You are completely spot on. You can't rely on one specific ratio. A combination of them is the best approach. PE ratio however is my favorite. Great video brother! I actually educate people too on how to make the passive income on my channel. I’m happy to see you offering value. Keep it up!
thanks for another great video. strange but i only counted 9 ratios, 1-p/e 2-p/s 3-p/b 4-ev/s 5-roe 6-optgmargin 7-payout 8-debt/eq 9-cfoptggro/netincgro. what'd i miss?
PEG is a must for growth stocks. Otherwise, I'd never be able to bring myself to invest. PE ratios just too high. On ROA, important to adjust out intangible assets
Another head spinner! In a good way - so much to soak in. I am already using info from the last two videos and feeling more confident in my research. Thank you, Joseph.
Even though I prefer technical analysis in volatile markets, I realize that fundamental analysis can help me find long term securities in the paper markets to park my volatile gains for the long term. I can use the paper markets relative to the volatile markets like stock investors use bonds to secure their stock market winnings.
I also use Yield on Cost. If the price is too high, the yield will be low. If the price has had recent bad news and the price drops drastically and the earnings is good with a low PE, then the Yield can be quite high. Yields in double digits to DRIP is a good thing. Due to the market sale following March sale prices, I have several yielding over 20% due to low cost. I love a good market sale. Stock that pays for itself in 5 years or less is very attractive. If the dividends drop, then this key indicator drops. I don't mind a full 100% investment refund in 5 years that can DRIP to grow the holdings. Amazon will not do that. Your only chance at doubling your shares is to sell high, wait for a price correction and buy back in. No idea the market timing for this.
I love this analogy bc it’s what I’ve used. With bank stocks, some industrial, consumer stables and etc. i simply compare the EPS to the dividend payout and make sure the EPS is bigger so the company can afford the dividend. I’m 23 but I plan on retiring sooner rather later with dividends... delicious dividends
@josephhogue... what resources do you use to find potential stocks (ie fastly, zscaler) prior to doing research and deciding whether or not to purchase Thank you again for all your insights and research
Question. Should drip be used for re investing or take the amt and wait for the stock to dip and buy in then. Not sure if the drip buys in at the price before the price dips due to dividend.
What are your thoughts on Jeremy from FE including your channel in his recent video taking about UA-cam channels propagating the dangerous practice (his thesis) of dabbling in penny stocks?
Hey Joseph, wanted to know your thoughts on using my 30k to sell SPY puts for the premiums, and if I have to buy them then sell calls for the premium as well. And keep doing that 12 times a Month.
My FB and GOOGL stocks tanked so bad today an many of my other IT stocks. Will we see bounce back soon? I feel this is overblown. This does not seem like permanent damage to FB and GOOGL IMO. I am hoping it was over hype. I bought more FB when it was 3% down then added more when it was 5% down. Then added more $ at 7% down. It kept sliding all day long to 8%! My side line $ is now at most 10% after today's push of more $ into FAANG. Today really sucked me in. These virus spikes worry me too. I am in Texas and we re-closed the bars and setting 50% capacity to restaurants already struggling. We are taking a step back.
I remember that you mentioned an investment company where you can reinvest your dividends automatically. But I don't remember the name. Does anyone remember it? Please reply with the name only. I'm not going to call an unknown phone number.
Hi I just ordered your spreadsheet and accompanying downloads. I sent a question about downloading but did not get a reply yet. I hope my UA-cam comment will reach someone there who can help. So I have the email confirming my membership and product ordered. It asks me to download the contents and spreadsheet. My question is this: Can I download it on my iPhone but also download it to my laptop and tablet, or is it just a 1x download with purchase? If so id rather just put it on my laptop but would be more convenient if I can also download it to each of my devices so no matter where I am I can utilize it. Please let me know if I can use it on multiple devices. Thank you in advance. FOLLOW UP A DAY LATER: This is AMAZING! We were able to download it on my iphone and Laptop. It was a little challenging to enable the macros but alas with my wife’s help (I’m not tech savvy) it was done on the laptop only. I wasn’t able to enable macros on my iPhone but I can still open and see the information on the phone. I doubt I’d need access on my phone anyway. Besides it appears to be accessible from any computer so either at work, on vacation or home I should be able to use this. This makes things a lot easier. I also have two ETFs so I plugged each stock within the EFTs into the spreadsheet, wow! It’s so smart that it highlighted a stick symbol in red when I transposed the letters out of order. It let me know. This is worth so much more than I paid. Thank you!
Sorry, missed the email. Teachable isn't great about sending comments to authors. A direct email works best rather than a comment. Glad you like the spreadsheet. A lot went into it.
@@josephhogue No problem sir. I figured it was sent late on Friday so my message wouldn’t get read ‘til next the business day. Well, I couldn’t wait for the reply so I risked the chance of only being able to download it once. What a pleasant surprise! I could download/save to my other devices as well. I can’t begin to imagine how much time it took you to develop. There’s so much going on in this spreadsheet. The layout is clear, and the colors add a nice touch. It is also intuitive so I had no problem jumping into the cockpit and using all the features the first time. *I’m writing this stuff so your prospective customers will know how well it works. There’s a customizable part at the bottom where I can add other things in like cash, cash equivalents, gold, etc. I discovered it when I searched UA-cam for investment advice, specifically what financial ratios to check. I’m glad I did, because It’s perfect for people like me who don’t have a lot of time to do the math and manually compare things. Since it does the grunt work for me I have more time left to decide on which investments to buy and/or sell. BTW, if anyone out there is at all hesitant about this product, do yourself a favor and buy it. It’s everything he describes and more. I’d have gladly paid $99 for it, and I still can’t believe how low the price was before he discounted it further, lol. It’s the “Gucci” of financial spreadsheets!
@@josephhogue I have a question for you about the spreadsheet. Where/how do I input my EFTs? Since they have 12-15 stocks/bonds in each should I input each one of the stocks the eft or just total them and put in the bottom under “other?”
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Don't miss the first video in the series! 💰 How to read a stock and get started investing! ua-cam.com/video/BpX7oGEjUpo/v-deo.html
Just bought the spreadsheet and It's sooo useful! Thanks so much for helping out so many people become more financially literate!
Great video. Does this sheet work with currencies other than USD ?
You are completely spot on. You can't rely on one specific ratio. A combination of them is the best approach. PE ratio however is my favorite. Great video brother! I actually educate people too on how to make the passive income on my channel. I’m happy to see you offering value. Keep it up!
thanks for another great video. strange but i only counted 9 ratios,
1-p/e
2-p/s
3-p/b
4-ev/s
5-roe
6-optgmargin
7-payout
8-debt/eq
9-cfoptggro/netincgro.
what'd i miss?
I too found only 9. probably a gimmick
I finally have an investment plan because of you. Picked my 15 stocks. I mainly pick blue chip stocks. Now have balanced portfolia
Great vid. Now we know how to use these ratios. A video where you compare 2 companies with these ratios would be a good idea i think.
I like that you shared how to avoid risky stocks. Diversity is important, but you have to be aware of the risks.
Your so helpful. You should absolutely consider being a professor. Slides were so well explained.
Thanks, Joe. I'm loving your videos! I've been using ROA instead of ROE as well as PEG instead of P/E. Please let me know your thoughts.
PEG is a must for growth stocks. Otherwise, I'd never be able to bring myself to invest. PE ratios just too high. On ROA, important to adjust out intangible assets
Another head spinner! In a good way - so much to soak in. I am already using info from the last two videos and feeling more confident in my research. Thank you, Joseph.
Even though I prefer technical analysis in volatile markets, I realize that fundamental analysis can help me find long term securities in the paper markets to park my volatile gains for the long term. I can use the paper markets relative to the volatile markets like stock investors use bonds to secure their stock market winnings.
Semper fi, Brother.
I use P/E, Market CAP to Book, or Return on Equity, yr/yr FFO growth for REITS
I also use Yield on Cost. If the price is too high, the yield will be low. If the price has had recent bad news and the price drops drastically and the earnings is good with a low PE, then the Yield can be quite high. Yields in double digits to DRIP is a good thing. Due to the market sale following March sale prices, I have several yielding over 20% due to low cost. I love a good market sale. Stock that pays for itself in 5 years or less is very attractive. If the dividends drop, then this key indicator drops. I don't mind a full 100% investment refund in 5 years that can DRIP to grow the holdings. Amazon will not do that. Your only chance at doubling your shares is to sell high, wait for a price correction and buy back in. No idea the market timing for this.
I love this analogy bc it’s what I’ve used.
With bank stocks, some industrial, consumer stables and etc.
i simply compare the EPS to the dividend payout and make sure the EPS is bigger so the company can afford the dividend.
I’m 23 but I plan on retiring sooner rather later with dividends...
delicious dividends
a video on what good ratios look like would be helpful too, thanks again!
@josephhogue... what resources do you use to find potential stocks (ie fastly, zscaler) prior to doing research and deciding whether or not to purchase
Thank you again for all your insights and research
Asalamalaikum Love you Mr Hogue thank you thank you thank you for the video and the bread and butter one. Shukran(means thank you in Arabic).
Great way to cut right to the core, thanks for explaining this
Could you recommend an useful & practical book for scanning good stocks ?
Question. Should drip be used for re investing or take the amt and wait for the stock to dip and buy in then. Not sure if the drip buys in at the price before the price dips due to dividend.
Awesome video! Will be adding some of those ratios to my arsenal 👍
At minute 8:02, what is that source of AAPL data you're using? Is that some version of Morningstar? Thanks for your channel!
Great video like always. Thought on price to book ratio ?
Does this mean the spreadsheet is back up?! It's been down every time I've checked in the last two weeks 🤩
What are your thoughts on Jeremy from FE including your channel in his recent video taking about UA-cam channels propagating the dangerous practice (his thesis) of dabbling in penny stocks?
I was shocked to see it as Joseph doesn't actually promote that.
Hey Joseph, wanted to know your thoughts on using my 30k to sell SPY puts for the premiums, and if I have to buy them then sell calls for the premium as well. And keep doing that 12 times a Month.
Awesome series, helping folks get from random buying to data driven investing
I use the detailed graphs in Robinhood!😛😛
Where / how can I get the spreadsheet compare the stocks?
Can you kindly talk about the 10 metrics from your download. This video did not get all 10 but the title implies it?
Is Relative Strength important in stock review?
It's an ok technical indicator but doesn't tell you anything for long-term fundamentals
How about the Peg ratio?
I tried to download the spreadsheet but the link didn’t take me to a download
So can you compare same sector companies that are foreign with american? Say oil companies in Europe and America
Who else has been here since the beginning of bow tie nation?
thanks
Where is your June. 3 stocks for the challenge
My FB and GOOGL stocks tanked so bad today an many of my other IT stocks. Will we see bounce back soon? I feel this is overblown. This does not seem like permanent damage to FB and GOOGL IMO. I am hoping it was over hype. I bought more FB when it was 3% down then added more when it was 5% down. Then added more $ at 7% down. It kept sliding all day long to 8%! My side line $ is now at most 10% after today's push of more $ into FAANG. Today really sucked me in. These virus spikes worry me too. I am in Texas and we re-closed the bars and setting 50% capacity to restaurants already struggling. We are taking a step back.
I have a 15 stocks portfolio including FB and everything was at least 4% down. The S&P closed at 2% down
The two most important ratios= The debt ratio, and P/E. That's it imo. The others are nice, but are really just mostly fluff.
What do you use to get INTRINSIC value? Can you add that to your spreadsheet?
You should really look into crypto and it’s technology.
I payed for the spreadsheet thinking it was an awesome idea but It doesn't work..... I would like my money back until the spreadsheet works
Did you get it to work
I count 9 not sure why it says 10, maybe clickbait?
I remember that you mentioned an investment company where you can reinvest your dividends automatically. But I don't remember the name. Does anyone remember it? Please reply with the name only. I'm not going to call an unknown phone number.
3
R
D
Counter ratio bozo
Hi I just ordered your spreadsheet and accompanying downloads. I sent a question about downloading but did not get a reply yet. I hope my UA-cam comment will reach someone there who can help.
So I have the email confirming my membership and product ordered. It asks me to download the contents and spreadsheet. My question is this: Can I download it on my iPhone but also download it to my laptop and tablet, or is it just a 1x download with purchase? If so id rather just put it on my laptop but would be more convenient if I can also download it to each of my devices so no matter where I am I can utilize it.
Please let me know if I can use it on multiple devices. Thank you in advance.
FOLLOW UP A DAY LATER: This is AMAZING! We were able to download it on my iphone and Laptop. It was a little challenging to enable the macros but alas with my wife’s help (I’m not tech savvy) it was done on the laptop only. I wasn’t able to enable macros on my iPhone but I can still open and see the information on the phone. I doubt I’d need access on my phone anyway. Besides it appears to be accessible from any computer so either at work, on vacation or home I should be able to use this.
This makes things a lot easier. I also have two ETFs so I plugged each stock within the EFTs into the spreadsheet, wow!
It’s so smart that it highlighted a stick symbol in red when I transposed the letters out of order. It let me know. This is worth so much more than I paid. Thank you!
Sorry, missed the email. Teachable isn't great about sending comments to authors. A direct email works best rather than a comment. Glad you like the spreadsheet. A lot went into it.
@@josephhogue No problem sir. I figured it was sent late on Friday so my message wouldn’t get read ‘til next the business day. Well, I couldn’t wait for the reply so I risked the chance of only being able to download it once. What a pleasant surprise! I could download/save to my other devices as well. I can’t begin to imagine how much time it took you to develop. There’s so much going on in this spreadsheet.
The layout is clear, and the colors add a nice touch. It is also intuitive so I had no problem jumping into the cockpit and using all the features the first time. *I’m writing this stuff so your prospective customers will know how well it works.
There’s a customizable part at the bottom where I can add other things in like cash, cash equivalents, gold, etc.
I discovered it when I searched UA-cam for investment advice, specifically what financial ratios to check. I’m glad I did, because It’s perfect for people like me who don’t have a lot of time to do the math and manually compare things. Since it does the grunt work for me I have more time left to decide on which investments to buy and/or sell.
BTW, if anyone out there is at all hesitant about this product, do yourself a favor and buy it. It’s everything he describes and more.
I’d have gladly paid $99 for it, and I still can’t believe how low the price was before he discounted it further, lol.
It’s the “Gucci” of financial spreadsheets!
@@josephhogue I have a question for you about the spreadsheet. Where/how do I input my EFTs? Since they have 12-15 stocks/bonds in each should I input each one of the stocks the eft or just total them and put in the bottom under “other?”