5 Stocks To Buy Now
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- Опубліковано 3 лип 2024
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I am not a professional investor and have never claimed to be. I'm an amateur investor sharing my experience of what I've learned, where I have had success, and where I've had failures. I share my thoughts on investing and performance with transparency. My approach and goal to investing is to buy high-quality long-term investments in world-class businesses that I call "compounders". I view my investments as businesses, not as stocks. Before creating content on UA-cam full time I worked as a senior-level programmer for 8 years. Over the years as a programmer, I compounded my knowledge of development. I take the same iterative learning approach to my study of investing. I study investing as a craft in the continual pursuit of being better. I will make mistakes in investment decisions from time to time. Results are not guaranteed. Please do not blindly follow me into any investments, and make sure your portfolio and investments are built around your specific income, risk tolerance, personality, timeline, and overall circumstances.
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Im invested in PYPL, MELI and HSY.
PYPL will have a margin expansion alongside double-digit revenue growth, empowered by the authorization to repurchase 17% of its outstanding shares. Neither AMZN nor APPL pose significant competition; in fact, Apple collaborates with PYPL to enhance paypal payment systems for Apple users.
PYPL diverged from AMZN due to margin erosion.
MELI offers potential for a currency and growth play, presenting an opportunity for future compounding outside the USA.
All three exhibit promising long-term potential, boasting over 30% undervaluation and anticipated double-digit value creation for the next 5+ years.
Stocks extended their year-to-date rally following the CPI report, with the S&P 500 last up 0.8% in afternoon trading. but I don't know if stocks will quickly rebound, continue to pull back or move sideways for a few weeks, or if conditions will rapidly deteriorate.I am under pressure to grow my reserve.
Concentrate on two main objectives. First, keep yourself safe by knowing when to sell stocks in order to limit losses and maximize gains. Second, get ready to benefit from market changes. I advise consulting a CFP or other professional for advice.
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 think this is something I should do, but I've been stalling for a long time now. I don't really know which firm to work with; I feel they are all the same but it seems you’ve got it all worked out with the firm you work with so i surely wouldn’t mind a recommendation.
I definitely share your sentiment about these firms. Finding financial advisors like Marisa Breton Dollard who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
Marisa has the appearance of being a great authority in her profession. I looked her up online and found her website, which I reviewed and went through to learn more about her credentials, academic background, and employment. She has a fiduciary duty to protect my best interests. I sent her an email outlining my objectives and also booked a session with her; thanks for sharing.
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.
the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
I agree. 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.
@@mariaguerrero08How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?.
*Gertrude Margaret Quinto* is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
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.
Recently bought some recommended stocks and now they are just penny stocks. There seems to be more negative portfolios in the last 3rd half of 2023 with markets tumbling, soaring inflation, and banks going out of business. My concern is how can the rapid interest-rate hike be of favor to a value investor, or is it better avoiding stocks for a while?
Just ''buy the dip'' man. In the long term it will payoff. High interest rates usually mean lower stock prices, however investors should be cautious of the bull run, its best you connect with a well-qualified adviser to meet your growth goals and avoid blunder
Very true, you can be passively involved in the markts and still amass wealth-gains using an investment advisor. I first dabbled in stocks late 2019, just before the pandemic, and that same year gained over 150% with no prior investing experience, basically all I was doing was following directions of my advisor. We are working on a retirement ballpark of $3m and I’m certain my goal isn’t farfetched after subsequent investments and tremendous returns so far.
This is striking! could you share info of your advisor, please? i'm in dire need of asset allocation and standing at a crossroads, whether to sell-off or keep holding my positions, my portfolio is retrogressing bad as of late
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.
I just looked her up on the internet and found her webpage with her credentials. I wrote her a outlining my financial objectives and planned a call with her
I bought SCHD, VOO, and VUG after watching one of your videos last month. In terms of share price, VOO is way up (22.25%) and VUG is waaaaay up (39.62%). Thanks for the education.
Isn't VOO and VUG similar in the sense both are investing in the S&P 500? What is the difference? I thought it is generally advised against to invest in multiple ETFs or Mutual Funds?
@@Aurierserge50 If you're not sure of what to you should seek professional help, I did same and saved myself the hassle of this hectic markets.
If you're not sure of what to you should seek professional help, I did same and saved myself the hassle of this hectic markets.
@@Higuannn I do agree, Investing has gotten difficult especially after pandemic, hence why I decided to use the expertise of an advisor, my spouse kicked against the idea initially, but oh well guess who's best buddies with our advisor now hehehe
@@Angelavaldess Glad to have stumbled on this comment, I will like to give this a try. Please who is your advisor and how do I get in touch?
I believe JEPI and JEPQ could fit well into my portfolio as I approach retirement. How can I maintain a high-risk investment strategy to pursue higher yields until I reach at least 55?
Adding JEPI and JEPQ is smart for nearing retirement. As for staying committed to higher-risk investments, it's all about balancing your risk tolerance with your long-term goals. Maybe consider diversifying your portfolio to spread out the risk.
De-risk your portfolios, shore up your core holdings, and take some profits while balancing your portfolio allocations. I’d also suggest you go with a managed portfolio, but even those don’t perform so well, so it’s best you reach out to a proper fiduciary to guide you, that’s what works for my spouse and I. We've made over 80% capital growth minus dividends.
this is all new to me, where do I find a fiduciary, can you recommend any?
*Jennifer Leigh Hickman* is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
I appreciate this. After curiously searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.
Geographically speaking, can't deny South America has its own Amazon.
Amazon before Amazon was Amazon
And it will probably remain that way If there is one thing Amazon doesn't like is Unions.
Everyone watching from Argentina (or South America probably) will understand.
Yes, what he doesn´t grasp is that is very hard for Amazon now to beat Mercado libre here, because all the investment Mercadolibre has done over the years.. one day shipping logistics, all the sales partnerships the stores interface, etc. and is now ingrained into e-commerce here much like Google is in search, so Amazon is not likely beating it here anytime soon, even though he talks as if it was this world beater leader, aside from a few Anglo countries mostly it is not.
I believe its mercado libre right
@@daniel-or6sbBRO LOOK OVER YOUR HEAD
I listen to what Cathy Wood and Jim Cramer say. Then I do the complete opposite.
Read the first sentance and said oh great one of these guys... Read the second and said oh he get it :)
😂💀
Same
* Cathie
They are both like Mr Market. Bipolar.
When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech and Health alongside coins, and gold. I'm also working on an investment plan that includes AI looking into Nvidia, MSFT, Alphabet stoccks among others with my FA, Anna Rounds Fay. It's been a year and half of steady growth...
The thoughts and ideas here are remarkable
Thanks for sharing, I just looked her up on the web because this is equally important to me, and I would say she really has an impressive background in investing. I will write her an e-mail shortly
invest in stable stocks, my rule: if you previously liked the stock, then you should love it at a discounted price.
Thanks for the tip miss. I'll also look into her work and reach out to her, but not for me.. for my kids. I'm very satisfied haha
Good job Ed Norton of stocks
$lulu, $adbe, $sbux, $Vici would be good companies to cover now
Great video, would love to see more like these!
@joseph some analyses of tech stocks that you don’t own yourself would be interesting.
Fantastic Analysis 👏🏾
Thank you Joseph, Can you do a video of your top 5 buys currently?
Great video Joseph.
I’m watching chip stocks and big tech dips too.
We are just starting in this new AI revolution.
Every server needs upgrading, every phone, every laptop. Globally.
I’m adding shares in these dips and holding
Carnival is the worst of the cruise liners by far in how company is run. RCL is the clear #1, NCLN #2. I wouldn't touch any other.
By what metric?
@@WantanATF management, fleet quality, revenue, profit margin, operating cash flow, p/e to name a few
Funny how you get so hung up on one notion „Amazon of South America“. Meli is a great company and will continue to execute well and surely the best pick from the five
Yes, what he doesn´t grasp is that is very hard for Amazon now to beat Mercadolibre here, because all the investment Mercadolibre has done over the years.. one day shipping logistics, all the sales partnerships the stores interface, etc. and is now ingrained into e-commerce here much like Google is in search, so Amazon is not likely beating it here anytime soon, even though he talks as if it was this world beater leader, aside from a few Anglo countries mostly, it is not.
It's not specific to South America, it's the cliché use of the "Amazon of...", this phrasing is used to hook investors into narratives that these companies are the next Amazon when they're assuredly not.
I do feel MercadoLibre executes better than Amazon on some aspects, for example they deeply incentivize sellers to interact with buyers or would-be-buyers by answering questions or provide follow up on deliveries if the seller chooses to send the product themselves.
That being said MercadolIbre remains an smaller version of Amazon with a fintech business layered on top. They even pay Amazon because they are AWS's users.
Getting hung up on the article title is a waste. I agree MELI is great company that is likely to 2x before AMZN does. MELI is, IMHO, a good long term bet.
@@JosephCarlsonAfterHoursI think the comparison to AMZN is more accurate than the way you’re perceiving it. MELI doesn’t have AMZN’s size or reach, but its core business is ecommerce, it’s also multifaceted, look up Mercado Pago, its payment business, it’s getting into advertising. Yes, nowhere near the size of AMZN, but the similarities warrant the comparison. I think you should dive deeper into the stock and you’ll find it fits your criteria more than you think.
Rather stay with TXRH and AMZN, What is your view on GEV? GE and GEHC are easy to figure out
Good video pr usual. Some deeper dive is required when it comes to MELI though, solid business.
Yeah MELI is still deep into it's growth phase as the LATAM market is still nascent in the fintech space. They're pulling people out of cash and into digital. They're also the biggest shop for online retail in the entire region. They will be extremely hard to displace over the long term as we can see their revenue rapidly expanding with their founder still around. MELI to me looks like a much better buy than Amazon at this point.
Edit: I hold a stake in MELI
Another great video! I cover Hershey on my food and restaurants stocks UA-cam channel and agree that it is unlikely that cocoa prices stay at all-time-highs forever! However, if we think that Hershey's margins are getting crushed by higher input costs, newer entrants like Feastables with less infrastructure likely have worse supplier deals + less cocoa already stockpiled and are feeling the pain more. Also Feastables is nearly twice the price per ounce for consumers! If anything the rising cocoa prices are helping Hershey gain market share! Just my $0.02!
A respectable display of open-mindedness to other investment approaches by the good Sir Carlson
Can i use qualtrim to analyse european stocks or just usa? Thank you
I don't think so I have qualtrim and cannot find many UK stocks on there which is a shame😢
Please do one about lululemon, the stock price dropped significantly despite good results
Good video Joseph. MELI certainly looks great, and I own that stock.
One more argument for MELI would be that it is an emerging markets pick. So you are investing outside of the US and will be less dependent US economy, which for nearly everyone makes up the main part of the portfolio. Being smaller can also be an argument in favor, because it has more growth potential. I personally have bought the dip at $1480 and got my first shares at around $1200. It makes up 4% of my portfolio while I have the real Amazon at 9%.
You bought the dip? More like you bought the tip😂 there next step will be a stock split my friend the very reasoning for the price is the small amount of shares outstanding. But pay attention once most companies reach that price in the market it's almost a 90% chance stock split is coming
I buy Hersheys weeks ago. If I can will buy more under 200. El Niño (Ocean Fenómeno) it’s flattering.
Carnival cruise debt is scary but your analysis seems realistic but how long will it take to reduce that debt?
Bullish on MELI but it’s not like Amazon at all 2 different companies two different business models
Just bought JNJ. If JNJ drops to $140, I’m buying more.
Like JNJ except for the baby powder lawsuit and it's not settled yet. I think JNJ has offered $8+ billions to settle but it has not approved yet. So, who knows what the final outcome is and for that reason I sold out my position and buy other pharma instead.
@@rightangletriangle3188 I’m in it for the long term. JNJ has an excellent balance sheet despite the legality issues. Therefore, JNJ is a buy and hold.
I bought Amazon more, was about the sell underperformed 2023 price.Thank you.
I agree Joseph, not even the Amazon in South America is as good as Amazon
Joseph your deep dives are more actionable than the vast majority of articles written by “financial journalists”.
My subscription to Barron’s expired and I didn’t renew it.
@7:47 HSY a 140 year old business has been a quiet wealth compounder over the decades, with an average annual return of 12% going back to 1994.
Anglo-American
@14:50 agree with you. I will leave that to institutional investor’s.
What do you think of thermo fisher and lululemon?
Hershey basically grows with inflation, say 3% long term, even despite the acquisitions (intangibles represent 40% of assets). At $190, it pays a nearly 3% dividend, with some marginal buybacks, so 6% total business return, at around 22x earnings, with a pile of debt.
Where are the returns supposed to come from? Goofy multiple expansion to the 30s like everything else?
Seriously, there is life outside of the large cap American space.
The sp500 returns from 27x earnings have been subpar historically. And today we stand on the back of 15 years of near 0 rates with no real recession , an 8t Fed balance sheet and ballooning debt. We even had to invent crapcions and NFT's to absorb some liquidity...
If I give some cash to a monkey and have him watch a few hours of CNBC, he will likely end up with the same portfolio as 99% of folks. That's all one needs to know.
They have grown revenue at double digits since the pandemic (this will likely subside), have a ton of free cash flow and low capex, have a durable competitive advantage with significant market share, and their debt really isn’t that significant considering how much cash they generate (they could pay it off in 3 years if necessary).
@@mathewwilson9776 having said that, I won’t invest because I don’t think the growth is sustainable (moving forward it’s probably closer to your 3% number) and generic Ozempic in 7 years will drastically reduce the number of fatties (Hershey’s best customers).
I think people underestimates HSY, cause when they think about HSY they just think about that one bar they know HSY owns, but HSY is a large beast with great mangment with many possibilitys to adjust.
Low risk, undervalued with a cataclyst that will push the company into better margins.
I like it but it is like 8% of my portfolio, 20% is paypal, MELI is 4%.
@@golfinguru11sounds like a US centric pov. HSY along with PEP are booming and expanding here in Asia where half the world’s population lives. No one talking about weight loss drugs here but buy LLY or Novo as a hedge if necessary.
Hey could cover the Rocket Lab? It's quite speculative but is the second space corporation behind SpaceX plus is growing YoY at fast. I personnaly think it's a 2030 investment and is trading close to all time lows.
Thanks!
I've been looking at this company for some time now, space travel seems to be a great investment opportunity
What about VFC? Seems a good pick
It's not
Rio Tinto above Anglo American ❤ yes, yes. The stock price is cyclical, but so is oil. If you buy it on a major dip, then your investment will generate some major dividends!
$Rick... I like this sin stock... It reminds me of texas roadhouse.
Hey guys I'm looking to invest. But I don't know anything about the market, any help? As well who can I reach out to?
I would advise you seek professional assistance because creating a strong financial portfolio is more difficult.
In order to invest in commodities, you need to understand the cycles: the usual goofy hoping for perpetual growth and perpetual multiple expansion is dangerous there.
A copper miner with low production costs and a clean balance sheet, bought when copper prices are low (not near the peak of their distribution like today) is an easy 5-10 bagger.
You need mines in quality jurisdictions, long life of mines and a clean balance sheet to avoid bankruptcy in case copper prices stay subdued for a long time (so no cashflows).
Copper prices cannot fall in perpetuity, since high cost producers will halt production and reduce supply.
Demand will be there as long as humans continue to electrify everything.
If the production cost of a miner is $3 per pound and copper prices drop from $4 to $3.1, analysts will project 0 profits using their their infinite myopia and the stock price will collapse. But when copper prices rebound back to $4 (which they must, since demand is there and high cost producers will remain offline otherwise), then that's a 10x in profits, so the stock price will follow suit. Same drill in every recession: copper prices tend to bottom around the 75th percentile of the AISC distribution.
That is investing. Buying a copper miner today is gambling.
agree with all but others countries and regions also have good companies nort only america and exist also good buy oppurtunities
MELI is outperforming AMZN in the past 5 years... (by a ALOT)
@@RandomGuy-lu1enit will outperform over the next few years as well
The stock price has outperformed AMZN. What about market cap and fundamentals?
@@RealSerie26 MELI hasn't been around as long as AMZN, fundamentals have been awesome. Only this past earnings report was an issue due to the one time tax issue. I've had MELI stock for about a year and a half, and other then this last earnings they have consistently blown away the estimates.
Yes, it's overpriced asf
I find it crazy picking PayPal over Carnival. Overall very good video!
Hey Joseph, I was wondering if you could do top 3 Canadian stocks, thank you so much in advance! I have CP I love that investment, Thank you for that
Thoughts on visa? I’ve been watching this continue to run up and it’s pulled back a bit.
Thank you! No long opening selling your this or that with a overly produced intro. Then ads until finally the video begins THANK YOU!!
What do u think about mongo?
id love to hear what you say about meta platforms , it looks more expensive than it is in my opinion
What about MSCI?
Do you pay for the Barron's subscription?
Thank you for the deepdive Joseph! Would be great to see a top 5 based on your selection as well 😊
😂😂 look at his portfolio reviews. Those are the stocks he has been covering most frequently over the last 12 months.
@@Dividendflywheel doesn’t mean they are great buys right now. Especially after the rally we’ve had over the past 5 months
Great content, Mercado libre beats Amazon in Mexico, Brazil and other Latin America markets. It’s a serious company
YES. Mercado Libre is definitely a MAJOR player in the Latin American (emerging) market. This region accounts for 8.5% of the global population. A region that is younger than North America and Europe. And has a rapidly growing middle class.
Cruises and vacation stocks will continue to shine this year in my opinion.
You should do a monthly video on good stocks that have a dip.
Thank you very much for your work and this video too :)
For Hershey I would say that it can give you potentially 10% annual returns, plus I think it has a moat, it's compounder 11% annually, ROIC is 14% over the last 10 years, and gives you 10% annual dividend increases.
CPNG is the South Korean Amazon and it’s up over 30% since Bloomberg mentioned it on a podcast two months ago
Great Video. Love to see more of this in the future. I agree with you on Heresy's being the best of the 5. Regarding the competetion, that is definitely REAL. Fortunately for Heresy their one of the strongest chocolate brands in the world. Reeses and Kit-Kat will outlast Mr. Beast. Store brand chocolate is like store brand cola.
Love your content but you getting hung up on their headline was kinda dumb.
1. it was insignificant.
2. It stole time from discussing actual numbers which aren't honestly all that bad.
3. It was probably used not to compare it to Amazon but to explain to the reader what this company does.
I'll always be grateful to you because you completely transformed my life. I also preach about you to everyone I know, telling them that you prevented me from incurring enormous debt with a mere little expenditure. Regards, Mrs Ann Elizabeth Messer
She is my family's personal Broker and also a personal Broker to many families in the United states, she is a licensed broker and a FINRA AGENT in the United States.
You trade with Elizabeth Messer too? Wow that woman has been a blessing to me and my family.
Please let me know how to contact her as I'm new to this.
she's mostly on Telegrams, with the user name.
@Annmesser15⭐
How about VTI? Its cheaper than VOO and seems to make same percentage growth when I compare them.
The cocoa price dynamic was unexpected but makes sense when you think about it. It's these kinds of insights that make stock analysis interesting
Mastercard and SPGI are my picks
Neither are undervalued or in a dip
@@dynamitetortilla7519you are correct. They are seldom undervalued. Take a look at a 10 year chart. Looks like any previous price would have been a good time to start DCA (into either stock). I learned that lesson with V. If you plan to hold these fast compounder’s (remember other investors know they are fast compounders too). Hence they are seldom available at discounts. Buy 1 share every month (or quarter) to start. In 10 years you won’t be wrong. V = full position. Currently DCA into SPGI. Best wishes.
Excellent 100 baggers
Spgi likely is
There’s no east Amazon? What about the east India trading company?
Based
You should look into Canadian Stocks like CSU, EQB, ATD and BN
Agreed - BN, ATD and EQB are all companies I’ve been adding to recently as well as in the past - Great long term compounders
Daniel pronk!
Are EQB and ATD listed on NYSE? I am long BN & BAM
Idk if you’re canadian or not but I am.
Im not investing in the canadian economy what so ever, most stock in the past 10 years have dreadful returns. I wouldn’t invest in the canadian economy if I were you.
And Dollarama DOL
What do you think about servicenow?
Technically chart looks good. Fundamentally would need to dig deeper.
Cybersecurity companies are way more complex than your usual tech company
He said he likes it recently but hasnt found a good entry point
@@DapaChrons yeah because Polen has a big position. I’m researching this weekend. 👀
AVGO is only the worlds 11th largest company by market cap, bigger than Tesla, Visa and Mastercard. Maybe worth a look?
Joseph used own AVGO around the first year he started this channel. I bought in back then because of him. He sold his shares but I didn’t. I’m glad I held onto them.
AVGO stock performance is way better than ALL FAANG stocks, even I was surprised to see that yet people don't know about it!
Timestamps please??
Can we expect V or MA to dip if inflation keeps getting worse and with retail struggling??
...Holding out on starting a position on one of those, both pretty expensive now
Nice video here ..
Whats your thoughts on canadian stocks? (ATD, CP, CNR, DOL) These are examples of stocks that you would buy if you do your type of analysis.
I'd also add BN and GSY to that list!
@@plda123Of course!
No interest in ULTA or LULU?
Would you ever deep dive in tech companies like Intel, Taiwan Semi or AMD?
Probably not he doesn’t like hardware companies, low profits margins etc.
Intel is dogshit, TSM and ASML are solid companies, AMD requires a deeper dive
@@LZin-uk5nh I don't think Intel is poopie. They had a CEO who made questionable decisions in the past. Now with a new CEO, and new IDM factories being built, Intel could be on track to be a major player in the semiconductor world. These top companies cant rely soley on TSM for all of their fab jobs. Especially after what we see in the world such as pandemic, Natural disasters, and rising political tensions all of which are surrounding TSM.
Would love a deep dive on MCD!
I'll second that. I'm especially interested in how (and if) the dwindling EU economy as well as the crumbling globalization is going to factor into their profits considering how widespread the company is around the world.
Slow grower, underperform the s&p. Why?
Lots of debt, done
@@khatackCrumbling globalization? Really? Here's what you need to know: poor people will continue to eat fast food forever.
@@RealSerie26 Yes, they will, but europe will have a lot less people needing to eat hamburgers in a decade or so, and the one's that are there are going to have a lot less money to pay for those hamburgers. MCD is never going anywhere in our lifetimes, but it is also a MASSIVE franchise, and I see more potential for decline than for growth in their european revenue.
Another part of the crumbling globalization is going to be the fact that more and more protectionist policies are going to enter the playground over the years, so any MCD restaurants in markets that are leaning towards hostility against the US may begin to outright nationalize MCD property.
And finally, with crumbling globalization comes crumbling supply lines and logistic infrastructure. This will also likely eat into the profits of the company.
What I'd like to know is to see some sort of numbers on just how much these negative trend is going to affect MCD bottom line and how much potential there are in emerging economies to compensate for this loss and achieve actual growth.
"I don't see many companies with growing fundamentals whose stock price drops too much".
Maybe that's because you only look at periods of market exuberance.
In the 2000s, many companies did well fundamentally and saw their stock prces go nowhere. Microsoft for instance. Same in the 1970s. Very likely, same over the next decade, with the sp500 trading at 27x CY2023 earnings ($194 according to the latest S&P Global estimates).
When multiples are idiotik, there isn't much the fundamentals can do.
PayPal is fairly priced at best today (assuming persistent 7-10% growth), sustained 14% margins and sustained outsized buybacks: how high it traded in 2021 is irrelevant.
Disney is only fairly priced today if margins can get back to pre-2019 levels (big IF): the fact that it traded at $200 is irrelevant.
Keep an eye on sofi its down alot despite its first profitable quarter lets see how the next 3 quarters will do
Callux?
Cocoa prices will stay higher for longer. Whatever you do with Hershey’s, don’t count on a bear market on cocoa. The problem in the production side is very very serious.
all they need is a pull back from the 3x it pushed up for HSY to rally 20-40%
I agree with you, this sounds more like a climate change problem than a future markets malfunction.
Maybe, people developed taste and realized Hersheys chocolate is crap.
I believe long term, $HSY will do well
Yep. You are correct. Average annual return of 12% going back 30 years. Every time I hear Buffett talk about Sees Candy I think of HSY
MELI is growing by 40% while already being highly profitable on a free cash flow basis. It would actually be a perfect fit for your Story Fund growth portfolio.
Meli has a completely different model than amazon. It is similar to alibaba. Margins are much better than amazon but they don't have aws
I think you’re getting too worked up about the Amazon comparison. It’s just a shorthand means to communicate what the company does. Just assess the company for what it is and accept the Amazon comparison is just a lead in communication tool used all the time in headlines.
Of all those covered, I think MELI is actually a solid long term pick with strong long term secular tailwinds. Sure, it doesn’t do everything that Amazon does. It’s nowhere near the scale. It has some overlaps, that’s all. You might consider the relatively small size represents a large runway for growth. I think you’ll like this as a long term pick if you dig a bit deeper. Don’t storm off in a huff just because they made the Amazon comparison.
@@rossmcintyre6548 Couldn't agree more. I bought MELI during the Sept to Oct, 2022 dip and was up over 100% before this last pull back due to the one time tax issue. I'm still up 80%. He sort of made MELI sound like some sort of crap stock when it's not. And it has some overlap with AMZN, but does some things that AMZN doesn't really do like fintech and credit, in a relatively untapped market with a growing middle class and a ton of room for growth.
The value here is not in the picks. It's in the reasonings.
Meli seems to be the only one which can be investable for long term growth. The only issue though in the long term is when the market in South America is saturated, where will the new growth come from?
The other possible threat is if Amazon decides to go for the South American market, that can also impact them.
I am surprised you still have not talked about UNH
I just bought Hershey
The best pick for me is MELI, how it’s this one a short bet
your faith in amzn is unparalleled
Pypl is a great company
Mercado Libre is the Amazon of South America!
Toyota is the Cadillac of cars!
IDEA:
Make a 10K portfolio with some of these companies and others of your choosing (that aren´t quality ones) and see how it compares to your main portfolio and SP500
Love your videos Keep it up!
totally agree when 'experts' start labelling their recommendations.... stay way away
I bought ccl at $10 still holding. Cruise ships are sailing 100% full
What dip??
1-2% dips (dips)😂
My thoughts exactly... you know the market is overachieving when YTers call an abrupt 1.5% drop a "dip"
...draws viewers in I guess
i have issues joining ur us patreon for qualtrim as an european >__< not to mention there is no trial :(
For MELI I feel he was too biased by the title. 😂
I’m lazy to watch can someone give me the 5 stocks in this video?
Carnival has hit some rough waters 🤣🤣🤣. Get it
Joe it’s obviously not literally the Amazon of South America. I feel like comparing the revenue is a sign of you missing the point? What’s the point in this comparison?
I could compare virtually any part of Amazon to MELI to show they're not comparable. Revenue, cash flows, cloud hosting, advertising, margins, customer base, etc etc. They're just totally different companies. MELI is about as comparable to Shopify as it is to Amazon.
@@JosephCarlsonAfterHours MELI has had on average 42% revenue growth year over year, AMZN's a great, but more established company and is not growing at the same rate. You focused to much on Barron's headline and not enough on what MELI actually does and what it's fundamentals are.
@@SavannahL5214 Meli can be great no doubt. But it's not Amazon or comparable to Amazon. Growing their low margin retail business quickly does not make them comparable to Amazon. MELI does not have 90%+ of fortune 500 companies using it's cloud hosting, no matter how big it grows it will never be able to accomplish that, that market is already gone and taken. That's why saying it's the Amazon of this or that is not accurate and is actually misleading to investors.
@@JosephCarlsonAfterHours Thanks for response. As others have said I think you may have taken Barron’s headline way too seriously because I agree, MELI is not the same as AMZN, different business models. They both have marketplaces and do some of their own delivery but MELI doesn’t have web services as part of their business (yet, who knows if they will later) and AMZN isn’t into fintech and credit like MELI is. MELI went public 10 years after AMZN and AMZN stock started really taking off about 18 years from IPO (around 2015), MELI started taking off about 9-10 years after it’s IPO (around 2016-2017). MELI is not AMZN is my and others in the comments point, they have some overlap but have generally different business models. AMZN has a 10 year jump on MELI so it”s impossible to say how they will perform in the future, but MELI is not some poor imitation of AMZN.