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?
I enjoy my day to day market decisions being guided by a portfolio-coach, seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not outperform, been using a portfolio-coach for over 2years+ and I've netted over $300k .
Sure, the investment-advisor that guides me is "VALERIE JEAN ZWOSTA" she popular and has quite a following, so it shouldn't be a hassle to find her, just search her
Thanks, I merely looked her up on Google and was highly impressed by her credentials; I got in touch with her because I need all the help I can get. I just set up phone call.
I started buying some more stocks at the beginning of the year, but nothing big. Why am I treating this so harshly? I still want to be the first person in my polygamous family to make a million dollars despite the fact that others in my field make six figures per person. I am well aware of the costs associated with working more to get more money.
@Davidtimber no fast money, high risk high rewords, value stock use dividends DRIP is compounder machine such as stock PEP (Pepsi) 3% dividend, I added more shares today.
Regardless of whether you're a wise person, it's best to consult a professional advisor right away. As a business owner in the service industry as well as an eBay reseller of all product categories, I can attest to the fact that we are in a severe recession and that everyone is running out of money.
< I will be forever grateful to you, you changed my whole life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Maria Reyes.
I invest with Maria Reyes too, she charges a 20%commission on profit made after every trading session which is fair compare to the effort she put in to make huge profits.
As a first time investor I started trading with her, with just a thousand bucks. my portfolio is worth much more that now within just weeks of trading with her.
Great video Joseph. 💯 I think you were a little hard on Amazon. Ranking PayPal above Amazon is surprising to me. Just my personal opinion though. Keep up the great videos. 👍👍
Though I enjoy all your content these tier ranking videos are the most entertaining. Also I thought you did a tremendously unbaised job in the rankings.
Good showcase of value investing quick judgment if a company is worth more time researching. I know that the video would get too long, but the debt should be included in this kind of ranking imo.
Would have loved to see ULTA. I have a feeling that one might be S tier for you, but the cyclicality of the cash flows on a quarter-by-quarter basis might move it down to A tier. I'd be curious to see if it would.
Joseph is literally brilliant when it comes to this stuff but it's not just that. He can explain it all so that he can be understood, that's key I think
I find your analysis to be the most impressive among all the other UA-camrs. It's probably because you appreciate the power of compounding, just like Warren Buffett. I'd really appreciate it if you could analyze some energy companies, especially CVX. Your insights would be incredibly valuable to me. Thanks!
AMD, ARM, AVGO? Maybe time for another one of these videos? Btw thank you for your insights. I learned a lot! I came across this idea that those patterns can predict uptrend or downtrend, which I never heard of before. I want to hear your thoughts on candlestick patterns.
I’m in S&P Global, but still wondering your thoughts on the low Return on Equity. Does it matter? I know you used to have a matrix you used that had ROCE as one of the key drivers of value. My one complaint about SPGI
If a company is great then you buy it. Valuation shouldnt determine buying great companies. Are they going to do great in the future in your opinion? than the valuation of today is will be lower than the valuation of tomorrow.
Valuation needs to taken into consideration. As Howard Marks said "Investing success does not come from buying good things, but from buying things well"
You’re not even factoring in the price, just loooking at the free cash flow per share🙄🙄🙄. Any success you’ve had in the market must be from luck. Sorry but how aren’t you even looking at the price to fcf.
Listening to this video from over a year ago, I’m impressed with the differences in opinion. Most investors are dogmatic and mentally inflexible. It’s integral to remain open to the facts as they are, not were.
Great video and really useful information. However it is worth considering these companies from the customer perspective. The term "good companies" is often not the first term that comes to mind. Apple's pricing and aggressive built-in obsolescence. Visa's interest rates and in particular fee structure now. In Canada retailers are now allowed to charge a premium if you use credit card to pay a bill. One retailer wanted 1.75% extra to use a card. Consumers will become more value conscious... Tyson meats already seeing impact to their business.
Joe - Good video, agreed for most part, however INTC will shine in Q3 of 2024 and TSLA, because of the volatility is a great stock to trade. I wouldn't touch Disney...
I would like to see a recap of the same line up. I’m curious to see if your opinion has changed on a couple of the companies after the last couple of quarters.
Excellent video as always. I think stock based comp in a company like Nvidia is not that big of a concern because it's the way to get the best talent to come work for you. There's really no way around it
Great analysis as always, Joseph! For the next round I’d enjoy seeing your analysis on the cash flows of 1. MNST 2. MSCI 3. MELI Thanks and keep up the great content!
@@kylelarson5074 I invite your input on these factors for the "S" and "A" companies. I'd be curious to know if either woyld change rank due to these factors.
How this channel hasn't grown to at least 200k subs is beyond me, I'm sure there's more potential viewers out there somewhere. Promote this on your main channel more.
Please take revenue growth, margins, and debt into account for the rankings. Good revenue growth and increasing margins are a great flywheel for FCF growth while debt is like gravity slowing it down
i don't know why people don't approach more health companies (like ISRG, UNH, JNJ, LLY, NVO, ABBV, etc) - they have good growth ratios, big dividends, low risks, they do well in uncertain economic times! the only minus i see for them is the RD expenses, plus government regulations (rarely) - but those arguments are countered by the FDA approval of different therapies and meds! if you could make some episodes covering different sectors (Health, Industry, Energy) - others than tech and discretionary - to mention their FCF (top 5 companies in each sector), their cons and pros in investing in them, i'd really appreciate!
I'd like to see you do some deep dives into industrials like mlm, vmc, and other similar companies. They seem to be doing well, but no one ever talks about them.
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?
I enjoy my day to day market decisions being guided by a portfolio-coach, seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not outperform, been using a portfolio-coach for over 2years+ and I've netted over $300k .
Please can you leave the info of your investment advisor here? I’m in dire need for one.
Sure, the investment-advisor that guides me is "VALERIE JEAN ZWOSTA" she popular and has quite a following, so it shouldn't be a hassle to find her, just search her
Thanks, I merely looked her up on Google and was highly impressed by her credentials; I got in touch with her because I need all the help I can get. I just set up phone call.
Take a look at ROP. I’ve owned it since 1994. Turned a $25,000 investment into about $650,000 without reinvesting any of the dividends.
I started buying some more stocks at the beginning of the year, but nothing big. Why am I treating this so harshly? I still want to be the first person in my polygamous family to make a million dollars despite the fact that others in my field make six figures per person. I am well aware of the costs associated with working more to get more money.
Scam “comment”
@Davidtimber no fast money, high risk high rewords, value stock use dividends DRIP is compounder machine such as stock PEP (Pepsi) 3% dividend, I added more shares today.
@macClinton-di6qv Joseph Carson is good one! Watch Each episode many times, absorb it completely.
My guy wants to become his wife's main husband 😂😂😂😂😂😂😂
Regardless of whether you're a wise person, it's best to consult a professional advisor right away. As a business owner in the service industry as well as an eBay reseller of all product categories, I can attest to the fact that we are in a severe recession and that everyone is running out of money.
Thank you for your high quality content. You’re like a compounder, each year you bring us more value 👏
Bro hates it when employees get paid with shares
Would love to see your analysis on UNH or CVS, love the videos!
Nice video, you should consider doing the top 10 largest market caps for each sector of the S&P 500.
< I will be forever grateful to you, you changed my whole life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Maria Reyes.
wow.. amazing to see others who trade with Maria Reyes, i'm currently on my 5th trade with her and my portfolio has grown tremendously.
I invest with Maria Reyes too, she charges a 20%commission on profit made after every trading session which is fair compare to the effort she put in to make huge profits.
this is not the first time i am hearing of Maria Reyes and her exploits in the trading world but i have no idea how to reach her.
As a first time investor I started trading with her, with just a thousand bucks. my portfolio is worth much more that now within just weeks of trading with her.
With the consistent weekly profits I'm getting investing with Maria Reyes, there's no doubt she is the most reliable in the market. such a genius
Great video Joseph. 💯 I think you were a little hard on Amazon. Ranking PayPal above Amazon is surprising to me. Just my personal opinion though. Keep up the great videos. 👍👍
Though I enjoy all your content these tier ranking videos are the most entertaining. Also I thought you did a tremendously unbaised job in the rankings.
Can you include JNJ in your next video? Thanks a lot.
Good showcase of value investing quick judgment if a company is worth more time researching. I know that the video would get too long, but the debt should be included in this kind of ranking imo.
Bro, you are a straight to the point guy, appreciate it!
Made me more solid in my own choices, thanks
Disney is an automatic F because they went woke. Cash flows will crater into the ground as a result.
One of the best utubers out there. Its brilliant you are educating the community
Would have loved to see ULTA. I have a feeling that one might be S tier for you, but the cyclicality of the cash flows on a quarter-by-quarter basis might move it down to A tier. I'd be curious to see if it would.
what are your thougs about AMD and BABA? i think they are both in a good position and are growing nicely
Company to consider: Constellation Software.
Insane M and A story :-)
The video has the highest quality in stock investing in UA-cam. Thank you for sharing!
Joseph is literally brilliant when it comes to this stuff but it's not just that. He can explain it all so that he can be understood, that's key I think
I love your content because it is REAL, HONEST AND RELATABLE! way to go Joseph!
ULTA DG UNP ENPH JPM TXRH. Thanks Joseph I love these videos! This is the exact video I’m looking for every time I open my YT APP
Love these videos!
it's great how Joseph's videos have fewer bots in the comments, tells you something about his content and audience
I find your analysis to be the most impressive among all the other UA-camrs. It's probably because you appreciate the power of compounding, just like Warren Buffett. I'd really appreciate it if you could analyze some energy companies, especially CVX. Your insights would be incredibly valuable to me. Thanks!
Why aren’t you selling Amazon given their free cash flow and dilution?
KNSL has similar growth to NVDA with less volatility. Similar growth as an insurance company. Crazy
Just looked at KNSL, that is impressive indeed.
why do you heavily invested in amazon and put it in a low category? I don't follow your logic.
Since i experienced apple pay, i have no interest in PayPal stock anymore.
Joseph, where’s Adobe on this list?
Love to hear what you think about Nike!!
Please do next time the following - UNH, HSY, FTNT, VEEV, TMO, ENPH
I would like to see Discover and American Express next time.
Thaks for that excelent work. I wonder if you could do that analysis to BRK-A.
Just wondering how is AMD position in this ranking beside with Intel & Nvidia ?
What about Berkshire Hathaway inc
Finally!! I love these videos! I can’t wait to watch it
I dunno why by these tier lists do it for me across a range of topics. Thanks for doing a cash flow one!!!
Nice change with the buttons instead of a dropdown, works like a charm 👍 Edit: MSCI
Can you make a video on your favorite investing books 📚 Thanks
I finally put a link in the description with my favorite books compiled. I may do a video in the future on it too.
Where is Texas Roadhouse?!?
AMD, ARM, AVGO? Maybe time for another one of these videos?
Btw thank you for your insights. I learned a lot!
I came across this idea that those patterns can predict uptrend or downtrend, which I never heard of before.
I want to hear your thoughts on candlestick patterns.
I’m in S&P Global, but still wondering your thoughts on the low Return on Equity. Does it matter? I know you used to have a matrix you used that had ROCE as one of the key drivers of value. My one complaint about SPGI
PLTR said they are buying back $1billion
Up to $1billion
This is a great video and data and it would be amazing if you link it to valuation
FICO is great but over valued for example
If a company is great then you buy it. Valuation shouldnt determine buying great companies. Are they going to do great in the future in your opinion? than the valuation of today is will be lower than the valuation of tomorrow.
Do you guys know to which fico deep dive he was referring to ?
Please PLEASE include Unity. If think they're in a super interesting situation, just having turned postive cash flow but also highly dilutive
I believe you understated Teslas dilution. They do have a significant amount of dilution, they just aren’t growing it. Id give Tesla a C
I request:
Elf beauty
Nike
Caterpillar
Deere
United Health
Monster
KO
Pepsi
Keurig Dr pepper
Adobe
Berkshire-B
AMD
Applied Materials
Taiwan Semiconductor
Walmart
Paccar
Starbucks
Crox
Waste Connections
Waste Management
Trane technologies
Costco
Devon energy
Hershey
Brinker (EAT)
Canadian Pacific
Emcore (EME)
Paychex (Payx)
Merck
Bristol Myers
Kroger
Tyson
RH
Oracle
Cisco
Would be very interesting to see an update of this, as the stories of some of these companies develop. Is Netflix still B tier?
Could you please break down SNOW stock ( snowflake)
Thanks Joseph. Very good video. Next time, can you include BRK-B?
Valuation needs to taken into consideration. As Howard Marks said "Investing success does not come from buying good things, but from buying things well"
You’re not even factoring in the price, just loooking at the free cash flow per share🙄🙄🙄. Any success you’ve had in the market must be from luck. Sorry but how aren’t you even looking at the price to fcf.
I'd like to see what you think of DPZ, AFL, PAYX and AXP. Thank you very much!
Where is Costco and Canadian Pacific?
I believe buffet bought paramount because of upcoming NFL license or something. I don’t watch football
Please review Broadcomm, Synopsys, Crowdstrike. THanks.
How about Fortinet, Palo Alto and Crowdstryke?
@carlson: Please review Mckesson, LLY & NVO with all the buzz in pharma & new weight loss drugs..
Listening to this video from over a year ago, I’m impressed with the differences in opinion. Most investors are dogmatic and mentally inflexible. It’s integral to remain open to the facts as they are, not were.
Would love an update on the stocks covered plus few others like UBER, INTU, AVGO, CRWD, PANW
Great video and really useful information. However it is worth considering these companies from the customer perspective. The term "good companies" is often not the first term that comes to mind. Apple's pricing and aggressive built-in obsolescence. Visa's interest rates and in particular fee structure now. In Canada retailers are now allowed to charge a premium if you use credit card to pay a bill. One retailer wanted 1.75% extra to use a card. Consumers will become more value conscious... Tyson meats already seeing impact to their business.
Day 76 of asking Joseph to call his stocks Double Compounders with Cheese 🍔
No comment on how fico had no fcf growth from 2005-15?
No Texas Roadhouse on this ranking sheet? Joseph…. Tsk Tsk Tsk… I am disappointed.
Thanks for the video. How about MSCI?
Joe - Good video, agreed for most part, however INTC will shine in Q3 of 2024 and TSLA, because of the volatility is a great stock to trade. I wouldn't touch Disney...
I hope your right about Tesla. It’s my largest holding and I still believe in the company but it has been a slow process.
AMD
Disney go woke, go broke
I would like to see a recap of the same line up. I’m curious to see if your opinion has changed on a couple of the companies after the last couple of quarters.
Can you do United Healthcare (UNH) and ADP
Dude your first recommendation is hella overvalued in fact most are except for Mastercard.
Could you include UNH?
Nice video. Everything made sense to me except for Tesla. It's a D or C at best
Would be great to see a video one day on foreign stocks. There's some great opportunities out there.
Thoughts on KLA Corp and Arista Networks? Both high margin/high ROCE companies.
What is your opinion on American Express?
Good time to post this, love it!
Disney is an easy buy at this price
Where are the railways?
You're really on it sir. Thank you for your most recent videos up to following last week and this week, really awesome content!
Excellent video as always. I think stock based comp in a company like Nvidia is not that big of a concern because it's the way to get the best talent to come work for you. There's really no way around it
I would agree. Excellent point. 👍👍
Great video Joseph! Can you add $MO & $ENB. I love to here thoughts on these companies. Thanks!
You forgot about Alibaba
Just started focusing on cash flow instead of meme stocks. Nice to meet you
I wonder if you can do a video about stocks doing buy-backs? Highly appreciated.
Great analysis as always, Joseph! For the next round I’d enjoy seeing your analysis on the cash flows of
1. MNST
2. MSCI
3. MELI
Thanks and keep up the great content!
+ TXRH
Not it isnt, he doesnt mention stock buy backs that off set dilution and also the cost of the free cash flow for investors.
@@kylelarson5074 I invite your input on these factors for the "S" and "A" companies. I'd be curious to know if either woyld change rank due to these factors.
It makes nvidia far less attractive for one@@Pizza-gb1ch
Could you tell your thoughts on NOG - Northern Oil and Gas Inc?
I know this is petty, but the red S looks negative instead of positive. 😂
Well done analysis Joseph and not biased.
amazon will not exist in 10 years in format they do right now, a company is a mess
Day number 398... Just kidding.
How this channel hasn't grown to at least 200k subs is beyond me, I'm sure there's more potential viewers out there somewhere. Promote this on your main channel more.
It's not sexy enough. People don't like boring practical truths.
Have been watching for months and gain many insight, thanks Joseph
I like this channel and this guy … keep on
You are sooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooo intelligent 🎉🎉! Love you
Please take revenue growth, margins, and debt into account for the rankings. Good revenue growth and increasing margins are a great flywheel for FCF growth while debt is like gravity slowing it down
i don't know why people don't approach more health companies (like ISRG, UNH, JNJ, LLY, NVO, ABBV, etc) - they have good growth ratios, big dividends, low risks, they do well in uncertain economic times! the only minus i see for them is the RD expenses, plus government regulations (rarely) - but those arguments are countered by the FDA approval of different therapies and meds!
if you could make some episodes covering different sectors (Health, Industry, Energy) - others than tech and discretionary - to mention their FCF (top 5 companies in each sector), their cons and pros in investing in them, i'd really appreciate!
Tesla Bear!
You look very happy, Joseph!
I'd like to see you do some deep dives into industrials like mlm, vmc, and other similar companies. They seem to be doing well, but no one ever talks about them.
What's the ticket for S&P Global?
All I find are ETFs when I search it...and yes I'm a noob
SPGI i think did you find it.