Great content again Chuck ! I am following you (from Holland) only since a few weeks and in short time I learned so much i. Except for the contents that contribute I like your formula of the videos : not too long, compact and concentrated info in understandeble language, makes that I can oversee things Slowly and gradually I feel the change from "gambling " towards rational decision making . Looking forward to your coming videos , really apreciate your efforts and please go on !
Great Overview! I might say, that you're very much a value fundamentalist (purist), even thou' that you don't miss out on growth opportunities also, or as one might argue - Growth at a reasonable price (GARP)! Thank you! And I look forward to your next video, Stoyan
An interesting viewer request would be pot stocks. I don't dare to touch them at all as its too high risk for my liking but am still interested as some of the growth seems phenomenal although i can't really understand it. Including the IIPR REIT if possible. It did an incredible run up last year.
Bryan: I use the exact same process regardless. However, I do look at growth stocks from a different standard relative to future growth. Here is a recent video I did I growth stocks: ruclips.net/video/fsPRipgpZgc/видео.html
David Herman: most of the external links will provide basic information for free. However, to be able to access the complete offering you will need a subscription. Personally, I subscribe to the Wall Street Journal and MorningStar. Finally, we are looking at adding additional links and perhaps in the future providing the opportunity for subscribers to include their own. Regards, Chuck
I am wondering what your opinion is on dividend investing. One of your RUclips stock channel compatriots, Rob Berger at Financial Freedom, started a firestorm yesterday with a video entitled "Free Dividend Fallacy--Why Dividends Don't Increase Your Wealth." In this video Rob Berger pretty convincingly proved that dividends are truly only a return of capital as the price of the dividend is subtracted from the share price before the dividend is paid---and in that, really just paying you a dividend with your own money. Mr. Berger contends that it would be better for a company not to pay any dividend and just use the money for the better of the company so its share price could climb in value. This blew my mind. Like so many investors I'm a dividend junkie and now I think that we are all being played for fools if our dividends are just a sleight of hand with our own investment being handed back to us as a reward. Maybe you could give this video a look and see if you agree with Rob Burger. This channel speaks a lot about dividends and dividend growth. But, are really increasing our wealth?
Paul Fiedler: Thank you for sharing that. It is actually a pet peeve of mine. I did watch the video and I did re-read the paper, yes I read it before. Mr. Berger seems like a nice man. However, I respectfully submit that he and his academics really do not understand how businesses get their value. In other words, they do not understand the true source of value.
Rather than try to state my case in this comment thread, I intend to present a video on Monday covering the subject. In the meantime, here is a link to an article I wrote many years ago on this very subject. It will give you some background into what I will be presenting in the video: www.fastgraphs.com/blog/the-unbridled-truth-about-dividends-contribution-to-shareholder-profitability/ However, I will end this comment by stating that the fallacy that Mr. Berger and his academic friends fail to understand is that the value of the business does not come from stock price volatility. The whole case that they make is based on the volatility of stock prices. As Warren Buffett said, price is what you pay value is what you Get. Technically they are correct but that is a trading concept not an investing concept. The reason the stock price goes down is to prevent people from double dipping. In other words, hold the stock for one day and then get the dividend on top of that. That is unfair to the shareholders that have owned the stock for the entire quarter that have accrued the dividend. I will also add that his whiteboard presentation was also very fallacious. He failed to recognize that the dividend aristocrats, champions, contenders all raised their dividends prior to, during and after the great recession. The true dividend growth investor focuses on companies with strong financials that have the ability to continue paying dividends and even continuing to increase those dividends during recessionary times. Price does not determine intrinsic value. Price only reflects market value for a moment in time. I will elaborate in the video on Monday. Regards and thanks again Chuck
@@FASTgraphs Hi Chuck, thank you for your response. So, I shouldn't get set to sell all my dividend stocks on Monday and be in 50% bonds and 50% Vanguard ETFs like Rob Berger suggests for guys my age? I am looking forward to your video on Monday. But, at 64 I guess I should be in a couple....or at least one bond fund. But, I have heard you say that Verizon is kinda like a bond? Are there any other stocks that you consider stable or "boring' enough like VZ to be considered bond worthy? I think that maybe that PPL Utility stock you reviewed with Fast Graphs could be a bond type of holding? Anyway, thanks for your videos. They get better all the time. Paul
Hey, that might not be a bad idea for a video. Stocks that act as a bond? I looked at Vanguard bond funds last night and not only do I have to come up with about $3,000 to buy in, but the yield is so low I'd have to have way more than $3,000 worth to get any worthy returns at all. But, I'll bet there are some affordable consumer staple stocks that won't get crushed when the next virus or downturn hits. I know you don't like stock "products". Most analysts are high Vanguard ETF's. But they are very expensive. Very effective, but, very expensive. Maybe AT&T might be a bond-worthy bond substitute since they aren't burdened with that high dividend payout? Just a thought. Thanks again, Paul
If you could only subscrip to one of these websites which do you think offers the most value: Zacks, Morningstar or SeekingAlpha? And thank you for sharing your wisdom so generously. I think you and Sven Carlin offers tremendous value, and have been a happy viewer and paying costomer of Fastgraph since 2016. Best regards from Denmark
Just love for this man
This was an awesome video thanks for going so in depth.
I’m excited for your future academic videos
Chuck's great. I always look forward to your videos. Very informative.
Insta-like. Thanks for quality content Chuck.
Awesome breakdown as usual. Thanks for showing us your approach.
Great content again Chuck ! I am following you (from Holland) only since a few weeks and in short time I learned so much i. Except for the contents that contribute I like your formula of the videos : not too long, compact and concentrated info in understandeble language, makes that I can oversee things Slowly and gradually I feel the change from "gambling " towards rational decision making . Looking forward to your coming videos , really apreciate your efforts and please go on !
Thank you, kind sir, for this informative and helpful video.
Bought SNA at the worst possible time in 2020. Still a good investment.
Great Overview! I might say, that you're very much a value fundamentalist (purist), even thou' that you don't miss out on growth opportunities also, or as one might argue - Growth at a reasonable price (GARP)! Thank you!
And I look forward to your next video,
Stoyan
Best financial channel in RUclips Universe.
Please can you analyse Medical Properties an others of the Sector????
That would be lovely 😍😍😍
Thank you for the detailed review.
Will new version have EU stock?
Amber 107 : Not immediately upon release, but soon thereafter we will be having international stocks.
Will the new fast graphs be the same price as the current version?
Jane Wu: we are still evaluating pricing. However, we do not anticipate immediate price increases for our current offerings. Regards, Chuck
An interesting viewer request would be pot stocks. I don't dare to touch them at all as its too high risk for my liking but am still interested as some of the growth seems phenomenal although i can't really understand it. Including the IIPR REIT if possible. It did an incredible run up last year.
Thank You for this video! I was wondering if you do anything different if it is a growth stock? Thanks again.
Bryan: I use the exact same process regardless. However, I do look at growth stocks from a different standard relative to future growth. Here is a recent video I did I growth stocks: ruclips.net/video/fsPRipgpZgc/видео.html
Consider doing an analysis of intel please
@@FASTgraphs thank you exactly what I was looking for. I seemed to have missed this video
External data sources...WIll i need a subscription to each of these? Seeking Alpha continues to put more and more of its content behind a pay wall.
David Herman: most of the external links will provide basic information for free. However, to be able to access the complete offering you will need a subscription. Personally, I subscribe to the Wall Street Journal and MorningStar. Finally, we are looking at adding additional links and perhaps in the future providing the opportunity for subscribers to include their own. Regards, Chuck
@@FASTgraphs thanks for taking the time to respond
Chuck why didn't you make a video on Linde AG? If this isn't value I don't know what is. Great work as usual!
I am wondering what your opinion is on dividend investing. One of your RUclips stock channel compatriots, Rob Berger at Financial Freedom, started a firestorm yesterday with a video entitled "Free Dividend Fallacy--Why Dividends Don't Increase Your Wealth." In this video Rob Berger pretty convincingly proved that dividends are truly only a return of capital as the price of the dividend is subtracted from the share price before the dividend is paid---and in that, really just paying you a dividend with your own money. Mr. Berger contends that it would be better for a company not to pay any dividend and just use the money for the better of the company so its share price could climb in value. This blew my mind. Like so many investors I'm a dividend junkie and now I think that we are all being played for fools if our dividends are just a sleight of hand with our own investment being handed back to us as a reward. Maybe you could give this video a look and see if you agree with Rob Burger. This channel speaks a lot about dividends and dividend growth. But, are really increasing our wealth?
Paul Fiedler: Thank you for sharing that. It is actually a pet peeve of mine. I did watch the video and I did re-read the paper, yes I read it before. Mr. Berger seems like a nice man. However, I respectfully submit that he and his academics really do not understand how businesses get their value. In other words, they do not understand the true source of value.
Rather than try to state my case in this comment thread, I intend to present a video on Monday covering the subject. In the meantime, here is a link to an article I wrote many years ago on this very subject. It will give you some background into what I will be presenting in the video:
www.fastgraphs.com/blog/the-unbridled-truth-about-dividends-contribution-to-shareholder-profitability/
However, I will end this comment by stating that the fallacy that Mr. Berger and his academic friends fail to understand is that the value of the business does not come from stock price volatility. The whole case that they make is based on the volatility of stock prices. As Warren Buffett said, price is what you pay value is what you Get. Technically they are correct but that is a trading concept not an investing concept. The reason the stock price goes down is to prevent people from double dipping. In other words, hold the stock for one day and then get the dividend on top of that. That is unfair to the shareholders that have owned the stock for the entire quarter that have accrued the dividend.
I will also add that his whiteboard presentation was also very fallacious. He failed to recognize that the dividend aristocrats, champions, contenders all raised their dividends prior to, during and after the great recession. The true dividend growth investor focuses on companies with strong financials that have the ability to continue paying dividends and even continuing to increase those dividends during recessionary times. Price does not determine intrinsic value. Price only reflects market value for a moment in time. I will elaborate in the video on Monday. Regards and thanks again Chuck
@@FASTgraphs Hi Chuck, thank you for your response. So, I shouldn't get set to sell all my dividend stocks on Monday and be in 50% bonds and 50% Vanguard ETFs like Rob Berger suggests for guys my age?
I am looking forward to your video on Monday.
But, at 64 I guess I should be in a couple....or at least one bond fund.
But, I have heard you say that Verizon is kinda like a bond?
Are there any other stocks that you consider stable or "boring' enough like VZ to be considered bond worthy?
I think that maybe that PPL Utility stock you reviewed with Fast Graphs could be a bond type of holding?
Anyway, thanks for your videos. They get better all the time.
Paul
Hey, that might not be a bad idea for a video. Stocks that act as a bond?
I looked at Vanguard bond funds last night and not only do I have to come up with about $3,000 to buy in, but the yield is so low I'd have to have way more than $3,000 worth to get any worthy returns at all.
But, I'll bet there are some affordable consumer staple stocks that won't get crushed when the next virus or downturn hits.
I know you don't like stock "products". Most analysts are high Vanguard ETF's. But they are very expensive. Very effective, but, very expensive.
Maybe AT&T might be a bond-worthy bond substitute since they aren't burdened with that high dividend payout?
Just a thought.
Thanks again,
Paul
If you could only subscrip to one of these websites which do you think offers the most value: Zacks, Morningstar or SeekingAlpha?
And thank you for sharing your wisdom so generously.
I think you and Sven Carlin offers tremendous value, and have been a happy viewer and paying costomer of Fastgraph since 2016.
Best regards from Denmark