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Started my portfolio last year with SCHD, VOO, and VUG after watching one of your videos. 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?
This is precisely why I like having a portfolio coach guide my day-to-day market decisions: with their extensive knowledge of going long and short at the same time, using risk for its asymmetrical upside and laying it off as a hedge against the inevitable downward turns, their skillset makes it nearly impossible for them to underperform. I've been utilizing a portfolio coach for more than two years, and I've made over $800,000.
Rachel Sarah Parrish 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..
I've just begun learning about value investing, and I've found that many good stocks are undervalued despite their intrinsic value. If you had $200,000 to create a strong investment portfolio, which stocks would you choose?
I think a good investment portfolio should have three basic things: ETFs for diversification, dividend stocks for cash flow, and leading tech stocks. With your budget, it's a good idea to talk to a fiduciary financial advisor for expert advice.
I agree with you. As an early investor in NVDA, AVGO, ANSS, and LRCX, my financial advisor's advice was incredibly helpful. Over the past 7 years, she has helped me find stocks that did 10x multiple times. With her help, I've grown my portfolio to over a million dollars.
I'm cautious about giving specific recommendations since this is an online forum and everyone situation is unique, but I've worked with "Melissa Elise Robinson" for years and highly recommend her. Look her up to see if she meets your criteria.
Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.
Daniel please delete all comments written by bots that promise earnings if you rely on some "special guru". these comments ruin the experience of the comment section, as well as risk deceiving people with less experience. thanks as always for sharing your experience with us, greetings from italy
I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my portfolio for retirement of about $150k. I want to know: Do I keep contributing to my portfolio in these unstable markets, or do I look into alternative sectors?
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.
Opting for an inves-tment advisr is currently the optimal approach for navigating the market, particularly for those nearing retirement. I've been consulting with a coach for a while, and my portfolio has surged by 85% since 2022
Lucinda Margaret Crist 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.
Putting well-earned money into the stock market can't be over emphasised for first-time investors, unlike a bank where interest is sure thing! Well, basically times are uncertain, the market is out of control, and banks are gradually failing. I am working on a ballpark estimate of $5M for retirement, and I have a good 6-figure loaded up for this, could there be any opportunity for a boomer like me?
Personally, I would say have a mentor. Not sure where you will get an experienced one, but if your knowledge of the market is limited, it seems like a good bet.
Some individuals minimize the importance of counsel until they make regrettable mistakes. A few summers ago, following a protracted divorce, I needed a significant push to keep my firm afloat. I looked for licensed advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $275k to $850k despite inflation.
I find this informative, curiously explored Rebecca on the web, spotted her consulting page, and was able to schedule a call session with her, she shows quite a great deal of expertise from her resume.. very much appreciated
Some stocks seem undervalued despite their potential, making you wonder when the market will recognize their true value. How can I invest $100K wisely to secure my future?
It's frustrating when market inefficiencies persist, particularly with undervalued stocks. Consider consulting an advisor for smarter investing decisions.
The market's instability makes DIY risky. You don't need to find the next NVDA to succeed in investing. Opt for top-notch ETFs, dividend aristocrats, and a trusted advisor. I've turned $95k into $17k in annual dividends, a major milestone.
*Marissa Lynn Babula* is the licensed advisor I use. Just search the name. You’d find a webpage and necessary details to work with to set up an appointment.
I lost over $80k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Charlotte Miller.
I'm surprised that you just mentioned and recommended Charlotte Miller, I met her at a conference in 2018 and we have been working together ever since.
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
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
I see the rising interest rate as a very big problem, as more investors will definitely pull out more money from the Stock market. This might have worked when I was still invest-ing with a couple thousand dollars, but it is more difficult now to decide whether to pull out more than $365k from my port-folio. I know some investors still make that despite the strong bear market. In wish I could pull that feat
I think the whole thing about holding stocks for long term will always apply. So I think you should get a quality broker who is able to analyze and pick stocks that will do well in the long term, else you will be in a long bear ride.
You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a broker, even though I was skeptical at first, and I beat the market by more than 9%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an analyst.
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Jessica Lee Horst” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
Thank you for this tip. It was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her resume.
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.
This is Interesting because i bought NVIDIA around September last year. The company is selling shovels in a gold rush. It accounted for almost 80% of my market return last year, and I'm sure this year will present other interesting stocks.
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 (AMD) alongside coins, and gold. I'm also working on an investment plan with my Fin. Advisor that includes AI looking into Nvidia, MSFT, Alphabet stocks among others. I've been utilising a financial advisor for more than 15 months now, and I've made over $800,000.
I actually subscribed for a few trading courses but it didn't help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your coach?
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.
Thank you for this tip , I must say Marisa, appears to be quite knowledgeable. After coming across her webpage, I thoroughly went through her resume, and I must say, it was quite impressive. I reached out to her, and I have booked a session with her.
Pretty good analysis. I have been using Stock Unlock for almost a year now and it’s a very helpful tool. Have you ever considered to start like an equity fund? You’re a very good story teller.
Daniel do you think BN is still a great long term play? Its such a complicated bussiness to understand i keep second guessing myself. Ive got BN and amazon as my main stocks.
@@richardli5530 That's all we use lately with various personal reason (mainly I like to take my dog, so we usually look for a dog friendly housing, kitchen because we just hate eating out all the time, especially when we take vacation for more than a week and we love homely environment in general). I noticed that more an more people moving away from hotel when it comes to personal scenario, but hotel when they are taking business trip(certainly my case, and many within my circle).
@@richardli5530not to burst the bubble here. I agree with you, I don’t use ABNB. But I learned over the years that how you feel about a product means absolutely nothing in the stock market. Your opinion doesn’t matter. I don’t use Uber, I prefer to drive myself but does that make Uber a company uninvestable?
HDB has a P/E of 16.01 given the current margin of 25.2%. You are using the current revenue and the margin of 33% it used to have last year on the basis that the CEO started that paragraph saying “trust me”.
Correct. However, this bank has a 20+ year history of great execution and margins. All the business needs to do is get back to where it was previously. Also, a 25% net margin is low in the banking industry. I don't see it staying down here, especially when management is entirely focused on increasing it.
@@danielpronk Thank you Daniel, I love your optimism. I have suffered in the past for a company I held doing overly ambitious acquisitions. What I see in this case is with the acquisition shares outstanding went from 5.62 B to 7.6 B, a dilution of 35% (ok, there was an increase in revenues with that) and total debt went from 31.38 B to 91.83 B which is almost 300% !! That is a big bite to chew. Anytime you feel like doing a new video deep diving into this acquisition, I’ll gratefully watch it.
Lulu is an interesting one. As you say its tougher to predict apparal companies. I heard there is a certain size many of these clothing companies get to and they lose their cool factor. It seems like Lulu is approaching this point. The one thing lulu seems to have is proprietary material which its users do love. So the question is can this company last the test of time.
I disagree with LULU tbh, whether you like it or not the fundamentals of the stock itself say that's it's very undervalued (using DCF) with a 30% margin of safety
--These are purely my views, here is my reasoning ### Lulu Lulu is a retail consumer stock. It is easily replicable and has a low economic moat. The year-to-date correction is -53%, which is a red flag. Typically, consumer discretionary stocks grow by 7-8% annually, but Lulu faces high operating costs with very low innovation. ### Amazon Amazon is an impressive business, and it's almost impossible to build another company like it. It is currently trading at a very low valuation compared to its historical levels. ### HDFC Bank As a customer of HDFC Bank, I am very satisfied with its services. It is the number one private bank in India, with 7,500 branches. The merger issue is not a significant concern; the stock is currently undervalued, possibly due to emotional market reactions. Once proper evaluation occurs, the stock could skyrocket, offering a potential gain of 50-60%. ### Airbnb Although Airbnb has a competitive moat, it needs significant evolution. To remain competitive, it should expand into travel, car hire, and the airline business. Regulatory compliance with local laws remains a challenge. Booking Holdings is seen as a more reliable option with everything consolidated in one place. ### Visa Visa is a great business and has been on my watchlist for many months. However, it has a very high valuation and needs to correct further. It is currently too expensive.
hey Daniel, in your last video on the top Canadian stocks in July, you mentioned ATD and that they would report their earnings the following week. Based off of their report, do you think this stock is a good buy, or is the price inflated now?
What sets this investment apart from others is the difference between the total return reinvested and the final return, so a bull market is when a stock's price is constantly rising to reach new highs, slow at the start, and then rapidly rising back into a bear market.
A Financial Planner told me Saving at least 15% of your income in a 401(k) can help ensure that you have enough money to retire comfortably. How can take advantage of compound interest and potentially grow your retirement savings overtime?
That is exactly the reason I stopped trusting the financial advice of UA-camrs; in the long run, I only end up with a jumbled collection of stocks and bonds. Whereas all I needed to earn over $350k in less than two years was guidance from a true market expert.
Thank you for the kind words and for tuning in! I don't cover too many low price stocks on my channel. But these ones aren't toooo expensive, haha. HDN is only $60!
Not sure about Amazon’s AWS. I’m in the data space and see less and less organisations chose for AWS. The preferred cloud imo is Microsoft Azure. To be evaluated of course.
I am trying to avoid making any new buys at this point in other not to get sucked into a bear market trap.It's tough making money in stocks when institutional investors are the driving force behind the selling.. although I read an article of people that grossed profits up to $150k during this crash, what are the best stocks to buy now or put on a watchlist?
Focus on two key objectives. First, stay protected by learning when to sell stocks to cut losses and capture profits. Second, prepare to profit when the market turns around.I recommend you seek the guidance a broker or financial advisor.
I agree, reason I have all my invt-decisions ran through a coach on a daily-basis, it’s been 3years and counting and I’ve grown over $2million in gains, my coach's-analysis so far has steered me off losses and troubled waters and guided me make the most off major-breakthroughs in the mrkt, and esp. in this downtrend, her safe haven asset- trading, short-selling, ETF shorting skill-set are very essential..
I've been thinking of going that route, been holding a bunch of stocks that keeps tanking and I don't know if to keep holding or just dump them, think you coach could aid me with portfolio-restructuring?
There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’ Melissa Terri Swayne” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
I just looked her up on the internet and found her webpage with her credentials. I wrote her an outlining my financial objectives and planned a call with her.
Great analysis Daniel! One question about your valuation approach. Isn't it a mistake to base our valuation on historic market Price to CF or FCF ratio while we know market sentiment can completely change? Shouldn't we have an absolute number around 10 instead? Buffet bought Apple at around 11 Price to FCF. PayPal for example was never below 20 and now it's at 15. Thanks for the videos love the channel and your analysis 👍
Daniel, thank you for the great analysis. Can you please make a video on e.l.f Beauty. The stock has been going down a lot while the company is doing great. Would love to hear your views on it.
Lulu is the screaming but here, amd similarly os ULTA what is quite funny is Daniel saying he doesn't invest in thr fashion industry cause outside of his circle of competence, which i understand. But then i wonder: how come does he invest in machine gaming, or cybersecurity for example? Does he kbow what the difference vetween Fortinet, or Crowdstrike or the muktitude of other similar company is?how xan he judge theor moat and assess the differences?
Heyo! Nice vid! I was wondering if you could comment on HDB’s massive share dilution. Was that just part of the acquisition? Anything to be concerned about? Thanks!
Great video Daniel as always. 🎉 4 out of the 5 stocks you mentioned i either own or on my watch list.. I agree with you. That Both LULU and ABNB are trading at historical low valuations are not without reasons. Simply put, the market doesn’t have a high conviction about Their growth stories, hence the multiple compression.
Thanks for making this video. I saw that Warren Buffet is dropping all of his bank stocks thinking that banks may be in a situation that will not be favorable in the near future. That clicked in my head when I saw the Indian Bank. I had that stock for a few years before I ditched it. It looks good on paper though that is for sure.
Great picks! Finding undervalued stocks is key, and August 2024 seems like a prime time to invest. One stock I’ve been watching is $WKSP definitely worth adding to the list for its potential upside!
Your analytics helps me a lot in understanding how to rate stock. Thank you. Maybe you can do one on these three companies: Deere | Circus | Bonesupport Holding THX
Despite their promise, some stocks look cheap, leaving you to wonder when the market will realize how much they are really worth. How can I prudently invest $180K to safeguard my future?
When market inefficiencies continue, especially with cheap stocks, it is aggravating. For wiser investing choices, think about speaking with a financial counselor.
Cost in dollars It is tough to average, particularly in erratic markets. In light of the market conditions that you have outlined, careful investigation is necessary.
The market's instability makes DIY risky. You don't need to find the next NVDA to succeed in investing. Opt for top-notch ETFs, dividend aristocrats, and a trusted advisor. I've turned $95k into $17k in annual dividends, a major milestone.
I've experimented with a few over the past years, but I've stuck with the popularly ‘’Amber Michelle Smith” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
These are great picks, I personally like Visa as a long-term hold. It's a great business with a moat. You can be sure it will be here in 10 years. And the price is quite good at the moment. Thank you Daniel!
Are you watching AXON (formerly taser)? fascinating to watch it get into almost all police forces, and now expanding into commercial enterprises. Both hardware (cameras, body cams, tasers) and software, cloud storage, and evidence management. Love to see you review that one. (your methods of stock review are a great example).
For HBD do you price in possible corruption or misreporting numbers as this is in a developing country? It's the reason i won't invest in Chinese companies, but don't know much about india. I know Indian businesses in Canada have a tendancy to engage in shady business practices. But they are also super hard working and entrepreneurial. Just wondering how you assess that.
You need your own due research. I bought cloudmd Canadian stock and lost 95% of investment on it as the company diluted it and letter sold my stock automatically .
Fantastic picks Daniel, it would be great if you could include a sentence or two on whether you think any stock trades at a 'no brainer' level. Also, another interesting thing to add when you look at graphs would be change in share price vs change in eps / change in p/e. This would give a whole new perspective, for example when you look at hdfc on a 25 year chart, it would look like a pe decompression on 5 year chart but when you look at it for 25 years you would see the share price is correlated to eps. .
Multiple wise 100% agree, there are other factors you need to take into account imho 1. Cleaner balance sheet 2. Much bigger runaway for growth 3. More innovative ceo
I agree with you on AMZN and V, I am currently also looking at PLTR and DUOL, two companies wich are becoming profitable and with amazing high growth rate, check it out
To my understanding this just proves how much we need an edge as investors because playing the market like everyone else just isn’t good enough. I've been quite unsure about investing in this current market and at the same time I feel it's the best time to get started on the market, what are your thoughts?
I agree! That's why it is advisable that you have to invest while you still have a regular job or earning a regular income, and do it constantly. You still need to have something that will keep you going even if you're investing. Good financial planning and money allocation is the key.
The best course of action if you lack market knowledge is to ask a consultant or investing coach for guidance or assistance. Speaking with a consultant helped me stay afloat in the market and grow my portfolio to about 65% since January, even though I know it sounds obvious or generic. I believe that is the most effective way to enter the business at the moment.
“Aileen Gertrude Tippy” 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..
I just googled her and I'm really impressed with her credentials; I reached out to her since l need all the assistance l can get. I just scheduled a caII.
@@danielpronk Yeah. I agree with you. May I ask if they were to get positive FCF consistently, would it be 10%? Love your content! You're one of the best on UA-cam
I would like to know your opinion on Intel's valuation given that it is backed by Brookfield. Do you think Brookfield really sees it as a turnaround? I wonder how much, if anything at all, does Intel play a role in Brookfield's AI bet.
I think it's all on my own anecdotal experiences. I also had a friend with over 100 ABNB properties, and he sold them all and got out due to the increased restrictions on ABNB in his area. These stories make me uncomfortable.
@Danielpronk, great Video! curious to learn why you start your analysis with how much the stock is down from its historical high. This analysis seems irrelevant because the stock price may or may not go back to its historical high if investor expectations of its future earnings remain subdued. Please clarify.
I agree. It's not entirely about how much the stock is down, as the stock could have been very expensive historically. It's just one part I like to look at, as it can be a sign that the business is getting interesting. I love seeing a stock go down while the fundamentals go up.
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Started my portfolio last year with SCHD, VOO, and VUG after watching one of your videos. 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?
This is precisely why I like having a portfolio coach guide my day-to-day market decisions: with their extensive knowledge of going long and short at the same time, using risk for its asymmetrical upside and laying it off as a hedge against the inevitable downward turns, their skillset makes it nearly impossible for them to underperform. I've been utilizing a portfolio coach for more than two years, and I've made over $800,000.
Please can you leave the info of your invstment analyst here? I need such luck
Rachel Sarah Parrish 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..
She appears to be well-educated and well-read. I ran a Google search for her name and came across her website; thank you for sharing.
I've just begun learning about value investing, and I've found that many good stocks are undervalued despite their intrinsic value. If you had $200,000 to create a strong investment portfolio, which stocks would you choose?
I think a good investment portfolio should have three basic things: ETFs for diversification, dividend stocks for cash flow, and leading tech stocks. With your budget, it's a good idea to talk to a fiduciary financial advisor for expert advice.
I agree with you. As an early investor in NVDA, AVGO, ANSS, and LRCX, my financial advisor's advice was incredibly helpful. Over the past 7 years, she has helped me find stocks that did 10x multiple times. With her help, I've grown my portfolio to over a million dollars.
I'm glad I found this conversation. I have cash to invest but am worried about picking the wrong stocks. Can you refer me to your financial advisor?
I'm cautious about giving specific recommendations since this is an online forum and everyone situation is unique, but I've worked with "Melissa Elise Robinson" for years and highly recommend her. Look her up to see if she meets your criteria.
Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.
Daniel please delete all comments written by bots that promise earnings if you rely on some "special guru". these comments ruin the experience of the comment section, as well as risk deceiving people with less experience. thanks as always for sharing your experience with us, greetings from italy
Yes! Please do this please.
how would one do this
I am currently going through my comments doing exactly this. It's a very manual task that takes a long time, but I am on it!!
Omg it's on EVERY single fiance/investing video I've ever looks at the comments section on
@@bushhasmywii7121 yeah UA-cam doesn't do anything about it. I have to manually go through and delete the spam
I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my portfolio for retirement of about $150k. I want to know: Do I keep contributing to my portfolio in these unstable markets, or do I look into alternative sectors?
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.
Opting for an inves-tment advisr is currently the optimal approach for navigating the market, particularly for those nearing retirement. I've been consulting with a coach for a while, and my portfolio has surged by 85% since 2022
impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now
Lucinda Margaret Crist 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.
Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.
Putting well-earned money into the stock market can't be over emphasised for first-time investors, unlike a bank where interest is sure thing! Well, basically times are uncertain, the market is out of control, and banks are gradually failing. I am working on a ballpark estimate of $5M for retirement, and I have a good 6-figure loaded up for this, could there be any opportunity for a boomer like me?
Personally, I would say have a mentor. Not sure where you will get an experienced one, but if your knowledge of the market is limited, it seems like a good bet.
Some individuals minimize the importance of counsel until they make regrettable mistakes. A few summers ago, following a protracted divorce, I needed a significant push to keep my firm afloat. I looked for licensed advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $275k to $850k despite inflation.
I will be happy getting assistance and glad to get the help of one, but just how can one spot a reputable one?
Rebecca Nassar Dunne is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.
I find this informative, curiously explored Rebecca on the web, spotted her consulting page, and was able to schedule a call session with her, she shows quite a great deal of expertise from her resume.. very much appreciated
Some stocks seem undervalued despite their potential, making you wonder when the market will recognize their true value. How can I invest $100K wisely to secure my future?
It's frustrating when market inefficiencies persist, particularly with undervalued stocks. Consider consulting an advisor for smarter investing decisions.
Dollar-Cost Averaging is wise, especially in volatile markets. Considering the market conditions you've mentioned, thorough research is essential
The market's instability makes DIY risky. You don't need to find the next NVDA to succeed in investing. Opt for top-notch ETFs, dividend aristocrats, and a trusted advisor. I've turned $95k into $17k in annual dividends, a major milestone.
I've been considering getting one, but haven't been proactive about it. Can you recommend your advisor? I could really use some assistance.
*Marissa Lynn Babula* is the licensed advisor I use. Just search the name. You’d find a webpage and necessary details to work with to set up an appointment.
I lost over $80k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Charlotte Miller.
I'm surprised that you just mentioned and recommended Charlotte Miller, I met her at a conference in 2018 and we have been working together ever since.
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
The very first time we tried, we invested $1000 and after a week, we received $5500. That really helped us a lot to pay up our bills.
I'm new at this, please how can I reach her?
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
I see the rising interest rate as a very big problem, as more investors will definitely pull out more money from the Stock market. This might have worked when I was still invest-ing with a couple thousand dollars, but it is more difficult now to decide whether to pull out more than $365k from my port-folio. I know some investors still make that despite the strong bear market. In wish I could pull that feat
I think the whole thing about holding stocks for long term will always apply. So I think you should get a quality broker who is able to analyze and pick stocks that will do well in the long term, else you will be in a long bear ride.
You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a broker, even though I was skeptical at first, and I beat the market by more than 9%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an analyst.
This sounds interesting. I’m not really one to use pro analysts, but I guess it would not hurt to try one. My portfolio is in the red waters right now
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Jessica Lee Horst” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
Thank you for this tip. It was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her resume.
I’ve been adding to V and AMZN the past few weeks, I agree with you that now it’s a good buying opportunity for both.
Nice video!!
Thank you for the kind words and for tuning in! I agree about AMZN. I think it's being sold off for no reason!
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.
This is Interesting because i bought NVIDIA around September last year. The company is selling shovels in a gold rush. It accounted for almost 80% of my market return last year, and I'm sure this year will present other interesting stocks.
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 (AMD) alongside coins, and gold. I'm also working on an investment plan with my Fin. Advisor that includes AI looking into Nvidia, MSFT, Alphabet stocks among others. I've been utilising a financial advisor for more than 15 months now, and I've made over $800,000.
I actually subscribed for a few trading courses but it didn't help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your coach?
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.
Thank you for this tip , I must say Marisa, appears to be quite knowledgeable. After coming across her webpage, I thoroughly went through her resume, and I must say, it was quite impressive. I reached out to her, and I have booked a session with her.
Booking is way more attractive price and potential, in comparison with Airbnb
Awesome content, excellent analysis!
VISA, Amazon, Lulu - absolutely agree, buying VISA & Amazon
The Indian Bank- wow, never heard of them. Thanks!
Thank you for the kind words, and I am glad you enjoyed the video!
Like the look of Lululemon. Thought Meli would be on the video!
Pretty good analysis. I have been using Stock Unlock for almost a year now and it’s a very helpful tool. Have you ever considered to start like an equity fund? You’re a very good story teller.
I think it's time for me to take my skills to the next level by joining your VIP group. Your insights are truly life-changing!
@@ViktorRojkov-h9s thank you!! I think you'll enjoy my group:)
RKLB, HNST, OLPX and ARRY are extremely undervalued stocks.
ABNB would be perfect to sell all shares now and pick up during a market downturn to get in at the lowest price possible.
Just dont forget the market always look ahead and treat great companies better than trading in and out timing the market)
ABNB is arguably already down a lot though. Its P/FCF is very reasonable
Daniel do you think BN is still a great long term play? Its such a complicated bussiness to understand i keep second guessing myself.
Ive got BN and amazon as my main stocks.
ABNB is a great one to own. I think with interest rate cut, they will significantly benefit from the overall growth.
I think a rate cut will definitely benefit ABNB!
Not using ABNB anymore. It is more expensive and worse experience than a hotel.
@@richardli5530 That's all we use lately with various personal reason (mainly I like to take my dog, so we usually look for a dog friendly housing, kitchen because we just hate eating out all the time, especially when we take vacation for more than a week and we love homely environment in general). I noticed that more an more people moving away from hotel when it comes to personal scenario, but hotel when they are taking business trip(certainly my case, and many within my circle).
@@richardli5530not to burst the bubble here. I agree with you, I don’t use ABNB. But I learned over the years that how you feel about a product means absolutely nothing in the stock market. Your opinion doesn’t matter. I don’t use Uber, I prefer to drive myself but does that make Uber a company uninvestable?
HDB has a P/E of 16.01 given the current margin of 25.2%. You are using the current revenue and the margin of 33% it used to have last year on the basis that the CEO started that paragraph saying “trust me”.
Correct. However, this bank has a 20+ year history of great execution and margins. All the business needs to do is get back to where it was previously. Also, a 25% net margin is low in the banking industry. I don't see it staying down here, especially when management is entirely focused on increasing it.
@@danielpronk Thank you Daniel, I love your optimism. I have suffered in the past for a company I held doing overly ambitious acquisitions. What I see in this case is with the acquisition shares outstanding went from 5.62 B to 7.6 B, a dilution of 35% (ok, there was an increase in revenues with that) and total debt went from 31.38 B to 91.83 B which is almost 300% !! That is a big bite to chew. Anytime you feel like doing a new video deep diving into this acquisition, I’ll gratefully watch it.
Lulu is an interesting one. As you say its tougher to predict apparal companies. I heard there is a certain size many of these clothing companies get to and they lose their cool factor. It seems like Lulu is approaching this point. The one thing lulu seems to have is proprietary material which its users do love. So the question is can this company last the test of time.
Lulu -NO
Amazon-Yes
HDFC BANK -Double Yes
Airbnb- No
Visa- No Comment
I respect your opinions :) Thank you for sharing!
I would love if you also gave your reasonings for them.
Bkng is easily replicate abnb. Abnb user rating are not big moat that booking can't overcome.
I disagree with LULU tbh, whether you like it or not the fundamentals of the stock itself say that's it's very undervalued (using DCF) with a 30% margin of safety
--These are purely my views, here is my reasoning
### Lulu
Lulu is a retail consumer stock. It is easily replicable and has a low economic moat. The year-to-date correction is -53%, which is a red flag. Typically, consumer discretionary stocks grow by 7-8% annually, but Lulu faces high operating costs with very low innovation.
### Amazon
Amazon is an impressive business, and it's almost impossible to build another company like it. It is currently trading at a very low valuation compared to its historical levels.
### HDFC Bank
As a customer of HDFC Bank, I am very satisfied with its services. It is the number one private bank in India, with 7,500 branches. The merger issue is not a significant concern; the stock is currently undervalued, possibly due to emotional market reactions. Once proper evaluation occurs, the stock could skyrocket, offering a potential gain of 50-60%.
### Airbnb
Although Airbnb has a competitive moat, it needs significant evolution. To remain competitive, it should expand into travel, car hire, and the airline business. Regulatory compliance with local laws remains a challenge. Booking Holdings is seen as a more reliable option with everything consolidated in one place.
### Visa
Visa is a great business and has been on my watchlist for many months. However, it has a very high valuation and needs to correct further. It is currently too expensive.
hey Daniel, in your last video on the top Canadian stocks in July, you mentioned ATD and that they would report their earnings the following week. Based off of their report, do you think this stock is a good buy, or is the price inflated now?
What sets this investment apart from others is the difference between the total return reinvested and the final return, so a bull market is when a stock's price is constantly rising to reach new highs, slow at the start, and then rapidly rising back into a bear market.
personally a slight bit scared of buying visa given customer spending could fall during a recesion, given this company relies heavily on it
Feeling same about Visa
A Financial Planner told me Saving at least 15% of your income in a 401(k) can help ensure that you have enough money to retire comfortably. How can take advantage of compound interest and potentially grow your retirement savings overtime?
In times like this it is better to seek help from a professional as such key decisions are better guided by experts with market experience.
That is exactly the reason I stopped trusting the financial advice of UA-camrs; in the long run, I only end up with a jumbled collection of stocks and bonds. Whereas all I needed to earn over $350k in less than two years was guidance from a true market expert.
Thanks for replying, That's a very impressive return, You must have a good idea of stocks. How did you go about it?
I just ran a search with her name out of curiosity and came across her web page, I wrote her an email hope she replies soon.
Love your insight!!! Wish there was a sub channel for lower priced stocks. As it’s tough to afford these high priced stocks
Thank you for the kind words and for tuning in! I don't cover too many low price stocks on my channel. But these ones aren't toooo expensive, haha. HDN is only $60!
@@danielpronk right, but you would need 30k to make even a slight dent. I’m a passive investor. Interested in your thoughts on ETF QQQf and QQQj btw 😃
Great video and great stock picks to cover!
So much value in this video. Thank you Daniel!
You're very welcome!! I am glad you enjoyed, and thank you for tuning in!
Why does amazon pe not bothering you?
Not sure about Amazon’s AWS. I’m in the data space and see less and less organisations chose for AWS. The preferred cloud imo is Microsoft Azure. To be evaluated of course.
I am trying to avoid making any new buys at this point in other not to get sucked into a bear market trap.It's tough making money in stocks when institutional investors are the driving force behind the selling.. although I read an article of people that grossed profits up to $150k during this crash, what are the best stocks to buy now or put on a watchlist?
Focus on two key objectives. First, stay protected by learning when to sell stocks to cut losses and capture profits. Second, prepare to profit when the market turns around.I recommend you seek the guidance a broker or financial advisor.
I agree, reason I have all my invt-decisions ran through a coach on a daily-basis, it’s been 3years and counting and I’ve grown over $2million in gains, my coach's-analysis so far has steered me off losses and troubled waters and guided me make the most off major-breakthroughs in the mrkt, and esp. in this downtrend, her safe haven asset- trading, short-selling, ETF shorting skill-set are very essential..
I've been thinking of going that route, been holding a bunch of stocks that keeps tanking and I don't know if to keep holding or just dump them, think you coach could aid me with portfolio-restructuring?
There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’ Melissa Terri Swayne” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
I just looked her up on the internet and found her webpage with her credentials. I wrote her an outlining my financial objectives and planned a call with her.
The scam comments are gross, can you get rid of them
Great analysis Daniel! One question about your valuation approach. Isn't it a mistake to base our valuation on historic market Price to CF or FCF ratio while we know market sentiment can completely change? Shouldn't we have an absolute number around 10 instead? Buffet bought Apple at around 11 Price to FCF. PayPal for example was never below 20 and now it's at 15.
Thanks for the videos love the channel and your analysis 👍
Daniel, thank you for the great analysis. Can you please make a video on e.l.f Beauty. The stock has been going down a lot while the company is doing great. Would love to hear your views on it.
Thank you for the kind words, and for tuning in! ELF is out of my circle of competence. I don't invest in the beauty/fashion industries!
Lulu is the screaming but here, amd similarly os ULTA what is quite funny is Daniel saying he doesn't invest in thr fashion industry cause outside of his circle of competence, which i understand.
But then i wonder: how come does he invest in machine gaming, or cybersecurity for example? Does he kbow what the difference vetween Fortinet, or Crowdstrike or the muktitude of other similar company is?how xan he judge theor moat and assess the differences?
Nice content! I agree with you. Can you please make a video on INMD ?
Great videos Daniel, thank you for your analysis. Is PAX global technology on your watchlist? I would love your input and opinion about the company!
AFAIK SBI is the biggest bank in India . Thanks for this analysis
Heyo! Nice vid! I was wondering if you could comment on HDB’s massive share dilution. Was that just part of the acquisition? Anything to be concerned about?
Thanks!
Thank you so much.
Great video Daniel as always. 🎉 4 out of the 5 stocks you mentioned i either own or on my watch list.. I agree with you. That Both LULU and ABNB are trading at historical low valuations are not without reasons. Simply put, the market doesn’t have a high conviction about Their growth stories, hence the multiple compression.
Thanks for making this video. I saw that Warren Buffet is dropping all of his bank stocks thinking that banks may be in a situation that will not be favorable in the near future. That clicked in my head when I saw the Indian Bank. I had that stock for a few years before I ditched it. It looks good on paper though that is for sure.
Thanks for the great video. On AMZN, Can you please share the reason why you focused on P/OCF rather than on P/FCF ?
Wonderful video! Thank you!
Great picks! Finding undervalued stocks is key, and August 2024 seems like a prime time to invest. One stock I’ve been watching is $WKSP definitely worth adding to the list for its potential upside!
Your analytics helps me a lot in understanding how to rate stock. Thank you. Maybe you can do one on these three companies: Deere | Circus | Bonesupport Holding THX
Despite their promise, some stocks look cheap, leaving you to wonder when the market will realize how much they are really worth. How can I prudently invest $180K to safeguard my future?
When market inefficiencies continue, especially with cheap stocks, it is aggravating. For wiser investing choices, think about speaking with a financial counselor.
Cost in dollars It is tough to average, particularly in erratic markets. In light of the market conditions that you have outlined, careful investigation is necessary.
The market's instability makes DIY risky. You don't need to find the next NVDA to succeed in investing. Opt for top-notch ETFs, dividend aristocrats, and a trusted advisor. I've turned $95k into $17k in annual dividends, a major milestone.
I've been considering getting one, but haven't been proactive about it. Can you recommend your advisor? I could really use some assistance.
I've experimented with a few over the past years, but I've stuck with the popularly ‘’Amber Michelle Smith” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
Solid recommendations! You should consider Actinogen Medical for your next video.
Hi, thank you for the great analysis! Can you please make a video on Ali Baba?
Great video & AMZN definitely undervalued based P/OCF so I started a position in it . Other stocks look interesting too specially Lululemon .
Thank you for tuning in and sharing your thoughts! I am glad you enjoyed the video :)
These are great picks, I personally like Visa as a long-term hold. It's a great business with a moat. You can be sure it will be here in 10 years. And the price is quite good at the moment. Thank you Daniel!
Thank you for tuning in, Christophe! I appreciate it :)
Are you watching AXON (formerly taser)? fascinating to watch it get into almost all police forces, and now expanding into commercial enterprises. Both hardware (cameras, body cams, tasers) and software, cloud storage, and evidence management. Love to see you review that one. (your methods of stock review are a great example).
For HBD do you price in possible corruption or misreporting numbers as this is in a developing country? It's the reason i won't invest in Chinese companies, but don't know much about india. I know Indian businesses in Canada have a tendancy to engage in shady business practices. But they are also super hard working and entrepreneurial. Just wondering how you assess that.
Please keep making this type of video
I definitely will! They're my best videos every month! People love them :)
Thanks again Daniel, You ROCK!!!
Thank you for tuning in, and for the kind words!!
you picked the wrong horse in HDB. The bank to invest would have been IBN (ICICI)
Why's that?
You need your own due research. I bought cloudmd Canadian stock and lost 95% of investment on it as the company diluted it and letter sold my stock automatically .
whats the best trading platform for beginners
It depends on your location. Usually you want a low cost brokerage, though, that offers free trading.
Fantastic picks Daniel, it would be great if you could include a sentence or two on whether you think any stock trades at a 'no brainer' level.
Also, another interesting thing to add when you look at graphs would be change in share price vs change in eps / change in p/e. This would give a whole new perspective, for example when you look at hdfc on a 25 year chart, it would look like a pe decompression on 5 year chart but when you look at it for 25 years you would see the share price is correlated to eps.
.
Which software allows to do this?
Look forward to these monthly review, tks! I do own VISA & Amazon based on fundamentals😀
Thank you for tuning in, Daniel! I always appreciate it :)
ABNB sounds like it’s trying to become like BKNG. Difference is BKNG is already built up and trades at a lower multiple.
Multiple wise 100% agree, there are other factors you need to take into account imho 1. Cleaner balance sheet 2. Much bigger runaway for growth 3. More innovative ceo
I agree on this comment!
what are your thoughts on CELH?
Valuation is creeping down, with their growth rates they are undervalued imo I’ve been adding heavy myself
I just made it my largest position
Valuation wise getting interestin, little to no moat though, i wont make it a top holding myself
Please cover mara and clsk with stock unlock. 🙏🏼
MARA is extremely speculative imo. I won't be talking about a stock like that! I am sorry!
@@danielpronk well it has funfamentels though ✌🏻
"every moth I make my stocks to buy videos" deep. or is it?
stonks 💰
good vidio
Thank you! I am glad you enjoyed!
What about mid to small cap stocks...
I discuss mid caps once in a while, but I do not discuss small cap stocks on my channel!
@@danielpronk what I really wish you'd discuss is Canadian energy stocks.
Visa and Amazon are no brainer stocks imo. What are your thoughts on ULTA at current valuations?
LULU and ULTA are great buys right now gotta buy when others are fearful
yeah i was wondering about lulu and ulta as well
i don't do retail stocks usually but they look too cheap
@@jaeyoungchoi6790the only reason I own ULTA is cause it’s a buyback machine. It’s imo too cheap to ignore
I agree with you on AMZN and V, I am currently also looking at PLTR and DUOL, two companies wich are becoming profitable and with amazing high growth rate, check it out
@@jaeyoungchoi6790 ulta is the largest makeup retailer in the United States and they are looking to expand into Mexico by next year
You should mention about the credit card competition act
I love your channel and your analysis.
Thank you for the kind words :) I really appreciate it!
Visa what a joke
I read this book that said people typically start buying up Amazon when it's P/OCF drops to 20...it's by far my biggest single holding now
That book sounds familiar...
To my understanding this just proves how much we need an edge as investors because playing the market like everyone else just isn’t good enough. I've been quite unsure about investing in this current market and at the same time I feel it's the best time to get started on the market, what are your thoughts?
I agree! That's why it is advisable that you have to invest while you still have a regular job or earning a regular income, and do it constantly. You still need to have something that will keep you going even if you're investing. Good financial planning and money allocation is the key.
The best course of action if you lack market knowledge is to ask a consultant or investing coach for guidance or assistance. Speaking with a consultant helped me stay afloat in the market and grow my portfolio to about 65% since January, even though I know it sounds obvious or generic. I believe that is the most effective way to enter the business at the moment.
please who is the consultant that assist you with your investment and if you don't mind, how do I get in touch with them?
“Aileen Gertrude Tippy” 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..
I just googled her and I'm really impressed with her credentials; I reached out to her since l need all the assistance l can get. I just scheduled a caII.
Johnson Michelle White Susan Brown William
What are the stocks?
They're in the video ;)
@@danielpronk aaaaaahhhhh !!!! What r they z….me being held hostage!!!!! 😜my time is valuable
good video. NU is a better bank than HDB (just my opinion). SOFI is also a good option, cheaper than both.
NU is a very good bank, but it's also very expensive
Your breakdown is fabulously mezmorizing. Keep sending us golden nuggets.
Thank you for the kind words! I really appreciate that :)
Can you take a gander at AFRM
I understand and agree with your method to analyze Amazon. but can you do an FCF or DCF method with Amazon? I'm curious to what FCF% you will use
I use OCF because Amazon has always invested into tons of capex. OCF gives the most consistent view of the business
@@danielpronk Yeah. I agree with you. May I ask if they were to get positive FCF consistently, would it be 10%?
Love your content! You're one of the best on UA-cam
👌
I would like to know your opinion on Intel's valuation given that it is backed by Brookfield. Do you think Brookfield really sees it as a turnaround? I wonder how much, if anything at all, does Intel play a role in Brookfield's AI bet.
I would think Brookfield wants to diversify going forward.
Brookfield is giving Intel money, I don't think BN is investing in their business or anything. They're essentially a lender to Intel.
Did you ever figure out the thing that you're uncomfortable with in regards to ABNB?
I think it's all on my own anecdotal experiences. I also had a friend with over 100 ABNB properties, and he sold them all and got out due to the increased restrictions on ABNB in his area. These stories make me uncomfortable.
Now look at ZM and HGV
Lol indian banks
stock has outperformed the SPY massively over the past 20 years. Its returns are stellar
@Danielpronk, great Video! curious to learn why you start your analysis with how much the stock is down from its historical high. This analysis seems irrelevant because the stock price may or may not go back to its historical high if investor expectations of its future earnings remain subdued. Please clarify.
I agree. It's not entirely about how much the stock is down, as the stock could have been very expensive historically. It's just one part I like to look at, as it can be a sign that the business is getting interesting. I love seeing a stock go down while the fundamentals go up.
HAIL HDB BANK.
It's a BEAST
First one 🎉
LEGEND
Third
2n d
And for that reason...I'm out
Nike went woke.
Grow up
@@crohmer pull your head out of the sand. Are you saying that you disagree?
No!
Great video, thank you!
Thank you for the kind words! I am glad you enjoyed the video :)