Try out the Patreon free here: www.patreon.com/josephcarlson Patreon includes: - Access to Qualtrim.com - Over 100 Exclusive episodes (more added every week) - Discord community that I'm chatting on every day - Money-back guarantee, if you don't love it, you don't pay. Join over 6,500 other members and try it out, risk free.
@samashton78434 ай бұрын
The attack of the bots on the comment section is real 💀
@majordelays49094 ай бұрын
You are a bot 🤖 😂
@verynick3 ай бұрын
Yeah I have noticed that too. Well written words are the given lol
@brianwhitehawker17564 ай бұрын
Like a forest fire that wipes out the old trees to make room for new growth, bearish periods ultimately establish a new crop of stocks to buy and watch while setting the stage for a robust new uptrend.I have been reading articles of people that grossed profits up to $250k during this crash, what are the best stocks to buy now or put on a watchlist?
@lucaswilliams99924 ай бұрын
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.
@yeslahykcim4 ай бұрын
I agree, before the pandemic got real serious, I used to handle all my investment and I was pretty good at it, fast forward to post-pandemic and my-portfolio is steady in the red with profit rate down to the lowest, that's when I touched-base with a coach I saw featured on businessweek, who restructured my portfolio and over the last couple years, I've made over $850k from initially $210K
@Jadechurch-ql3do4 ай бұрын
impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now
@yeslahykcim4 ай бұрын
“Lucinda Margaret Crist” is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment
@codeblue114 ай бұрын
Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.
@tatianastarcic3 ай бұрын
If I had $360k I would invest $100k in tech & $260k into dividend stock with a proven track record to grow with capital appreciation & dividend increase year over year
@sharonwinson-m8g3 ай бұрын
Adding JEPI and JEPQ are smart additions in my opinion. As for staying committed to higher-risk investments, it's all about balancing your risk tolerance with your long-term goals.
@nicolasbenson0093 ай бұрын
The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on ETFs and actively managed funds. that’s what works for my spouse and I. We've made over 30% capital growth minus dividends.
@TinaJames2223 ай бұрын
I've been looking to get one, but have been kind of relaxed about it. Could you recommend your advisor? I'll be happy to use some help.
@nicolasbenson0093 ай бұрын
Finding financial advisors like Melissa Terri Swayne who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
@Vincent-j8u3 ай бұрын
I just looked her up on the internet and found her webpage with her credentials. I wrote her an outlining my financial objectives and planned a call with her.
@Peterl42904 ай бұрын
I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
@Mrshuster4 ай бұрын
investors like you should be cautious of the bull run, its best you connect with a well-qualified adviser to meet your growth goals and avoid blunder.
@larrypaul-cw9nk4 ай бұрын
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...
@sabastinenoah4 ай бұрын
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.
@larrypaul-cw9nk4 ай бұрын
There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Annette Christine Conte for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up
@sabastinenoah4 ай бұрын
thank you for putting this out, it has rekindled the fire to my goal... was able to spot her after inputting her full name on the web, she seems highly professional with over two decades of experience
@annaj.osorio4 ай бұрын
(NYSE:ARR) is a high-yield mortgage REIT paying monthly dividends. The stock has a dividend yield of about 14%, as of August 14. If the stock has increased sharply because the business is performing exceptionally well, it could still be a bargain. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...
@dianarabbanii24 ай бұрын
I think the next big thing will be A.I. For enduring growth akin to META, 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.
@NatalieFormor4 ай бұрын
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.
@NatalieFormor4 ай бұрын
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.
@NatalieFormor4 ай бұрын
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.
@Robbertskypes4 ай бұрын
Thank you for the lead, searched her full name and at once spotted her consulting page, she seems highly professional having over 12 years of experience. amazing!
@tonysilke4 ай бұрын
I recently sold some of my Nvidia stocks to secure profits, but I'm retaining a portion for the long term, its growth potential is robust. I'm also considering diversifying my $400K stock portfolio, but I'm uncertain about managing risks in my next move.
@PhilipDunk4 ай бұрын
There are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors with experience
@PatrickLloyd-4 ай бұрын
Yes, financial advisors can make a significant difference, especially in the current market. Stocks are quite volatile now, but with the right calculations and a good advisor, you can achieve substantial profits. That's the best protection against a recession.
@JefferyDuns4 ай бұрын
This sounds great. Is there a way I could connect with an advisor you recommend? I would really appreciate it.
@PatrickLloyd-4 ай бұрын
'Tracy Annette Webb' is the licensed advisor I use. Just research the name. You’d find necessary details to work with to set up an appointment.
@JefferyDuns4 ай бұрын
Thanks for sharing, 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 e-mail shortly.
@Jamesjerome04 ай бұрын
As an lnvesting enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?.
@GaryNicka4 ай бұрын
well as you know bigger risk, bigger results, but such impeccable high-value trades are often carried out by pros.
@rachelonigirl4 ай бұрын
How can I reach this advisers of yours? because I'm seeking for a more effective investment approach on my savings?
@rachelonigirl4 ай бұрын
I just curiously searched her up, and I have sent her an email. I hope she gets back to me soon. Thank you
@anonymous072974 ай бұрын
Wait till the rate cuts and see how the recession thing turns out then u can look for opportunities
@SeanTalkoff4 ай бұрын
I dont even know where the stock market is headed to right now. my portfolio of around 200k is not increasing more than 5% and people are predicting a crash .
@SteveDutton-v4 ай бұрын
Due to my demanding job, I lack the time to thoroughly assess my investments and analyze individual stocks. Consequently, for the past seven years, I have enlisted the services of a fiduciary who actively manages my portfolio to adapt to the current market conditions. This strategy has allowed me to navigate the financial landscape successfully, making informed decisions on when to buy and sell. Perhaps you should consider a similar approach.
@PASCALDAB4 ай бұрын
How can I reach this advisers of yours? because I'm seeking for a more effective investment approach on my savings?
@SteveDutton-v4 ай бұрын
'Sharon Ann Meny' is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment
@PASCALDAB4 ай бұрын
Thank you for the recommendation. I'll send her an email, and I hope I'm able to reach her.
@garrickphillips-x1z4 ай бұрын
Overall, most traders think this year would favor stocks, and other equity-based investments over Treasury yields and other cash-like investments. I’m still looking for opportunities in the market that yields huge profits and hedge against crash or recession.
@everceen4 ай бұрын
look for stocks that have steadily paid for decades without cutting their dividends even during crisis. imho, speaking to a certified market strategist/advisor can be more helpful than harmful at this point
@CeeRiplayis4 ай бұрын
I would recommend little healthy companies with great growth forecast and that are undervalued like Occuphire pharma or Ardelyx
@J.woltz484 ай бұрын
The issue is people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get burnt. Ideally, advisors are the reps for investing jobs, and at first-hand encounter, my portfolio has yielded over 300% since covid-19 outbreak to date.
@justamanwithbeliefs4 ай бұрын
truly appreciate the implementation of ideas and strategies that result to unmeasurable progress, thus the search for a reputable advisor, mind sharing info of this person guiding you please?
@J.woltz484 ай бұрын
Ellen Geskin Kettle is the licensed advisor I use. Just research the name. You’d find necessary details to work with and set up an appointment.
@dividendportfolio13854 ай бұрын
Great video. Would be good to see you do a video on the MAG 7 in the way you have done this video. Maybe include shares outstanding and buybacks and suggest some companies you would maybe buy at the right prices.
@YoDaColombian4 ай бұрын
Disney hasn’t been a quality company in over 5 years. 😂
@AbcDino8434 ай бұрын
Make that 10 years.
@Nick-gj6je4 ай бұрын
They Thanos’d themselves
@chrisja19984 ай бұрын
@@Nick-gj6jethis one deserves more likes
@panagiotisbardouniotis37184 ай бұрын
Don't be shocked if this guy next year say that disney won the streaming wars
@JJ-fb2lp4 ай бұрын
@@panagiotisbardouniotis3718 Netflix wants to know the guy's location.
@TheGreatOne4284 ай бұрын
I own Lulu,Ulta and Starbucks. I sold Starbucks today. Still holding Lulu and Ulta. Let's see how it goes.
@A_francis4 ай бұрын
I am holding a cash position right now, of about 300k. I know a dip is supposed to be the buying opportunity, so whats the best stocks to dive into, in this recession?
@RickWatson-xu6gw4 ай бұрын
Look for stocks that have paid steady, increasing dividends for years (or decades), and have not cut their dividends even during recessions. which may reduce your dividend gains or income, speaking to a certified market strategist can help with pointers
@Tipping-Point884 ай бұрын
Agreed, having a professional can be smart move sometimes. I remember amid covid-19 crash, I really was having investing nightmare prior touching base with a coach, and as of today, I've accrued nearly $1m from a shaky $400k portfolio. No gimmicks!
@Tipping-Point884 ай бұрын
I have stuck with the popularly ‘’Marissa Lynn Babula” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
@brianbirnbaum97604 ай бұрын
This is a pointless question. We’re not in a recession.
@theoneed20514 ай бұрын
The entire conversation above is a montage, advertising for some stock guru
@711-v3k4 ай бұрын
i dont own any of these stock, and quite happy not to,
@Colin-jm8sk4 ай бұрын
All seem to be at a good price now.
@711-v3k4 ай бұрын
@@Colin-jm8sk Dosnt make them good, just because they are cheaper
@majordelays49094 ай бұрын
Bill Ackman has entered the chat 😂😂😂😂😂😂
@kneeh4 ай бұрын
Disney creators are not "back on track", Deadpool is a hit because Ryan Reynolds refused to not let this movie go his way. With snow white and the Lilo & Stitch live action movies coming Disney is definitely not "back on track".
@GillerHeston4 ай бұрын
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.
@rogerwheelers43224 ай бұрын
Problem is that NVDA is addicted to the datacenter, their mobile offerings are terrible. Inference needs to happen at the edge (mobile) and training will not have the same amount of demand as time goes on. NVDA is a major bet on aggregation of resources (compute) but this is cyclical as we have seen dozens of major shifts in this industry. Remember when Citrix aggregated desktops with VDI and then it imploded because VDI has a problem with latency? AI Inference in the datacenter has the same problem with latency. AAPL and Samsung are the best buys for AI now that we are transitioning from training to inference.
@joshbarney1144 ай бұрын
I'm sure the idea of an investment-Adviser might sound controversial to a few, but a new study by Motley-fool found out that demand for Financial-Advisers sky-rocketed by over 42% since the pandemic and based on firsthand encounter I can say for certain their skillsets are topnotch. I've accrued north of 880k within 16-months from an initially stagnant Portfolio.
@FabioOdelega8764 ай бұрын
@@joshbarney114 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?
@joshbarney1144 ай бұрын
Finding financial advisors like ‘’Marisa Breton Dollard’’ who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
@FabioOdelega8764 ай бұрын
I greatly appreciate it. I'm fortunate to have come upon your message because investing greatly fascinates me. I'll look Marisa up and send her a message. You've truly motivated me. God's blessings on you.
@heyflo14 ай бұрын
ULTA just got hit by inflation + higher interest rates right when they decided it was time to expand more. Lululemon still has an edge because of the quality of their stuff and that they keep it simple
@Stil1_loading4 ай бұрын
Ulta little to no debt and outstanding shares dropping caught my attention
@pfuiteufel13854 ай бұрын
I'm super bullish on Ulta and Lulu. They both have much higher returns on capital and margins than the broader market and trade at a p/e of about 13 and 17 respectively, at a time where the S&P is at 25. Even if their profitability is likely to partially mean-revert, there should be plenty of upside in both cases with all pessimism baked in at current levels.
@Mantos7774 ай бұрын
You cant not compare SP to Ulta and Lulu. Ulta grew negatively last Q.
@Mantos7774 ай бұрын
If they can allocate their capital it doesn't matter if the ROIC is high. Stocks are often "cheap" for a reason.
@pfuiteufel13854 ай бұрын
@@Mantos777 That happens to every company every once in a while. I'm in it for the long run and not trading on short-term results. Ulta being perpetually stagnant or even shrinking is beyond my imagination. It seems like a bargain for an excellent company in the long haul.
@DylanIE_4 ай бұрын
@@Mantos777Ulta guides about 5% revenue growth this year, at a 12 PE. What, you would rather buy Costco at 6-7% revenue growth, trading at 53 PE, which is almost as high as Nvidia? Lmao.
@Mantos7774 ай бұрын
@@DylanIE_ I wouldn't get involved with either. Keep in mind that you're dealing with three completely different businesses.
@financial_age4 ай бұрын
Disney just ruins every movie.
@franekwrobel14494 ай бұрын
ULTA is a buy for me, even if it's flatish for a year or two in terms of revenue.
@ranbandz75664 ай бұрын
Same I love their buy backs. Also they’re expanding in Mexico.
@DylanIE_4 ай бұрын
Yes but why dont you buy Costco? Only 4.5 times higher P/E for an extra 1-2% revenue growth!!!
@ranbandz75664 ай бұрын
@@DylanIE_ to expensive
@DylanIE_4 ай бұрын
@@ranbandz7566 yes, I know, just commenting on the reasoning in the video. I own ULTA myself.
@vladpuescu4 ай бұрын
Great stocks always climb a wall of worries. Showing the pundits on tv reinforces the exact opposite view in my mind. They always make up a story that follows price.
@Dividendflywheel4 ай бұрын
Costco 11:09 subscription model and Amazon’s AWS are covert cash printing profit centers inside these 2 companies. Definitely a competitive advantage over competition
@Deitricklaverne4 ай бұрын
It's essential to conduct thorough research, consider the long-term outlook of the companies, and diversify your investments to manage risk effectively.
@Deitricklaverne4 ай бұрын
I would 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
@V.stones4 ай бұрын
Vanguard VTI. You can count on a net 9% with a reasonable standard deviation of 15 to 17%. Start early, be consistent and the miracle of compound growth will take over. Use time as the real basis of growth...it takes about 5 years.
@V.stones4 ай бұрын
Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging.
@camela8445Mar4 ай бұрын
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 skills and knowledge
@camela8445Mar4 ай бұрын
Consider diversifying your portfolio with a mix of stocks and stable assets. Seeking professional advice now could provide valuable insights and strategies to navigate market uncertainties and protect your investments.
@shapeofsoup4 ай бұрын
These financial news pundits are just obnoxious. I’m surprised you cover them at all. Though in fairness you have pointed out the uselessness of their commentary on numerous occasions.
@jeffmatthews91204 ай бұрын
I agree with most of the analysis. I think the takeaway is, "Why invest on companies which you hope can maintain their glory or which you hope can turn things around?" There are enough rock solid companies out there where you don't have to hope anything other than for a good entry price. I disagree as to Disney. It's too early to tell, and competition is so much more fierce now that cartoons and animation are available to almost anyone.
@victorwong8424 ай бұрын
Berkshire just bought into Ulta
@christopherplessinger46644 ай бұрын
You called Ulta. Berkshire Hathaway took a nice stake. Stock is up more than 10% in premarket this morning.
Love this style of video. More of these would be great.
@zephyr48134 ай бұрын
Buffett snatched up Ulta!!
@jaredcollins94914 ай бұрын
Wished you would have talked more about CELH. That was the one I was most interested in of the bunch. Seems to be still growing, price dropping, no debt, plenty of potential expansion. If I had bought Monster after it ran up and fell about 40% in 2013 I would be pretty happy today.
@chimchu32324 ай бұрын
Really the only one i hold is nike. Plan on continuing to add to it, but maybe it's better to hold for now. Thanks for the input and analysis
@arno42364 ай бұрын
Warren buffet has taken a position in Ulta. What do you think of that?
@ildefonsovilar4 ай бұрын
"Falling compounders" I'm dying lmao
@홍성표-w4q4 ай бұрын
Sofi should buy the dip as well ❤❤
@SirGenesis2064 ай бұрын
I don’t think ABNB was ever worthy of that intro. lol
@JosephCarlsonAfterHours4 ай бұрын
Doubling revenue in 2 years while keeping the same amount of employees is impressive though.
@SirGenesis2064 ай бұрын
@@JosephCarlsonAfterHoursI agree with that. But that intro was worthy of legends. Lol. Staple of portfolios and all that… way too high praise for my lowly ABNB. Maybe one day though. But you have me looking at a swap to BKNG lol. Or even MAR. Actually can we get a travel stock video between ABNB BKNG MAR HLT and EXPE? Or whatever other stocks would fit better here.
@gochasingwaterfalls99704 ай бұрын
Growing double digits and maintaining a better than 40% FCF margin is highly impressive
@Libertyfirstrye4 ай бұрын
I like abnb personally one of my largest holdings
@marcl73074 ай бұрын
@@Libertyfirstrye*largest bags
@E-XODIA4 ай бұрын
Why I would buy clothes for so expensive prices when I can go at Costco and get great brands as well , also Costco brand with same or even better quality for way less money!!
@Glide714 ай бұрын
Maybe Becos not every consumer has the same spending behaviour as urs? U will have the well to do n rich groups who are able to spend whatever they want. And U have those that aren't rich but willing to spend on that xx brand no matter wat..
@Yo-lg4hv4 ай бұрын
I never owned airbnb stock, but up until 2 months ago I ran multiple properties on airbnb as a side gig. It did great but more and more they put their property owners to the wayside to always side with the customer no matter what. Even when they shouldn’t. I lost faith in their platform and sold my properties to venture a new idea. Nothing to do with their stock performance, but the heyday of them being the go to for travel feels stagnant.
@jefferyf73594 ай бұрын
What's the new idea? Good luck in it in advance.
@tbaloni4 ай бұрын
I feel like I’ve heard the same argument for both sides. Customers complain it’s ownership biased and owners complain it’s biased to customers.
@Yo-lg4hv4 ай бұрын
@@tbaloni I actually agree with you. There are both terrible guest and terrible host. But to make a long one short. When you strive to offer a better product than a hotel, albeit at a higher price some times, but an entire home fully furnished and kitchen stocked, to have guest trash your property, and airbnb reimburse the guest because of a loop while they have learned to claim, to out me income and a damaged home. Property I solely own and airbnb has zero skin in the game, to always side with the customer first and never first hear the host side. Risk becomes too much for the reward. I did have many amazing guests, and for the record a 4.9 average on all properties, but airbnb let me down. Plus, their fees are outrageous, which leads to more people wanting discounts, which affects my income directly. It just changed and not for the good. IMO
@carlosleon95804 ай бұрын
@@Yo-lg4hvI had a couple stay for a week and it was complaint after complaint from the first moment, I had a 4.93 score with 500 guests, so it was annoying, to the point the person said to me “reinburse the whole stay and i’ll give you a 5 star review”… I got tired of being prey of bad guests and pulled the plug on my property
@InvestWithFFI4 ай бұрын
@@Yo-lg4hvas a fellow host, I could not agree more. You hit the nail on the head with everything you mentioned, especially how they will side with the guests over the host when property damage occurs or guest requests refund. I haven’t sold mine yet, but just started last year, and I’m strongly considering it.
@MrMostBe4 ай бұрын
love this type of content
@nixielee4 ай бұрын
Yeah Lulu's competition is so fierce post 2021 they did 4B -> 10B sales 🤔 Rough time for sure. You buy most companies at PE 40, but Lulu have to be PE 10? What is this insane logic 😂
@tarikviaer-mcclymont57624 ай бұрын
The costco membership pays for itself once you eat enough hot dogs,pizza, rotisserie chicken
@scottarmstrong114 ай бұрын
I know at some point a bull market ends and a bear begins, it goes on and on....I have a 7 figure ballpark goal and I intend spreading across maybe 50k - 150k on plummeting stocks, my question is how can I know when a market bottom has been reached?
@Johnlarry124 ай бұрын
investors like you should be cautious of the bull run, its best you connect with a well-qualified adviser to meet your growth goals and avoid blunder.
@monicawill54 ай бұрын
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 14.3%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an advisor.
@frankbarnes224 ай бұрын
I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
@monicawill54 ай бұрын
I've experimented with a few over the past years, but I've stuck with the popularly 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.
@frankbarnes224 ай бұрын
Thank you for the lead, searched Carol by her full name and spotted her consulting page after a few scrolls downwards, she seems highly professional having over 12 years of experience. amazing!
@HermannTheGreat4 ай бұрын
Joseph was saying he liked Ulta, Disney, Nike only months ago.
@aok86484 ай бұрын
Wolverine Deadpool movie was a special case the ideology that has metastasised through Disney hasn’t been excised. The esg bs will continue to get in their way.
@Adrien-rg8bq4 ай бұрын
Thx for content !
@PeacefulHappylife4 ай бұрын
I bought Lulu and Nike. This price point both have good percent of margin of safety. On the other-hand, Costco seems expensive to me. Also customer have bad experience with parking, waiting too long in the line and loud environment inside. Specially in DFW, Texas.
@chimchu32324 ай бұрын
Agreed, Nike may still take some time to get rolling again, but I think it's a good holding.
@michaelcorbi73354 ай бұрын
Long lines are the bear case for Costco??? lol
@Allen-L-Canada4 ай бұрын
@@chimchu3232 Nike is too big, and complecency kicked in.
@harrisontaylor44284 ай бұрын
I disagree on your Disney assessment. Yes, they have had hits this year but if you look at the slate of films coming up, especially in the animation department, it is all sequels and franchise films - where are the new Frozens and MCU franchise type-hits that have debuted in the last year? It just feels like they're milking the current assets too much without laying the future drivers of the box office - without new offerings and fresh characters, then people will slowly lose interest in revisiting the parks. I'm not saying the stock will be flat for the next 18 months, but I just don't see a good yield from the stock in the long term and think there are bigger profits elsewhere. Disney's one saving grace is that all the other studios are having a similar problem
@YoDaColombian4 ай бұрын
Negative growth in the last 5 years
@nestorred4 ай бұрын
13:24
@harrisontaylor44284 ай бұрын
@@nestorred Sorry, what is your argument here?
@harrisontaylor44284 ай бұрын
@@YoDaColombian That too, the stock has basically been flat for nearly 10 years.
@travissorenson95544 ай бұрын
Celsius is my largest position, i saw it explode into so many stores I had never seen it previously
@sanjose101ful4 ай бұрын
who is your favorite financial youtuber?
@maxwellhendrix19724 ай бұрын
I concur with this. Loved the earnings report with expansion into international. Watch the teenagers and gym rats. They are all drinking Celsius. Monster is getting old.
@fishingva99464 ай бұрын
I used to drink Celsius but they got way too pricey. I ended up buying caffeine in supplement form and now spend .02 cents per serving. Caffeine space is overcrowded and overpriced.
@travissorenson95544 ай бұрын
@@maxwellhendrix1972 My favorite part of the company is that it is big with teenage and young adult females. My 17 year old sister loves it. This entire consumer base is going to be coming into money and independence over the next few years as they enter college. I believe in its costumer base and the potential for international growth is essentially untapped.
@jefferyf73594 ай бұрын
@@sanjose101ful Jeremy Lefebvre covers lots of companies and cares about financials. Educational.
@gozz4574 ай бұрын
I’ve got 4 of them in my portfolio, perfect 🎉
@henriknygaardjensen84384 ай бұрын
Contrarian bets! Am sure you can do well with those positions, good luck🎉
@fluffhead9174 ай бұрын
You shouldn’t ignore the woke nonsense that both Disney and Nike get involved with. Especially Disney. That ridiculous Snow White and the 7 Weird People disaster turned off a ton of lifelong Disney fans.. 🍺
@epbrown014 ай бұрын
While I don’t agree with everything Disney’s been doing, they can safely ignore anyone that uses the word “woke.” That’s an anti-change/progress mindset and history has repeatedly shown it’s not viable.
@fluffhead9174 ай бұрын
@@epbrown01 Progressives invented the word. I first heard it about 12 years ago. Of course it was on ESPN, which ironically, has gone completely downhill ever since.
@carlosleon95804 ай бұрын
Airbnb was better before it went public… I used to be a host and there was a palpable change on how things were running, at least that was my experience
@RandomGuyOnYoutube6014 ай бұрын
I like LULU at this price.
@PatrikHorvathYT4 ай бұрын
Same
@andrjsjan42314 ай бұрын
No
@Allen-L-Canada4 ай бұрын
competition is a concern. they need havea strong moat to fend off the competitors.
@MeBee-fl2ow4 ай бұрын
@@Allen-L-Canada US is not everything. they are still expanding and the feedback in Europe is great.
@Zealand0074 ай бұрын
It will go $140 if u can read charts
@uneasyMeat2 ай бұрын
How much do you squat??
@levelupwithsam4 ай бұрын
The timing of your CMG sale is wild.
@gerard852504 ай бұрын
Those are great insights. I think 9 out of 10 times such drops are justified!
@debonairpandabear46984 ай бұрын
Thank you, sir.
@AshokAshok-cu9xl4 ай бұрын
Versidium's responsiveness to community feedback is impressive.
@JonJon-kx6xl4 ай бұрын
Consumer goods companies have also gone down in fears of recession so that also plays into why these stocks are down
@RafeCruise4 ай бұрын
Good video.
@ildefonsovilar4 ай бұрын
Is SBUX a retailer?
@OPRITESH0994 ай бұрын
The adaptability of Versidium to market changes is a key strength.
@rubenmarcal04894 ай бұрын
Love your videos! I don't Invest in single stocks but this content os still good to gather value information ❤
@annasillanpaa11114 ай бұрын
Thank you- excellent!
@a.e.94454 ай бұрын
Costco is a 'software-like business' because it has a subscription model that brings in less than $20b annualy at a Market Cap of $380b? Never seen a software business with a 3.76% Operating Margin.
@NirajKujur-v7x4 ай бұрын
Versidium's vision for decentralization is inspiring.
@MrFrescocotone4 ай бұрын
Lulu and Ulta are the most compelling and a great investment
@peymanhm56504 ай бұрын
Retailers having tough time right now, the question would be which business do you think weather the storm? for me ULTA is a winner in the long run (good gripe on US market, expanding to Mexico/international market, plenty of cashflow and debt free, good management ...)they are operating in a business space that only goes forward. The only concern could be competition with Sephora and to some extent Elf. That is also not much of concern since the trust of customer plays a big role in beauty business and that won't just goes away with ULTA, unless they do terribly wrong with the business. Easy money for long term investers in my opinion.
@gregsoncuellawade4 ай бұрын
What are the best strategies to protect my portfolio? I've heard that a downturn will devastate the financial market, so I'm concerned about my $200k stock portfolio.
@williandouglas81404 ай бұрын
There are strategies that could be put in place for solid gains regardless of economy situation, but such execution is usually carried out by an investment specialist
@scottjohnson81934 ай бұрын
Stella Cornwall is really a good investment advisor. Was privileged to attend some of her seminars. That's how I started my own stock investment.
@MarkAble84 ай бұрын
Costco is moat unique. 💯
@greggf68314 ай бұрын
Buffet disagrees with your Ulta thesis
@Neilyolol4 ай бұрын
Lulu is struggling because they changed the fundamental quality of their items. They’ve switched their manufacturing and completely changed the fundamental essence of their business model. It’s not that it’s not “cool”, it’s that the same value proposition that made this brand great, is not still there. They’ve completely sold out their identity to become another generic cheap brand and it’s extremely noticeable and obvious when you compare their previous fabrics to their new ones.
@PhilipFishman4 ай бұрын
I dont own Nike but this is a pretty reasonable price point. Also their products are superior to the competition in my opinion. Whenever I buy sportsgear from other companies it wears out immediately.
@wfranca764 ай бұрын
CRM has a strong competition from NOW at this moment… would you analyze it?
@doma28994 ай бұрын
It seems that for this video I am the first to give a like. So glad. Joseph is so good.
@jeremycheong80364 ай бұрын
You didn’t take into account lulu as a brand recognised by rich and affluent. It’s their “casual wear”. Once lulu start reaching out to other countries they will have the second leg boom.
@Allen-L-Canada4 ай бұрын
ie. China
@rudynusta65804 ай бұрын
I had missed your Costco mention for a while. I love Costco as a holding.
@ksrengaram4 ай бұрын
Very good analysis Plz review Abercrombie stock and their financials too
@gmo7094 ай бұрын
Good show. It isnt always ab what to act on..but what not to act on.
@paulythewallabee4 ай бұрын
Disney a quality stock? I will watch to learn something. Hope you teach me otherwise I’m disappointed anyone considers it quality
@tech_802_technical4 ай бұрын
Versidium's consistent progress updates show dedication.
@harleenkaur78544 ай бұрын
Versidium's partnerships are a testament to its credibility.
@Joe-be3pw4 ай бұрын
Why is the story about individual companies and not the clear connection between lousy growth and earnings? The consumer in North America has peaked, tapped out.
@HettieClausenTl4 ай бұрын
The economy is grappling with uncertainties, global fluctuations, and pandemic aftermath, causing instability. Rising inflation, sluggish growth, and trade disruptions need urgent attention from all sectors to restore stability and stimulate growth.
@matteohenry334 ай бұрын
Things are strange right now. The US dollar is becoming less valuable because of inflation, but it's getting stronger compared to other currencies and things like gold and property. People are turning to the dollar because they think it's safer. I'm worried about my retirement savings of about $420,000 losing value because of high inflation. Where else can we keep our money?
@SolemnBankingplc4 ай бұрын
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
@SolemnBankingplc4 ай бұрын
Thanks for the advice. The search for your coach was simple. I investigated her well before using her services. Considering her résumé, she appears competent.
@kakulkumar90454 ай бұрын
Versidium's community-driven approach is what crypto needs.
@brianh90144 ай бұрын
Speaking of ulta how about elf?
@tkestudio17344 ай бұрын
Thank you very much.
@antoncigur37274 ай бұрын
Booking with a negative book value and 14 billions long term debt it's surely a safe investiment
@FELiPES1014 ай бұрын
problem with nike is that the ceo doesn't know what the hell he is doing and nothing else
@jefferyf73594 ай бұрын
Sbux ceo is a weakness. Sbux and reminds me of nke in a lot of ways.
@JustinCase-em6ql4 ай бұрын
Go woke, go broke!
@stuart21514 ай бұрын
If they changed the CEO, I can imagine the stock jumping on that good news lol
@rokker3334 ай бұрын
Yes, this is one issue. He does come from IT (ServiceNow, I think). I think the sports clothing market needs expertise in the field. Plus, NKE has more issues.
@tacitregular28524 ай бұрын
Not a cash flow sheet in sight
@BhautikBhanani4 ай бұрын
can you provide feedback on CAVA and CEIX?
@dc12194 ай бұрын
I think you should probably revisit this vid in 12-18 months. I can see more pain in them, but can also see a violent come back.
@michael125104 ай бұрын
I Hit $73k today on my trade. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject.
@james129194 ай бұрын
I would really love to know how much work you did put in to get to this stage.
@michael125104 ай бұрын
Mary McDonald's strategy has been instrumental in helping me navigate the past few months. Without it, I don't think I would have made it through
@Davidson-o2l4 ай бұрын
Please, how do I reach with Mary mcDonald? I would appreciate if you show me how to go about it
@michael125104 ай бұрын
She mostly interacts on Telegrams, using the user-name.
@michael125104 ай бұрын
@Mary913 thats her user name
@wackerman72594 ай бұрын
The 3bill+ thing makes sense... It's like they hit that and then start appearing in discount stores.
@aarondowling14 ай бұрын
Joseph, I really enjoy your videos but investors who focus on P/E for growth companies tend to miss out on great opportunities. High growth companies (and yes that does include Celsius at 23%) aren't optimised for earnings. They are reinvesting and the P/E is a pointless metric. The PEG ration is more appropriate. Using Celsius as an example the PEG is 1.49 which is pretty good. Compare that to one of your favourite companies Costco which sits at a crazy 3.90. My point is don't ignore growth when analysing a stock.
@BullBearWatcher4 ай бұрын
Great picks! Finding high-quality stocks that have fallen can be a smart strategy. I’m also eyeing $WKSP looks like a promising buy. Thanks for the insights!
@darshanjain70224 ай бұрын
Versidium has the potential to outperform many in the current market.
@ezrablount69784 ай бұрын
Disney is still making a lot of woke content! So I’m staying away from Disney for now
@ac.4ce4424 ай бұрын
Can you please explain how Adidas is trading at 200 P/E ?
@MARCEL-pz5su4 ай бұрын
CELH has a PEG of 1.55 on Finviz, which is a good ratio