Thank you, Chuck! It‘s really amazing how the valuation sometimes changes by changing the time frame. That helps me a lot to evaluate growth stocks. As you say: we invest in the future, not in the past. 😊
How do you evaluate the debt of a company using fastgraphs? Currently with higher rates are hurting many companies that used a ton of cheap debt like AQN to pay their dividend.
Hey Chuck I am curious on your thoughts on HBI under $7…. Over 8% dividend which appears to be covered. Dividend won’t grow but management has signaled they will buy back shares. P/E is low, anyone else like HBI?
Chuck, In the video, you say you never studied or researched AQN yet the text in the blog states that you are long AQN. ("Disclosure: Long AMZN, AQN, GOOGL, GPN, LYB, META, TSN, VFC, VZ") Please clarify.
technically I do have a client that brought the stock in when they opened their account. However, I did not purchase it therefore only did a cursory review. it is a very small position that I now wish I had sold except the yield is so high. Nevertheless, I had to disclose it. Regards, Chuck
@@FASTgraphs Thank you for the explanation. Personally, I think it makes more sense for your long positions to be a combination of positions recommended by you for your clients (even if not held by you) and those held by you rather than positions not selected by you for your clients.
Great video, enjoyed the watch... Keep pushing this type of content. Dividend investing for our uncertain times like we are living in now is just paramount .. I am very focused this week on core positions and likely will be until we understand more of the FED's decision on interest rate hikes come Dec 15th!
Thanks again, Chuck, for another really informative video! Meta is a really interesting case. Mark Zuckerberg has clearly not convinced Wall Street that the metaverse can generate profits. But, when FB IPO’d, I didn’t see how anyone could make money by letting people share blurbs & pictures of their kids, gardens, and vacations. I just wish I could understand Zuckerberg’s vision.
Chuck I could not help but notice that the menu system was not showing on the left of your screen. Thus your graph was much larger and easier to see. How did you do this?
Hi Chuck, Appreciate the content as always - this channel sure does bring at lot of inspiration. Im looking to keep a somewhat diverse portfolio and wanted your input on NEE. I like the growth, but not so sure its currently at a fair value. Are there better options in this sector?
A great video! I think it could be interesting to take a look at Asbury Automotive Group (ABG), small cap automobile retailer and service company that has shown decent compounding ability over time and is inexpensive.
Your channel is awesome and I've learned a lot from you already. FG is typically not something I would buy but I am strongly considering it now. I would be in for $10 a month if you end up offering that. Thank you for the content, very educational and it is a great advertisement for your product!
Hey Chuck! Nice Shirt! I like this format a lot and the fact that it validates why I own some of the shares and why perhaps I should research and repurchase others that may have bottomed out. Cheers!
GPN is one my largest holdings and I like it a lot. How about a look at the European dialysis company FSNUY and FMS? I have been adding slowly to these positions. Thanks Chuck!
Hi Chcuck , I am a subscriber of the software but I noticed something really strange recently. If I select the SPY:US and the measure Adjusted operating earnings, I notice that at current price the SPY:US trades at circa 24 x but just some days ago it traded at 17/ 18 X. What's the matter ? What it the correct multiuple applied by the market to the SPY:US at current price ? thank you from Italy . Ciao
@@FASTgraphs right now the Blended P/E I am seeing is 17.84 , so this is ok and the bug is fixed , but please make step in order to adjust this measure so that only correct multiple are dispayed. Thanks for the cooperation . ciao
Hi Chuck, could you please do a video on TSCO (Tractor Supply Co) in your next subscriber request? - Thanks! Tom (one of your longtime subscribers and biggest fans)
the purpose of the video is to provide you stocks you may want to research further. debt is reported for you to analyze, and FG provides the data and the tools. Regards, Chuck
Companies like verizon arent even slow growth in my eyes. They are flat companies. Growing at the same rate evrry single year as the rate of normal inflation levels. Which means they cancel eachother out. Inflation goes up. They raise rates. It makes it look like the grew by a slim amount. No one ever talks about this in the stock sector. Now if there was 0 inflation and it grew by 1.5% then.... 👏. But they dont.
you are correct but remember bonds don't grow either. In Verizon's case they do offer a high-yield in the dividend has grown over the years albeit at only a 3% rate.. Additionally, the valuation is extremely low providing the potential for future capital good. In summary, an income investor might choose Verizon over lower yielding bonds that also did not grow considering the current valuation. Of that helps, Chuck
Hasbro, oh man, forget the toys, this company is now basically a collectible card game called "Magic: The Gathering". Magic cards have been their own investment class for 20+ years, and Hasbro has recently committed to completely devaluing them. Always funny when a numbers guy tries to analyze a stock when an average consumer can see this company is going to shirt (also see DIS).
Thank you for your insights, great video as always. I have found a potential turnaround situation, Kornit Digital (nasdaq: KRNT) a 1.2B market cap company based in Israel, it has no debt and 600M in cash, Amazon has warrants and is an strategic partner for them for their apparel business. KRNT´s management claims their business model is intact and recently announced a stock buyback program for 75 millions. I am digging a little bit deeper into this company, Value Line forecasts a strong recovery the next years and as Peter Lynch used to say "It is very hard to bankrupt a company with no debt". Cheers and thanks for sharing your investment ideas with us.
My favorite stock analysis channel!
Would love the Global Payments deepdive. Just finished the earnings call and was quite impressed by their numbers
TSN dropped to 52week low today. Any possibility for an update? Thank you for the great content
Thank You Chuck! Would love to see your take on Pfizer at current prices
Thank you so much Mr. Valuation
Thank you, Chuck! It‘s really amazing how the valuation sometimes changes by changing the time frame. That helps me a lot to evaluate growth stocks. As you say: we invest in the future, not in the past. 😊
Thank you for your hard work. FG & Mr. Carnvale have made me a better investor.
took advantage of your Black Friday offer, thanks
How do you evaluate the debt of a company using fastgraphs? Currently with higher rates are hurting many companies that used a ton of cheap debt like AQN to pay their dividend.
Hey Chuck I am curious on your thoughts on HBI under $7…. Over 8% dividend which appears to be covered. Dividend won’t grow but management has signaled they will buy back shares. P/E is low, anyone else like HBI?
Yup doesn't even make sense
There are too many problems with HBI. Revenues decreasing, a lot of debt, high inventory, shrinking margins. I think they‘ll cut the dividend….
@@gerrymuller4681 it’s definitely priced as though it will be cut
Hi Chuck, can you do ULTA please ?
I always look out for your videos! Thank you very much for all the guidance you have provided us!
Chuck, thanks for all of the very informative videos. A couple of very interesting REITS to analyze may be IIPR and PW.
Thank you. Great multi stock review. Could you look at CANO healthcare stock please.
Chuck,
In the video, you say you never studied or researched AQN yet the text in the blog states that you are long AQN. ("Disclosure: Long AMZN, AQN, GOOGL, GPN, LYB, META, TSN, VFC, VZ") Please clarify.
technically I do have a client that brought the stock in when they opened their account. However, I did not purchase it therefore only did a cursory review. it is a very small position that I now wish I had sold except the yield is so high. Nevertheless, I had to disclose it. Regards, Chuck
@@FASTgraphs Thank you for the explanation. Personally, I think it makes more sense for your long positions to be a combination of positions recommended by you for your clients (even if not held by you) and those held by you rather than positions not selected by you for your clients.
Fantastic, Chuck! And without mentioning neither recession nor bear market 😀
Very happy you mentioned AQN, thank you :) Love the Fastgraphs tool btw
Great video, enjoyed the watch... Keep pushing this type of content. Dividend investing for our uncertain times like we are living in now is just paramount .. I am very focused this week on core positions and likely will be until we understand more of the FED's decision on interest rate hikes come Dec 15th!
Chuck the TMatthew is looking crisp. Thanks for another great video.
Thanks again, Chuck, for another really informative video! Meta is a really interesting case. Mark Zuckerberg has clearly not convinced Wall Street that the metaverse can generate profits. But, when FB IPO’d, I didn’t see how anyone could make money by letting people share blurbs & pictures of their kids, gardens, and vacations. I just wish I could understand Zuckerberg’s vision.
Chuck I could not help but notice that the menu system was not showing on the left of your screen. Thus your graph was much larger and easier to see. How did you do this?
more Excellence from Chuck. (but i'm out of the financial sector for at least a few more months)
Excellent vid Chuck. TY!
Hi Chuck,
Appreciate the content as always - this channel sure does bring at lot of inspiration. Im looking to keep a somewhat diverse portfolio and wanted your input on NEE. I like the growth, but not so sure its currently at a fair value. Are there better options in this sector?
A great video! I think it could be interesting to take a look at Asbury Automotive Group (ABG), small cap automobile retailer and service company that has shown decent compounding ability over time and is inexpensive.
Thanks as always Chuck! Best finance channel! Keep up the great work!
If you could look into SLB, I would greatly appreciate it!
Your channel is awesome and I've learned a lot from you already. FG is typically not something I would buy but I am strongly considering it now. I would be in for $10 a month if you end up offering that. Thank you for the content, very educational and it is a great advertisement for your product!
Subscribed It is, Mr. Evaluation…🤙🏼
Hey Chuck! Nice Shirt! I like this format a lot and the fact that it validates why I own some of the shares and why perhaps I should research and repurchase others that may have bottomed out. Cheers!
great video chuck ,thank you.
How about BAM?
GPN is one my largest holdings and I like it a lot. How about a look at the European dialysis company FSNUY and FMS? I have been adding slowly to these positions. Thanks Chuck!
LOVE META
Thanks Chuck!
Amazing video as usual, can you look into VICI next
VZ or T ?
which one is the best ?
great, subscriber request are back thank you :)
Thanks Chuck for your hard work. I wanted to study OC for few weeks . After having seen your video very instructive as always, I will do it
Great video! I’d be interested in a video on pharmaceuticals
Another great video Chuck!
Chuck-- pl analyze brk (Berkshire hathaway)!!
Hi Chcuck , I am a subscriber of the software but I noticed something really strange recently. If I select the SPY:US and the measure Adjusted operating earnings, I notice that at current price the SPY:US trades at circa 24 x but just some days ago it traded at 17/ 18 X. What's the matter ? What it the correct multiuple applied by the market to the SPY:US at current price ? thank you from Italy . Ciao
I am seeing the blended P/E ratio of SP Y at 17.84. Is that different than what you are seeing?
@@FASTgraphs right now the Blended P/E I am seeing is 17.84 , so this is ok and the bug is fixed , but please make step in order to adjust this measure so that only correct multiple are dispayed. Thanks for the cooperation . ciao
Hi Chuck, could you please do a video on TSCO (Tractor Supply Co) in your next subscriber request? - Thanks! Tom (one of your longtime subscribers and biggest fans)
Chuck looking great!! Like a super star!!
Just once... would love to see Chuck in a hoodie dropping his deep financial wisdom!
@@deepcreed Ha Ha... he will look like Batman!
1st
Lots of negativity going on around Hasbro.
Vfc didnt age well 😅
Not all companies do, but the recovery looks promising and the company is still "aging" and certainly not dead yet
Leider spielen hier die Verschuldungen keine Rolle in den Betrachtungen.
Es ist ja kein Deep Dive. 17 Aktien in einem Video sind ne Menge, da könnte er auch Stunden reden. Ich mag aber auch die tieferen Analysen mehr.
the purpose of the video is to provide you stocks you may want to research further. debt is reported for you to analyze, and FG provides the data and the tools. Regards, Chuck
Companies like verizon arent even slow growth in my eyes. They are flat companies. Growing at the same rate evrry single year as the rate of normal inflation levels. Which means they cancel eachother out. Inflation goes up. They raise rates. It makes it look like the grew by a slim amount. No one ever talks about this in the stock sector. Now if there was 0 inflation and it grew by 1.5% then.... 👏. But they dont.
you are correct but remember bonds don't grow either. In Verizon's case they do offer a high-yield in the dividend has grown over the years albeit at only a 3% rate.. Additionally, the valuation is extremely low providing the potential for future capital good. In summary, an income investor might choose Verizon over lower yielding bonds that also did not grow considering the current valuation. Of that helps, Chuck
Algonquin is Heavy in debt. They have bad management. Do not buy
Hasbro, oh man, forget the toys, this company is now basically a collectible card game called "Magic: The Gathering". Magic cards have been their own investment class for 20+ years, and Hasbro has recently committed to completely devaluing them. Always funny when a numbers guy tries to analyze a stock when an average consumer can see this company is going to shirt (also see DIS).
Yup over a third
Thank you so much 😊
I Hope you can do ZOETIS one day plees
Thank you for your insights, great video as always. I have found a potential turnaround situation, Kornit Digital (nasdaq: KRNT) a 1.2B market cap company based in Israel, it has no debt and 600M in cash, Amazon has warrants and is an strategic partner for them for their apparel business. KRNT´s management claims their business model is intact and recently announced a stock buyback program for 75 millions. I am digging a little bit deeper into this company, Value Line forecasts a strong recovery the next years and as Peter Lynch used to say "It is very hard to bankrupt a company with no debt". Cheers and thanks for sharing your investment ideas with us.
It looks interesting but way too expensive . With that price and similar characteristics, I would prefer INMD, other industry but fairly valued.