Constructing a Dividend Growth Stock Portfolio for Total Return (Part 1) | FAST Graphs

[@markmilam4297]

Thanks Chuck….I’ve been looking forward to this video. I love using Fastgraphs and it is worth every penny invested on it! It makes investing so much less time consuming! I’m ready for part 2!!!

[@jameslong7365]

This is the kind of tutorial video that helps Fast Graph subscribers like me to use this awesome tool more proficiently. Thank you for doing these tirelessly for us.

[@joevelasquez2757]

You're the Best Chuck!!!! Bridging the Gap for us young investors.

[@whisper1736]

Great tool, great channel and excellent logical approach to investing. Got in CMCSA thanks to FASTgraphs. If one is willing to be patient and sticks to the plan it will be a rewarding wait. Another thing I do like the tool for is the ability to judge how accurate the analysts predictions are which gives more weight to the expected future earnings. For CMCSA for ex. Analysts were spot on or better results in 92% of the case over a 12 year period of 1 year forward prediction and 100% for a 2 years prediction. Agree with another user here the tool is worth every penny. Thank you Chuck.

[@chuckdiezel7652]

PII / SWKS / GPN all look good imo. Thanks Chuck your videos are the best

[@Jerseygirlinberkeley1]

I wish I had found you sooner! I’d love you to do more model portfolios.

[@vfxart1994]

Anybody who meets Chuck says that! long live Chuck!

[@davidg.2217]

👍

[@pierreroussel1048]

Thanks to your valuable advice and my research, I have many companies in my portfolio among those you mention in this video. I am 100% DGI on US stocks and very long. Every day I am getting closer to my goals. Greetings from France

[@kolyokolev5652]

Thank you, Chuck for making these important videos. There is so much value and it is a blessing that you are giving it for free. I believe that the more people follow and watch your videos, the less disappointment they will experience in their investment careers. You mentioned that in the upcoming part 2, the 'issue' with how many stocks one should include in such a portfolio will be addressed. May I ask you also to share your opinion about another I believe common question among us, newbie investors, which is: What is your process of deciding how much money, out of some total free investing money, to put in a particular stock relatively to the rest that you have selected in a given portfolio? Let's say we have 10 stocks from these you shown in part 1. We want to invest in any of them and we have 10000 dollars for that. What percentage of these 10000 dollars you will put in particular stock? Even percentage, or you will put more in this one, and less in this one? I would love to hear/watch your knowledge and lesson for this one as well. And please forgive me for the long comment.

[@tonybrunet7762]

Excellent video. I learn something new on all of your presentation. Looking forward to Part 2.

[@rbakerva]

Outstanding video, Chuck! Thanks for sharing this very logical process!

[@dzp17]

Hi! Do you think CMCSA is still a good buy on current price level?

[@pierreroussel1048]

A big thank you Chuck for everything I've learned over the past 3 years from watching your videos. You are the best and so humble. Thank you again

[@thelitmedallion]

Very nice. I do basic modelling with Excel or Calc. Simple yearly returns, then 2 year, 5 year. So fun to tinker like this.

[@mrinternational5494]

Cmcsa is my biggest position. See awesome upside potential and by waiting getting 3%

[@MrGiggity890]

Lucky for us, URI just initiated a dividend (though a small one)

[@jamespennington5499]

That's pretty much what I do now. The hard part is sticking to my guns when the market turns south.

[@FASTgraphs]

Investor psychologists have stated that people feel the pain of loss 2 ½ times greater in the pleasure of gain. However, even though it’s the hard part it’s the right part - stick to your guns as long as fundamentals remain attractive. Regards, Chuck

[@jamespennington5499]

@FASTgraphs I think that with all the swing investment going on to survive the Malay you have e to have a thick skin....aka patience.

[@vfxart1994]

Nice one Chuck do you have something like CANADIAN GARP stocks ? I can see you have done something like CANADIAN RIETS there but would be nice to find out CANADIAN GARP stocks as well that pays dividends. super thanks.

[@syntaxmsi]

“junk drawer” - love it! Been there, done that. Great video! Thank you sir.

[@mikedwr3705]

Great video chuck, is that fast graph tool you are showing for this video be what I could get for the basic model membership or does it only give those metrics for the premium model membership? Thanks

[@Atlassian.]

Thank you Chuck! There are a lot of stocks in here that I was happy to see a graph of.

[@mr.Panovski]

Thank you, very useful information.

[@user-dm7oq5ry3j]

I love fastgraphs, i have a few questions do. How is the Total ROR calculated in the screener? Does it use the Normal PE? And at what timeframe? I tried to match it ie with.WFC, but i got a 24% return using 10y and normal PE.

[@nateisright]

I like selecting the categories for analysis. Is there a way to screen out companies based on a range, say earnings growth greater than 10%? Thanks for everything, Chuck!

[@FASTgraphs]

yes the screener can do this

[@Blessing927NJ]

Second!! Has been waiting for video!!! Thank you , Mr. Chuck!!

[@timleary4838]

Can I run the screen on mu own holdings?

[@patricksears163]

Great videos! Have you considered adding other valuation metrics to your graphs? How about the Aquirer's Multiple? ?

[@brijeshkukreja7411]

Chuck looking great in green!!

[@Crappie_Hunter_Seeker]

Excellent Chuck ! Thank you.

[@jminter]

First, thanks Chuck

[@rafaelg.9962]

Thank you !!

[@Zlaterrr]

Cheers Chuck!

[@morganzoeclanthem2847]

Thanks Chuck, one thought on CMCSA, does it not concern you about loss of subscribers? Thanks

[@FASTgraphs]

yes it's a concern but the company is broadly diversified and the price reflects the risk in my humble opinion. Chuck

[@WarrenBuffettDividend]

As always amazing work Chuck! Taking notes 📝

[@MrChando1975]

HI, Chuck I am looking to subscribe to this software. Can I load my portfolio in fastgraphs and review my stock portfolio?

[@FASTgraphs]

yes

[@FASTgraphs]

docs.fastgraphs.com/docs/portfolios

[@MrChando1975]

@@FASTgraphs thnx I will take a look today. Thank you.

[@emievil7321]

Chuck great content; I'm new to investing and your easy to understand Thanks

[@adammac6386]

Why was P/E chosen over EV/EBIT?

[@FASTgraphs]

why not

[@davegreen4681]

Excellent job Chuck.

[@AnkurShahvalueinvestor]

Chuck, thanks for sharing your investment process. It's truly enlightening. Also, I had a question about the total annualized return listed in the table. Is it based on 12/23, 12/24 or 12/25 expected EPS?

[@FASTgraphs]

whatever estimates are available

[@paramountpower1205]

I have the same question. Tried to figure it out but so far no luck.

[@voimakyykky3980]

Thank you Chuck, you are the best! You have brought up Skyworks in many videos recently and I agree that it looks very attractive. What do you think about Qualcomm? Same industry, similar PE, similar yield. QCOM is however soon a dividend champion and has less concentration in customers than SKWS. Would there be a reason to prefer Skyworks over Qualcomm, maybe in the valuation side? If you even would prefer one over the other that is. Thanks!

[@O.Donets]

Great video, thank you!

[@69Knightshade]

Great video as always Chuck. Wonder if you'd consider putting together a video series on a pure growth strategy for investors looking for some growth upside in their portfolios vs growth + dividend?

[@ashmain2269]

Great video Chuck!

[@simonfraga5171]

What do you think about dividend ETFs like SCHD? They give a moderate yield and instant diversification

[@oj3486]

Why don’t you offer a screener where you can filter based on your defined criteria right from the start? I mean you already have all the data in your database…

[@FASTgraphs]

we do have that screen, however, I prefer using the indices because it gives me a broader perspective of the market.

[@JJJ5.7]

Chuck thank you for your insights.

[@tyjameson7404]

Great video Chuck👍🙌👏 can you give us an evaluation on (OKE) and (PNW) please. Do these two companies have good dividend growth histories?

[@Michaeldotcom33]

Comcast has a long term debt to equity of 115% and a payout ratio of 98%. Seems high and risky to me

[@vitodifronzo6471]

@FASTgraphs - Great video-- can you explain why the Blended P/E for CMCSA is identified as 10.62 but every other website lists the P/E as 32.94? I'd like to understand the difference

[@FASTgraphs]

this is 1 of the most frequently asked questions: " FAQs Jun 23, 2017 There are several factors that will cause financial websites to report different P/E ratios. For starters, you must be cognizant of the specific earnings metric that is being utilized. Many sites will utilize diluted (GAAP) earnings when they do the calculation. FAST Graphs defaults to “Adjusted (Operating) Earnings.” However, “Diluted Earnings (GAAP)” are available with FAST Graphs along with three (3) other metrics (“Normalized Basic Tax-Adjusted Earnings” “Normalized Basic Earnings” “Basic Earnings”). We also offer calculations based on Cash Flow or FFO and AFFO for REITs. The following is describing the FAST Graphs blended P/E ratio. This approach is utilized with all the metrics that FAST Graphs offers: Blended P/E: One of the simplest and most commonly used ways to determine the value of a publicly-traded business is by checking the company’s P/E ratio. The formula is very simple, it is simply the current price (P) divided by earnings (E). At first glance, this seems simple enough, but often it is not as simple as it appears. The company’s stock price is reported in real time on most financial websites that offer a quoting service. But businesses only report earnings on a quarterly basis. Consequently, when we are between the quarterly reports, we really don’t have a precise earnings figure upon which to calculate the P/E ratio. As a result, not all financial websites report the P/E ratio on the same basis. Some will report P/E ratios based on trailing twelve month earnings (ttm), others might report the P/E ratio based on forward earnings, and some will report P/E ratios on both. Unfortunately, this can lead to a common mistake that is often made when looking at a P/E ratio on a quoting service. The price or numerator (the top number) is current and accurate. However, it is the earnings or the denominator (the bottom number) that can be problematic. If you are using trailing earnings (ttm), your denominator might be too small, thereby causing the P/E ratio to be higher than it really is. If you are using forward earnings, they might not manifest as expected, thereby causing the denominator to be too large, which makes the P/E ratio calculation look lower than it truly is. Consequently, FAST Graphs calculates the current P/E ratio by taking a blended approach. Admittedly, like the trailing or forward calculations, a blended P/E ratio might not be perfectly accurate either. However, we do believe that a blended P/E ratio calculation will be more precise than the two other alternatives. Trailing twelve months’ earnings can be getting stale, especially when we are in the late innings of the next quarter. Earnings estimates out to the next year may be too optimistic. However, giving credit to the current quarter’s earnings estimates are more likely to be realistic or close to it. Here it is important to note that it takes companies approximately 45 days after the close of the fiscal quarter before the actual numbers are reported. Consequently, it is possible that a trailing twelve month number might be 4 ½ months old. Therefore, by blended P/E ratio, we mean a weighted average of the most recent actual reported earnings plus the closest quarterly forecast earnings. This gives the most weight to the past “actual” reported earnings, but also includes an appropriate consideration of the company’s continuing earnings power post their last report. For most companies, the blended P/E ratio calculation will be using a moderately higher denominator than trailing twelve months. In other words, we believe the blended P/E ratio calculation is based on a more current level of earnings." regards, Chuck

[@vitodifronzo6471]

@@FASTgraphs Thank you

[@stephaniebeaton3939]

No Part 2 !!

[@MzelleRI64]

Good stuff thanks!

[@DaveCompton5150]

Great video. My latest add has been ICE.

[@daniell6303]

Chuck, can you do a otcpk stock video? Some stocks show only a few years compared to their international stocks, I assume blended pe should be different too

[@moma2911]

I really don't know anyone aged 45 or less who watches cable tv. Not sure I trust the growth prospect of Comcast. An awful amount of companies in that initial list are down 20/30/40% in the last 5 years which to me is a big red flag, either cyclical or declining companies. But as usual thanks for the content, I see more and more people are enjoying these videos, well deserved.

[@StlPike2004]

how many people do you know? Comcast is more than just cable tv. TV, Movies, Streaming, phone, internet.........still undervalued at the current price.

[@jmason105]

Chuck, give me the news! But I don't want the blues.lol

[@svenhonkomp749]

👍

[@davegreen4681]

Hi chuck Getting scammer comments with WhatsApp phone #s etc Thought you might want to know

[@Orangejulius8]

I ended up creating an overweight position in CMCSA, but unfortunately with a higher cost basis than today. (~$40) I couldn't believe how cheap it became.

[@stevegajewski682]

Chuck you are one of the most conservative folks with you dividend picks. At this time do dividends make sense. If a company yields 4% but goes down 10% in 2023 - who is going to be happy. SPY could go to 3000 thats another 30%. I wish you success but people need to be very careful - the end is not yet in site. The fed pivoting in 2023 is a pipe dream.

[@FASTgraphs]

stocks fluctuate when you buy at value it's an almost an inevitability that they will recover back to and beyond what you pay for them. Best part, the dividend grows and continues to be paid while you wait. Your greatest risk is how you react to that volatility. Sal and you lose, hold for the long run and you generally profit.

[@ddubsr5886]

I don’t understand what is unique about your software. It seems like just a screener that can be found for free on other platforms like yahoo finance. What is so special about your software that someone would pay $ to use it?

[@winstonsmith2079]

I guess you are new around here....

[@moma2911]

The screener is just a part of the tool, you have all the financials and all the financial correlation which nobody else gives btw. I have been investing for 20+ years and I wish I had this tool 20 years ago, it would have saved me so much time going through financials and excel files...you can basically do in 1 hour what it would normally take 1 week...

[@xaldath4265]

That's the thing about most tools you pay for. All the information is available for free on a variety of websites, including the company's investor relations pages...but what FG does is it makes it easier to screen, sort, visualize, and even calculate some of the key metrics a prospective investor may use to determine a fair price. Is FG cheap? Not for an amateur DIY investor working with less than 6 figures. Is it worth it? Probably. There is definitely something to be said about the time spent researching and just because this *can* all be done for free doesn't mean it would be an efficient use of time.

[@MrNoBSgiven]

Chuck! All fine and dandy however... ignoring macro economics can be very unnealthy to someone's financial health. You keep saying ""extremely undervalued." On stocks that generate "great dividends" onnyour picks. REALLY? 2.8% dividend yield in the recession and VERY predicable market crush ... a.k.a. "correction" is not a good move when goverment bonds pay 4.5-4.8% to wait for the better valuations in stocks. Also, expecting stocks to grow as they did in last 20-30 years and ignoring the very basic catalist that drove the stock market and the economy so far - demographics - is foolishnat best. "Mature" folks aka boomers are cashing out. Big hope for the western corporations, promise of big consumer markets in dying China, Russia, Europe and North America is NOT good news for ridiculously overpriced high tech like Apple, either. Alcoa just dropped 8% after announcing abysmal earnings. Next 2 years are not going to be pretty for the stock, housing markets as the time of massive layoffs has just begun. Inflation may be slowing down, but for very bad reasons and the "expected" FED "pivot" is going ro be nother wishful thinking by very desperate hedgefunds' managers. The corporate earnings are about to crash, so will cash flows of overextended corporations. The foolishness of FOMO of foolish or desperate investors is still evident and the FED is not going to stop untill it is completely destroyed, because the alternative is even scarier.

[@Atlassian.]

No. If you invest in bonds you are voluntarily signing up for financial repression. I agree with timing the market to a certain extent and a recession is very likely to occur in the near future, but at some point the government will start printing even more than they already are and stocks will rip regardless of what the economy is doing. Those holding cash and bonds are going to get devalued. Some of the stocks shown in this video haven't been this cheap on a P/E ratio since the crash of 2020 or even earlier. Remember the covid crash? The economy was literally shut down and the government printed stocks into oblivion. With government debt as high as it is, there will be more financial repression.

[@FASTgraphs]

you take a short-term position you are correct. However, recessions usually do not last and good dividend paying stocks continue to grow their dividend and their price eventually reward you. It's a market of stocks not a stock market.

[@mikedwr3705]

Great video chuck, is that fast graph tool you are showing for this video be what I could get for the basic model membership or does it only give those metrics for the premium model membership? Thanks

[@FASTgraphs]

I am using mostly premium. For example, the preset portfolios are premium feature. Nevertheless, basic subscribers do get most of the metrics.

[@sundevil3640]

👍