Another great lesson. I’d asked for this topic recently and am grateful for your covering it. I have two stocks that I received in spin offs and didn’t know what to do with them. WBD and another I don’t recall the ticker. Anyway, they don’t pay dividends, have lost more than 50% of their value, don’t fit my criteria for income earners, but don’t represent more than 1% of my portfolio. I’m strongly considering harvesting the losses to off set some dividends. Thanks again. Happy holidays.
Thank you for doing this after I made the request previously! I believe I speak for many viewers when I say I am grateful to have your mentoring and guidance. Have a wonderful Christmas and New Year to you. Have a well-deserved break from RUclips. See you in 2023.
Merry Christmas to you and yours Mr. Valuation! Always had great interactions either through the office or from content. Appreciate you all. Take a minute to enjoy the view. Providing quality and value isn’t easy, you guys have.
So thankful for this content! Your contents are so insightful, it truly helps a naive investor like me.I am learning so much from you! Thank you so much for all you do, Mr. Chuck!
Thanks Chuck. As an Idea for a video: Can you look at VFC in FUN Graphs and let us look over your shoulder when determining whether one might sell this stock . Seeing your general process when assessing a stock with fun graphs would be very interesting to me. So far I only have a basic subscription of FAST Graphs as I'm fairly new to investing....
I always look forward to your videos, as each one is a learning experience. Your FastGraph tool has been gift for the retail investor that just keeps on giving. This was another great video. Since I have a hard time trying to determine when a stock is over-priced (10% or 20% or 30% over the orange/blue earnings line), my approach has been to simply sell 10-25% of the equity to lock in some gains and "wait and see" for the remainder. Not sure if this is the best approach, but it seems to split the difference between an "all or none" decision.
Interesting video. You mentioned selling when the fundamentals changed. How often should you be looking at this? If you own 40 stocks, it seems like a full time gig.
Hey Chuck! Nice Shirt! Merry Christmas from Down Under. This video is one I have come to need but not asked for. Thank heavens for commenters/subscribers with more testicular fortitude. Would you ever sell a stock where the S&P Credit Rating fell dramatically e.g. B or lower. I heard the economist Mohamed El-Erian speak of this recently as something to consider before buying a stock but have noticed that yours is one of the few tools where you highlight this feature. Stay safe in the silly season my learned friend! Cheers!
Always enjoy your videos Chuck. I've never really understood the importance of tracking yield on cost. I understand the concept, but don't really see how it's useful in terms of making investment decisions. The current yield and historical dividend growth rate seem more useful in this regard.
Hi Chuck. What an investing tool ! What about european stocks (with international exposure)? GTT, Air Liquide, Rubis, Total Energies, Shell, BP, Holland Colours, Ibersol, Schneider Electric, Basic Fit, Roche Bobois, Pernod Ricard, Remy Cointreau, Hermes, L’Oréal, Sanofi, LVMH, Kering, Eiffage, Saint-Gobain, Vinci, Sopra Steria, ID logistic, Essilor Luxoticca, Christian Dior, Sanlorenzo Yatchs, Orange, Danone, Sanofi, Air Liquide, Patrimoine et commerce, BNP Paribas, Crédit Agricole, NN Group, JM AB, Nexity, Bassac, Allianz, Castellum, Snap-on, Bayer, Siemens, Unilever, Arkema, BASF and many many more … Money does have frontiers
Thank you Chuck. Very helpful video. Happy user of FG. Could you pls add to your future list: PSTG, FOUR & INTC. 13ish years ago INTC was a nice div growth stock but looking at your performance screen...ouch. That would be one to sell at times also.
Happy holidays Chuck! 🎉 As for selling stocks that are overvalued I personnaly prefer to sell a portion for rebalancing purpose and reinvest the proceed in undervalued stocks. I have a hard time considering selling completely shares of a high quality company.
Hi Chuck, high value video as always. What about Leisure Vehicles stocks MBUU Malibu Boats, and PII Polaris . According to Fastgraph charts these stocks seems quite undervalued and with good forecast data.
Would like a live video showing us at the end of the week how you go through your portofolio and thought process: Hold, Sell, Buy more ... Or Watchlist: This is close to a buy point etc...
Chuck, I bought Dominion Resources (D) back in October 2003 and let the dividends grow my portfolio. Given their recent announcement, I have started to wonder should I sell. If you have no other request for an analysis I'd appreciate it if you covered D for me. Great subject today, which is the reason I brought up my question. I'd have much more money if I sold just a few months ago. Thanks! Oops nevermind. I looked at the short film on D. I hadn't seen it (not a fan of shorts) given the information that you provide!! Again, thanks.
Merry Christmas, Chuck! I read Phil Town’s book Rule 1 and wondered what you think about how useful/valid are technical signals to a retail value investor when deciding when to enter/exit a position?
I don't know this is related to Fastgraohs but I would love your thoughts on when and if to include bonds in a portfolio, especially with rising rates. I'm considering it now for cash I have set aside for a future purpose, not necessarily my retirement portfolio. It's new to me. Thx.
I have no objection to bonds when interest rates are reasonable. However, because of such low rates I have avoided them for a long time. On the other hand as interest rates are rising bonds ( fixed income in general) may again become practical and prudent.
I'd like to hear more about earnings estimate revisions. How to track them. The significance of upgrades and downgrades. And how to see these trends in FASTgraphs.
for starters, earnings estimates and revisions are provided by our data provider FACTSET and they will vary from company to company as can be seen in the analysts scorecard which is provided by FAST Graphs. Finally, as I have stated numerous times, analyst estimates are great starting point because they represent the current thinking of the theoretically leading professionals following the stock in question. Nevertheless, they should never be relied upon blindly. This is also why are tool provides the custom calculator which allows the subscriber to input their own estimate data. Hope that helps, Chuck
@@FASTgraphs I agree. A good starting point. I was commenting mainly on changes to earnings estimates. When estimates change, it's a sign that something significant has happened behind the scenes. For better or worse.
In my country you have to pay 27,5% TAX on your capital gains if you sell. So I am not sure if the strategy of switching from a low Yield to an higher Yield of a compareable company is for every TAX situation.
PGE crashed because of the fires that happened in California when people were killed, it it was their fault. Sad sll around. I'm so glad for your topic/video. I've occasionally sold the last couple years and it was for the reasons you mentioned and likely dividend was cut due to decline in fundamentals. BBBY, KSS, WFC. Others the evaluation was so high (because of circumstances causing dramatic rspid increase in price) I thought I would sell and buy it back if it dropped to a fair evaluation. PFE in pandemic. SQ last year.
Perfect video, but how do you see GOOGL or AMAZN or META? I like GOOGL and META but they have 1-2 bad years aswell. how to tell if they continue be SHIT ?
sorry we don't follow ETFs. However, if you know the constituents you can evaluate them once we launch international data, hopefully sometime in the 1st quarter of this year. 2023 that is, happy new year.
Hey Chuck, Great video. Would you say a good rule of thumb to sell/trim overvaluation being a price thats above both orange and blue forecasted earnings for the next 3 years.
I flag a company for sale or trim once it is more than 2 years ahead. However, I don't immediately sell. Instead, I watch the stock carefully.If you follow the links I provided you will find articles I’ve written that cover this. Bottom line, I think the real point is that every time you are making a decision you expose yourself to both a mistake as well is an improvement. That’s why I like the old cliché “a portfolio is like a bar soap the more you handle it the smaller it gets.” Like I said, the hardest decision we face is the sell decision.
I would have preferred if you has used the forecast feature instead of the history feature. For me when the normal forecast shows a negative return it is time to sell.
Great insights as always 'Santa' Chuck, thanks very much for your dedication delivering high-quality content, I'm on the edge of my seat waiting for the next installment. FASTgraphs has been the best investment I've made in quite a while. Happy Holidays and a Happy New Year!
Hi Chuck, today i find a very Interesting Stock in my View take the Ticker CE(Celanese)would be great to see a Video about them.They just bought for 11 Billions a decent amount from Dow Buisness.Seems a pretty good Value Stock what i see so far!
@@FASTgraphs true,but after Europe have So high Gas prices,i believe thats also American Chemie will get more new work that had made the last years in Europe,but its now not Rentable anymore in Europe.That will boost American Chemie Companys im pretty sure.
I have about 160 000$ worth of NVDA stock with a 165$ cost average, the price is currently at 160.85$ so I'm obviously at a loss. Do you think my current cost average is still significantly overpriced?
@@Bl4ckDoT_ i dont buy options either. But you can sell options on your shares to get more value from them. I have 100 nvidia shares at 195 and sell calls to reduce my cost basis
I have made a lot of money in the past few years, in fact passive income is no longer an issue, the huge problem is how i loose this money from foolish diversification, this January I have already blown my account of a million dollars investing wrongly, last year i lost a total of six million dollars from very bad diversification, I believe i will loose all my wealth and not be able to build anything from my passive income,,, I need serious help immediately I cant continue like this...really needed to voice this out here.
Really, I must say that I'm sorry for your losses, but they are not the end of the world; last year, I suffered a significant loss as well. A portion of my investments were in a pharmaceutical company, whose shares dropped at the beginning of the year amid worries that the company's drug would not be approved by the U.S. Food and Drug Administration. As a result of all these losses, I stopped doing research and diversifying my portfolio; Admitting that I don't have the necessary skills, I found an FA who helped me enhance my portfolio once more, and it has been doing well ever since. I recovered my losses, and as of this January, in addition to my losses from the previous year, I have made an additional million dollar. Annette Michelle Walters search on line and explain your issues to her. She'll probably have a solution, I believe.
@@aaravsamardh7089 Alright, here she is. Her credentials and resume are outstanding. I appreciate you and I'll be in touch straight away. I also purchased an energy technology solution with the expectation that it would perform well, but instead it has been the poorest performing stock in the S&P 500 this year. I am so appreciative that you took the time to share your experience with me.
Your analysis is so flawed in many ways. That's how warren buffet missed the tech train. Yet it is not flawed. you need to consider the stage of development for the company. and revenue growth. Your tesla is growing revenue 40% annually what does analyst consensus at 27% longer term mean? You can't average it that way. it is 40% maybe next year 50%, next year maybe 35%, 30% 25% so on and long term the revenue growth will be 7%, the size of inflation compounded with population growth. By your logic amazon was always a sell.
everything you are talking about is considered respectfully you don't understand the analysis and. I have 50+ years experience telling me my analysis is not flawed
Excellent again. Investors, do not miss this video.
I have learned a lot from you. Thank you for these videos
Merry Christmas to you too Chuck. Thanks for continuing your support of FAST and your outstanding advice over the years.
Great video Chuck! Merry Christmas and Happy New Year to you and yours. Thanks for all the wisdom and insight you provide us.
Merry Christmas to you and your family, Mr. Valuation ! And thanks a lot for doing all these videos for us!
Thanks for this content and happy holidays!
Thank you, Chuck for this and all the work you put into these videos. Happy Christmas and hopefully a prosperous and healthy 2023!
Another great lesson. I’d asked for this topic recently and am grateful for your covering it. I have two stocks that I received in spin offs and didn’t know what to do with them. WBD and another I don’t recall the ticker. Anyway, they don’t pay dividends, have lost more than 50% of their value, don’t fit my criteria for income earners, but don’t represent more than 1% of my portfolio. I’m strongly considering harvesting the losses to off set some dividends. Thanks again. Happy holidays.
Thank you for doing this after I made the request previously! I believe I speak for many viewers when I say I am grateful to have your mentoring and guidance. Have a wonderful Christmas and New Year to you. Have a well-deserved break from RUclips. See you in 2023.
Merry Christmas Chuck! Looking forward to new FG enhancements in 2023 and lots more Mr Valuation FG videos
Merry Xmas Mr Valuation! Big thank you for your great channel and passion. best finance content on youtube!
Great video as always Uncle Chuck. Happy holidays to you and yours and looking forward to what you have in store for us in 2023.
Merry Christmas to you and yours Mr. Valuation! Always had great interactions either through the office or from content. Appreciate you all. Take a minute to enjoy the view. Providing quality and value isn’t easy, you guys have.
So thankful for this content! Your contents are so insightful, it truly helps a naive investor like me.I am learning so much from you! Thank you so much for all you do, Mr. Chuck!
Thanks Chuck. As an Idea for a video: Can you look at VFC in FUN Graphs and let us look over your shoulder when determining whether one might sell this stock . Seeing your general process when assessing a stock with fun graphs would be very interesting to me. So far I only have a basic subscription of FAST Graphs as I'm fairly new to investing....
Excellent video Chuck!
I always look forward to your videos, as each one is a learning experience. Your FastGraph tool has been gift for the retail investor that just keeps on giving. This was another great video. Since I have a hard time trying to determine when a stock is over-priced (10% or 20% or 30% over the orange/blue earnings line), my approach has been to simply sell 10-25% of the equity to lock in some gains and "wait and see" for the remainder. Not sure if this is the best approach, but it seems to split the difference between an "all or none" decision.
Great video. I've learned so much. Thank you Chuch and I wish you happy holidays.
Chuck, Merry Christmas and Happy New Year to you and family
You're content is awesome. Thank you for sharing with all of us.
Tesla is always just one of those fan favorites and will continue to be I believe. Nice video. Thanks for your time Chuck
Interesting video. You mentioned selling when the fundamentals changed. How often should you be looking at this? If you own 40 stocks, it seems like a full time gig.
Hey Chuck! Nice Shirt! Merry Christmas from Down Under. This video is one I have come to need but not asked for. Thank heavens for commenters/subscribers with more testicular fortitude. Would you ever sell a stock where the S&P Credit Rating fell dramatically e.g. B or lower. I heard the economist Mohamed El-Erian speak of this recently as something to consider before buying a stock but have noticed that yours is one of the few tools where you highlight this feature. Stay safe in the silly season my learned friend! Cheers!
Merry Christmas Chuck. I recently sold KO due to overvaluation.
Thank you for a great video.
Always enjoy your videos Chuck. I've never really understood the importance of tracking yield on cost. I understand the concept, but don't really see how it's useful in terms of making investment decisions. The current yield and historical dividend growth rate seem more useful in this regard.
Great video Chuck :)
thanks- great video- useful to talk to my wife about when to sell and when not to..! merry christmas- thx for all you do!
Hi Chuck. What an investing tool ! What about european stocks (with international exposure)? GTT, Air Liquide, Rubis, Total Energies, Shell, BP, Holland Colours, Ibersol, Schneider Electric, Basic Fit, Roche Bobois, Pernod Ricard, Remy Cointreau, Hermes, L’Oréal, Sanofi, LVMH, Kering, Eiffage, Saint-Gobain, Vinci, Sopra Steria, ID logistic, Essilor Luxoticca, Christian Dior, Sanlorenzo Yatchs, Orange, Danone, Sanofi, Air Liquide, Patrimoine et commerce, BNP Paribas, Crédit Agricole, NN Group, JM AB, Nexity, Bassac, Allianz, Castellum, Snap-on, Bayer, Siemens, Unilever, Arkema, BASF and many many more … Money does have frontiers
Samsung! 📈 Unilever & OATLY
How about you subscribe to his software and analysed them in your own you freaking free loader clown.
we are testing international currently. We hope to launch in late January.
Ça sent le PEA ^^
You listed Air Liquide twice. It must be really good.
Amazing video Chuck. Cheers
Great video! Happy Hollyday s!
Merry Christmas to you too
Thank you Chuck. Very helpful video. Happy user of FG. Could you pls add to your future list: PSTG, FOUR & INTC. 13ish years ago INTC was a nice div growth stock but looking at your performance screen...ouch. That would be one to sell at times also.
Happy holidays Chuck! 🎉 As for selling stocks that are overvalued I personnaly prefer to sell a portion for rebalancing purpose and reinvest the proceed in undervalued stocks. I have a hard time considering selling completely shares of a high quality company.
Thank you Chuck, Merry Christmas. What about a video of undervalue known stocks for 2023, Alphabet, Magna, Skyworks,.... as follow up
Damn amazing 👍🙌⚡️👏nobody gives it’s straight like the goat 🐐 Mr. Valuation 👍
Hi Chuck, high value video as always. What about Leisure Vehicles stocks MBUU Malibu Boats, and PII Polaris . According to Fastgraph charts these stocks seems quite undervalued and with good forecast data.
Would like a live video showing us at the end of the week how you go through your portofolio and thought process: Hold, Sell, Buy more ... Or Watchlist: This is close to a buy point etc...
Chuck, I bought Dominion Resources (D) back in October 2003 and let the dividends grow my portfolio. Given their recent announcement, I have started to wonder should I sell. If you have no other request for an analysis I'd appreciate it if you covered D for me.
Great subject today, which is the reason I brought up my question. I'd have much more money if I sold just a few months ago. Thanks!
Oops nevermind.
I looked at the short film on D. I hadn't seen it (not a fan of shorts) given the information that you provide!! Again, thanks.
Doing nothing is the hardest thing to do!
Merry Christmas.
Merry Christmas, Chuck!
I read Phil Town’s book Rule 1 and wondered what you think about how useful/valid are technical signals to a retail value investor when deciding when to enter/exit a position?
Thank you
I don't know this is related to Fastgraohs but I would love your thoughts on when and if to include bonds in a portfolio, especially with rising rates. I'm considering it now for cash I have set aside for a future purpose, not necessarily my retirement portfolio. It's new to me. Thx.
I have no objection to bonds when interest rates are reasonable. However, because of such low rates I have avoided them for a long time. On the other hand as interest rates are rising bonds ( fixed income in general) may again become practical and prudent.
I'd like to hear more about earnings estimate revisions. How to track them. The significance of upgrades and downgrades. And how to see these trends in FASTgraphs.
for starters, earnings estimates and revisions are provided by our data provider FACTSET and they will vary from company to company as can be seen in the analysts scorecard which is provided by FAST Graphs. Finally, as I have stated numerous times, analyst estimates are great starting point because they represent the current thinking of the theoretically leading professionals following the stock in question. Nevertheless, they should never be relied upon blindly. This is also why are tool provides the custom calculator which allows the subscriber to input their own estimate data. Hope that helps, Chuck
@@FASTgraphs I agree. A good starting point. I was commenting mainly on changes to earnings estimates. When estimates change, it's a sign that something significant has happened behind the scenes. For better or worse.
In my country you have to pay 27,5% TAX on your capital gains if you sell. So I am not sure if the strategy of switching from a low Yield to an higher Yield of a compareable company is for every TAX situation.
Please include Jackson financial in one of your videos. Thank you for all you do
PGE crashed because of the fires that happened in California when people were killed, it it was their fault. Sad sll around. I'm so glad for your topic/video. I've occasionally sold the last couple years and it was for the reasons you mentioned and likely dividend was cut due to decline in fundamentals. BBBY, KSS, WFC. Others the evaluation was so high (because of circumstances causing dramatic rspid increase in price) I thought I would sell and buy it back if it dropped to a fair evaluation. PFE in pandemic. SQ last year.
Good morning Chuck would you mind to take a look at CUBE? Whats your opinion? Thank you
Perfect video, but how do you see GOOGL or AMAZN or META? I like GOOGL and META but they have 1-2 bad years aswell. how to tell if they continue be SHIT ?
Hello Chuck. Can you look into the Chinese ETFS that might be good to buy since they will be reopening again.
sorry we don't follow ETFs. However, if you know the constituents you can evaluate them once we launch international data, hopefully sometime in the 1st quarter of this year. 2023 that is, happy new year.
Thank you Chuck!
And Merry Christmas
Hope can do Rollins, LVMH, NORTHROP GRUMMAN have a nice Time
Hey Chuck, Great video. Would you say a good rule of thumb to sell/trim overvaluation being a price thats above both orange and blue forecasted earnings for the next 3 years.
I flag a company for sale or trim once it is more than 2 years ahead. However, I don't immediately sell. Instead, I watch the stock carefully.If you follow the links I provided you will find articles I’ve written that cover this. Bottom line, I think the real point is that every time you are making a decision you expose yourself to both a mistake as well is an improvement. That’s why I like the old cliché “a portfolio is like a bar soap the more you handle it the smaller it gets.” Like I said, the hardest decision we face is the sell decision.
a chuck livestream? that will be hilarious to watch!
I would have preferred if you has used the forecast feature instead of the history feature. For me when the normal forecast shows a negative return it is time to sell.
Great insights as always 'Santa' Chuck, thanks very much for your dedication delivering high-quality content, I'm on the edge of my seat waiting for the next installment. FASTgraphs has been the best investment I've made in quite a while. Happy Holidays and a Happy New Year!
Hi Chuck, do you track ROCE on the stocks?
yes its a premium feature
hey, your holiday promo code doesnt work!
Hi Chuck,
today i find a very Interesting Stock in my View take the Ticker CE(Celanese)would be great to see a Video about them.They just bought for 11 Billions a decent amount from Dow Buisness.Seems a pretty good Value Stock what i see so far!
CE is semi-cyclical, but I do like the company at current levels.
@@FASTgraphs true,but after Europe have So high Gas prices,i believe thats also American Chemie will get more new work that had made the last years in Europe,but its now not Rentable anymore in Europe.That will boost American Chemie Companys im pretty sure.
hey chuck the kids call that mooning lol.
Low key makes me wanna sell my apple shares valuation kinda crazy.
Here is question that if we are planning on retiring on dividends then why would we sell those stocks ?
you shouldn't unless youu find a better alternative with a higher yield. However, that is hard to do.
I have about 160 000$ worth of NVDA stock with a 165$ cost average, the price is currently at 160.85$ so I'm obviously at a loss. Do you think my current cost average is still significantly overpriced?
Do you sell calls on your shares
@@galiciadabest No, I've never bought options, just individual stocks.
@@Bl4ckDoT_ i dont buy options either. But you can sell options on your shares to get more value from them. I have 100 nvidia shares at 195 and sell calls to reduce my cost basis
It is way over valued
@@dougborgeson1356 what do you think about intel
I have made a lot of money in the past few years, in fact passive income is no longer an issue, the huge problem is how i loose this money from foolish diversification, this January I have already blown my account of a million dollars investing wrongly, last year i lost a total of six million dollars from very bad diversification, I believe i will loose all my wealth and not be able to build anything from my passive income,,, I need serious help immediately I cant continue like this...really needed to voice this out here.
Really, I must say that I'm sorry for your losses, but they are not the end of the world; last year, I suffered a significant loss as well. A portion of my investments were in a pharmaceutical company, whose shares dropped at the beginning of the year amid worries that the company's drug would not be approved by the U.S. Food and Drug Administration. As a result of all these losses, I stopped doing research and diversifying my portfolio; Admitting that I don't have the necessary skills, I found an FA who helped me enhance my portfolio once more, and it has been doing well ever since. I recovered my losses, and as of this January, in addition to my losses from the previous year, I have made an additional million dollar. Annette Michelle Walters search on line and explain your issues to her. She'll probably have a solution, I believe.
@@aaravsamardh7089 Alright, here she is.
Her credentials and resume are outstanding.
I appreciate you and I'll be in touch straight away.
I also purchased an energy technology solution with the expectation that it would perform well, but instead it has been the poorest performing stock in the S&P 500 this year. I am so appreciative that you took the time to share your experience with me.
Well I'm starting a short position against Nvidia so I hope it crashes back to fundamentals before too long haha
It is BS to say never sell a stock. Your stocks will be sold when you die, and that might be a market bottom.
So choose when to sell.
Your analysis is so flawed in many ways. That's how warren buffet missed the tech train. Yet it is not flawed. you need to consider the stage of development for the company. and revenue growth. Your tesla is growing revenue 40% annually what does analyst consensus at 27% longer term mean? You can't average it that way. it is 40% maybe next year 50%, next year maybe 35%, 30% 25% so on and long term the revenue growth will be 7%, the size of inflation compounded with population growth. By your logic amazon was always a sell.
everything you are talking about is considered respectfully you don't understand the analysis and. I have 50+ years experience telling me my analysis is not flawed
Please do not cut the pauzes between your sentences. There is nothing to it its just annoying. Take this as a friendly feedback
Cherry picking, "let's say we invested just after the GFC" WELL NO SHI-! Your gonna do well.
Please check COHR graph. I find it very attractive at the moment
PRUDENT. WISE