10 Quality Stocks I'm Waiting To Buy

[@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

[@methos1999]

Thanks!

[@NicolePangea]

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 $250k to create a strong portf0lio, which stocks would you choose for better returns?

[@ritaakaraz]

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.

[@Wood-Je]

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.

[@Luksphine]

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?

[@Wood-Je]

Victoria Louisa Saylor is the advisor 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.

[@Luksphine]

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

[@Kin-28-8]

My portfolio doesn’t just cater to dividend stocks. I hold $VFIAX (S&P 500 index fund) in my Roth IRA and $VTI (Total Stock Market ETF) in my taxable brokerage account. Two of my largest holdings. The individual dividend stock positions all complement the index holdings.

[@Theodorebarba]

Diversifying with $VFIAX and $VTI is smart. It’s financial independence, not dependency, that truly empowers.

[@Helen_white1]

I was in a similar situation a few years ago; I took profits, but it went higher. Realizing I wasn't good at timing the market, I started working with an advisor, which helped me build a $1.6m stock and crypto portfolio. It all comes down to insight and patience. Remember, time in the market is better than timing the market.

[@Lewistonwilliams-f5i]

How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?

[@Helen_white1]

There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Stacy Lynn Staples’’ for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.

[@DhanaPayar]

I appreciate it. After searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.

[@PASCALDAB]

already, I can see wild swings in the stock market due to the trump win. I am really confused on how I can make gains on my $500,000 on these market movements without any loss to my money.

[@viviancarolgioao]

DCAing amongst various assets is a good strategy and can help reduce the impact of market volatility and thus a good strategy if you are looking to compound . However it is important to consider financial advisory when investing .

[@Tonyrobs2]

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.

[@DonaldStokes-p]

impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now

[@Tonyrobs2]

Sharon Ann Meny, is the licensed advisor 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.

[@DonaldStokes-p]

I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.

[@RonnieWine]

I wish they taught investing at school level. There is so much advantage to doing this! My biggest regret is that I started so late. And still not good at it, I think at this point i need help

[@ClemonSteve]

I wish I could have retired in my 50's. I'm 65 now, I started investing late . After some research, I found a strategy that helped. I'm pleased to say I'm retiring with at least $2 million.

[@RonnieWine]

@@ClemonSteve It’s worth noting that luck often plays the significant role in some cases, sometimes even more than the resources involved. Without it, its challenging

[@ClemonSteve]

@@RonnieWine luck plays a part, especially in the short term. I noticed that when results remain consistent, it indicates something more than just luck. research was the challenge until It led to Julie Ann Lerch, a fund manager. her strategy made sense, it contributed to growing 950k into this and counting

[@RonnieWine]

@@ClemonSteve Thanks, I will search for her online,

[@michaelwiebeck3]

Does that really means we have to rush into but buying of the mentioned stock to level up our stock growth by a greater percentage or are we to seek adviser from a professional…because i aren't know where the stock market is actually heading to in this recent time

[@Rachadrian]

Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good picks

[@Dantursi1]

I agree with you. I started out with investing on my own, but I lost a lot of money. I was able to pull out about $200k after the 2020 crash. I invested the money using an analyst, and in seven months, I raked in almost $673,000

[@Derekhoffman312]

impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now

[@Dantursi1]

Annette Christine Conte is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

[@Derekhoffman312]

Thank you for the lead. I searched her site up and filled the form. I hope she gets back to me soon.

[@williamspach2322]

What I don’t understand is, on one hand we are told the stock market will crash and yet on the other we are told ways of investing in the stock market. Oxymoron or paradox? I'm considering investing over 150k, but I'm uncertain about risk mitigation strategies.

[@teresafields41]

Personally, I would say have a mentor. Not sure where you will get an experienced one, but if your knowledge of the market is limited, it seems like a good bet.

[@tcortez_70]

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.

[@shawnray-v3e]

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

[@tcortez_70]

There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Judith Lynn Staufer” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.

[@shawnray-v3e]

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

[@JamesScott433]

My spouse and I are adding a variety of stocks/ETF to my present holdings for the long term, We've set aside $250k to start following inflation-indexed bonds and stocks of companies with solid cash flows, I believe it is a good time to capitalize on the market for long-term gains, but it wouldn't hurt to know means of actualizing short term profit.

[@brianwhitehawker1756]

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.

[@yeslahykcim]

True. Having the right financial planner is invaluable. My portfolio is well-matched for every season of the market and recently hit 90% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, though this could take till Q3 2024.

[@lucaswilliams9992]

impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now

[@yeslahykcim]

Credits goes to "Mary Elizabeth Fugelsang" one of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.

[@Jadechurch-ql3do]

I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an email shortly.

[@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.

[@ashey-l3y]

Every week I buy more of whatever is the lowest percentage of my portfolio and try to keep everything around 10%. Please what could be my safest buys with $400k to outperform the market for the rest of the year?

[@Marquez919]

I'd avoid the index funds, mutual funds, or specific stocks for the time being. The 5% fixed incomes are the safest bet for now. Save your cash for when the market actually shows sign of recovery.

[@Armstrong741]

This is why I entrusted a fiduciary with my investmnt decisions. Many underestimate advisors until emotions lead to losses. My advisor crafted a tailored strategy aligning with my long-term goals, guiding entry and exit points for the equities I focus on. This has grown my portfolio to over $850k. My personal best so far

[@Tnks4cmin]

Hey friend, How can I work with your Fiduciary?

[@Armstrong741]

Marissa Lynn Babula is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

[@Tipping-Point88]

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

[@ChristopherJeffreynx8]

I think investors should always put their cash to work, especially In 2025, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks against next year. Hope to make millions in 2025

[@HenryLucask5l]

Since risk is at an all-time high right now, perhaps you should be a little more patient and return when it has decreased. Alternatively, you can consult a trained financial expert for strategy.

[@MargaretOlivia2u]

Yes true, I have been in touch with a brokerage Advisor. With an initial starting reserve of $80k, my advisor chooses the entry and exit commands for my portfolio, which has grown to approximately $550k.

[@BarbaraMarks7s]

How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?

[@MargaretOlivia2u]

My CFA NICOLE ANASTASIA PLUMLEE 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..

[@BarbaraMarks7s]

I searched for her full name online, found her page, and sent an email to schedule a meeting. Hopefully, she responds soon. Thank you

[@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.

[@tripleeyeemoji]

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​@@tripleeyeemoji

[@nickmcdonarld]

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

[@ClarenceFerland]

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.

[@DebbieSimone]

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.

[@anatolyivan]

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

[@sarapalin]

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

[@ZahirFriedman]

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

[@KimberlyO.Kitchens]

I am trying to avoid making any new buys at this point in other not to get sucked into a bear market trap.It's tough making money in stocks when institutional investors are the driving force behind the selling.. although I read an article of people that grossed profits up to $150k during this crash, what are the best stocks to buy now or put on a watchlist?

[@heatherj-o5j]

Since risk is at an all-time high right now, perhaps you should be a little more patient and return when it has decreased. Alternatively, you can consult a trained financial expert for strategy.

[@CharlesT.Foster]

Yes true, I have been in touch with a brokerage Advisor. With an initial starting reserve of $80k, my advisor chooses the entry and exit commands for my portfolio, which has grown to approximately $550k.

[@pauline-o2q]

I’ve been looking to switch to an advisor for a while now. Any help pointing me to who your advisor is?

[@CharlesT.Foster]

My CFA Stacy Lynn Staples a renowned figure in her line of work. I recommend researching her credentials further.

[@Saviourtina-c4i]

I searched for her full name online, found her page, and sent an email to schedule a meeting. Hopefully, she responds soon. Thank you

[@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.

[@marcialabrahantes3369]

missed your chances

[@DonaldMark-ne7se]

I’ve had majority of my holdings in tech stocks and irrespective of market changes, I’ve done pretty well especially with apple’s P/E(price to earnings ratio) gaining over 30% this past decade, now my questions is what stocks do you think will be the next apple in terms of growth for the next decade.

[@kevinmarten]

It might be difficult finding the next apple within the tech stock sector, apple has performed way better than the others, maybe look outside of tech stocks.

[@JacquelinePerrira]

I've remained in touch with a financial analyst since the start of my business. Amid today's dynamic market, the key difficulty is pinpointing the right time to buy or sell when dealing with trending stocks - a seemingly simple task but challenging in reality. My portfolio has grown by more than $600k within just a year, and I've entrusted my advisor with the task of determining entry and exit points.

[@Jamessmith-12]

Could you guide me on how to get in touch with your advisor? My funds are being eroded by inflation, and I'm seeking a more lucrative investment strategy to effectively utilize them.

[@JacquelinePerrira]

There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’ Carol Vivian Constable” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.

[@Jamessmith-12]

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

[@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.

[@Stefan-d3c]

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

[@purplebliss6875]

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

[@FaithJay-d9n]

@@purplebliss6875 I’m currently working towards FIRE with a focus on dividends & growth investing. Since 2014, 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 $49,000 a year in dividends. Back in 2014, I only earned $21 in dividends.

[@Bobhenry-c7z]

@@FaithJay-d9n Hey, I'm trying to find a financial adviser to boost my investments, but it's tough online. Can I get a rec from you, since you know about this stuff?

[@FaithJay-d9n]

@@Bobhenry-c7z Sharon crump cline 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.

[@Bobhenry-c7z]

@@FaithJay-d9n I curiously searched her names and I found some pretty interesting information.

[@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.

[@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?

[@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.

[@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.

[@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

[@KristensenJørgensen]

I've been hesitant to invest in the present market, but I believe it's the greatest moment to get started. I heard one person talk about making over a million dollars with $450,000 in cash, and I'm left wondering what talent and plan would yield such a return.

[@RossieSimons]

Invest in S&P 500 ETF, for as long as possible. Do it as often as you can. Try not to withdraw this money and let compounding do its work. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.

[@ClaudiaSchreiber-b1p]

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.

[@EdwardPelosi]

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

[@ClaudiaSchreiber-b1p]

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.

[@annaj.osorio]

She appears to be well-educated and well-read. I ran an onlline search on her name and came across her webslte; thank you for sharing. I sccheduled a caII..

[@Motivational_Flavio]

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

[@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

[@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.

[@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

[@Grimscribe732]

Would really be interested in Joseph's take on companies like Cintas, Wolters Kluiwer, and Compass Group. All with subscribers models, all growing at a steady pace, and all with a big moat.

[@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

[@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.

[@WanderingExistence]

Member when Nvidia was "overvalued"?

[@julian-Boes]

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

[@ivermektin6874]

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

[@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.

[@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.

[@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.)

[@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

[@FinancialAmateur]

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

[@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

[@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.

[@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

[@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.

[@johneliss]

I lost over $80k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Brooke Grace Miller.

[@GrozaGroza-ko7fn]

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.

[@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.

[@masterotrunks]

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

[@HighlightsSerieATIM]

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

[@Arlingtongeorge]

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

[@o0usf0o]

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

[@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

[@paulsocea8831]

Any thoughts on ASML after its big drop?

[@kingsleychan]

Only if Texas Roadhouse uses Toast!

[@AnoNymInvestor]

🤣🤣🤣

[@joaodealmeida26]

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

[@ColbyBarradas]

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

[@scottarmstrong11]

Does that really means we have to rush into but buying of the mentioned stock to level up our stock growth by a greater percentage or are we to seek adviser from a professional... cause i aren't know where the stock market is actually heading to in this recent time

[@monicawill5]

Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good picks

[@Johnlarry12]

I agree with you. I started out with investing on my own, but I lost a lot of money. I was able to pull out about $200k after the 2020 crash. I invested the money using an analyst, and in seven months, I raked in almost $673,000

[@frankbarnes22]

impressive gains! how can I get your advlsor please, if you dont mind me asking? I could really use a help as of now

[@Johnlarry12]

My CFA Carol Vivian Constable 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.

[@frankbarnes22]

Thank you for sharing, I must say, Carol appears to be quite knowledgeable. After coming across her web page, I went through her resume and it was quite impressive.

[@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

[@InfoRanker]

What about knsl?

[@syedarmaghanhassan4652]

9:37 100% agreed. The company isn't profitable. So of course, a No!

[@robertoc.j.5563]

Toast looks great but I like their competitor Shift4 at the current price point.

[@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.

[@LudVojta]

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

[@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.

[@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.

[@adelaidemedici5114]

Excellent, Joey!!!😊

[@bombmanNL]

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

[@nataliam895]

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

[@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

[@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

[@pkschneider]

Thank you very much!! You teach very well, and I look forward to watching your videos once they are produced. Keep up the good work!!👌it's very much appreciated!!👍👍

[@monclerpaint]

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

[@erdrick22]

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

[@nabeelsaifoo6012]

what is the website you use to visualise the data?

[@Martinit0]

Great list.

[@Vivxx143]

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

[@cavivekmehta3570]

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

[@adrianamatilda1]

I will be forever grateful to you, you changed my entire 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 Brooke Grace Miller.

[@johneliss]

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

[@BradlyLane]

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.

[@masterotrunks]

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.

[@ReuletRikki]

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

[@lapetiteblonde]

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

[@Ciborium]

Crowdstrike motto: "We test in production."

[@rokker333]

Would like to replace CRM with NOW. But they are crazy high. The enterprise I am working for (300k employees) will replace its complete issue ticket system with NOW. And I think we are not the only ones. Plus McDermott is a good CEO. He did some controversial decisions at SAP, but he knows the business and knows how to scale. Benioff on the other hand acts like a used cars salesman.

[@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.

[@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

[@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?

[@fr3ddy653]

I totally agree with you on FICO. It's a great company, but with a forward P/E of 66, it's just too expensive for me right now

[@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?

[@aaronquadd3019]

I've bought a lot of MSFT this year seeing that it's been dipping. It's my largest holding and I still think it's the best company in the world

[@SpliTTMark]

i would love it under 350 but thats probably never going to happen

[@aaronquadd3019]

I believe it'll dip until January. So you may get lucky. ​@@SpliTTMark

[@serkanulker5949]

Solid list, 7 of the names are also in my short list. I just doubt in this strong market we will see a meaningful dip. if we get a recession like crash within 2 years time, then it will be time to pounce on these

[@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.

[@willthekiller1]

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

[@leswhynin913]

What about ASML?

[@user-mu7vv7gb9f]

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

[@luandaku5907]

what's your view on $BABA

[@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

[@markarnoldsfinance2765]

Love the Toast Logo.

[@Puck_out]

Whats your thoughts on googles current situation with the lawsuit and their searchengine declining?

[@ethansoto5566]

It’s crazy seeing this video now in December. Almost of all these picks are outperforming the S&P 500, and by a wild margin too. Joseph, you are a genius sir.

[@aadityakalwani]

thanks for the high frame rate; I love this as a viewer!

[@ducminh7568]

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

[@devpro712]

it did crash today good buy oppurtunity long term

[@dudewhat6842]

Blud just buy FICO

[@fiscalgamer]

Can you do a DD on $ADSK?

[@claudiasemeraro5746]

Thanks a lot for the great content! Joseph ? I would love to hear your thoughts about Ceragon. Possible?! Thanks in advance. Best

[@wojaksformula9157]

Joseph, we need an update on ASML stock 📈

[@matthewhoward1958]

Love this video!! Please make more like these!

[@MDDAI]

Please explain, video is shared on october 15, but in Toast stock, earnings is showed in November 5 in the video, how can it be possible?

[@AlexGregoryFromYoutube]

What’s your preferred FCF yield ?

[@BerkshireTwanaway]

You should look at BN, APO