WARNING: Since we are growing, there are increased levels of scammers impersonating our channel and that create fake accounts. The only thing we offer is our software and our patreon/discord community. The only place we send people to get access is: patreon.com/everythingmoney The real links to our content are located in the description of the video. We never give out WhatsApp numbers and we are never involved in cryptocurrency related things! BE CAREFUL to not call WhatsApp or click fake links. This is happening across the RUclips platform on many channels.
@Everything Money Paul a lot of people are considering hpq a typical example of a value trap lile cardinal health. How do you distinguish a value trap from a good stock? You guys should do an episode on this.
Looking forward to that video. I would argue that this is not a value trap because they are in very good financial position, they have good dividend that they can afford, and are buying back shares aggressively, which mathematically is a catalyst
This yt channel is underrated you guys are the only patron I have ever subscribed in my life I ONLY wish I knew you guys before I started investing so that way I would had not gotten burned . I learned from my mistakes though
I’ve had an HP laptop for 3yrs now no complaints. Although a bunch of other people seem to have bad experiences with them previously at least in this comment section.
Oh I mentioned in another video about using 5 years for the 8 pillars? Obviously you were planning that well before I wrote it but nice to see my mindset is aligning with yours.
5 is ok if you put resonable multiples of PE and FCF which might be ok for slower growing companies which you plan to hold for shorter time period but i'd say for long term 10 years is way better especially if you think the company will have good growth so you have more reasonable target for growth stocks.
why my 8 pillars are different from you guys? 5:53 I'm sure im looking at HPQ As today 8/18. The stock price was $28.22 I have 9.42 P/E ratio Profit margin = 6.1% Revenue growth 5 yr = 11.60B Net income Growth 5 yr = 1.25B Share outstanding -27.9% Assets & Liabilities = -7.94B Cash Flow Growth = 2.93 B Price to Free Cash Flow = 9.29
It would be nice if you talked about the business at all, aside from purely financials and technical analysis. Like, what does HP mainly sell? Who are their main customers? Who are their main competitors? Is the business simple or complex, easy to run or very hard? How do they treat their employees? How old is the company? Even just a cursory discussion of the 10K would add a LOT to this kind of valuation video.
I like the idea of selling puts to eventually own the stock.... however, I don't understand the timing I should consider. Do I pick the price in willing to own it at, and sell puts on a weekly basis, monthly base until I own the stock? There potentially an opportunity cost of having my cash tied up... would love a video on this topic. Patreon Otero
Help!! I do not get it!! According to their latest Q2 report HP had Free Cash Flow of $1.3 billion dollars during the quarter, they paid $239 million in dividends and repurchased $1.6 billion dollars for a total amount of returned capital to shareholders of $1.8 billion dollars for the same quarter. There's a deficit of around $500 million dollars between their free cash flow and returned capital to shareholders, so does that mean that they borrowed money to buy back shares??? Or is there something I am not considering here??
Why cant i sign up for the everything money software using your website? I dont want to deal with patreon/3rd party bullcrap. I dont need the discord either. Just want to check out the software. Thanks
Can you please clarify why in the new pillar, it's taking the FCF and comparing it to total long term liabilities, but not just long term DEBT? Is it just to keep things simple since most of it is owed in cash? For example unearned revenue is an obligation, not debt
Hi pals. I love your content guys, well done and thanks for making some true valuable content. MY EARNEST REQUEST: Please analyse Indian Giant Company TTM Tata Motors
So was looking at there Assets Vs Liabilities section & saw it was negative, can you help me understand what is happening? Does this mean this guys have debt?
Good job on the numbers. Would it be possible to bring in some analytical work on the company as well (what they do, industry trends etc…) as this is key for a potential long term investor
There is only one issue using a 5 year average P/E and P/FCF for valuation metrics. These might look good in theory but it is a sign that they company has been for a long time valued using that low P/E & FCF multiples. Unless something significant happens to change that, it is likely going to be continued to be valued at those low levels. It would be more useful to also compare that P/E & FCF to industry peers and also their historic P/E & FCF and consider that whether is a good time to buy when compared to their previous valuation multiples and against peers. That way you can also sense check whether it is likely that a stock will ever trade at say 15X P/E or 15X P/FCF.
Great analysis, thanks! Just a question - what about debt? I'm a bit concerned here - the D/E ratio is negative, and the current ratio of 0.7 is not too great either (usually I consider anything below 1.0 concerning).
I have not finished this video yet. But to me personally I wouldn't buy HP because I broguht HP products 3 times and most of them broke within a year(if I recall correctly. It has been more than a decade). So I wouldn't buy their stock if I am not going to buy their product.
I looked into it. Appears to be a possible dividend trap. I'd question if they could afford the payout consistently moving forward. Other than that, looks solid minus the two mining accidents they had.
Paul, can we get the formulas and more explanation for these calculations on discord? would love to understand how the calculation is done. more in depth on why you're calculating this way?
@@GoatDR Investors are worried about the printing business which is the main source of profits. I think the company is doing excellent job in 3D printing which can offset this concern (The 3D printing can be a source of income in the future). They also doing better job than before in PC/laptops from budget to premium. They also beefed up their peripherals sector by acquiring HyperX. The company looks cheep to me :)
Weekly premiums for the puts are pretty nice… assume earnings may be incoming? Will consider selling puts on this bad boy… an ode to the first laptop I bought myself!
Definitely a big improvement of the pillars. I would recommend you to not focus on the share count without comparing with the growth as usually, this is what the issued shares are used for
Amazing, how would I get all these statistics shown over time for free? I cannot afford to buy the membership right now but when I do have enough money I will definitely join
Love your videos, and became a patreon last week. Can you please expand the software to cover more international stocks? My portfolio is 50% US and 50% things like Airbus and Nintendo (which cannot be analyzed with the software today)
The software is nice for US stocks, but how can I make a buy decision on Boeing without looking at 8 pillars of Airbus? Same for other stocks/industries/regions.
@@EverythingMoney thanks, but no offense, I would be amazed if you said anything less. Obviously I'm curious to hear from somebody who doesn't have an obvious bias..
@@dubv201 how many hours/week would you say is needed to not only get the money back but actually benefit in some small way? I have a portfolio around 10k atm. Will that be enough?
Yes it is worth it in my opinion. I can tell you I've never gone back to the regular EM level after upgrading to Bid N Ask. More content, another set of discord channels, and more access to Mo and the EM guys.
HPQ got downgraded by morgan stanley for execution issues and lower earnings quality...see..i told you so. HPQ value trap. @Everything Money Paul please do a video on how to spot a value trap stock.
@@GoatDR Most corporations use Dell and Lenovo, but I notice that a lot of personal laptops are HPQ due to affordability. Look how cheap Chromebooks are.. made by HPQ.
Love your guys content, thorough explanations, and digestible in depth analysis for us non-experienced regular people. Do you guys ever explain the math behind the stock analyzer?
I'm a fan of understanding the psychology of the dunning-kruger effect. It's refreshing when I see people that try new things take a humble approach with the humility of knowing personal knowledge is finite and knowledge itself is infinite, smart people know that there's an abyss of knowledge and most people only scratch the surface but think they have it all figured out... the more you know the more you realize how little you truly know.
WARNING: Since we are growing, there are increased levels of scammers impersonating our channel and that create fake accounts. The only thing we offer is our software and our patreon/discord community. The only place we send people to get access is: patreon.com/everythingmoney
The real links to our content are located in the description of the video. We never give out WhatsApp numbers and we are never involved in cryptocurrency related things! BE CAREFUL to not call WhatsApp or click fake links. This is happening across the RUclips platform on many channels.
Everything money: the most elite channel on the tube
I bought at 27$ and now I'm 40% up - this video was the trigger for me to buy - thank you for your work! Keep it up!
@Everything Money Paul a lot of people are considering hpq a typical example of a value trap lile cardinal health. How do you distinguish a value trap from a good stock? You guys should do an episode on this.
Great feedback , this should be a video , thanks for the comment .AP
@@EverythingMoney thanks to you guys, paul, seth and moe
@@EverythingMoney absolutely!
Yes, this would be super interesting!!
Looking forward to that video. I would argue that this is not a value trap because they are in very good financial position, they have good dividend that they can afford, and are buying back shares aggressively, which mathematically is a catalyst
This yt channel is underrated you guys are the only patron I have ever subscribed in my life
I ONLY wish I knew you guys before I started investing so that way I would had not gotten burned .
I learned from my mistakes though
👍🤑🤟
I’ve had an HP laptop for 3yrs now no complaints. Although a bunch of other people seem to have bad experiences with them previously at least in this comment section.
Yea thats what i have seen more bad than good , me personally never owned hp .AP
thank you so much for this video !!! i just made a nice amount of money caus i bought it 3 month ago :DD
EXCELLENT VALUE FOR SHARE HOLDERS AND THANKS GUYS FOR BREAKING IT DOWN, AV JUST BOUGHT!
Tnx again for a great video. I discovered your channel 2 months ago and now I'm hooked!
Im excited for these new 8 pillars!
Thanks for the comment.AP
Oh I mentioned in another video about using 5 years for the 8 pillars? Obviously you were planning that well before I wrote it but nice to see my mindset is aligning with yours.
Yes this been in talks for at least 5 to 6 months , I saw your comment , and is awesome that you are on the right mindset-AP
5 is ok if you put resonable multiples of PE and FCF which might be ok for slower growing companies which you plan to hold for shorter time period but i'd say for long term 10 years is way better especially if you think the company will have good growth so you have more reasonable target for growth stocks.
@@EverythingMoney how come my EM app hasn't updated to show the new PE yet?
Why don't I have the two new Pillars? Mine still shows Profit Margin and Assets & Liabilities. Do I need to do something?
What are all the buys that this Channel have suggested recently? I’ve seen Baba, Walgreen, and now HP
Intel
Best channel out there! 🔥🔥🔥 keep up guys! 💪😎
Thanks for the love-AP
Hype the boringness 😎
Pretty bold to say to buy this stock given its near an all time high. Not saying you’re wrong. Just a bold statement.
Does the operating cost and margin bother you thats low?
You make me laugh 🤩
Love you guys ❤️
Sticky Icky!
I heard that 😎
I'll be listening for More... And your 💰 advice is pretty good, too.
Aren’t you concerned how they have less revenues and profits now compared to 10 years ago. They even have more total liabilities as then also
Maybe bring this question to one of our live stream so we can discuss it.AP
@@EverythingMoney see Paul? Value trap.
It's because HP spun off HPE in 2015. They are now 2 separate entities.
@@tommy_egan91 still a value trap
@@JimmiFascina why is it value trap?
Nice. More what to buy vids please. Recommending your channel to my fellow investors...
Awesome thank you! AP
why my 8 pillars are different from you guys? 5:53
I'm sure im looking at HPQ
As today 8/18. The stock price was $28.22
I have 9.42 P/E ratio
Profit margin = 6.1%
Revenue growth 5 yr = 11.60B
Net income Growth 5 yr = 1.25B
Share outstanding -27.9%
Assets & Liabilities = -7.94B
Cash Flow Growth = 2.93 B
Price to Free Cash Flow = 9.29
Hi. I’m curious what your thoughts on disca are now that it’s below 30 dollars.
Thanks for the comment , we might revisit it again.AP
@@EverythingMoney that would be great !
When will the new 8 pillars be available? I don't see them in the app or the web.
It would be nice if you talked about the business at all, aside from purely financials and technical analysis. Like, what does HP mainly sell? Who are their main customers? Who are their main competitors? Is the business simple or complex, easy to run or very hard? How do they treat their employees? How old is the company? Even just a cursory discussion of the 10K would add a LOT to this kind of valuation video.
I like the idea of selling puts to eventually own the stock.... however, I don't understand the timing I should consider. Do I pick the price in willing to own it at, and sell puts on a weekly basis, monthly base until I own the stock? There potentially an opportunity cost of having my cash tied up... would love a video on this topic. Patreon Otero
Help!! I do not get it!!
According to their latest Q2 report HP had Free Cash Flow of $1.3 billion dollars during the quarter, they paid $239 million in dividends and repurchased $1.6 billion dollars for a total amount of returned capital to shareholders of $1.8 billion dollars for the same quarter.
There's a deficit of around $500 million dollars between their free cash flow and returned capital to shareholders, so does that mean that they borrowed money to buy back shares??? Or is there something I am not considering here??
How are you calculating Total Long Term Liabilities?
I’d love to see some videos on non-American stocks.
Love you guys!
You guys help me learn so much. Thank you for your great work✊✊
Why cant i sign up for the everything money software using your website? I dont want to deal with patreon/3rd party bullcrap. I dont need the discord either. Just want to check out the software. Thanks
Is equity the total assets - total liabilities?
Yup
How about a HPQ vs HPE comparison?
Does your online analysis report etf's? Thank you
When I look at the quarterly charts and monthly charts, I see more risk on the downside than gains on the upside. Am I reading it incorrectly?
What are his stochastic settings again?
Love this channel
And we love you back .AP
Bought some baba, next paycheck was planning some wba, now may give this a look!
Have fun!AP
good video ,it would be interesting to compare HPQ to Asus Tex computer inc (Taiwan company) with similar products and higher market cap
I would love to see you guys do a "PC OEM" overview to see who the best is. Lenovo vs HP vs Dell vs ASUS vs ACER.
Can you do HPE?
I just bought a ****load of BUD, if this bubble will burst, there's gonna be a lot of booze needed. And it seems good value now.
This is the type of video that differentiates EM.
When do new Little Book stocks come out? Once a year?
Can you do Hologic, it's another magic forumla stock.
I wonder why their earnings and revenue were bigger 10 years ago? Is it due to loss of market share?
This one looks goooood I gotta take a closer look at this one
Can you please clarify why in the new pillar, it's taking the FCF and comparing it to total long term liabilities, but not just long term DEBT? Is it just to keep things simple since most of it is owed in cash? For example unearned revenue is an obligation, not debt
you guys buying amcx?
I don’t think we did , maybe Seth last year with his little book .AP
Hi pals. I love your content guys, well done and thanks for making some true valuable content. MY EARNEST REQUEST: Please analyse Indian Giant Company TTM Tata Motors
I am following on my end here and it is not updated yet. Yes, I am a patreon.
So was looking at there Assets Vs Liabilities section & saw it was negative, can you help me understand what is happening? Does this mean this guys have debt?
@mo What does filling the gap mean?
Good job on the numbers. Would it be possible to bring in some analytical work on the company as well (what they do, industry trends etc…) as this is key for a potential long term investor
I apologize in advance for stupid question, but English is not my first language. What does puts or selling puts mean? 😂 Love the channel 👍💪
HPQ has been taking on debt for a few years to fund more aggressive share buy backs. Do you view that as concerning?
There is only one issue using a 5 year average P/E and P/FCF for valuation metrics. These might look good in theory but it is a sign that they company has been for a long time valued using that low P/E & FCF multiples.
Unless something significant happens to change that, it is likely going to be continued to be valued at those low levels. It would be more useful to also compare that P/E & FCF to industry peers and also their historic P/E & FCF and consider that whether is a good time to buy when compared to their previous valuation multiples and against peers. That way you can also sense check whether it is likely that a stock will ever trade at say 15X P/E or 15X P/FCF.
Can you do a video on u.s. bank?
HPQ's total liabilities are higher than assets is concerning?
How about vertex pharmaceuticals
Thoughts on the current market conditions? I’d also appreciate other stock videos besides tech stocks
Maybe if I passed high school calculus I'd be able to understand the calculations on the new pillars.
You and me both lol -AP
Just to echo another poster - I think RIO would be a very interesting video. Peace.
Because Seth, in hindsight everything is easy since it’s only bidirectional.
Subs blowing up! Up 20k since I subscribed.
Can u guys check out Malibu Boats?
Why not check xerox too
Great analysis, thanks! Just a question - what about debt? I'm a bit concerned here - the D/E ratio is negative, and the current ratio of 0.7 is not too great either (usually I consider anything below 1.0 concerning).
Share Holder Equity is negative 6%. Does that not bother you? total liability is 36b and total asset is 34b
Sold a $27.5 Monthly Put for some juicy premium. Oooh Wee sticky icky!
HPQ going big into 3D printing
Cool channel. Would love to see a review of Aflac (AFL). Good value stock IMO.
Great video!
Glad you enjoyed it! AP
Can you do a video on RIO
I have not finished this video yet. But to me personally I wouldn't buy HP because I broguht HP products 3 times and most of them broke within a year(if I recall correctly. It has been more than a decade). So I wouldn't buy their stock if I am not going to buy their product.
Sounds about right.AP
@@EverythingMoney difference between company and stock?
Would like to see what you think about VALE.
I looked into it. Appears to be a possible dividend trap. I'd question if they could afford the payout consistently moving forward. Other than that, looks solid minus the two mining accidents they had.
Paul, can we get the formulas and more explanation for these calculations on discord? would love to understand how the calculation is done. more in depth on why you're calculating this way?
Do a video on otly
Love this stuff! Looks great, but they historically have a PE of 6 or less from 2006 to 2016. Why?
Bring this question to one of our live streams please so it can be discussed.AP
Because they are a company on the downtrend and will be worth less than they are now in 10 years.
@@GoatDR They do have flat revenues and cash flows. Why are they on a downturn?
@@GoatDR Investors are worried about the printing business which is the main source of profits. I think the company is doing excellent job in 3D printing which can offset this concern (The 3D printing can be a source of income in the future). They also doing better job than before in PC/laptops from budget to premium. They also beefed up their peripherals sector by acquiring HyperX. The company looks cheep to me :)
I sold puts on that stock last monday, seeing you are bullish makes me more confident.
Lets wait for my monthly paycheck :D
That’s awesome to hear , you got in first than us .AP
Weekly premiums for the puts are pretty nice… assume earnings may be incoming? Will consider selling puts on this bad boy… an ode to the first laptop I bought myself!
Best way to buy a stock , sell puts ! Thanks for the comment-AP
Definitely a big improvement of the pillars. I would recommend you to not focus on the share count without comparing with the growth as usually, this is what the issued shares are used for
Amazing, how would I get all these statistics shown over time for free? I cannot afford to buy the membership right now but when I do have enough money I will definitely join
great video, but you surprised me here guys! i though you are conservative and you will not touch a company with negative equity
Hey when do the new 8 pillars release I don't see them on the Everything money site? Thanks
Working on them , thanks for the comment.AP
Love your videos, and became a patreon last week. Can you please expand the software to cover more international stocks? My portfolio is 50% US and 50% things like Airbus and Nintendo (which cannot be analyzed with the software today)
Also australian shares 👆🏿
The software is nice for US stocks, but how can I make a buy decision on Boeing without looking at 8 pillars of Airbus? Same for other stocks/industries/regions.
Could you pls do a video about Globalstar $GSAT ?
Idk how my guy collects mtg cards but if you keep sealed products for a 10 year peroid you tend to make out pretty well.
Could anybody who is paying to be part of Mo's bid n ask nation tell me if you get your moneys worth? Thanks!
I am a Patreon I pay for my bidnask membership , and I can say that yes I got my membership pay itself with the trades I made .AP
@@EverythingMoney thanks, but no offense, I would be amazed if you said anything less. Obviously I'm curious to hear from somebody who doesn't have an obvious bias..
@algi if you are active with it it is definitely worth it
@@dubv201 how many hours/week would you say is needed to not only get the money back but actually benefit in some small way? I have a portfolio around 10k atm. Will that be enough?
Yes it is worth it in my opinion. I can tell you I've never gone back to the regular EM level after upgrading to Bid N Ask. More content, another set of discord channels, and more access to Mo and the EM guys.
Insider buying tooo
8 pillar on TROW soon?!
Looks like Buffet saw this video. :)
Are the new EM software updates live for us Patrons now? Because mine still looks the same as it did before. Do I need to logout and log back in?
We are working on them , once they are out yes log out to refresh everything. AP
HPQ got downgraded by morgan stanley for execution issues and lower earnings quality...see..i told you so. HPQ value trap.
@Everything Money Paul please do a video on how to spot a value trap stock.
Apparently, Paul really doesn’t know how to spot one 😂
@@juliuscaesar5360 just ask yourself this one question: @everthing money paul if printers are so great, why apple don't sell them?
I feel cheated...I just got done learning the last pillars, now I’ve got to learn these ones?!
Damn... hahaha.
Only 2 pillars changes lol
It is a good company, but never seen their products in corporation, laptops are either dell or Lenovo, not sure why.
Because Dell makes better products. Sometimes there is more to investing than a balance sheet.
@@GoatDR Most corporations use Dell and Lenovo, but I notice that a lot of personal laptops are HPQ due to affordability. Look how cheap Chromebooks are.. made by HPQ.
The buybacks is due to cash flows so you cannot include this in a DCF. It's double counting
Thanks for sharing , and leaving a comment -AP
Correct but this uses a multiple of free cash flow rather than the summation of the expected flows.
@@jamesl2502 Ah! Thanks!
This is nice
Love your guys content, thorough explanations, and digestible in depth analysis for us non-experienced regular people. Do you guys ever explain the math behind the stock analyzer?
I wish Seth had more self-confidence. Or at least appared to have more self-confidence if it's all an act.
He’s just trying to learn, and soak all this info .AP
@@EverythingMoney I hear you. He's a cool guy with a cool beard. He doesn't have to shit on himself all the time.
I'm a fan of understanding the psychology of the dunning-kruger effect. It's refreshing when I see people that try new things take a humble approach with the humility of knowing personal knowledge is finite and knowledge itself is infinite, smart people know that there's an abyss of knowledge and most people only scratch the surface but think they have it all figured out... the more you know the more you realize how little you truly know.
@@supaflydann There is a difference between humility and constant self-deprecation.
Not first. But it still counts for the algo.