I'm kind of a middle of the road investor -- looking for both growth and income, with some experience in the markets but always looking to improve. I really appreciate these videos in which you speak from a lengthy career of personal experience. While I respect anyone who is willing to put themselves out there, it's hard to find creators who have several decades of experience rather than just a few months or years. Thank you so much for sharing your most valuable wealth of all -- the knowledge you have gained over time. 👍
I don't care about these MOMOs personal comments trying to make fun of a gentleman who is educating the masses. He is indeed Mr Valuation and the real deal!
I am running a hybrid approach, as I am not super young, but also not retiring within 5 years. I have the growth part covered in an S&P500 index ETF, and the rest is where I am trying to find good value and growing dividends... and this is where Chuck provides great value (no pun intended). So for the dividend income part of my portfolio, I am now adding WBA to my list of stock to look into as this video gave some good insight, thanks Chuck! Intel... I am not so sure. They need to prove themselves (again) against the competition. No company is safe from going out of business, no matter their size and history (Kodak anyone?). Will watch them, but I am not a buyer at this point).
One thing to note is that Chuck does not tell you to make buy or sell decisions. He refers to the stocks as research candidates and has said countless times that investments depend on the investor’s risk tolerance, time frame, financial goals etc. This channel and the FG tool are great resources to individual investors!!
I like the charts. But I am having trouble with the thesis. If you are investing for the long run, growth stocks seem better way to go. Intel and IBM are just not competitive when compared with their peers. They are losing market shares and not growing. One day they will not have the free cash flow to pay the dividends. And it would be too late to sell.
Looking great! I can tell you've lost 30#, your muscles are filling out that green Puma polo shirt. I have considered WBA... when I buy a stock, my mentality is that I'm buying "income". I'm still doing "DriP", so my dividends do buy at lower prices (if the stock is in decline). WBA's dividend is still well covered, I guess it's just not an exciting company. When I was younger, getting a job with a 401K, the advisors were always saying "you need to save up XX dollars, then draw it down and hope the funds out-live me". This still seems to be the most common advice. Even if WBA is declining in price (still growing dividend), this would be a better investment, because I'd never run out of money and my heir would be well positioned after I'm gone. If I have $1Million when I retire and need $40,000 to live, I go into Apple, I will earn $5,500 per year and will have to sell $34,500 to live, thereby reducing income. Apple has had some great growth years, but I can't count on it to grow 35% per year so that I don't run out of money. I currently own a very small amount of Apple, but I use an ETF for growth. I own INTC, IBM, T, VZ, ABR and some other similar companies. I also recently picked up LOW, SWK, MMM and others who recently fell into the "margin of safety", which are some companies I thought I might never get to own.
Hi Chuck, Friendly viewer here. Haha. In addition to the great analysis you share with us viewers, I also consider intangibles also like management quality, strategic direction, etc. Because of these intangibles, I dont feel comfortable investing in Walgreens. I own Intel but i also have concerns about leadership and strategic direction. Seems like AMD, Nvidia, Skyworks are crushing Intel. But I will continue to hold Intel. BTW, I bought Skyworks after research and watching your video. I appreciate the work you do for us.
For sure! I’m 51 and I never buy any dividend stock under 2.5% and growth rates of 5%. Then my job becomes one where I’m just buying undervalued companies that fit that model.
It is always about what is the most important for you I´m still not convinced on IBM and I sold off all my AT&T before the dividend cut But I understand when someone is looking only for income On the opposite I bought Intel and Walgreens Especially Intel is a bargain for the future The main reason for the missing cash flow is, that they are investing in several expensive fabrics in USA/Europe to get less dependend on China and to have more possibilities to deliver the increasing demand of chips At Walgreens the managment was poor the last years, but they are still able to earn money Still missing the growth I´m not a huge fan of such companies, but some of them should be part of a diversified portfolio
At the end of the day there are always internet trolls. Reality is it is personal finance. People often forget that investments are truly made on a case by case basis and it all depends on what a person's objective and goals are on a risk adjusted basis. These plays fit what some people are looking for, but not everyone. Personally, I would categorize these as turnaround plays per Peter Lynch. If a person has done the homework and believes the story, it might be time to open and accumulate a position. If not, just keep hunting. Don't entertain trolls Chuck. That's a job that need not be done. Thanks for your work and tool.
Thank you very much for the elegant presentation, Chuck! I own $WBA and $IBM an dripping both. Also add some shares of $WBA from time to time. Extremely undervalued stock as you showed and I fully agree. The future growth looks very enticing.
Dunno Chuck, if after 5 years capital appreciation + dividends- inflation is a negative number I would argue it is a bad investment. I personally think all those companies have real issues and little chance to keep up with competition. I got stuck in some dividend traps myself in the past, never broke even even after 10 years of dividends income . But as usual thanks for the highly requested video update on those known names
5 years ago was not a good time to buy WBA for example, it was overpriced....The key is to get them at their lowest, if they still make money, you will get better returns. Intel for example was a good buy in 2018 and you could've sold it at a very good price in 2020 even though they are nowhere the best semi conductor company.
Regarding ATT. (NYSE:T), we observe a call option sweep with bullish sentiment. Parties traded 950 contract(s) at a $22.00 strike. This particular call needed to be split into 37 different trades to become filled. The total cost received by the writing party (or parties) was $34.2K, with a price of $36.0 per contract. There were 8878 open contracts at this strike prior to today, and today 1055 contract(s) were bought.
Hey Chuck, as a retail store owner.... I would challenge you on Walgreens. Not to get in to politics, but they have been closing a bunch of stores in liberal cities that refuse to prosecute shoplifters. They are loosing their shirt to theft on the merchandise side. On the pharmacy side..... They have been in decline for years, largely because many insurance companies are requiring people to order drugs from online companies in 90 day supply. And then their is the labor issue. The Walgreens where I get my prescription the pharmacy is only open 9 to 5:30 Monday through Friday and closed each day from 1 to 1:30.. That is a far cry from the 24 hour pharmacy that built Walgreens. As a business owner, it would scare me. Am I focusing too much on the short term?
I have all those due to the safe dividends and current valuation. I sell covered calls against them to significantly boost the income. For Intel, I like to sell ITM calls that expire just after earnings. Their stock always tanks on earnings day. That ultimately protects the downside losses. Worked perfectly last week when the stock tanked on expiry day. $$$
Excellent video Mr.valuation. I own Intel and WBA. Intel is on hold for me because I do fear they may cut their dividends in the short term. I already have a big position. Your video definitely comforts me in these rough moments my portfolio is going through.
Why would Intel cut a dividend that is ONLY 36% payout ratio? Makes zero sense. Lol. Now if it gets up to over 60% perhaps. But this is a looong way away. If even ever.
Great video, thank you for sharing. AT&T is within my portfolio and I will continue to hold as I foresee it being a solid rebound play.. They need to continue to work on their 5G network and marketing, but time will take some time and I am alright with that as a DGI investor!
Curious what you think about Comcast, seems like a massive value relative to fundamentals. Always interesting to see so many people publicly pounding the table on a stock yet it keeps dropping, gotta wonder who's selling and who's really buying.
I'm sorry but I'm not familiar. However, instinctively yield seems quite high which implies risk. But once again, I'm not familiar enough to comment intelligently. Regards, Chuck
@@FASTgraphs Hi Chuck these are treasury bonds available at treasurydirect.gov - essentially Inflation bonds which are now being sold at 9.62% for six months. The rate resets every April and Nov based on CPI-U inflation results from Fed. They have a cap of 10k per person but if you own a trust you can put additional 10k and 10k additional if you own a business. These are govt backed securities and have no risks whatsover. You can cash it in after 1yr but you would lose 3 months of interest. If you cash in after 5yrs you dont get 3 months penalty. It's worth as no investment not even the stock market will give you that rate. Look into this Chuck! its a golden oppt due to high inflation. Its safe and secure and no implied risk in this case!
Chuck, give us a course. I wanna buy the premium subscription to F.A.S.T. Graphs, but I need to understand how it works in depth. I don't want to pay for something I am then not going to use or understand.
awesome work as always chuck, but how do you deal with value traps? clearly WBA could be one, or like a stock like GEO. cheap, 0% growth but maybe Dividends are good. how do you save yourself from getting into a value trap? or did you make experience with value traps?
It’s Tuesday so time for mr. Chuck! Thanks for yr vid of today, great insight. I do own Walgreens and l’m not happy about the last couple of months but….. as you mentioned: patience. So for me these kinds of vids are important to improve my patience, also for walgreens👍. And will definitely check out intel, might be the period to buy some shares.
Hey Chuck! Nice Shirt! Under what conditions would you sell a particular stock? I am in the end game of my career and am preparing for retirement so have the minimum 5 year investing horizon. Thanks very much for another video that addresses shortfalls in my understanding. Cheers!
Here are three articles/videos Chuck produced on selling: Answering the Question: When to Sell a Stock www.fastgraphs.com/blog/answering-the-important-questions-when-to-buy-or-when-to-sell-a-stock-part-1/ The Worst Reasons To Sell A Stock www.fastgraphs.com/blog/the-worst-reasons-to-sell-a-stock/ Answering the Important Questions: When to Buy or When to Sell A Stock: Part 1 www.fastgraphs.com/blog/answering-the-important-questions-when-to-buy-or-when-to-sell-a-stock-part-1/
I disagree in some points. 1) regarding income from stocks there are two ways: a) dividends b) sell a part of the stocks. Both are equivalent mathematically! So it makes a lot of sense to check also the total return of the stock portfolio you own. From a return perspective it is much better to sell stocks with high total return than collect dividends from stocks with low total return. 2) regarding the 4 value stocks. It makes only sense to buy for the longterm if the business increases more than the inflation. For IBM, WBA and T I'm not sure about this. The charts in fastgraphs show only the earnings per share. But this could be misleading if the company buys back many shares. So it could be, that the overall business is declining or stagnating but the fastgraphs chart shows an increase of earings. Just to mention to consider that and IBM, e.g. is more a bet on a turnaround as a value investment as revenue and operating income is declining since 2014
Greg: I respectfully disagree. When you sell shares of your dividend paying stock you have less shares available to pay future dividends. The mathematics are not equivalent. Regards, Chuck
@@FASTgraphs Hi Chuck, Here is the math: I compare IBM with AMZN, assuming that you own 100 of both stocks with stock price 100$ and both stocks have the same performance. IBM has 4$ dividend, AMZN has no dividend, but you sell shares for 4$ Begin of Year 1 (no stock price change) IBM 100 stocks *100$ = 10000$ - AMZN 100 stocks *100$ = 10000$ End of Year 1 (after payout): IBM 100 stocks *96$ = 9600$ - AMZN 96 stocks * 100$ = 9600$ Begin of Year 2 ( Stock market Crash 50%) IBM 100 Stocks * 48$ = 4800$ - AMZN 96 stocks * 50$ = 4800$ End of Year 2 (after payout) IBM 100 stocks * 44$ = 4400$ - AMZN 88 stocks * 50$ = 4400$ Begin of Year 3 (Stock market rises 100%) IBM 100 stocks * 88$ = 8800$ AMZN 88 stocks * 100$ = 8800$ End of Year 3 (after payout) IBM 100 stocks * 84$ = 8400$ AMZN 84 stocks * 100$ = 8400$ In the case of IBM you have a loss in price, with AMZN you have the same loss in number of stocks. That must be the same, as you have the same payout in both stocks.
A young bull named Atmavictu and an old bull named Chuck stood at the top of a hill, looking down upon the valley below where hundreds of cows were grazing. "Hey! Let's run down this hill and fuck one of those cows!" exclaimed the young bull Atmavictu. "No." stated the old bull Chuck. After a moment he continued "Let's walk down the hill and fuck all of them." Atmavictu has a lot to learn.
Hi Chuck, thank you very much for this video. I like it very much, like all your videos. You like to recommend dividend kings, what do you think of Cincinnati Financial Corporation, a king that is currently a little cheaper. The company has had a problem and is down about 14%. The symbol is CINF. Many greetings , I have learned a lot from you.
Thanks for these Chuck, better to get focused videos than a bread basket of subscribers stocks, thank you for giving your opinion on akamai also - I bought more WBA and T yesterday so this video was great! I am concerned about a lack of growth in my portfolio and have a long time horizon, is this something you can do a video on? Tho the returns on the likes of the stocks also look great so it's hard to know which to go with
Four companies that must considered risk for a reason. However, opportunity always arises from a disconnect between valuation and performance. Unfortunately, I would not recommend any until meaningful financial improvements occur. Thankfully, the relative stability of all three for the moment may favor income seekers. Long-term investors without the need for income may be best served with other companies.
Dont listen to the haters, its a long term like you said. A lot of the younger investors want to become rich overnight which is next to impossible. I'm content with having build my wealth by letting my stocks compound with those sweet dividends.
Please,always give us your point of view. If we keep seeing examples of what works maybe it will sink in. At least, for me. ps, since you brought up bonds, what about TIPs?
Historically the worst they done is freeze dividend. Even after 2000 dot com burst, they didn’t cut dividend. I believe they know cutting dividend will lower investor and creditor trust, and they want trust from creditor so they can borrow more money or sell more bonds.
Chuck what are your favorite stocks for someone that doesn't need current income and has a time horizon of lets call it delayed gratification, say 10-30 years depending on what life brings?
I liked this presentation and all your comments. My only point is that, for a company to continue to provide good dividend to stockholders, it has to have great products, good business model and plans to grow both the top and bottom lines. T doesn't, at least in my opinion, have all those characteristics, and, IBM and WBA are a bit doubtful too.
I like companies that are growing and have a dividend… What companies would you suggest? Thanks for another excellent video.. and congratulations on the weight loss!
I have all except IBM. I bought too earlier and all are below the price I bought but as Mr Valuation said they are long term. I do have hesitation for IBM - I read somewhere that IBM have hired so many consultants - their no exceed own employer no. If that is true, to me it is a red sign - I wish Mr. Valuation can prof the rumors are wrong.
Love your content Chuck, but trying to address comment criticisms is like trying to fight a bunch of individual piranhas. Take care! The internet is a place where crazy people's voices are even louder.
Not one to respond a lot on videos, but I'm on the fench a bit about these companies. I understand what you are saying about income, but are there no companies that deliver around 3 to 4% and do have some growth as well to battle the inflation? Looking at these 4 seems to be a loosing game. Maybe price action will kick in for a few of them but T looks so weak same goes for Intel as well. I had Abbvie and almost doubled my money + the nice dividends. That to me seemed like a golden combination. Inflation won't last forever. At some point we'll go back to a normal number. When? Don't know. As long a I can find and see nice yields plus a nice growth rate that should be able to beat all 4 of these stocks in income as well as yields. REIT's seem stronger then these.
I agree on ABBV And REITs Which I am using. However, For diversification I also like these champions and others. In the long run, I think these portfolios will perform very nicely.
bears say: "The improvement in WBA gross margins in 2021 is a result of nonrecurring COVID-19 vaccine revenue, which may mask the ongoing reimbursement pressures the firm faces."
SF closing WBA because of ongoing shoplifting. Cost of insurance against theft going up and getting unaffordable. Closing stores in major cities of US loss of sales affecting bottom line. Existing stores are getting stale and moving into that “lived-in” forgotten past. Future is uncertain for WBA.
Shoplifting or "shrink" as it is called is planned and accounted for. It is not a major expense that shuts down stores ( ruclips.net/video/aGB7QnOZj3g/видео.html ). These shuts downs of stores in that NBC reported of ( ruclips.net/video/89BcnObuSEY/видео.html ) is probably because of something else.
I'm kind of a middle of the road investor -- looking for both growth and income, with some experience in the markets but always looking to improve. I really appreciate these videos in which you speak from a lengthy career of personal experience. While I respect anyone who is willing to put themselves out there, it's hard to find creators who have several decades of experience rather than just a few months or years. Thank you so much for sharing your most valuable wealth of all -- the knowledge you have gained over time. 👍
K LL, I could not have said it better myself. And, Chuck, congratulations on losing 40 lbs.
Ignore the haters, you’re analysis is phenomenal and one of the best on RUclips, I look forward to each and every new post!
have seen few of them and do not like them.
you are analysis
Smart man - everyone looks at things in months not decades. Real investing takes time.
Amazing dividend and investing logic 👍👏🙏🏽🙌❤️ Mr. Valuation is the bomb 💣
I just found your videos a few days ago and I'm loving them, thank you!
High quality content as always - thanks!
I don't care about these MOMOs personal comments trying to make fun of a gentleman who is educating the masses. He is indeed Mr Valuation and the real deal!
One of my favorite RUclips channels. Just look over comments from people who don’t appreciate the great information.
Chuck - I went through this video again and I am planning to increase my stake both in WBA and IBM that I already have.
I am running a hybrid approach, as I am not super young, but also not retiring within 5 years.
I have the growth part covered in an S&P500 index ETF, and the rest is where I am trying to find good value and growing dividends... and this is where Chuck provides great value (no pun intended).
So for the dividend income part of my portfolio, I am now adding WBA to my list of stock to look into as this video gave some good insight, thanks Chuck!
Intel... I am not so sure. They need to prove themselves (again) against the competition. No company is safe from going out of business, no matter their size and history (Kodak anyone?).
Will watch them, but I am not a buyer at this point).
Appreciate your efforts and analysis.
One thing to note is that Chuck does not tell you to make buy or sell decisions. He refers to the stocks as research candidates and has said countless times that investments depend on the investor’s risk tolerance, time frame, financial goals etc. This channel and the FG tool are great resources to individual investors!!
I’m learning so much from your videos. Thank you!
I like the charts. But I am having trouble with the thesis. If you are investing for the long run, growth stocks seem better way to go. Intel and IBM are just not competitive when compared with their peers. They are losing market shares and not growing. One day they will not have the free cash flow to pay the dividends. And it would be too late to sell.
Well done Young Man, as usual! I always get good information from your videos!
Looking great! I can tell you've lost 30#, your muscles are filling out that green Puma polo shirt.
I have considered WBA... when I buy a stock, my mentality is that I'm buying "income". I'm still doing "DriP", so my dividends do buy at lower prices (if the stock is in decline). WBA's dividend is still well covered, I guess it's just not an exciting company. When I was younger, getting a job with a 401K, the advisors were always saying "you need to save up XX dollars, then draw it down and hope the funds out-live me". This still seems to be the most common advice. Even if WBA is declining in price (still growing dividend), this would be a better investment, because I'd never run out of money and my heir would be well positioned after I'm gone.
If I have $1Million when I retire and need $40,000 to live, I go into Apple, I will earn $5,500 per year and will have to sell $34,500 to live, thereby reducing income. Apple has had some great growth years, but I can't count on it to grow 35% per year so that I don't run out of money. I currently own a very small amount of Apple, but I use an ETF for growth. I own INTC, IBM, T, VZ, ABR and some other similar companies. I also recently picked up LOW, SWK, MMM and others who recently fell into the "margin of safety", which are some companies I thought I might never get to own.
Great analysis...thank you!
Really enjoying your videoes recently. Can you have a look at British American Tobacco? Do you think it is a good value at current prices?
Nice color of your polo shirt. It really “pops”!
If WBA drops 20,30,40 percent, your ok with that as long as you get the dividend?
Another great video Chuck!
Hi Chuck, Friendly viewer here. Haha. In addition to the great analysis you share with us viewers, I also consider intangibles also like management quality, strategic direction, etc. Because of these intangibles, I dont feel comfortable investing in Walgreens.
I own Intel but i also have concerns about leadership and strategic direction. Seems like AMD, Nvidia, Skyworks are crushing Intel. But I will continue to hold Intel. BTW, I bought Skyworks after research and watching your video.
I appreciate the work you do for us.
The sweet spots seem to be 2 to 3 percent yield and growth rates in both dividends and free cash flows in high single digits.
For sure! I’m 51 and I never buy any dividend stock under 2.5% and growth rates of 5%. Then my job becomes one where I’m just buying undervalued companies that fit that model.
It is always about what is the most important for you I´m still not convinced on IBM and I sold off all my AT&T before the dividend cut But I understand when someone is looking only for income On the opposite I bought Intel and Walgreens Especially Intel is a bargain for the future The main reason for the missing cash flow is, that they are investing in several expensive fabrics in USA/Europe to get less dependend on China and to have more possibilities to deliver the increasing demand of chips At Walgreens the managment was poor the last years, but they are still able to earn money Still missing the growth
I´m not a huge fan of such companies, but some of them should be part of a diversified portfolio
Hi Chuck, I'd really appreciate an update on WBA :) cheers, Markus
At the end of the day there are always internet trolls. Reality is it is personal finance. People often forget that investments are truly made on a case by case basis and it all depends on what a person's objective and goals are on a risk adjusted basis. These plays fit what some people are looking for, but not everyone. Personally, I would categorize these as turnaround plays per Peter Lynch. If a person has done the homework and believes the story, it might be time to open and accumulate a position. If not, just keep hunting. Don't entertain trolls Chuck. That's a job that need not be done. Thanks for your work and tool.
Thank you very much for the elegant presentation, Chuck! I own $WBA and $IBM an dripping both. Also add some shares of $WBA from time to time. Extremely undervalued stock as you showed and I fully agree. The future growth looks very enticing.
1:44 lol, good work Chuck
That's setting the record straight! Thanks Chuck and don't let those naysayers and outliers rattle your cage!
Dunno Chuck, if after 5 years capital appreciation + dividends- inflation is a negative number I would argue it is a bad investment. I personally think all those companies have real issues and little chance to keep up with competition. I got stuck in some dividend traps myself in the past, never broke even even after 10 years of dividends income . But as usual thanks for the highly requested video update on those known names
5 years ago was not a good time to buy WBA for example, it was overpriced....The key is to get them at their lowest, if they still make money, you will get better returns. Intel for example was a good buy in 2018 and you could've sold it at a very good price in 2020 even though they are nowhere the best semi conductor company.
@@filb you really believe wba is a thriving well managed business…??
Thank you for this update
Regarding ATT. (NYSE:T), we observe a call option sweep with bullish sentiment. Parties traded 950 contract(s) at a $22.00 strike. This particular call needed to be split into 37 different trades to become filled. The total cost received by the writing party (or parties) was $34.2K, with a price of $36.0 per contract. There were 8878 open contracts at this strike prior to today, and today 1055 contract(s) were bought.
Hey Chuck, as a retail store owner.... I would challenge you on Walgreens. Not to get in to politics, but they have been closing a bunch of stores in liberal cities that refuse to prosecute shoplifters. They are loosing their shirt to theft on the merchandise side. On the pharmacy side..... They have been in decline for years, largely because many insurance companies are requiring people to order drugs from online companies in 90 day supply. And then their is the labor issue. The Walgreens where I get my prescription the pharmacy is only open 9 to 5:30 Monday through Friday and closed each day from 1 to 1:30.. That is a far cry from the 24 hour pharmacy that built Walgreens. As a business owner, it would scare me. Am I focusing too much on the short term?
Simple answer, yes
I have all those due to the safe dividends and current valuation. I sell covered calls against them to significantly boost the income. For Intel, I like to sell ITM calls that expire just after earnings. Their stock always tanks on earnings day. That ultimately protects the downside losses. Worked perfectly last week when the stock tanked on expiry day. $$$
How about VZ?
Excellent video Mr.valuation. I own Intel and WBA. Intel is on hold for me because I do fear they may cut their dividends in the short term. I already have a big position. Your video definitely comforts me in these rough moments my portfolio is going through.
Why would Intel cut a dividend that is ONLY 36% payout ratio? Makes zero sense. Lol. Now if it gets up to over 60% perhaps. But this is a looong way away. If even ever.
@@WheresWaldo05 Not now, just the future guidance may put them at risk. The next 2 earnings will be very important to see.
Great video, thank you for sharing. AT&T is within my portfolio and I will continue to hold as I foresee it being a solid rebound play.. They need to continue to work on their 5G network and marketing, but time will take some time and I am alright with that as a DGI investor!
Thanks! Please educate us on MLP investments.
Hi. Thanks for the update on these great companies. What do you think about PBR, VALE, and ABR stocks for income?
Chuck, keep doing what your doing, your information is very important for us
i own 3 out of 4 of these stocks - down on all of them :) ... not selling. just picked up more T
Great video at the perfect time, thank you sir!
Thank you, Chuck. Appreciate your insight. I’m long both WBA and T for the reasons you covered.
Curious what you think about Comcast, seems like a massive value relative to fundamentals. Always interesting to see so many people publicly pounding the table on a stock yet it keeps dropping, gotta wonder who's selling and who's really buying.
Wow you put all the stocks I wanted to see in one video amazing you really seem to get your subscribers!
Some jackass viewers out there, Mr V!
Most of us (by far) are here for edification. Thank you for sharing your wisdom with us. 👍
Well said. Don't change a thing.
Thanks chuck. I’ve learned more from you over the last year than I had in the past 5 years otherwise.
Great Vid! Thanks
My hero
Chuck what about ibonds that are paying 9.62% for 6 months? These are inflation bonds -series I
I'm sorry but I'm not familiar. However, instinctively yield seems quite high which implies risk. But once again, I'm not familiar enough to comment intelligently. Regards, Chuck
@@FASTgraphs Hi Chuck these are treasury bonds available at treasurydirect.gov - essentially Inflation bonds which are now being sold at 9.62% for six months. The rate resets every April and Nov based on CPI-U inflation results from Fed. They have a cap of 10k per person but if you own a trust you can put additional 10k and 10k additional if you own a business. These are govt backed securities and have no risks whatsover. You can cash it in after 1yr but you would lose 3 months of interest. If you cash in after 5yrs you dont get 3 months penalty. It's worth as no investment not even the stock market will give you that rate. Look into this Chuck! its a golden oppt due to high inflation. Its safe and secure and no implied risk in this case!
Love this video! Thank you!
Thanks for this video. I’ve got all four. Income is my goal, though growth is welcome 🤗.
Chuck, give us a course. I wanna buy the premium subscription to F.A.S.T. Graphs, but I need to understand how it works in depth. I don't want to pay for something I am then not going to use or understand.
Appreciate everything you do Chuck. Thank you.
As always thank you for all this great and very interesting information
Thank you Chuck. Any chance you can cover Visa and Mastercard if you haven’t already ?
Considering to add into my INTC position!
awesome work as always chuck, but how do you deal with value traps? clearly WBA could be one, or like a stock like GEO. cheap, 0% growth but maybe Dividends are good. how do you save yourself from getting into a value trap? or did you make experience with value traps?
Geo doesnt even pay a dividend anymore :/
When the fundamental support a higher value. I trust the fundamentals. Furthermore, I continuously perform due diligence.
geo preferreds are ok but the stock is a big no no
It’s Tuesday so time for mr. Chuck! Thanks for yr vid of today, great insight. I do own Walgreens and l’m not happy about the last couple of months but….. as you mentioned: patience. So for me these kinds of vids are important to improve my patience, also for walgreens👍. And will definitely check out intel, might be the period to buy some shares.
Grats on the weight loss and many thanks for the insight and awesome product.
Thanks Chuck, love your candor!
Thanks Chuck! Great insights!
Thank you so much for your high quality content and for teaching us the various principles of value investing on RUclips 🤗
Thank you, Chuck! The long road is the way!
Put them on my FASTgraph watchlist. Thanks Chuck!
I like these videos Chuck. Thanks for your services. Worth the money can't wait to see the new look.
Gracias
Just picked up 50 shares @ 37.34 wba. Hopefully I can dca down some more shares.
Way to go Chucks on the 40 pounds lost! Congratulations! We appreciate these videos!
Hey Chuck! Nice Shirt! Under what conditions would you sell a particular stock? I am in the end game of my career and am preparing for retirement so have the minimum 5 year investing horizon. Thanks very much for another video that addresses shortfalls in my understanding. Cheers!
Here are three articles/videos Chuck produced on selling:
Answering the Question: When to Sell a Stock
www.fastgraphs.com/blog/answering-the-important-questions-when-to-buy-or-when-to-sell-a-stock-part-1/
The Worst Reasons To Sell A Stock
www.fastgraphs.com/blog/the-worst-reasons-to-sell-a-stock/
Answering the Important Questions: When to Buy or When to Sell A Stock: Part 1
www.fastgraphs.com/blog/answering-the-important-questions-when-to-buy-or-when-to-sell-a-stock-part-1/
I'm going to invest like an old man, for long term goals.
I disagree in some points.
1) regarding income from stocks there are two ways: a) dividends b) sell a part of the stocks. Both are equivalent mathematically!
So it makes a lot of sense to check also the total return of the stock portfolio you own. From a return perspective it is much better to sell stocks with high total return than collect dividends from stocks with low total return.
2) regarding the 4 value stocks. It makes only sense to buy for the longterm if the business increases more than the inflation. For IBM, WBA and T I'm not sure about this. The charts in fastgraphs show only the earnings per share. But this could be misleading if the company buys back many shares. So it could be, that the overall business is declining or stagnating but the fastgraphs chart shows an increase of earings. Just to mention to consider that and IBM, e.g. is more a bet on a turnaround as a value investment as revenue and operating income is declining since 2014
Greg: I respectfully disagree. When you sell shares of your dividend paying stock you have less shares available to pay future dividends. The mathematics are not equivalent. Regards, Chuck
@@FASTgraphs Hi Chuck,
Here is the math:
I compare IBM with AMZN, assuming that you own 100 of both stocks with stock price 100$ and both stocks have the same performance.
IBM has 4$ dividend, AMZN has no dividend, but you sell shares for 4$
Begin of Year 1 (no stock price change)
IBM 100 stocks *100$ = 10000$ - AMZN 100 stocks *100$ = 10000$
End of Year 1 (after payout):
IBM 100 stocks *96$ = 9600$ - AMZN 96 stocks * 100$ = 9600$
Begin of Year 2 ( Stock market Crash 50%)
IBM 100 Stocks * 48$ = 4800$ - AMZN 96 stocks * 50$ = 4800$
End of Year 2 (after payout)
IBM 100 stocks * 44$ = 4400$ - AMZN 88 stocks * 50$ = 4400$
Begin of Year 3 (Stock market rises 100%)
IBM 100 stocks * 88$ = 8800$ AMZN 88 stocks * 100$ = 8800$
End of Year 3 (after payout)
IBM 100 stocks * 84$ = 8400$ AMZN 84 stocks * 100$ = 8400$
In the case of IBM you have a loss in price, with AMZN you have the same loss in number of stocks. That must be the same, as you have the same payout in both stocks.
Hey Chuck, I appreciate the content of your videos. Thanks
A young bull named Atmavictu and an old bull named Chuck stood at the top of a hill, looking down upon the valley below where hundreds of cows were grazing.
"Hey! Let's run down this hill and fuck one of those cows!" exclaimed the young bull Atmavictu.
"No." stated the old bull Chuck. After a moment he continued "Let's walk down the hill and fuck all of them."
Atmavictu has a lot to learn.
i am not young and i make money, not cut and paste silly stories for delusional losers
Atma means Spirit and no idea about Victu :)
Hi Chuck, thank you very much for this video. I like it very much, like all your videos.
You like to recommend dividend kings, what do you think of Cincinnati Financial Corporation, a king that is currently a little cheaper. The company has had a problem and is down about 14%. The symbol is CINF. Many greetings , I have learned a lot from you.
Thank you Sir...
Thanks for these Chuck, better to get focused videos than a bread basket of subscribers stocks, thank you for giving your opinion on akamai also - I bought more WBA and T yesterday so this video was great! I am concerned about a lack of growth in my portfolio and have a long time horizon, is this something you can do a video on? Tho the returns on the likes of the stocks also look great so it's hard to know which to go with
Four companies that must considered risk for a reason. However, opportunity always arises from a disconnect between valuation and performance. Unfortunately, I would not recommend any until meaningful financial improvements occur. Thankfully, the relative stability of all three for the moment may favor income seekers. Long-term investors without the need for income may be best served with other companies.
Dont listen to the haters, its a long term like you said. A lot of the younger investors want to become rich overnight which is next to impossible. I'm content with having build my wealth by letting my stocks compound with those sweet dividends.
Please,always give us your point of view. If we keep seeing examples of what works maybe it will sink in. At least, for me.
ps, since you brought up bonds, what about TIPs?
Maybe Intel will cut its dividend because of negative free cash flow?
Historically the worst they done is freeze dividend. Even after 2000 dot com burst, they didn’t cut dividend. I believe they know cutting dividend will lower investor and creditor trust, and they want trust from creditor so they can borrow more money or sell more bonds.
Chuck what are your favorite stocks for someone that doesn't need current income and has a time horizon of lets call it delayed gratification, say 10-30 years depending on what life brings?
I liked this presentation and all your comments. My only point is that, for a company to continue to provide good dividend to stockholders, it has to have great products, good business model and plans to grow both the top and bottom lines. T doesn't, at least in my opinion, have all those characteristics, and, IBM and WBA are a bit doubtful too.
I like companies that are growing and have a dividend… What companies would you suggest? Thanks for another excellent video.. and congratulations on the weight loss!
NVDA
Chuck Carnevale , hater thwarter extraordinaire
I have all except IBM. I bought too earlier and all are below the price I bought but as Mr Valuation said they are long term. I do have hesitation for IBM - I read somewhere that IBM have hired so many consultants - their no exceed own employer no. If that is true, to me it is a red sign - I wish Mr. Valuation can prof the rumors are wrong.
Love your content Chuck, but trying to address comment criticisms is like trying to fight a bunch of individual piranhas. Take care! The internet is a place where crazy people's voices are even louder.
Great as always.
May you take a look at Lumen Technology (LUMN). I think it's even a better deal than at&t and it has a 8% yield.
Thanks
@H. B - Chuck covered LUMN in this video here - check summary for time stamp: ruclips.net/video/xggDAY84drg/видео.html
HOW CVS COMPARES TO WALGREENS AS AN Investment?
disclosure, I am long both
I would add Dell I have a 30inch dell monitor since 15 years still going strong...good product good company
Chuck. Have you ever invested in a stock that did not have an earnings yield greater than 6.67 and why?
Chuck you are looking good and you have lost weight!
Not one to respond a lot on videos, but I'm on the fench a bit about these companies.
I understand what you are saying about income, but are there no companies that deliver around 3 to 4% and do have some growth as well to battle the inflation? Looking at these 4 seems to be a loosing game. Maybe price action will kick in for a few of them but T looks so weak same goes for Intel as well.
I had Abbvie and almost doubled my money + the nice dividends. That to me seemed like a golden combination.
Inflation won't last forever. At some point we'll go back to a normal number. When? Don't know. As long a I can find and see nice yields plus a nice growth rate that should be able to beat all 4 of these stocks in income as well as yields. REIT's seem stronger then these.
I agree on ABBV And REITs Which I am using. However, For diversification I also like these champions and others. In the long run, I think these portfolios will perform very nicely.
bears say: "The improvement in WBA gross margins in 2021 is a result of nonrecurring COVID-19 vaccine revenue, which may mask the ongoing reimbursement pressures the firm faces."
SF closing WBA because of ongoing shoplifting. Cost of insurance against theft going up and getting unaffordable. Closing stores in major cities of US loss of sales affecting bottom line. Existing stores are getting stale and moving into that “lived-in” forgotten past. Future is uncertain for WBA.
Shoplifting or "shrink" as it is called is planned and accounted for. It is not a major expense that shuts down stores ( ruclips.net/video/aGB7QnOZj3g/видео.html ). These shuts downs of stores in that NBC reported of ( ruclips.net/video/89BcnObuSEY/видео.html ) is probably because of something else.
My holding period is “forever”. As long as the fundamentals stay in shape, I stay in place.
Doesn't it all come down to buy low sell high...some people simply cannot understand the concept of buying for the future
Never ATT...dishonorable people!