Hi. I live in Brazil and this week TROW announced the acquisition of a 6% portion of a large paper & pulp company called Klabin, which, to me, is a very smart decision (at current prices). Showing how diligent and open to opportunities the company is no matter the geography. Thinking in adding TROW to my portfolio soon...
I always respect when Paul says he owns a stock because it just put some complete transparency out with the audience. I know it’s not to say to go and buy that stock but still it is good to know what you are owning that way some people that kind of think like you can kind of see whether or not they should buy or not. Great content and thank you!
Wow look at that. Came looking for your opinion on this stock. And what is at the beginning at the video? The same disclaimer I just heard in your most recent video lool. "Dont buy anything, because anybody else owns it, especially me". Thanks Paul. Stocks like T-Rowe get me excited.
It's been on my ticker and looks intriguing, but I have a rule that I won't buy stocks when the major indices are above the 200 day moving average and the fear greed index is greedy. Will continue to wait this one out
great video and analysis - i have started buying in at 110 and looking to the long term and DCA into this. Less than 5% of my portfolio right now. Love the dividend even if it falls - looking at a 10 yr horizon to accumulate and build on this position!!
I've been looking to start a position in Trowe. Perhaps I need to look closer at starting one. I think I would feel safer starting one once price falls below 100. Nice analysis by the way, love your content.
1st! Great video, I really love your channel. It will be really interesting to see an update for both Pfizer and Abbvie, perhaps in the same video. The last one you made a year ago. Currently Elevance Health and UNH are also at the 52 week lows and they are way better than Baba, Intel or Walgreens. If I were you, I would definitely consider to take a closer look on them. Same for Altria and BTI, both of them are close to 52 week lows.
T Row Price has increased their dividend every year for 37 consecutive years. That's. It is a record that will likely not change for the purpose of buying back stock.
Have you guys thought of doing more of these kinds of videos on companies outside the US? would love to hear your thoughts on some of the UKs biggest companies :)
I think this would add another dimension to the channel...there is quite alot of US stock repeat videos and mixing it up with some UK companies could give people an insight into another stock exchange
TROW is depressed because of falling job reports / expectation of job losses. Higher unemployment = less revenue for TROW. By 2025-2026 it'll bounce to new ATHs.
That’s even better if they aren’t good tell us why you think it’s not good same as you did with TTCF. Or when you bought a high risk company when it was undervalued
Options with the 401k now, could be something that I did yesterday , because I was heavy on Tech. I just moved the money from all stocks(SOLD) to Money Market (BUY).
Hi. I live in Brazil and this week TROW announced the acquisition of a 6% portion of a large paper & pulp company called Klabin, which, to me, is a very smart decision (at current prices). Showing how diligent and open to opportunities the company is no matter the geography. Thinking in adding TROW to my portfolio soon...
That’s great to hear .AP
I love TROW... had in my list for over 1 year... it hit 100 bucks last year and I loaded!!!!!!
I always respect when Paul says he owns a stock because it just put some complete transparency out with the audience. I know it’s not to say to go and buy that stock but still it is good to know what you are owning that way some people that kind of think like you can kind of see whether or not they should buy or not. Great content and thank you!
Wow look at that. Came looking for your opinion on this stock. And what is at the beginning at the video? The same disclaimer I just heard in your most recent video lool. "Dont buy anything, because anybody else owns it, especially me". Thanks Paul. Stocks like T-Rowe get me excited.
It's been on my ticker and looks intriguing, but I have a rule that I won't buy stocks when the major indices are above the 200 day moving average and the fear greed index is greedy. Will continue to wait this one out
Congrats on Baba everyone ❤
We love BABA my friend....long term play😉
Thanks for the note - GC
great video and analysis - i have started buying in at 110 and looking to the long term and DCA into this. Less than 5% of my portfolio right now. Love the dividend even if it falls - looking at a 10 yr horizon to accumulate and build on this position!!
I've been looking to start a position in Trowe. Perhaps I need to look closer at starting one. I think I would feel safer starting one once price falls below 100. Nice analysis by the way, love your content.
Nice strategy my friend...thanks for following us - GC
I´ve got R.Rowe a while ago. It is my new 2023 company in my portfolio. I am up on it and hoping it goes down to get more shares.
Nice hope you do good .AP
1st! Great video, I really love your channel. It will be really interesting to see an update for both Pfizer and Abbvie, perhaps in the same video. The last one you made a year ago.
Currently Elevance Health and UNH are also at the 52 week lows and they are way better than Baba, Intel or Walgreens. If I were you, I would definitely consider to take a closer look on them.
Same for Altria and BTI, both of them are close to 52 week lows.
Great idea! -😉 GC
Yeah, BTI & MO would be nice!
TROW is a solid stock
Trow is the ideal long term hold through thick and thin, take advantage of the red days, enjoy the green ones.
That’s exactly the plan .AP
T Row Price has increased their dividend every year for 37 consecutive years. That's. It is a record that will likely not change for the purpose of buying back stock.
Have you guys thought of doing more of these kinds of videos on companies outside the US? would love to hear your thoughts on some of the UKs biggest companies :)
I think this would add another dimension to the channel...there is quite alot of US stock repeat videos and mixing it up with some UK companies could give people an insight into another stock exchange
Thanks for the feedback .AP
which were those 2 companies you mentioned that buy back shares.. one was NVR and the other ??
Auto zone!
What happened with Mo's morning videos? Greetings from Mexico
Mo is still doing them .AP
Does the "current price return" include the current dividend or just the appreciation of stock price?
They are both the same return.. stock up and div both come from the same cash flow
So all included
There’s no difference on that comes from the cash on hand .AP
Put it in the Stonk ANALyzer tool
I have T R price but I have most of the time on the railroad stocks and Berkshire Hathaway is what I’m interested in
Curious to know if you believe in DCA at all? And can you make a video on Broadcom please
We do...if the fundamentals fit our process.
Thanks for the suggestion - GC
Set DRIP and forget about it.
Imo T Rowe is lretty fairly valued right now. I'll be getting more excited at around 80-90
Same. I think trow is perfectly valued at the moment. Would like to see it under intrinsic for me to buy
Yes i could start my 1 position now just in case it dont decline .AP
Hi Paul, you'll probably receive your notification today for T Rowe😂
Have a great weekend
You too 😉 - GC
TROW is depressed because of falling job reports / expectation of job losses. Higher unemployment = less revenue for TROW. By 2025-2026 it'll bounce to new ATHs.
Yes , and thats why is best time to start maybe a position in the near time .AP
please do this for sprouts the grocer
Yes sr .AP
Getting clooooo seeeerrrrr😂
🖊💎🔋📃 paul
Good man 😉- GC
I have a $130 cost basis on this. :/
Why don’t you talk about Enph and Upst and JD. Can you listen to some of your viewer
We do listen , but some times the stocks we get given are not that good.AP
That’s even better if they aren’t good tell us why you think it’s not good same as you did with TTCF. Or when you bought a high risk company when it was undervalued
LessGo
Love it😉🚀 - GC
start at 13.27. Youre welcome.
Thanks .AP
Im waiting for
Yes around that area sound good to me too .AP
Can you do a video on NIO.
Check our playlist frank...we did one 8 days ago.
I am sure we well review again at some point soon - GC
Options with the 401k now, could be something that I did yesterday , because I was heavy on Tech. I just moved the money from all stocks(SOLD) to Money Market (BUY).
Sorry but the fair Value of this company is 116.87 USD and it has only 6% discount. I will think about it
Feel free to share your rational my friend....thanks for the note😉 - GC
Seems like a business that could be structural decline due to changes in investment behaviour
Maybe....but seems also that the valuation is becoming attractive...It could be a turnaround 🤔we will see😉 - GC