Some great ideas for a more deep dive! May I suggest another series - Investing ideas in different age groups or yield vs growth etc. Thanks for the review. Love what you’re doing. All the best, Stoyan
New subscriber and it looks like I got here just in time for this series. Excellent analysis. Healthcare looking like the best sector for value buys these days.
Hello Chuck: Have you ever considered sharing with your readership the stocks that you and your family currently hold? Not sure if you would be able to do this or not, but thought I would take a chance and ask. Thanks for all of your insights.
Thank you Chuck for another great video! On the next one could talk about VST, HUN, TU, TD, CONE to see their valuation and potential growth?! I really would appreciated it! Thanks and see you on the next one!
Also would love your take on JAZZ..you highlighted it in a past video for a hot second..was curious as I bought on the recent earnings dip..pipeline..not 100% confident on..why I only bought a small position to start…regardless..I have a $$175 price target for a 13% annualized gain for 6 years
Very soon! Although I cannot give you a specific time, I can tell you I am just as anxious as you are. This is been a very complex task in our developers are working feverishly. All I can say is were getting close but were not quite ready for prime time yet. Appreciate your patience, regards, Chuck
Long IBM, VZ, WBA. Recently unloaded JPM for CCI instead. Sold DIS after it dropped the dividend a while ago. Sold INTC when it stalled a few years back. Sold MSFT in 2014 after many years lacking growth. Some moves okay. Some not so much. Focusing exclusively on dividends and their growth these days.
Jonathan when evaluating debt I am interested in free cash flow coverage and the uses of debt. In today's low interest rate environment that can be very beneficial if the company can earn significantly more on their debt than the cost. Finally, I do not consider the P/E ratio superior. The FAST Graphs tool provides numerous valuation metrics including the one you mentioned. I believe they should all be utilized. Thanks for the question, Chuck
It takes some nerve to buy IBM given their history… If they grow back to a leading tech Co., those with nerve will be rewarded. Thanks for stretching my opinion. What a Great Thinking Tool….
Tech companies are all about their people and mostly their leaders. The company name or the brand will become empty shells when good people leave IBM's glory days were already over after the legendary Tom Watson Jr left in 1971, and it has underperformed S&P 500 horribly for the last 50 years That's why I never buy over the hills tech companies. Intel is the most recent example, maybe it will get another chance with Pat Gelsinger on board, but the road to recovery will be a bumpy one as AMD, Nvidia, and TSMC continue to eat its lunch for the next few years
Some great ideas for a more deep dive! May I suggest another series - Investing ideas in different age groups or yield vs growth etc.
Thanks for the review. Love what you’re doing.
All the best,
Stoyan
Thanks for content chuckster
😂
I would love to see an analysis of Canadian banks
Very important, reasonable valuation always reduce risk in a value company
Thank you for the vIdeo
New subscriber and it looks like I got here just in time for this series. Excellent analysis. Healthcare looking like the best sector for value buys these days.
Thanks Chuck. Have you done videos on first horizon and huntington banks
Hello Chuck: Have you ever considered sharing with your readership the stocks that you and your family currently hold? Not sure if you would be able to do this or not, but thought I would take a chance and ask. Thanks for all of your insights.
Great content Chuck - Superman of Stock selection!
Always valuable content. Thanks Chuck
Great video! Nice job! Thank you sir! From Brazil!!!
Thank you Chuck for another great video! On the next one could talk about VST, HUN, TU, TD, CONE to see their valuation and potential growth?! I really would appreciated it! Thanks and see you on the next one!
Great in depth video. BMY?
Also would love your take on JAZZ..you highlighted it in a past video for a hot second..was curious as I bought on the recent earnings dip..pipeline..not 100% confident on..why I only bought a small position to start…regardless..I have a $$175 price target for a 13% annualized gain for 6 years
Thank you Chuck for another informative video.
Thanks! BTW, When will the new FastGRAPHS version be released? Looking forward to it!
Very soon! Although I cannot give you a specific time, I can tell you I am just as anxious as you are. This is been a very complex task in our developers are working feverishly. All I can say is were getting close but were not quite ready for prime time yet. Appreciate your patience, regards, Chuck
Hey chuck i think it would be interesting to go over your portfolio and see what you a personally invested in
Another great video!
I have a few of these Chuck. I think that BMY is very attractive at this time.
Absolutely great video
I guess having six out of the ten should be a good start :) still planning to get Goldman and Merck one day. Amgen is my favorite in today’s video
I have 5 out of 10, no intel, goldman, travelers, dow, jpm
Long IBM, VZ, WBA. Recently unloaded JPM for CCI instead. Sold DIS after it dropped the dividend a while ago. Sold INTC when it stalled a few years back. Sold MSFT in 2014 after many years lacking growth.
Some moves okay. Some not so much. Focusing exclusively on dividends and their growth these days.
Great!! It's easy to get hung up on the "market" being so dang high, and reduce investing.
Love it Chuck!
Thanks Chuck …
How do you account for net debt? Is it credit rating? Why is PE superior to something like EV/EBIT?
Jonathan when evaluating debt I am interested in free cash flow coverage and the uses of debt. In today's low interest rate environment that can be very beneficial if the company can earn significantly more on their debt than the cost. Finally, I do not consider the P/E ratio superior. The FAST Graphs tool provides numerous valuation metrics including the one you mentioned. I believe they should all be utilized. Thanks for the question, Chuck
It takes some nerve to buy IBM given their history… If they grow back to a leading tech Co., those with nerve will be rewarded. Thanks for stretching my opinion. What a Great Thinking Tool….
Agreed. Long IBM, but always paying attention...
Finding value is not the cool thing to do these days. You’ll never see a 10 minute MSNBC segment on Kroger earnings.
Tech companies are all about their people and mostly their leaders. The company name or the brand will become empty shells when good people leave
IBM's glory days were already over after the legendary Tom Watson Jr left in 1971, and it has underperformed S&P 500 horribly for the last 50 years
That's why I never buy over the hills tech companies. Intel is the most recent example, maybe it will get another chance with Pat Gelsinger on board, but the road to recovery will be a bumpy one as AMD, Nvidia, and TSMC continue to eat its lunch for the next few years
First
Thirty first!
Very important, reasonable valuation always reduce risk in a value company
Thank you for the vIdeo