10 Quality Stocks I'm Waiting To Buy

[@HarunTosun-wg4rc]

I just switched up my Roth IRA to 50% SCHD, 25% SCHX, 25% SCHG, and my Roth 401k is 70% vanguard S&P 500 index, 20% vanguard growth index, and 10% vanguard international index. Seeking best possible ways to grow $350k into $1m+ before retirement in 3 years

[@VanChuong-on2gh]

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

[@tinsleyLuna]

I can only speak from my experience when I advise seeking professional advice. It looks like a smart bet if you don't know where to get an experienced one, but if you don't know anything about the market.

[@anabelThomas-yo2xw]

Your advisor must be really good, how I can get in touch with them as my porfolio isnt doing well.

[@tinsleyLuna]

I have a female advisor named Camilla Marie Fuller. I recommend researching her. To be very honest, I'm glad I decided to let someone handle expanding my finances even though I almost didn't think I should.

[@anabelThomas-yo2xw]

Wow, her track record looks really good from what I found online. I'll take a chance and see how it goes. Thanks for the info

[@clarkstephen7861]

Stock market is on fire! My portfolio is up 23% since the start of the year. Who else is crushing it?

[@RoseGuerra7862]

I wish I could say the same. I've been trying to make successful stock picks all year, but I'm still in the red

[@martinheaway]

I’m currently working towards FIRE with a focus on dividends & growth investing. Since 2019, I’ve built a portfolio made up of 30% NVDA, 25% SCHD, 15% VOO and over 30% in digital assets, thanks to my CFA. This strategy has helped me earn $45,000 a year in dividends. Back in 2019, I only earned $400 in dividends.

[@JaneClark7861]

Please how can I reach this expert, I need someone to help me manage my portfolio

[@martinheaway]

I have a female advisor named Amy Desiree Irish. I recommend researching her. To be very honest, I'm glad I decided to let someone handle expanding my finances even though I almost didn't think I should.

[@JaneClark7861]

She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.

[@philipfletch]

I lost over $300,000 investing in $GME and $BBBY, which was very depressing. Now, with low risk tolerance, I want to invest wisely. I’ve been researching index funds, ETFs, mutual funds, and growth stocks.I want a simple portfolio with about 3 holdings.

[@RoseGuerra7862]

Sorry for your loss. Directionally this makes sense; $VOO, $VGT, $SCHD. Dollar-cost averaging into these ETFs will likely outperform most investors.

[@martinheaway]

I love SCHD and currently own 604 shares. I regularly buy more shares, but I also invest in growth stocks/ETFs. Right now, I focus on growth, but I plan to switch to dividend-paying value stocks/ETFs eventually. It’s advisable to work with a fiduciary advisor for a well-diversified portfolio instead of relying solely on speculations.

[@JaneClark7861]

Well it seems like a lot of your interest is riding on your source, I could really get well accustomed to your viewpoint, get me involved.

[@martinheaway]

My CFA ’Amy Desiree Irish’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market

[@JaneClark7861]

Thanks for the info. I searched for her full name and found her website right away. I reviewed her credentials and did my research before reaching out to her.

[@Vivienedouglass]

*Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.*

[@Jamesjerome0]

Keeping some gold is usually a wise decision. You would be better off keeping away from stocks for a bit or, even better, seeking advice from an expert given the current market conditions and everything that is at risk with the current economy.

[@MickyGlover]

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 CFA, 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

[@Donald-George]

Could you possibly recommend a CFA you've consulted with?

[@MickyGlover]

*TRUDY ELIZABETH STOUFFER* .. has always been on the top of my list..She is regarded as a genius in her area and well knowledgeable about financial markets. I highly recommend you look her up if you want excellent collaboration.

[@Jamesjerome0]

I just curiously searched her up, and I have sent her an email. I hope she gets back to me soon. Thank you

[@SasFerenc-f4o]

Don't simply retire from something; have something to retire to. Start saving, keep saving, and stick to investments

[@MarcosAntonio-hb3nk]

It's really heartbreaking to see how inflation and recession impact low-income families. The cost of living keeps rising, and many struggle just to meet basic needs, let alone save or invest. It's a reminder of the importance of finding ways to create financial opportunities. You've helped me a lot sir Michael! Imagine i invested $50,000 and received $190,500 after 14 days

[@BiGMAN4046]

Absolutely! Profits are possible, especially now, but complex transactions should be handled by experienced market professionals.

[@DanielPrifti-z4r]

Michael demonstrates an excellent understanding of market trends, making well informed decisions that leads to consistent profit

[@LilianaRamírez-x7w]

nice! once you hit a big milestone, the next comes easier. How can i reach him, if you don't mind me asking?

[@LilianaRamírez-x7w]

Thanks for the info. I'll reach out to him immediately

[@annaj.osorio]

Stocks extended their year-to-date rally following the CPI report, with the S&P 500 last up 0.8% in afternoon trading. but I don't know if stocks will quickly rebound, continue to pull back or move sideways for a few weeks, or if conditions will rapidly deteriorate. I am under pressure to grow my reserve.

[@NatalieFormor]

Palantir, ARM and Nvidia are all still good buy, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.

[@LejlaGöransson]

A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.

[@DanielOrstein]

This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfoIlo allocation

[@LejlaGöransson]

Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.

[@Robbertskypes]

She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.

[@SlowrideHome91]

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 quarter of a million to create a strong portfolio, which stocks would you choose for better returns?

[@AGNESCHANG-u9h]

I think a good 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 advisor for expert advice.

[@PauleAraiza]

I agree with you. As an early investor in NVDA, AVGO, ANSS, and PLTR, 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.

[@NO-TIME170]

@@PauleAraiza Hey, I'm trying to find a certified one to boost my investments/portfolio, but it's tough online. Can I get a rec from you, since you know about this stuff?

[@AddilynTuffin]

Dividend Stock and REITs. As interest going down, I think these two asset types are going to be more attractive. Besides getting dividend income, I expect them to get appreciation in value as well.

[@PauleAraiza]

Jennifer Leigh Hickman is the advisr I use and i'm just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.

[@PatrickBatemanOM]

1:36 Toast 5:11 Crowdstrike 9:29 Doordash 13:14 Spotify 17:04 Palantir 21:07 Fico (Fair Issac Corporation) 24:44 Chipotle 26:14 ServiceNow 27:47 Adobe 29:12 Andril

[@djdag2000]

Thx

[@CossacksChampion]

Thanks :)

[@paulevans2246]

Ta 🙏

[@Harri-so5tu]

Thx, much convenience

[@methos-ey9nf]

Thanks!

[@Natalieneptune469]

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!

[@dawsondanny990]

Those ones are all rubbish didn't you research ?

[@rannyorton]

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?

[@ivankagel9949]

I've been able to scale from 350K to 650K this red season because my FA figured out Defensive strategies to protect my portfolio and profit from this roller coaster market.

[@rannyorton]

Fantastic! Can you share more details?

[@ivankagel9949]

I was guided tho..Julia Hope Marble. walked me through the ropes majestically i'ts my ultimate pleasure.

[@benitabussell5053]

I'm mostly in cash and waiting for this market to re-level on the reality of our situation. Or are you saying these stocks are ways I can avoid a crunch and maximize my savings of $350k? I could go for them too

[@RickWatson-xu6gw]

There are a lot of ways to achieve your goals but such strategies can only be carried out by market experts not a random KZbinr.

[@A_francis]

I just use KZbin for research purposes, I run all my major investment through an investment adviser, the market is just too unstable to handle things on your own. I have consistently restructure and diversify my portfolio/expenses and I’ve made over $3million in gains in close to decade of having one

[@ScottStraw]

Please can you leave the info of your investment advisor here? I'm in dire need for one.

[@A_francis]

*Marissa Lynn Babula* is the advisr I use and im just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.

[@RobbStonee]

Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.

[@FeliciaEmily-m2y]

I'm retired at 47, went from Grass to Grace. This here reminds me of my transformation from a nobody to good home, honest wife, $35k biweekly and a good daughter full of ❤ I’m forever grateful harriet dixson

[@Putcal7i]

I want to compliment you, you have said it all. I am a little business owner and I really want to expand my business to the next level by making myself an investor but I really don't know how to go about it..

[@FeliciaEmily-m2y]

Wealth is built in both bull or bear market and also wealth transfers from the impatient to the patient. One of the best ways to succeed in crypto is by trading your assets with a good strategy..

[@Georgemarco-j4d]

Assets that can make you rich *FX *Btcoin *Stocks *Gold *Real estate

[@henry-d6k4z]

Best signal provider in the market. Knowledgeable, level headed (no loss like some other traders who recently jumped on the bandwagon).

[@faithful-x1v]

Being in the discord and starting trading is literally changing my life. I'm starting witha small $5,000 account but I got it up to $20,600 in one week! Not a lot of money but that's a big growth for me

[@realestalex2728]

My favorite part of Adobe is that every product they offer has a free or cheaper alternative that won't force you into unfair and abusive contracts.

[@tripleeyeemoji2685]

I love investing in companies that treat their customers like absolute garbage!

[@LionSandwich]

Ha. Wgat😂

[@Blittsplitt5]

Guarantees good returns. Look at Visa, Amazon, Nvidia and others LMAO​@@tripleeyeemoji2685

[@brandon_youtube]

😆 Pltr. Didn't think I would see this on the list.

[@dsgrant07]

The one that got away 😅

[@ivermektin6874]

Sold my bags at $21 after breaking even. Off that wild ride.

[@mirchimome]

I Hit 110k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started last month 2024. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject. thanks to Brooke Miller for helping me achieve this

[@SuccessMikeMatthew-gw5uh]

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

[@anatolyivan]

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.

[@shandegabrielrojas9350]

I'm surprised that you just mentioned and recommended Brooke Miller, I met her at a conference in 2018 and we have been working together ever since.

[@ambinelson]

I'm new at this, please how can I reach her?

[@stephaniebeddis8069]

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

[@Tristen501]

When PLTR was astound $5 I bought some calls around $6 and $8, going out to Jan '25. Then sold when the stock reached the low teens. Hindsight is harsh but I'm not mad. I sold because i knew i didn't understand the company. I took my quick gains and ran.

[@MarcoRivers-ov4tw]

Thank for the content!!! All we need is the right advice on how to invest in crypto and we will be set for life , made $28k from trading crypto and stocks.🚀

[@RondaWilliams-b6u]

As a beginner what do I need to do? How can I invest, on which platform? If you know any please share.

[@Jeffersonhadr]

Yes! I'm celebrating £32K stock portfolio today... Started this journey with £3K.... I've invested no time and also with the right terms, now I have time for my family an…

[@LewisPalmer-uk6rg]

Started with 5,000$ and Withdrew profits 89,000$

[@JanneyStar-e9z]

I'm glad to write her tay I do hope she will help handle my paycheck properly☺️☺️☺️ Can I start with as low as $1,000?

[@ChineduLove-t1j]

Please who is this Mrs Jenna This sounds so good andI would like to be a party to this, is there any wayl can speak with her?

[@sixteen02]

Great selection, but I'm wondering why ASML doesn't show up here? In the past, you said that it's a great company, but too expensive, which would be a perfect pick for a list like this. Also, why do you prefer Crowdstrike over Palo Alto? Greetings!

[@ryand8461]

Cyclical . Not predictable

[@russellneal5264]

I prefer Qualys over both CRWD and PANW. QLYS has a lower P/E, higher average ROIC, Gross and Operating Margin than both by a large margin. It's a lower market cap meaning a longer runway to compound gains. The only drawback is that it's revenue growth isn't as fast as the other two, BUT high earnings with crappy ROIC destroys value.

[@miladmania4261]

L 637 l

[@MegaStoneTV]

@@ryand8461have you ever looked at the revenue chart? Significantly less cyclical than most of the semiconductor industry.

[@komorrah]

ASML just lost 15% today because of leaked quarter results. Buy chance?

[@WanderingExistence]

Member when Nvidia was "overvalued"?

[@kfh123]

Netflix vs. Spotify. Netflix owns its content. Spotify does not.

[@thederpyrock5247]

actually it does under licensing so they do own it, how you comparing actors to music artists, vastly different. lol (licensing that is renewed because their product engagement is that strong

[@asnierkishcowboy]

Spotifys content rules, Netflixes not lol :D

[@HuyBui-vu2pw]

But ppl can't live without Spotify. Ppl will cancel Netflix

[@honcho4329]

Bro netflix is 10x better then spotify

[@honcho4329]

@@HuyBui-vu2pwif poeple knew u could download apps and listen to music for free without wifi😂 u also can pay for youtube and have a song list in KZbin+ u dont need to skip adds anymore because u payed for it it may even be cheaper then spotify

[@ichoudhury007]

I've been following CrowdStrike since 2020 and kept missing my chances-either by watching too long or selling puts that didn’t get assigned. I really respect the CEO for owning up to past mistakes and learning from them. Cybersecurity is crucial in this era where global tensions are heating up, and companies like CrowdStrike will play a major role. When I saw the recent dip, I finally jumped in, and it’s been climbing since. Like you mentioned, they’re unlikely to repeat those errors. If I had one suggestion for you, Joseph: start small and DCA on the dips. But ultimately, it's your call!

[@Ciborium]

I'm sure Crowdstrike will F* up again, bricking millions of customers' servers and workstations, and the price will drop like a rock.

[@crohmer]

no

[@heyflo1]

It's the only one I would not invest in, they will have a massive decline in revenue due to that outage. It did not translate into their last quarter because it happened at the end of the quarter.

[@Motivational_Flavio]

The crowdstrike recent dip was golden, really happy i built my position and will keep adding on weakness

[@harsharao3555]

Uber eats is eating doordash for lunch, dinner, and breakfast. Uber has a ready-made driver network.

[@SirGenesis206]

Statistically, they’re actually aren’t.

[@Terbmagic4]

Everyone I know doordashes

[@TK-ui2jg]

Uber eats is considered “ghetto” by all my upper middle class friends

[@ryand8461]

True , plus it’s international . Uber eats is number 1 in Japan

[@JosephCarlsonAfterHours]

Based on market share estimates DoorDash has expanded their market share of food delivery over the last year.

[@julian-fb8td]

So Joseph no ASML, after this recent crash I’m buying. Best deal I think I will get for it, Any thoughts?

[@RealSerie26]

I wouldn't touch SPOT with a fishing pole. You say it's INCREDIBLY profitable with a measly 3% profit margin and 5% ROA. All meaningful metrics say it's extremely overvalued.

[@nataliam895]

I think you should offer an investment class, to teach how to select stocks, what to pay attention to, valuation etc

[@alsavery9306]

Never happen. When these 10 are good to buy, you will find that better quality stocks are even better value to buy.

[@musicloveranthony]

Exactly. Perfectly stated

[@jorgkundrath]

*I had problem comprehending trading in general. I tried watching other KZbin trading channels, but they made the concepts more complicated. I was almost giving up until when i discovered content and explain everything in detail. The videos are easy to Follow*

[@Yanglee-l5h]

I've been making a lot of looses trying to make profit trading. I thought trading on a demo account is just like trading the real market. Can anyone help me out or at least advise me on what to do?

[@CikaBeki]

To be honest, investing correctly today can save you a whole lot of stress in the near future

[@JenniferBores]

I will advise you should stop trading on your own if you keep losing.

[@JenniferBores]

If you can, then get a professional to trade for you i think that way your assets are more secure

[@JenniferBores]

I'd recommend JUDY, ARIANNA her profit is great even when there's a dip

[@brianbirnbaum9760]

You missed CRWD until there’s a big market wide selloff. It’s never going to sell at your price until either a big selloff or slowing growth, in which case the valuation crash would be justified.

[@milanpatel4035]

Why didn’t you buy $CRWD during the last major outage when the stock price tanked?

[@Geronimo-G]

I did. In my Roth. My options trading debut in my Roth, where short term gains aren't taxed. I sold a cash-secured put, which got called, had to buy 100 shares at $240, then just recently sold a covered call to offload them at $315. It got called last Friday. Fastest tax-free $7500 I've ever made, in addition to the $1500 of premiums I collected. I got paid $1500 to make $7500. I took a risk, and felt CRWD was way too oversold. Finally pulled the trigger under $250 and got lucky.

[@zach4216]

@@Geronimo-Gall gains are tax free in a Roth.

[@Geronimo-G]

@@zach4216 precisely why I prefer options-trading in the Roth.

[@GarciaCapital]

I’m personally waiting to buy PLTR at $5 *edit* yes I’m joking, I’m already heavily invested at a $20 cost basis. But I agree with Joseph that valuation risk is pretty high right now. Anduril has been a company I’ve been excited about as well, I hope they go DPO instead of IPO

[@AnoNymInvestor]

Then you have to wait just 40 years.

[@thederpyrock5247]

fair value is $25-30 lol, you are crazy

[@pedroegeu1]

😂😂

[@jonirastorza5813]

Me to

[@davidelet3652]

After a 10 for 1 split this can be possible.

[@Vezzer13]

When Anduril goes public I'm loading the boat just like I did Palantir.

[@katielowen]

Valuation matters. If it IPOs heavily overvalued, that would be a 🧢

[@dkgong]

I'm waiting on the openai IPO.

[@GarciaCapital]

@@Vezzer13 I would load up early if DPO, or DCA if they IPO

[@mobilemandarin]

Thank you for a great video. financial education is what the world needs most right now. I studied and researched about the financial markets for a while and got stuck on the learning curve. Thanks to Loraine Souvenir program, i've grasped trading concepts, boosting my earnings through her daily signals and insights.

[@SimonisRakelhd]

Having access to reliable information is crucial for us as investors to succeed both financially and in life. This is valuable, I've just looked up her full name on my browser and found her webpage without sweat, very much appreciate this

[@festiane]

Surprised to see her mentioned here! She tailors trading courses to suit beginners’ needs and really knows her stuff. Her advice has been invaluable to my trading journey-definitely worth it!

[@RainaFreeman-h3u]

Wealth building and financial freedom are attainable with the right knowledge and tools. Using proper financial strategies and products is essential to growing and sustaining long-term wealth.. glad to know you want others to succeed

[@jessicabaybee]

It's truly refreshing to see a comment about Loraine Souvenir. I've also had the pleasure of working with her for several months after discovering more about her online. She has a knack for simplifying complex issues, whether it's a market surge or decline. Her approach consistently keeps you ahead of the curve. I'd call her a guru, for sure

[@SmakThiago]

Thank you for sharing your experience. She’s helped grow my reserve, despite inflation, from $87k to $246k as of today..Her insights and daily siignals are worth following.

[@ivermektin6874]

Last time you did this I'm glad I bought FICO when you suggested it. Up 100% within a year.

[@nichix]

Another great company is $MELI, a little overpriced but its still the best south american company

[@Ants_of_the_sky282]

I own MELI and I personally believe it’s undervalued. They still have a lot of fundamental growth left. My basis is low 1700s so yeah. I am very bullish on them long term. If you look at the penetration level in the regions they operate in, it’s very low. It imo shows they still have a lot of growth potential

[@LZin-uk5nh]

​@Ants_of_the_sky282 They are expected to triple in the next few years

[@nichix]

@@Ants_of_the_sky282 yes, im also in the 1700s

[@InvestingWithAdamK]

Thanks for the information Joseph. Toast has a lot of competition fyi. Owned a restaurant for 13 years. There’s a lot of options for POS.

[@KodySunny]

As someone who is just beginning in this, and new to this channel.... I'd love to see some "5 stocks I'd buy today" videos quarterly if possible

[@FinancialAmateur]

Thanks for sharing the list, I hoped just that you could share the target price for you! Strong list

[@SirGenesis206]

I can almost guarantee, Joseph is not going to buy CRWD DASH or PLTR within the next year or so. Valuation wise, it’s just not his thing. CRWD just gave us a buying opportunity. The yen trade crash nonsense gave us a buy opportunity for PLTR. The next dips won’t be that low and then the valuations catch up to these stocks, they’ll be a lot higher in price despite looking like a better deal fundamentally.

[@whatisart2337]

When they are at a better price point fundamentally, they are a better investment than before. That’s what fundamentals are for

[@shortyrockeroner4137]

Premium company's trade at premium price, you can wait forever if you want

[@kingsleychan]

Only if Texas Roadhouse uses Toast!

[@AnoNymInvestor]

🤣🤣🤣

[@MegaDesi81]

Good one! 😂

[@Oliviathe17th]

I've held 3 Berkshire Hathaway Class A shares since the mid-90s at around $17,000 each. Now, I'm selling some to buy growth stocks. With market volatility, should I reinvest in gold instead?

[@LindsayHoran]

Knowledgeable Investors know where and how to put money during a crisis in order to reduce risk and maximize returns. See a market strategist with experience if you are unable to manage these market conditions.

[@SaintMoretz]

With the help of an investing advisor, I diversified my $400K portfolio across markets, and I was able to earn over $900k in net profit from high dividend yielding equities, ETFs, and bonds.

[@PapiChulo-t1s]

pls how can I reach this expert, I need someone to help me manage my portfolio

[@SaintMoretz]

Yeah, she is Victoria Louisa Saylor , look her up. Anyone is free to contact her.

[@peter5247]

I really disagree with DoorDash. Maybe it’s because I hate the product they offer instead of loving the convenience. In short, any product that shows me a black and white photo of a contractor and begs me to tip so they can support their family (instead of having that priced in after a 25% business charge and 25% up charge) is not sustainable in my opinion. I have loads of friends that do it but they are the type to go to vacation in Europe and tip their waiters 20%.

[@jayeshchhabra5329]

In addition, Uber is a big competitor that has other things going for it (Uber, Uber Eats, Car rentals, etc.)

[@nabeelsaifoo6012]

what is the website you use to visualise the data?

[@ducminh7568]

will you buy ASML ? They have monopoly in lithography machine ?

[@devpro712]

it did crash today good buy oppurtunity long term

[@thegrizzlyfamily1374]

Bro, FICO made me a multi millionaire (by accident) over the past 5-7 years. My god had the run been amazing. TBH: I’ve been asking Carlson about why he hasn’t covered this stock for years. It’s in all the portfolios of the investors he follows. Edit: Patron member

[@rickydiaz7]

Nice congrats. Great pick up back then

[@Blittsplitt5]

What do you think the next 5 years of that stock will look like?

[@thegrizzlyfamily1374]

@@Blittsplitt5 it just keeps going up.

[@joaodealmeida26]

Nice video. You used to have Arista in your watchlist. Did you give up on it?

[@rehmanpiracha5002]

Hi could you please share the buy price point for these 10 companies

[@musicloveranthony]

The price is always moving based on the fundamentals - there’s no static answer

[@dunggg]

Just look at the PE and FCF. If the price jump higher but the PE is lowered and the FCF is rising at a much higher pace then it a good buy. Just like how NVDA is cheaper than it was two years ago despite being a 3.4T market cap vs 500 billion in 2022

[@InfoRanker]

What about knsl?

[@o0usf0o]

I’ve been buying toast! A share here and a share there. Long term, I like them!

[@Grimscribe732]

Would really be interested in Joseph's take on companies like Cintas, Wolters Kluiwer, and Compass Group.

[@mingmataaaa]

Waiting for a good Samaritan to post the list of 10 here :)

[@vve15]

What about ASML?

[@LZentertainments]

I've been eyeing many of these stocks as well. Huge overlap. Hopefully you'll do some update when you find they're within the price range you find fair

[@cavivekmehta3570]

You reviewed crwd at 275 and it’s already at 320. Also they were at 220,230,250 to be bought

[@Ciborium]

Crowdstrike motto: "We test in production."

[@arturprivat8180]

Some ideas from me: 1. Palantir 2. Lockheed Martin 3. Prologis 4. Vistra Energy 5. Occidental Petrolium 6. MunchRe 7. Deutsche Telekom 8. RTX 9. NU 10. Drone Shild 11. Axon Enterprise 12. Heidelberg Materials 13. Rolls Royce 14. Garmin 15. Aena thats it thx

[@willthekiller1]

what about PANW?? any takes on that one being on the list?

[@LudVojta]

Is there anystock with P/E under 50 on this list?

[@paullopresti9568]

I wanted to try your patroon free trial but after I filled out the membership form there was no free trial button. Do I have to put in my credit card info first?

[@Idontwanteveryonetoknowmyname]

I’ve been a Spotify subscriber since 2014. Never had even a single thought of leaving.

[@Davide1709]

@Joseph, I appreciate you being patient before buying in these companies but, to some extent, wouldn't this be timing the market? I bought FICO at 1600 which seemed crazy high, now it's 2000+... I mean, even with a 20% decrease you would have just saved what, 3-5 months? And what if this 20% never happens and it's only a 10%? Also, what if it rises to 2500 and then goes down to 2000 (-20%), would it be a good entry point? I think you should also assess the probability of an event and see the overall expected value. PS - I bought FICO because of you, thank you =) here in Europe we don't even know what the credit score is

[@monclerpaint]

5:29 actually their CEO had a similar glitch happen at his time at mcafee so technically they already repeated their mistake

[@EarthwithTom]

Cheers for another great video mate! One question - would you still call your positions “concentrated” when you consider all the positions you hold across both channels?

[@DimaShyshkin]

Joseph. Could you please tell me why you're looking at the Crowdstrike, but not the Palo Alto Networks? You like the monopolies. PANW is a monopoly in cybersecurity, while crowd strike and many similar companies are basically a one-trick ponies.

[@Patrick.Heck212]

Very nice job covering the basics. I am sharing this not to brag but to show what’s possible. I’m retired and I have 2 separate portfolios. One is a long term growth dividend portfolio of stocks where i sell covered calls strategically and my 2nd portfolio is the Crypto trading strategy where its all about income. This year I am on pace to make $120K in realized options profits and around $730K in crypto profit... What is great is that my long-term portfolio is still up significantly as well. As such, it’s possible to generate excellent income but still have a total return perspective. ...Amidst this, the insights of a knowledgeable guide like that of Sandy Barclays can be crucial. Her expertise in navigating the nuances of trading has been the key for Me understanding and making the most of these emerging financial trends.

[@Patrick.Heck212]

Sandy Barclays program is widely available online..

[@wajper1994]

If the market has taught me anything, it's that it always recovers, but I can't seem to focus on the long run, when major factors like my retirement and my reserve are wreaking havoc on inflation. I require a solid data trajectory and solution as soon as possible.

[@MatheusBarbosa-zw4tw]

Over the years, I've been a part of numerous trading programs, sifting through a barrage of information. Yet, nothing has come close to the sheer clarity, depth, and precision of Sandy insights. It's akin to finding a diamond in a coal mine.

[@philblas]

Sandy gave me the autonomy I need to learn at my own pace and ask questions when I need to she’s so accommodating.

[@lihlacerda]

What I appreciate about Sandy is her ability to tailor strategies to individual needs. She recognizes that each investor has unique goals and risk tolerances, and she adapts her advice accordingly.

[@Vivxx143]

The one that went thru the most shit in 2023. META!!!

[@paulsocea8831]

Any thoughts on ASML after its big drop?

[@paolom85]

why not companies like MSCI, META, FERRARI, LVMH?

[@ColbyBarradas]

Awesome video. I'm so glad you have this second channel. We can't get enough of Joseph's channel

[@Andreavince-v]

I’m brand new to buying stocks. I need basic instructions on how to spread $100k across the market. I’ve heard much about the stock market being at its all time high and wondering if this is a good time to start investing, or do I wait for a crash to buy at discount price?

[@DanielleB.Wooten]

the idea is to look for stocks that have paid steady, increasing dividends for years (or decades), and have not cut their dividends even during recessions, speaking with a proper advisor can be very useful most times in getting the job done

[@CharlesT.Foster]

The issue is that most people have the “I want to do it myself mentality” without being well-qualified, hence get burnt during crash, no offense intended. Thankfully, I've attained nearly 7-figure after subsequent investments, since the rona-outbreak in Jan.2020 to date, only cos I know enough to seek expert counsel at uncertain times

[@JamesKjones-n7r]

quite inspiring! could you be kind enough with details of your advsor please? in dire need of proper asset allocation

[@CharlesT.Foster]

Stacy Lynn Staples is the licensed advisor I use. Just google the name and you’d find necessary details. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.

[@JohnNgomba-k3v]

excellent share, curiously inputted Stacy Lynn Staples on the web, spotted her consulting page ranked top and was able to schedule a call session. Ive seen commentaries about advisors but not one looks this phenomenal

[@slav_o]

Thank you Joseph. Can you also include the valuation you are looking at to enter some of the currentyl overvalued stocks on your list?

[@markarnoldsfinance2765]

Love the Toast Logo.

[@ryanhennelly2122]

Since we are talking about private companies now. What are your thoughts on spacex or starlink?

[@Blittsplitt5]

Muskrat companies aren't worth the risk.

[@Owen-CodeandCapital]

I'm not sure if I've overlooked something or if Joseph hasn't mentioned it, but why doesn’t he reinvest in his current positions? I understand he bought in at a lower price, but if these are truly compounding, wide-moat machines, why not reinvest? I’m just curious, as I haven't seen him address this topic.

[@erdrick22]

Thumbs up here if you want to drown out the spammers.

[@itsme-wc8zd]

I wonder what your opinion is on AST space mobile?

[@bombmanNL]

8:13 how do you have Q3 2024 numbers when they haven’t reported their earnings yet??

[@daiski79]

Hello Joseph, thank you for sharing the businesses you’re eyeing. I would have liked if you shared your valuation criteria and at what price you believe you would pull the trigger on each, again Thank you

[@peteadkins7400]

Am I looking at it wrong or are the margins on TOST very low for a software company?

[@dwightschrute7342]

Door dash and Uber are super convenient. I rely on them whenever I go to a larger city or travel. Once their metrics look better I think I will dive in.

[@johnpersechini4951]

Big mistake not having Uber on this list.

[@user-mu7vv7gb9f]

I think we would appreciate a target price with a rationalization for these companies. Thank you!

[@GillerHeston]

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.

[@rogerwheelers4322]

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.

[@joshbarney114]

A lot of folks downplay the role of advisors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K.

[@FabioOdelega876]

I appreciate the implementation of ideas and strategies that result to unmeasurable progress. Being heavily liquid, I'd rather not reinvent the wheel, thus the search for a reputable advisor, mind sharing info of this person guiding you please?

[@joshbarney114]

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 ‘’Marisa Michelle Litwinsky’’ for about two years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.

[@FabioOdelega876]

Thank you for this tip. it was easy to find your coach. and I conducted thorough research on her credentials before scheduling a call with her. Based on her résumé, she appears to possess a high level of proficiency, and I am grateful for the opportunity to speak with her.

[@tatianastarcic]

I must say you are an inspiration because I started up investing and trading as a scared investor who doesn’t want to lose money, glad to say I’m very profitable now and bought my first house through it

[@TinaJames222]

As a beginner, educate yourself: Learn the basics of investing and the stock market. There are many resources available online , including books, articles, and online courses. It’s a good idea to diversify your portfolio across different stocks and sectors to minimize risk.

[@nicolasbenson009]

People often overlook the value of financial advisors until they experience the downside of emotional decision-making. I recall a few summers ago, after a difficult divorce, when I needed help reviving my struggling business. I did some research and found a licensed advisor who worked diligently to grow my reserves, even amid inflation. As a result, my reserves grew from $275k to around $750k.

[@sharonwinson-m8g]

this is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation

[@nicolasbenson009]

My CFA ’Sophia Maurine Lanting’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.

[@Vincent-j8u]

Looked up her name and her website popped up immediately, interesting stuff so far, about to schedule a session with her.

[@JonJon-kx6xl]

1:45 oh you sneaky boy hiding secrets naughty 😜😉

[@yonami5711]

Hi Joseph! Great picks, I‘d also love to start a position of NOW if it wouldn’t be that overpriced. Did you ever checked on Cadence and Synopsis?

[@keepitraw1]

Have you ever considered Cadence? Oligopoly with synopsis and also capital light SaaS, no way around in the semiconductor industry.

[@AnoNymInvestor]

I have Synopsys and KLA+. Also NXP Semiconductor.

[@keepitraw1]

Bought the recent dip in AMAT, now I am up 15% after like a month.

[@callumdabomb292]

And lam research

[@ok2tmtsg]

I'm loaded with AMAT KLAC ASML NXPI NVDA and TSM.

[@keepitraw1]

Finding the right company is not the problem, the right price is

[@mattderron]

I also looked at TOST, interesting company and anecdotally I see their handheld payment terminals everywhere now

[@poojavirmani6330]

What are your thoughts on Fortinet? It has better numbers than crowdstrike.

[@pasanmanula6758]

Wait! did you sell your other positions like INTU & Salesforce ?

[@alexanevin7917]

Great content as usual. I am waiting for Adobe, too. Never heard of Toast. I will look into it. Thank you!

[@tbaloni]

I like Spotify that's my preferred one I'd actually invest in out of all the stocks you listed

[@joshuab2450]

One that will meet your criteria is Dunn and Bradstreet, DNB. The stock currently only trades at only 11 times earnings. Its like SP Global at a massive discount.

[@brkctrl]

I disagree about crowdstrike. A little hiccup or whatever you call it took down majority of computers around the world. It will force businesses to be less reliant on it in the future. Also, this wasn’t some unknown problem that could not be anticipated. Every software company in the world rolls out updates partially until everyone has it. What it tells me is incompetence on their part. I heard the CEO fired a lot of QA staff to save money. Not sure how much I trust those sources but I feel that this company won’t be surviving long term. Short term may show growth and profits if he is cutting corners at every turn but it will show up down the line. I’m in Cybersecurity and I would not touch Crowdstrike at all personally.

[@jimray8122]

Is CRwd booking that future revenue early? Feels like an accounting trick. Meaning if a customer cancels will they have to write it off and take a loss?

[@yanir.tzabary]

for spoti why only under Marjet cap 50B will be in?

[@WaT3rb0y619]

Going to add some of these to a “Joseph Carlson” pie in M1. I’ve been watching toast so I feel vindicated there!

[@dudewhat6842]

Blud just buy FICO

[@4mb127]

I don't understand how anyone can buy at over 100 PE. What the hell.

[@briannee9693]

TOST, CRWD, DASH, SPOT, PLTR, FICO, CMG, NOW, ADBE, Anduril (when it goes public)

[@Pres.Shinra]

I agree only with Fico and Palantir (which both i doubt will drop meaningfullly). Andril was very very interesting product