additional 10% tax of the entire sales sum.
@thomasb.2097 I use my retirement account to avoid dividend taxs in Canada
Even in a Canadian RRSP?
35% witholding tax.