We're back! I have a busy week of content ahead, I'll be making a lot of videos on post earnings analysis of companies that reported this week and last week. If you want access to Qualtrim to see these KPI's for yourself, you can try it out as part of the Patreon: www.patreon.com/josephcarlson Let me know if you have any questions or problems upon sign up!
Pypl trades close to 10% fcf yield I do not know how your software/"page got it to 5%😂 Q 1: Free Cash Flow is $4,983 Mil, and Market Cap is $61,513 Mil. Therefore, PayPal Holdings's FCF Yield % for today is 8.10%. Marketcap is lower now so should be 10%
My advice to new investors: Buy good companies stocks and hold them as long as they are good companies. Just do this and ignore the forecasts and market views which are at best entertaining but completely useless.
The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading.
Due to my demanding job, I lack the time to thoroughly assess my investments and analyze individual stocks. Consequently, for the past seven years, I have enlisted the services of a fiduciary who actively manages my portfolio to adapt to the current market conditions. This strategy has allowed me to navigate the financial landscape successfully, making informed decisions on when to buy and sell. Perhaps you should consider a similar approach.
this is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
Well, there are a few out there who know what they are doing. I tried a few in the past years, but I’ve been with Melissa Terri Swayne for the last five years or so, and her returns have been pretty much amazing.
the first step to acquire wealth is figuring-out your goals with heIp of a financiaI pIanner, and foIIowing through with lnteIIigent ideas; you will acquire wealth in no time and also enjoy the decision of managing your money.
Someone said that it's time to be concerned when you start to see individuals shoplifting groceries rather than big-screen televisions, and i agree. Truth is, inflation will never reach 2% ever again, maybe in the next life, but not this one. Anyone purchasing groceries and gasoline is aware that real inflation is much over 10%; they simply lie about it like cheap blankets. In reality, interest rates would be in the 20s because of how high inflation is. But then despite the severe bear market, I am aware of certain investors that continue to earn over $365,000. Wish I could accomplish that.
Very possible! Particularly in this weak market. There are several opportunities to generate excellent returns, but such intricate transactions can only be carried out by seasoned market professionals.
I totally agree, it's been three years and counting, and I've made over 1.7 million by simply following a coach's advice. I was on the sidelines for a while watching, trying to determine the best time to get in, before I came across a coach, recommended by my husband. I was reluctant at first but I went ahead and contacted the coach. As a small reward for my consistency, I went on a trip to the Bahamas in the late summer. haha
My husband and i just had this conversation this morning. This is exactly how we wish to get our finances coordinated ahead of retirement. Can I get access to your advisor?
Sure my CFA ’Monica Mary Strigle ’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market
Just did a copy and paste search of Monica Mary Strigle on my browser and her page popped up immediately, thank you for saving me hours of researching.
I’m constantly thinking about retirement, especially since I turned 60 earlier this year. I’ve had ulcerative colitis for the last 26 years, it’s not likely to see me off, but it’s very unpleasant at times. i want to know what are the best additions to a portfolio to boost performance? the thought of running out of money now is just too scary.
sorry to hear about your condition, i hope you are ok. It’s think its important to do your own research and consult with a financial planner to clarify your options.
Was about to say same thing. I got into stocks few years ago and my candid advice for a newbie like you is to seek help from market experts rather than RU-vidrs.
@@Aurierserge50 I'm not one to give recommendations but The likes of Sharon Crump Cline does a good Job. I've been working with her for years. All the info. you need to set up an appointment is on her web page.
@@Aurierserge50 I'm not one to give recommendations but The likes of Sharon Crump Cline does a good Job. I've been working with her for years. All the info. you need to set up an appointment is on her web page.
Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated
I would avoid index funds, mutual funds, and specific stocks for the time being. Right now, the best option is a fixed income of five percent. Put money aside for the times when the market really starts to bounce back. most importantly consider financial advisory for informed buying and selling decisions.
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
I recently sold some of my long-term position and currently sitting on about 250k, do you think Nvidia is a good buy right now or I have I missed out on a crucial buy period, any good stock recommendation on great performing stocks will be appreciated.
For the average person, the strategies are fairly demanding. In actuality, most professionals who have the necessary abilities and knowledge to complete such occupations do so successfully.
Based on personal experience working with an investment advisor, I currently have $1m in a well-diversified portfolio that has experienced exponential growth. It's not only about having money to invest in stocks, but you also need to be knowledgeable, persistent, and have strong hands to back it up.
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
Annette Marie Holt is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.
Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.
It was stupid of me to sell $76,000 worth of NVDA stocks without reinvesting. (Buying bonds or CDs is not for me). I’d rather stay 100% cash, or are there any other stocks that can 10x in 6 months? I have 180k ready to be reinvested.
Right, investing with the help of an adviser set me up for life, retired as a millionaire at 55. I worked hard everyday as a teacher for 32 years, and my salary was over 100k annually, until the 2020 covid lockdown. I wouldn't have supplemented my income with stocks and alternative investments if it wasn't for the crisis. Find the Positive in every situation.
bravo! I've been getting suggestions to consider financial advisery, but where and how to find someone reputable has been challenging, mind if I look up the advisor guiding you please?
I've stuck with "Nancy Magaret Delony" for four years now, and her performance has been consistently impressive. She’s quite known in her field, you can confirm her on the internet.
thanks for sharing, I must say Nancy Delony 's appears to be quite knowledgeable.. curiously copied and pasted her full name on the web and at once came across her consulting page, no bs!
What about zoom? Those free cash flows are eye catching. Sexy balance sheet as well. I’m wondering what the catch is. Maybe just fear of downtrends keeping it down
I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Charlotte Miller.
I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
Not to mention all the crap they are feeding people for the outrageous prices. It used to be more expensive to eat healthier but now McDonalds cost about the same. Insane world
@@aightm8100%. My HS late night staple in 2017 was 2 McDoubles ($1 menu), 10 piece, large fry and large drink for less than 10$ that order would be upwards of $20 today. They will never see my business again lol
MELI,PYPL, META, and MA, and AAPL. Are the ones I am most excited for. Also what you said with PayPal FCF is correct. The issue Paypal is having is the same issue Uber had which was profitability and FCF. Uber did this through their advertising segment and it was a huge deal for them because it helped them become profitable and generate substantial FCF. My thesis around PayPal is their advertising business.
Why is McDonalds up today?: Never mind you are answering it now. But bro, let's be real the cost of Texas Roadhouse is not close to going to McDonalds !!
I'm a huge fan of Lotus. I've just never been able to get comfortable with the valuation. That said, it has continued to do well for as long as I've followed it. Just seems like such an easy story for the business. But, again, not screamingly cheap.
Well explained. Thanks for bringing up the video. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject...
I used to think Joseph didn’t name stocks he examines often enough. Love that he gives more mentions, making it easier to follow which stock he’s discussing.
Strong BUY. Still early innings. NVIDIA is the dominant leader in AI and the preferred technology partner globally. Even w new competition on the horizon, NVIDIA is far ahead of the competition. 85% market share. 76% margin. Unrivaled demand for new Blackwell chip. Demand far exceeds production for Blackwell through to 2025 and beyond. No competitor has anything close to Blackwell. And forward P/E is about 33 (cheap for a high growth stock). Buy this stock and wait. You will be rewarded.
Problem is that NVDA is addicted to the datacenter, their mobile offerings are terrible. Inference needs to happen at the edge (mobile) and training will not have the same amount of demand as time goes on. NVDA is a major bet on aggregation of resources (compute) but this is cyclical as we have seen dozens of major shifts in this industry. Remember when Citrix aggregated desktops with VDI and then it imploded because VDI has a problem with latency? AI Inference in the datacenter has the same problem with latency. AAPL and Samsung are the best buys for AI now that we are transitioning from training to inference.
I'm sure the idea of an investment-Adviser might sound controversial to a few, but a new study by Motley-fool found out that demand for Financial-Advisers sky-rocketed by over 42% since the pandemic and based on firsthand encounter I can say for certain their skillsets are topnotch. I've accrued north of 880k within 16-months from an initially stagnant Portfolio.
I appreciate the implementation of ideas and strategies that result to unmeasurable progress. Being heavily liquid, I'd rather not reinvent the wheel, thus the search for a reputable advisor, mind sharing info of this person guiding you please?
Finding financial advisors like Marisa Breton Dollard who can assist you on things like investing, insurance, making sure retirement is well funded, going over tax benefits, ways to have a volatility buffer for investment risk would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
Excellent share, just inputted Marisa Breton Dollard on the internet, spotted her consulting page ranked top and was able to schedule a call session. I've seen commentaries about advisors but not one looks this phenomenal.
Was waiting for this one, a big week this week as well for earnings! I am almost finished with college and I have never found a more helpful channel in terms of becoming more familiar and understanding what makes companies valuable. Thank you for your videos and thank you for helping me set up a better future for myself! I am reading range right now!
So far we’ve seen both Alphabet and Microsoft beat and drop. Can blame disappointing RU-vid and Microsoft cloud results, but it’s probably mostly about valuations and expectations having been too high
Is Kylin Linux similar to Red Hat Linux or Debian or Ubuntu Linux? I think that Kylin uses the Debian or Ubuntu apt-get or dpkg or aptitude package management system doesn't it?
I conpletely disagree about you're point about fast food. The problem is that everyone knows that eating McDonald's is liking taking a day off your life when it comes to the health impact. The only reason it stays around is because it is so cheap.
The key is risk analysis. The markets are and has always been unpredictable. Thus the important point is not how much one might make but what one could lose. trading and holding on speculative stocks/Crypto and even great stocks can test ones ability in the arena of our ability to control ones loss aversion bias…buy high sell low…The market is overvalued by almost all measures like the CAPE and Buffett indicator. Speculation is high with things like meme stocks (are they dead yet?), our kitty dude, Ai dreaming and all.... It is all about how much one can lose during times like these. Does that mean don't invest, of course not but one must access the risk and have a way out if the tide goes out.....I've been engaged in active trading and managed to grow a nest egg of around 2.6B'tc to a decent 24B'tc....I'm especially grateful to Sandy Barclays, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
Personally i Think the pandemic has taught people the importance of multiple streams of income, unfortunately having a job doesn't mean security rather having different investments is the real deal.
The truth is, with this recent economy everyone needs more than their salary to be financially stable. The best thing to do with your money is to invest it rightly because money left for savings always ends up used with no returns...
Over the years, I've been a part of numerous trading programs, sifting through a barrage of information. Yet, nothing has come close to the sheer clarity, depth, and precision of Sandy insights. It's akin to finding a diamond in a coal mine.
Indeed, the recent market downturn serves as evidence that a vast majority of individuals lacked a sufficient understanding of the underlying financial dynamics at play.
Hey Joesph I heard you mention the etf schg and that it was your favorite etf and I was wondering if you would ever go into a more depth analysis on etf,s or this specific one
I sold out of mine because I was concerned about Schwab’s financial stability. They are closing their banking side of the business. I know that the funds are insured. I still don’t want to deal with Schwab now.
You said that there are 3 drivers of intrinsic value: Organic revenue growth, FCF per share growth, and predictability improving. I can understand the first two better because they are Qualtrim metrics that you can visually evaluate but predictability improving seems to be more of a subjective thing, which is harder for me to evaluate. Do you think you could incorporate into Qualtrim a quantitative PI metric that can also be visually evaluated like revenue and FCF/shr growth?
McDonald’s probably bounced with bad earnings because the price is at its 200 moving average on the weekly time period. It’s only the 3rd or 4th time the share price has been that low in the past 25 yrs. Traders were talking about it and maybe the company itself bought shares there.
@@JohnsFishTales 😊😊😊 I have a limit order at $95. Will set another purchase price at $90. It will probably drop lower so I am comfortable averaging down
@@derekwillstard3613 People like to think AMAT is only linked to NVIDIA products but they're not. They're used almost for every chips that's being made.
I think a bad quarter in the current time we are in isn’t the worst thing in the world. McDonald’s is a well run and widely loved company all over the world. I think give it a year or two and nobody will even remember that they had a bad quarter right now
I haven’t followed MCD in years, so feel free to correct me on this. But I think yoy store sales comps are even less important for McDonald’s so long as their RE revenue and value are on longterm track. Which to be clear I have no idea about. But it seems to me that and basic business sustainability is all that really matters for them.
If there's one thing to note... Anthony Noto the CEO of Sofi has bought shares multiple times with his own money when it dips below $6 a share. I'm not saying that's the time to buy but it does give me confidence when I set my buy point independently at $6.15 and below.
Question: what’s up with all the insider selling of Salesforce? Do you have any insight on this seeing some articles that do not seem very bullish if the management is all selling???
I've seen McDonalds increase their prices from when I liked it as a kid to recent months when I went there to get something for dinner. The prices went up so much, the portion is awfully small and everything looks already dated like it was made from yesterday's leftovers. Also you're waiting waaaay too much for that kind of food. It's not fast anymore and it's not worth the money. They're just killing themselves.
In terms of PayPal user growth tracting active accounts is not necessarily the best way of determining value. The CEO has been wanting to eliminate accounts that have been wasting money and not useful to PayPal. If you just based it on active accounts, I think you’re missing some of the picture
I could be wrong but think McDonald’s reacted well to the bad report because the $5 meal is probably working. Just a guess but otherwise think it would have sold off.
Joseph, for brand new investor getting into the markets would you advise one to still enter a new position of Microsoft at todays prices (Same question for Costco, Amazon, Google)
I know you're asking Joseph, but here's a quick take AMZN yes (trading at nice discount to OCF GOOGL yes given recent pullback (less so than AMZN), but sub-150 at current projected earnings would be a steal (bottom line, my rec is to hold here, too, until potential volatility creates an opportunity - it's an election year, so this def could happen) COST hold MSFT hold
@@jeremewright6962 Thank you! So you would suggest a newbie investor to not enter costco & Microsoft quite yet? I want to DCA into all these but it’s intimidating at these PE ratios (although I prefer large over small caps since I know the names )
Joseph, great videos, really appreciate your analysis. What I miss is (a) valuation sessions - focused on how you value the fair value of businesses (b) overall portfolio performance on a yearly basis. On top of that, it would be great to listen from you, since you are a Buffet follower as well, how you have adopted "margin of safety" in your buys (e.g., I don't perceive any margin of safety when looking at Salesforce. Great company, expensive and you bought it). thank you
Its always annoyed me how investors price companies like they have unlimited pricing power. They dont. McDonald’s just proved that for anyone willing to listen.
By home made I’m referring to made by scratch at the restaurant from fresh ingredients. Most of the stuff they cook is made from scratch, like the salad dressings, rolls, and obviously the beef. None of it is centrally processed and distributed to local restaurants like many other chains.
Now going to McDonald's is costing (almost) the same $/ppl as going to Texas Roadhouse?? Serious Joeseph?? I know you are pro TXRH but this statement is just way too bombastic...
