3 Industries Set to Explode When Interest Rates Drop | Top Stocks Revealed | FAST Graphs

[@rosalieroku3818]

Best wishes for the safety of the Carnivale family ❤

[@FASTgraphs]

Thank you, we are far enough inland and we should be okay

[@DzDivz]

Lol. I got a fastgraphs commercial while watching a fastgraphs video. Ironic. Love this tool. Cheers for FG

[@MaximGhost]

Ha! A tool's not worth buying until you see a demo of it in use. For me, if this tool helps me prevent picking as many bad stocks as I did prior to using this tool, then it pays for itself.

[@dieterfrommunich758]

first, great video, Love this channel, Chuck you do a great job for all the investors, hope you are well, love greetings from germany

[@RunDMS]

@@dieterfrommunich758 🇩🇪 🙋🏽‍♂️

[@Nemo-yn1sp]

Always worth the time to watch your videos. I've learned a lot from this channel over the years to be able to manage my own investing to generate enough income to live as a frugal retiree. Incredibly empowering! THANK YOU for sharing freely. ABBV is a pillar in my portfolio since 2020, which is when I first started actively investing, and it's up 110% on cost. In communications, I have T & VZ, & CCI. My utilities are XLU, AEP, NEE. All except CCI are too expensive for my wallet as they are up +24-74% above my cost (T lowest, NEE highest). CCI is down -5.23%. Missed on buying that one "right" but intend to hang in there with it. Overall, not doing anything different. Harvest (sell) when the market is greedy, plant seeds (buy) when it's fearful and build income with reasonable growth a little at a time. Adding to certain BDCs more than other sectors currently.

[@crohmer]

lol harvest? sounds like you're timing the market

[@Nemo-yn1sp]

Isn't taking profit the same as harvesting a crop after planting seeds and waiting for it to grow? How is it timing the market? I do my best not to get caught up in FOMO, but buy and sell as it fits my overall strategy. Buy when the market is fearful, sell when it's greedy. 🙃

[@rosalieroku3818]

​@@crohmer FG is not based on timing but rather on valuation. Buy at low valuation (unvaluation), sell at high valuation (overvaluation). The whole story is laid out before you on the FG chart. To call that timing the market is incorrect.

[@paulmaloney2318]

Great video. Very informative!

[@RunDMS]

Brilliant analysis. I am really enjoying the FASTgraphs content. TY

[@mrbigcat9]

i am in pfe full blast!

[@CapCashOG]

$BMY would be another example.

[@afonsodeportugal]

Great video! Thank you for sharing!

[@nix2455]

Hey Chuck, love every vid

[@LuiseSchmidt-b7u]

Hey Chuck, youre the King of Valuation! Unfortunately for me I didnt see any cheaply valued stock in this video.

[@bjossi76]

That is the same as I was thinking. Speaks to the market probably being overvalued in general.

[@FASTgraphs]

Thanks for the comment. However, to me only ABBV, JNJ, and perhaps DELL are fully valued to slightly overvalued. VZ, PFE, T, ES. Look very undervalued and NNN and O look attractive. UGI I commented earlier is a good income and potential turnaround situation. Regards, Chuck

[@LuiseSchmidt-b7u]

Thanks for the response, I understand. Anyways I dont feel like they have very good value at the moment, because of the low future and historic growth. The s&p is expected a way higher growth in the next years. And despite being overvalued at the moment, if the growth is higher for a few years then the s&p may outperform them.

[@FASTgraphs]

@@LuiseSchmidt-b7u I understand, but you're overlooking the leverage of P/E ratio expansion. That will increase your rate of return just like leverage does on real estate. Regards, Chuck

[@kentfaver]

I would love to see UGI get back to where I paid for it quite a while back. And, then I will never touch it again. Not a good investment for me. Thanks for the video.

[@rfbthree]

I hear you, but you should sell now if you don’t like the investment. It’s the sunk cost fallacy. I had UGI for a short time myself, but I came to the conclusion that they currently have bad management, so I’m out.

[@FASTgraphs]

I don't see any reason not to believe it will trade at a 15 multiple or higher in the future. May I ask how long you have owned it. Most times with value investing patience eventually pays off. Furthermore, it pays a big dividend and the dividend has grown modestly and the yield is high. Regards, Chuck

[@kentfaver]

@@FASTgraphs I bought shares at $40.60 11/2022, coming up on 2 years. I have received additional shares thanks to div. reinvesting, so my avg. price/share is under $39.

[@kentfaver]

@@rfbthree Agreed - I need to keep a tighter rein, and have learned a lot. Thanks.

[@2B_or_not_2B]

@@kentfaverif you got in at a decent dividend yield I tend to not worry about the price going down. I usually tend to add more at a better yield. Then I collect the dividends until it goes above my original price and then I unload the expensive shares. If it doesn’t go above I just collect the dividends as long as the company continues to pay at the typically high yield I entered in. 5-6% yields are much better than high yield savings especially if the companies raise their payouts. Again assuming the dividend is safe and not going anywhere.

[@mrbigcat9]

tmus growth and income!

[@johnstewart5221]

nice video. i recommend slightly less cuts during sentences as it gets a bit choppy

[@wayneleafstone9988]

Alway love these videos and look forward to the next ones. Can someone explain why a company with modest to high debt pay a dividend. Wouldn't it be better use of the money to clear debt?

[@FASTgraphs]

There can be several reasons. For example, companies with low growth opportunities will pay a dividend in order to attract investors looking for income. Additionally, some times the cost of debt can be very inexpensive relative to returns they can earn on debt. In other words, it's cheap money. Additionally, their ability to generate cash flows will be a major factor in whether or not they are capable of doing both. However, this reply only scratches the surface of reasons why companies will use debt and pay a dividend. Regards, Chuck

[@wayneleafstone9988]

@@FASTgraphs Thank you, Chuck. Maybe in one of your future videos you can touch on the subject a little bit. Take Care

[@jkbhalla2386]

Learned a lot

[@007parce]

Great picks. What about MPW?

[@FASTgraphs]

Nothing has really changed it is now just a matter of patiently waiting for the intrinsic value to be reflected in the stock price. That's what I'm doing and I really don't have much to add beyond that. Thanks, Chuck

[@Miti1]

Thanks Chuck. What about MPW? Can you do an update please.

[@FASTgraphs]

Nothing has really changed it is now just a matter of patiently waiting for the intrinsic value to be reflected in the stock price. That's what I'm doing and I really don't have much to add beyond that. Thanks, Chuck

[@SteelHorse1015]

My XLU and XLRE have performed very well in the last 12 months.

[@2015teodoro]

hey Chuck I've been holding ABBV shares for several years and it's doubled in value , do I take my cost basis out ? The PE seems high , as always thanks for the great video !

[@mcc5746]

I'm in the same situation. Good question

[@Nemo-yn1sp]

I've been harvesting profit a little at a time to deploy elsewhere and still up 110%. It's almost a bank! I won't sell down past the minimum number of shares I want to own forever.

[@FASTgraphs]

Disclosure, long ABBV and holding. I would not purchase here, but I am not selling yet because like you my cost basis is very low and my income has been steadily growing. On the principle that a bird in the hand is better than 2 in the bush I will stay long for now. However, that decision is up to each individual investor. As I have stated in the past, there is a difference between a buy, sell, and/or hold decision. Finally, taking your cost basis out is a conservative strategy. The trick is where do you put it? Good value is still hard to find but getting better. Regards, Chuck

[@martinithechobit]

hmm I been watching UGI for a while...but hmm.

[@FASTgraphs]

UGI is a current income investment and potentially a turnaround play. The valuation is extremely low, but so is expected growth potential currently. With that said, the compensation is the dividend yield and the theoretical downside protection it offers. The opportunity would be P/E ratio expansion. Even a no growth investment is worth a reasonable multiple. Think about a 5% bond selling at 20 times interest, compared to this more than 6% yielding stock trading at only 8 times earnings. Regards, Chuck

[@andrewwalls1694]

Hey Chuck, just to play devil's advocate here. I believe we suffer from recency bias where we have had two black swan events in the past two decades resulting in federal funds rates dropping to zero or near zero. Yes rates may come down a smidge but, not to the same extent we saw during those economic burdens. Doing this would simply boost inflation. Employment numbers have softened by a smidge but remain appropriate. I just don't see these stocks exploding like they did in 2020 or during the aftermath of the Mortgage Crisis. Again, when we hear falling interest rates so we automatically think of federal funds rate of zero because of recency bias. We are in an entirely different economic situation right now. What are your thoughts?

[@FASTgraphs]

Thanks for sharing your view, but it is not necessary for interest rates to go to 0 again. Nevertheless, lower interest rates are helpful to some companies and industries. Thanks again

[@udarpavarota396]

What makes you think more rate cuts will come?

[@FASTgraphs]

The Fed chairman has indicated that more cuts are coming. But to your point, you don't know until it happens.

[@WiseOwl_1408]

Recession incoming

[@FASTgraphs]

As a follow-up to this video my next video theme will be on the order of this: "Dividend Growth Investing: The Secret to Sleeping Better at Night, Even in Turbulent Markets"