Would be great to see update video on $BMY, it is down currently and it is probably a great time to buy. Not sure what is better now $PFE or $BMY, market hates both.
Great analysis as usual! I have 208 shares, and am currently faced with the option of trading some of the JNJ shares for Kenvue. Is there a good reason to part with a proven winner to receive Kenvue? I just don't see an upside.
My experience with all of these spin-off: the spin-off company will sell off bigtime and will be much cheaper to just buy directly afterwards - IF you want it.
It's definitely interesting at 155 in the current expensive market. Not market beating, but probably better than sitting in cash. I don't like the asbestos legal issues, though, so I probably won't make it a full position. Thanks for the excellent analysis as always, Cameron 😊
I was sent here to help with the algo but while I’m here, do these numbers take into account the JNJ spin off of KVUE? Also what do you think of the stand alone KVUE business?
Why does the DCF model always yield a much more favorable valuation than graham's valuation model? Do you believe the DCF model is the best model to use for most stocks?
@@CstewartCFA Graham Number - It evaluates a stock's intrinsic value by calculating the square root of 22.5 times the multiplied value of the company's EPS and BVPS
Thats great analysis but never forget that jnj was the comapny who had a baby powder causing cancer. I repeat baby powder. That lawsuit is still not settled. Maybe should consider some business insights apart from the clean nrms.
Well you have great material, but i guess you should present in mind map, so you can explain in order, and maybe you need to slowdown the pace of presentation
Restructuring the biz. Not necessarily bad. In fact I think Cameron’s thesis has been confirmed. They have the b/s to pull off a series of strategic moves to reposition the biz for the next 20 years. Investment not a trade.
Another solid analysis and video. You are one of the best in this UA-cam but, unfortunately people doesn't see it. Well done !
I hope you dint get bored of doung these presentations. One of the best yourubers i watch on update
500 likes was by me - love your content - just found it on youtube - please keep doing these type of analysis :)
Really appreciate you!!!! Thanks for watching and commenting
Your videos are soo helpful! I watch.tgem several times. Having Oubas a second oppinionbis great! Thanks a lot for that! Greetings from germany 😊
Wonderful presentation and breakdown as always.
Thanks for watching
Always love your content !
Would be great to see update video on $BMY, it is down currently and it is probably a great time to buy. Not sure what is better now $PFE or $BMY, market hates both.
Thank you great listening to you again all the best to you from Europe
Thanks
Good job Cameron!
Thank you!
Thank you as always Cameron! Would be cool to see how to forecast a pharma company as a sum of parts based on their different products and patents.
Great analysis! I've been debating selling my shares this past week. Thanks for the assist!
Another great video, thank you for it.
It would be great to see an analysis of a BDC type company like ARCC or MAIN.
Solid video/analysis!
I love your videos, thanks for another great one!
Thanks
Thanks for your great analysis and presentation 👍
Thank you very much for your work
Thanks
Nice vid bro!
Thanks
Great analysis! Thank you
Good analysis, great stock, wish I had bought back in the day.
Great analysis as usual! I have 208 shares, and am currently faced with the option of trading some of the JNJ shares for Kenvue. Is there a good reason to part with a proven winner to receive Kenvue? I just don't see an upside.
My experience with all of these spin-off: the spin-off company will sell off bigtime and will be much cheaper to just buy directly afterwards - IF you want it.
Excellent thanks!! As a new investor, I appreciate your content.
Thank you for watching
love your analysis
Is this excel sheet available to purchase?
Yes. It's in the Cash Flow Investing Course. I give you the Excel and teach you to operate it.
Grat analysis, as always. Thank you!
It's definitely interesting at 155 in the current expensive market. Not market beating, but probably better than sitting in cash. I don't like the asbestos legal issues, though, so I probably won't make it a full position. Thanks for the excellent analysis as always, Cameron 😊
Nice vid of JNJ/KVUE 👍
Thanks
Good video! Could you do one for AMPH?
Thank for your advice Cameron. Mohamed crane operator from Paris.
I was sent here to help with the algo but while I’m here, do these numbers take into account the JNJ spin off of KVUE?
Also what do you think of the stand alone KVUE business?
Thanks a lot for the great video as usual! But 20x FCF multiple, so 5% FCF yield that’s still low isn’t it? I guess double digit is min.
Would love that, hard to find on the big boys
You should factor only the pharmaceutical side of the business only considering the kenve spin off
J&J Is 148. today maybe 125 is in the cards after the turn of the year pull back or before with tax loss selling Hope all are having a blessed day
Wp carey would be nice to have, looks cheap now no?
So are u buying JNJ now?
For the algorithm
Yay algorithm
Why does the DCF model always yield a much more favorable valuation than graham's valuation model? Do you believe the DCF model is the best model to use for most stocks?
What do you mean by Graham model?
@@CstewartCFA Graham Number - It evaluates a stock's intrinsic value by calculating the square root of 22.5 times the multiplied value of the company's EPS and BVPS
Is it time to revisit JNJ?
not yet.
Thats great analysis but never forget that jnj was the comapny who had a baby powder causing cancer. I repeat baby powder. That lawsuit is still not settled. Maybe should consider some business insights apart from the clean nrms.
Good video! Could you do one for Pfizer?
Indeed Pfizer
Agree. Pfizer.
This is overvalued right now
Do not forget to set a stock price alert in your brokerage software also! 🔔 Thank you!
200%!!! No way. Its just 91% divident reinvested.
Well you have great material, but i guess you should present in mind map, so you can explain in order, and maybe you need to slowdown the pace of presentation
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CVS cut their target for 2024 and they expect to cut the $10 target for 2025, did your thesis change?
Restructuring the biz. Not necessarily bad. In fact I think Cameron’s thesis has been confirmed. They have the b/s to pull off a series of strategic moves to reposition the biz for the next 20 years. Investment not a trade.