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?
@ritaakarazАй бұрын
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-JeАй бұрын
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.
@LuksphineАй бұрын
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-JeАй бұрын
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.
@LuksphineАй бұрын
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!
@michaelwiebeck3Ай бұрын
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
@RachadrianАй бұрын
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
@Dantursi1Ай бұрын
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
@Derekhoffman312Ай 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
@Dantursi1Ай бұрын
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.
@Derekhoffman312Ай бұрын
Thank you for the lead. I searched her site up and filled the form. I hope she gets back to me soon.
@Kin-28-8Ай бұрын
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.
@TheodorebarbaАй бұрын
Diversifying with $VFIAX and $VTI is smart. It’s financial independence, not dependency, that truly empowers.
@Helen_white1Ай бұрын
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-f5iАй бұрын
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_white1Ай 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 ‘’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.
@DhanaPayarАй бұрын
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.
@Natalieneptune4692 ай бұрын
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!
@dawsondanny9902 ай бұрын
Those ones are all rubbish didn't you research ?
@rannyorton2 ай бұрын
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?
@ivankagel99492 ай бұрын
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.
@rannyorton2 ай бұрын
Fantastic! Can you share more details?
@ivankagel99492 ай бұрын
I was guided tho..Julia Hope Marble. walked me through the ropes majestically i'ts my ultimate pleasure.
@williamspach23222 ай бұрын
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.
@teresafields412 ай бұрын
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_702 ай бұрын
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-v3e2 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
@tcortez_702 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 ‘’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-v3e2 ай бұрын
Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
@RonnieWineАй бұрын
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
@ClemonSteveАй бұрын
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.
@RonnieWineАй бұрын
@@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
@ClemonSteveАй бұрын
@@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
@RonnieWineАй бұрын
@@ClemonSteve Thanks, I will search for her online,
@ashey-l3y2 ай бұрын
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?
@Marquez9192 ай бұрын
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.
@Armstrong7412 ай бұрын
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
@Tnks4cmin2 ай бұрын
Hey friend, How can I work with your Fiduciary?
@Armstrong7412 ай бұрын
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-Point882 ай бұрын
Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
@DonaldMark-ne7se2 ай бұрын
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.
@kevinmarten2 ай бұрын
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.
@JacquelinePerrira2 ай бұрын
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-122 ай бұрын
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.
@JacquelinePerrira2 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 ‘’ 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-122 ай бұрын
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.
@realestalex27282 ай бұрын
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.
@tripleeyeemoji2 ай бұрын
I love investing in companies that treat their customers like absolute garbage!
@LionSandwich2 ай бұрын
Ha. Wgat😂
@Blittsplitt52 ай бұрын
Guarantees good returns. Look at Visa, Amazon, Nvidia and others LMAO@@tripleeyeemoji
@KimberlyO.Kitchens2 ай бұрын
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-o5j2 ай бұрын
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.Foster2 ай бұрын
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-o2q2 ай бұрын
I’ve been looking to switch to an advisor for a while now. Any help pointing me to who your advisor is?
@CharlesT.Foster2 ай бұрын
My CFA Stacy Lynn Staples a renowned figure in her line of work. I recommend researching her credentials further.
@Saviourtina-c4i2 ай бұрын
I searched for her full name online, found her page, and sent an email to schedule a meeting. Hopefully, she responds soon. Thank you
@nickmcdonarldАй бұрын
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
@ClarenceFerlandАй бұрын
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.
@DebbieSimoneАй бұрын
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.
@anatolyivanАй бұрын
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
@sarapalinАй бұрын
I'm new at this, please how can I reach her?
@ZahirFriedmanАй бұрын
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
@Tristen5012 ай бұрын
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.
@ChristopherJeffreynx8Ай бұрын
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
@HenryLucask5lАй бұрын
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.
@MargaretOlivia2uАй бұрын
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.
@BarbaraMarks7sАй бұрын
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?
@MargaretOlivia2uАй бұрын
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..
@BarbaraMarks7sАй бұрын
I searched for her full name online, found her page, and sent an email to schedule a meeting. Hopefully, she responds soon. Thank you
@Stefan-d3c2 ай бұрын
Stock market is on fire! My portfolio is up 23% since the start of the year. Who else is crushing it?
@purplebliss68752 ай бұрын
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-d9n2 ай бұрын
@@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-c7z2 ай бұрын
@@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-d9n2 ай бұрын
@@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-c7z2 ай бұрын
@@FaithJay-d9n I curiously searched her names and I found some pretty interesting information.
@brandon_youtube2 ай бұрын
😆 Pltr. Didn't think I would see this on the list.
@dsgrant072 ай бұрын
The one that got away 😅
@ivermektin68742 ай бұрын
Sold my bags at $21 after breaking even. Off that wild ride.
@marcialabrahantes3369Ай бұрын
missed your chances
@PASCALDABАй бұрын
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.
@viviancarolgioaoАй бұрын
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 .
@Tonyrobs2Ай 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.
@DonaldStokes-pАй 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
@Tonyrobs2Ай бұрын
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-pАй бұрын
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.
@sixteen022 ай бұрын
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!
@ryand84612 ай бұрын
Cyclical . Not predictable
@russellneal52642 ай бұрын
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.
@miladmania42612 ай бұрын
L 637 l
@MegaStoneTV2 ай бұрын
@@ryand8461have you ever looked at the revenue chart? Significantly less cyclical than most of the semiconductor industry.
@komorrah2 ай бұрын
ASML just lost 15% today because of leaked quarter results. Buy chance?
@JamesScott433Ай бұрын
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.
@brianwhitehawker1756Ай 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.
@yeslahykcimАй бұрын
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.
@lucaswilliams9992Ай 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
@yeslahykcimАй бұрын
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-ql3doАй бұрын
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.
@Motivational_Flavio2 ай бұрын
The crowdstrike recent dip was golden, really happy i built my position and will keep adding on weakness
@Grimscribe7322 ай бұрын
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.
@julian-Boes2 ай бұрын
So Joseph no ASML, after this recent crash I’m buying. Best deal I think I will get for it, Any thoughts?
@milanpatel40352 ай бұрын
Why didn’t you buy $CRWD during the last major outage when the stock price tanked?
@Geronimo-G2 ай бұрын
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.
@zach42162 ай бұрын
@@Geronimo-Gall gains are tax free in a Roth.
@Geronimo-G2 ай бұрын
@@zach4216 precisely why I prefer options-trading in the Roth.
@GarciaCapital2 ай бұрын
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
@AnoNymInvestor2 ай бұрын
Then you have to wait just 40 years.
@thederpyrock52472 ай бұрын
fair value is $25-30 lol, you are crazy
@pedroegeu12 ай бұрын
😂😂
@jonirastorza58132 ай бұрын
Me to
@davidelet36522 ай бұрын
After a 10 for 1 split this can be possible.
@ichoudhury0072 ай бұрын
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!
@Ciborium2 ай бұрын
I'm sure Crowdstrike will F* up again, bricking millions of customers' servers and workstations, and the price will drop like a rock.
@crohmer2 ай бұрын
no
@heyflo12 ай бұрын
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.
@jorgkundrath2 ай бұрын
*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-l5h2 ай бұрын
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?
@CikaBeki2 ай бұрын
To be honest, investing correctly today can save you a whole lot of stress in the near future
@JenniferBores2 ай бұрын
I will advise you should stop trading on your own if you keep losing.
@JenniferBores2 ай бұрын
If you can, then get a professional to trade for you i think that way your assets are more secure
@JenniferBores2 ай бұрын
I'd recommend JUDY, ARIANNA her profit is great even when there's a dip
@kfh1232 ай бұрын
Netflix vs. Spotify. Netflix owns its content. Spotify does not.
@thederpyrock52472 ай бұрын
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
@asnierkishcowboy2 ай бұрын
Spotifys content rules, Netflixes not lol :D
@HuyBui-vu2pw2 ай бұрын
But ppl can't live without Spotify. Ppl will cancel Netflix
@honcho43292 ай бұрын
Bro netflix is 10x better then spotify
@honcho43292 ай бұрын
@@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
@WanderingExistence2 ай бұрын
Member when Nvidia was "overvalued"?
@arturprivat81802 ай бұрын
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
@brianbirnbaum97602 ай бұрын
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.
@ivermektin68742 ай бұрын
Last time you did this I'm glad I bought FICO when you suggested it. Up 100% within a year.
@rehmanpiracha50022 ай бұрын
Hi could you please share the buy price point for these 10 companies
@musicloveranthony2 ай бұрын
The price is always moving based on the fundamentals - there’s no static answer
@dunggg2 ай бұрын
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
@FinancialAmateur2 ай бұрын
Thanks for sharing the list, I hoped just that you could share the target price for you! Strong list
@thegrizzlyfamily13742 ай бұрын
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
@rickydiaz72 ай бұрын
Nice congrats. Great pick up back then
@Blittsplitt52 ай бұрын
What do you think the next 5 years of that stock will look like?
@thegrizzlyfamily13742 ай бұрын
@@Blittsplitt5 it just keeps going up.
@InvestingWithAdamK2 ай бұрын
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.
@nichix2 ай бұрын
Another great company is $MELI, a little overpriced but its still the best south american company
@Ants_of_the_sky2822 ай бұрын
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-uk5nh2 ай бұрын
@Ants_of_the_sky282 They are expected to triple in the next few years
@nichix2 ай бұрын
@@Ants_of_the_sky282 yes, im also in the 1700s
@alsavery93062 ай бұрын
Never happen. When these 10 are good to buy, you will find that better quality stocks are even better value to buy.
@musicloveranthony2 ай бұрын
Exactly. Perfectly stated
@RealSerie262 ай бұрын
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.
@paulsocea88312 ай бұрын
Any thoughts on ASML after its big drop?
@SirGenesis2062 ай бұрын
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.
@whatisart23372 ай бұрын
When they are at a better price point fundamentally, they are a better investment than before. That’s what fundamentals are for
@shortyrockeroner41372 ай бұрын
Premium company's trade at premium price, you can wait forever if you want
@harsharao35552 ай бұрын
Uber eats is eating doordash for lunch, dinner, and breakfast. Uber has a ready-made driver network.
@SirGenesis2062 ай бұрын
Statistically, they’re actually aren’t.
@Terbmagic42 ай бұрын
Everyone I know doordashes
@TK-ui2jg2 ай бұрын
Uber eats is considered “ghetto” by all my upper middle class friends
@ryand84612 ай бұрын
True , plus it’s international . Uber eats is number 1 in Japan
@JosephCarlsonAfterHours2 ай бұрын
Based on market share estimates DoorDash has expanded their market share of food delivery over the last year.
@philipfletch2 ай бұрын
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.
@RoseGuerra78622 ай бұрын
Sorry for your loss. Directionally this makes sense; $VOO, $VGT, $SCHD. Dollar-cost averaging into these ETFs will likely outperform most investors.
@martinheaway2 ай бұрын
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.
@JaneClark78612 ай бұрын
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.
@martinheaway2 ай бұрын
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
@JaneClark78612 ай бұрын
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.
@peter52472 ай бұрын
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%.
@jayeshchhabra53292 ай бұрын
In addition, Uber is a big competitor that has other things going for it (Uber, Uber Eats, Car rentals, etc.)
@KodySunny2 ай бұрын
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
@pkschneiderАй бұрын
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!!👍👍
@LudVojta2 ай бұрын
Is there anystock with P/E under 50 on this list?
@joaodealmeida262 ай бұрын
Nice video. You used to have Arista in your watchlist. Did you give up on it?
@InfoRanker2 ай бұрын
What about knsl?
@Martinit0Ай бұрын
Great list.
@bombmanNL2 ай бұрын
8:13 how do you have Q3 2024 numbers when they haven’t reported their earnings yet??
@DimaShyshkin2 ай бұрын
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.
@adelaidemedici5114Ай бұрын
Excellent, Joey!!!😊
@o0usf0o2 ай бұрын
I’ve been buying toast! A share here and a share there. Long term, I like them!
@Davide17092 ай бұрын
@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
@nabeelsaifoo60122 ай бұрын
what is the website you use to visualise the data?
@leswhynin9132 ай бұрын
What about ASML?
@fr3ddy6532 ай бұрын
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
@MDDAIАй бұрын
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?
@ryanhennelly21222 ай бұрын
Since we are talking about private companies now. What are your thoughts on spacex or starlink?
@Blittsplitt52 ай бұрын
Muskrat companies aren't worth the risk.
@claudiasemeraro5746Ай бұрын
Thanks a lot for the great content! Joseph ? I would love to hear your thoughts about Ceragon. Possible?! Thanks in advance. Best
@scottarmstrong112 ай бұрын
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
@monicawill52 ай бұрын
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
@Johnlarry122 ай бұрын
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
@frankbarnes222 ай бұрын
impressive gains! how can I get your advlsor please, if you dont mind me asking? I could really use a help as of now
@Johnlarry122 ай бұрын
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.
@frankbarnes222 ай бұрын
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.
@johneliss2 ай бұрын
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-ko7fn2 ай бұрын
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.
@anatolyivan2 ай бұрын
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.
@masterotrunks2 ай бұрын
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
@HighlightsSerieATIM2 ай бұрын
I'm new at this, please how can I reach her?
@Arlingtongeorge2 ай бұрын
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
@nataliam8952 ай бұрын
I think you should offer an investment class, to teach how to select stocks, what to pay attention to, valuation etc
@kingsleychan2 ай бұрын
Only if Texas Roadhouse uses Toast!
@AnoNymInvestor2 ай бұрын
🤣🤣🤣
@willthekiller12 ай бұрын
what about PANW?? any takes on that one being on the list?
@daiski792 ай бұрын
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
@ColbyBarradas2 ай бұрын
Awesome video. I'm so glad you have this second channel. We can't get enough of Joseph's channel
@robertoc.j.55632 ай бұрын
Toast looks great but I like their competitor Shift4 at the current price point.
@nagarajamanabotula67852 ай бұрын
Hi Joseph ! When you said that when the price goes down for TOST YOU ARE GOING TO BUY. Please advise what is entry point for each of the stock that will help investors to start buying. Thanks.
@Owen-CodeandCapital2 ай бұрын
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.
@slav_o2 ай бұрын
Thank you Joseph. Can you also include the valuation you are looking at to enter some of the currentyl overvalued stocks on your list?
@Pres.Shinra2 ай бұрын
I agree only with Fico and Palantir (which both i doubt will drop meaningfullly). Andril was very very interesting product
@alexanevin79172 ай бұрын
Great content as usual. I am waiting for Adobe, too. Never heard of Toast. I will look into it. Thank you!
@Thomas-wx1pd2 ай бұрын
Good vid Joseph. You should look at ASML - monopolistic chip machine company
@ttavor02 ай бұрын
What about asml
@user-mu7vv7gb9f2 ай бұрын
I think we would appreciate a target price with a rationalization for these companies. Thank you!
@ALCAXu-x8zАй бұрын
Which is the latest company
@KristensenJørgensenАй бұрын
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.
@RossieSimonsАй бұрын
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-b1pАй 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.
@EdwardPelosiАй 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 portfoIlo allocation
@ClaudiaSchreiber-b1pАй 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.
@annaj.osorioАй бұрын
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..
@paullopresti95682 ай бұрын
I wanted to try your patroon free trial but after I filled out the membership form there was no free trial button. Do I have to put in my credit card info first?
@matthewhoward19582 ай бұрын
Love this video!! Please make more like these!
@nagarajamanabotula67852 ай бұрын
Please advise entry price for each of the 10 quality stocks mentioned in this video
@ducminh75682 ай бұрын
will you buy ASML ? They have monopoly in lithography machine ?
@devpro7122 ай бұрын
it did crash today good buy oppurtunity long term
@joshuab24502 ай бұрын
One that will meet your criteria is Dunn and Bradstreet, DNB. The stock currently only trades at only 11 times earnings. Its like SP Global at a massive discount.
@Vezzer132 ай бұрын
When Anduril goes public I'm loading the boat just like I did Palantir.
@katielowen2 ай бұрын
Valuation matters. If it IPOs heavily overvalued, that would be a 🧢
@dkgong2 ай бұрын
I'm waiting on the openai IPO.
@GarciaCapital2 ай бұрын
@@Vezzer13 I would load up early if DPO, or DCA if they IPO
@aaronquadd30192 ай бұрын
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
@SpliTTMark2 ай бұрын
i would love it under 350 but thats probably never going to happen
@aaronquadd30192 ай бұрын
I believe it'll dip until January. So you may get lucky. @@SpliTTMark
@aadityakalwani2 ай бұрын
thanks for the high frame rate; I love this as a viewer!
@LZentertainments2 ай бұрын
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
@peteadkins74002 ай бұрын
Am I looking at it wrong or are the margins on TOST very low for a software company?
@cavivekmehta35702 ай бұрын
You reviewed crwd at 275 and it’s already at 320. Also they were at 220,230,250 to be bought
@andreyield23812 ай бұрын
Great video. Thanks.
@Ciborium2 ай бұрын
Crowdstrike motto: "We test in production."
@keepitraw12 ай бұрын
Have you ever considered Cadence? Oligopoly with synopsis and also capital light SaaS, no way around in the semiconductor industry.
@AnoNymInvestor2 ай бұрын
I have Synopsys and KLA+. Also NXP Semiconductor.
@keepitraw12 ай бұрын
Bought the recent dip in AMAT, now I am up 15% after like a month.
@callumdabomb2922 ай бұрын
And lam research
@ok2tmtsg2 ай бұрын
I'm loaded with AMAT KLAC ASML NXPI NVDA and TSM.
@keepitraw12 ай бұрын
Finding the right company is not the problem, the right price is
@davidm50002 ай бұрын
How about rumble?
@samual82992 ай бұрын
The problem with Adobe is that even if the fundamentals look great, i think it’ll be higher risk than any other stock on this list.
@yanir.tzabary2 ай бұрын
for spoti why only under Marjet cap 50B will be in?
@clarkstephen78612 ай бұрын
Stock market is on fire! My portfolio is up 23% since the start of the year. Who else is crushing it?
@RoseGuerra78622 ай бұрын
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
@martinheaway2 ай бұрын
I’m currently working towards FIRE with a focus on dividends & growth investing. Since 2019, I’ve built a portfolio made up of 30% NVDA, 25% SCHD, 15% VOO and over 30% in digital assets, thanks to my CFA. This strategy has helped me earn $45,000 a year in dividends. Back in 2019, I only earned $400 in dividends.
@JaneClark78612 ай бұрын
Please how can I reach this expert, I need someone to help me manage my portfolio
@martinheaway2 ай бұрын
I have a female advisor named Amy Desiree Irish. I recommend researching her. To be very honest, I'm glad I decided to let someone handle expanding my finances even though I almost didn't think I should.
@JaneClark78612 ай бұрын
She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.
@EarthwithTom2 ай бұрын
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?
@Pillowyeti2 ай бұрын
No nvidia?
@ethansoto556614 күн бұрын
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.
@syedarmaghanhassan46522 ай бұрын
9:37 100% agreed. The company isn't profitable. So of course, a No!