I think I speak for your audience when I say we feel so smart watching you break this down! Value investing is fun! Thanks Chuck!

@FASTgraphs

5 ай бұрын

@@delinquense the most powerful part of FG is the forecasting calculators. So yes it does stand for future graphs. When are you signing up? P. S. I will add up all the people that come to my channel you need it the most. Regards Chuck

Thanks for another really useful video! With any renewable energy play, we must consider that almost none of these approaches make sense without government subsidies, which are unreasonably generous right now; and that’s likely to ebb & flow. To undertake such projects with large amounts of borrowed money is especially risky.

@crawfordviolin

4 ай бұрын

Seems like the company’s future rests on who wins: Biden or Trump

I looked at AES last month and thought hmmmmm. The debt is scary but I like the moderate term possibility gains. When I use fastgraphs I like to use 7 years as normal multiple for forecasting gains.

thanks for the hard work you put in for us

FLNC chart caught my eye. I hadn't looked at that before. I have AES, i may add FLNC. You know I'm gonna ask that you cover it in a video.

Dr. Mauck please click those great Financial Statement thumbnail graphs. Great addition!

I've been wanting this company reviewed. 👍

Thanks Chuck so much for what you do. I'm considering, I curently hold nee. 😊

Another excellent video. I send your value investing lessons to friends and family. I think it's starting to sink in. I keep looking at HE, and now the same story with XEL. I love value-priced dividend paying utilities. But I don't know how to quantify the legal risks. Now that there are 2 of them, maybe you could give us your thoughts? Thanks for your great work. 😊

@Cap_management

5 ай бұрын

Dont forget that value investing should be about buying high quality companies on sale. HE cannot be considered good company but pure speculation that it will not go bankrupt by lawsuits.

@rosalieroku3818

5 ай бұрын

@@Cap_management Can a utility go bankrupt? They can't roll up their wires and wait for another company to step in. That's a straight question. So if HE and XEL go bankrupt who keeps the lights on until a new company takes over?

danke, sehr gut , wie immer

Fluence looks much better. No debt and sales growing so fast.

Excellent video Chuck thanks

Thank you Chuck & Dr. Mauck!!

I can't help but think, with electric aviation being rolled out, that the energy density of Fuel Cells will have to replace batteries, at least for aviation. We'd love to hear your thoughts on PLUG, BE, BLDP. Profitability still long off for all of them.

Im chillin in NEP

It seems like their non recurring expenses happen every year. Reminds me examples from the book The Intelligent investor, how companies cook their numbers to look profitable even they are not. I guess good speculative bet on another rally to mean valuation like in the past but not the stock I would like to own for long term.

@FASTgraphs

5 ай бұрын

The company is investing heavily in green energy adding significantly more megawatts of energy.

Hi Chuck, Would you and Nathan Iike to cover American Water works in a Future Video Looks like it comes good down and could be interesting Regards Alex

First Solar looks good too. Nice video.

what's your thoughts on ALLY and the financial sector in general since interest rate will be cut soon? I believe the same (favorable) outcome can also be said for REITs as well since they can start financing vs. just issuing more shares?

Thanks Chuck and Dr. Mauck... Trying to find AES Debt structure, maturities, rates... Looked in the 10-k... $18B Non-Recourse, $20B over the next 4 yrs... Hmmm

@FASTgraphs

5 ай бұрын

Steve, you can find debt summaries here: www.aes.com/investors/investor-resources

Hi Chuck. Can you do a review for HUM stock, please? Thank you

Here’s a question for anyone who cares to chime in: What might happen during the next six years that would significantly improve the world and would open new avenues for investing and economic growth? I’ll offer this one: Federal standards for autonomous vehicles. Standards that affect how vehicles communicate with one another, specs for road construction (eg devices embedded in roadways for electonic guidance), and federal specs for wearables that allow cars to know where pedestrians are.

Fiscal Fitness Graph?

Coal is clean too.

You've got a typo on Dr. Mauck's cover sheet. "Finance" is not spelled correctly.

@monikadidluch767

5 ай бұрын

seriously ?????

@FASTgraphs

5 ай бұрын

Thank you! We will make sure it's corrected in the next video. Polly from support@fastgraphs.com

@IPQ-sj2zs

5 ай бұрын

PhD in Fiance sounds very elegant. One imagines a degree diploma made of white and blue porcelain...❤

Thoughts on policy changes resulting from presidential election?

@FASTgraphs

5 ай бұрын

Here is a link to an article I wrote on the subject: www.valuewalk.com/warren-buffett-ignore-political-economic-forecasts/

@billbeard9588

5 ай бұрын

Interesting article! Would you agree there’s a difference between ignoring prognostications about the future vs evaluating macroeconomic head/tailwinds that affect a specific business?

@IronPoorBlood

5 ай бұрын

I hear you, cyclicals are cyclicals for a reason. BUT - baby boomers growing old need hospital beds... and soon morticians, yikes! Both of those are a given. @@billbeard9588

@FASTgraphs

5 ай бұрын

@@billbeard9588 I believe it's a market of stocks not a stock market. Consequently, I also like to say that I "mind my owned businesses." In other words, I focus more on the individual company and what I believe it's prospects are. For example, I believe the rising interest rates has brought REITs into t fair value, which means their stock price dropped. However, I do not think that it's going to destroy their business, because management can adjust. That's why I like good management and consistently performing operating businesses. In other words, a competent management team can hopefully navigate whatever macro economic factors they may face. Regards, Chuck

@Cap_management

5 ай бұрын

If you owned prison REITs while Biden was promising crusade against private prisons than you would do poorly investing in prisons. So I guess you have to look at possibilities of future policy changes.

Fidelity has this stock listed at PE of 48.5 and payout ratio of 202%. Why are your numbers different than mine?

@FASTgraphs

4 ай бұрын

2 reasons, I am using adjusted operating earnings and a blended P/E ratio which is an estimate of current earnings. In contrast, fidelity is utilizing basic or diluted earnings which include accounting charges that may or may not be returning. Additionally, they are also looking at trailing 12 month earnings which are not as current. With that said, if you were a subscriber to FG, you could look at the stock utilizing basic or diluted earnings and you would see the reason very clearly. Regards, Chuck

@crawfordviolin

4 ай бұрын

@@FASTgraphs wouldn’t it be naive to assume that this company will not have similar “one-time” expenses that would be part of those expenses that would be otherwise excluded if you look solely at the “adjusted earnings”? Just because the outcome fits the narrative you want to drive from the reading of the graphs does not mean that it will produce an accurate forecast.

@FASTgraphs

4 ай бұрын

@@crawfordviolin you misunderstand, markets tend to ignore nonrecurring and non-cash charges and focus on how the business is functioning as an operating company. A quick glance at the FAST Graph would immediately prove that diluted earnings (GAAP) tend to have little or even no relationship to how the stock price moves. The reason we show diluted earnings as of the investor can understand better the nature of the business. However, stocks can react to and correlate with operating earnings, cash flows including EBITDA , sales etc. nothing naïve about it.

@crawfordviolin

4 ай бұрын

@@FASTgraphs so you would disagree with the statement that prior performance is not a predictor of future results?

@FASTgraphs

4 ай бұрын

@@crawfordviolin are you just trying to be argumentative? No I would not disagree with that statement. However, I would point out that the past operating history of the company is a strong indicator of how would continue to perform as operating business in the future. If you are measuring performance based on stock price movements they are completely unpredictable over the short run. Furthermore, when valuation is high future performance is likely to be much lower than in the past and vice versa. With all due respect you really need a subscription to FG, you would learn a lot from them

I'd love to hear your thoughts on PAX. It looks like growth at a great price in FASTgraphs. PAX's FAST Facts have me thinking a bit theoretically, and I'd like to ask: What does it say about different companies if they both have a 7% Dividend Yield, but one company has an 8% Earnings Yield and another has a 4% Earnings Yield? Is one necessarily a better investment than the other? Does Earnings Growth relate to these in any way, beyond that growth is always good? Thanks.

@rosalieroku3818

5 ай бұрын

PAX is also a perfect illustration of how FASTgraphs reveals a stock that's down 23% over 3 years, but quietly in the background they are logging solid earnings growth. We will see.

@FASTgraphs

5 ай бұрын

A higher earnings yield indicates a better valuation. Remember, earnings yield (E / P) is the inverse of the P/E ratio (P/E). Furthermore, faster growth will generate a larger future stream of income which is obviously more valuable to you than a smaller future stream of income. Your sources of return come from growth (capital appreciation) plus dividend income, if any, and P/E ratio expansion or contraction depending on valuation.

@FASTgraphs

5 ай бұрын

@@rosalieroku3818 Good observations, but allow me to add some additional perspectives revealed by FAST Graphs. On January 22, 2021 PAX was trading at an initial P/E ratio of 36, then in 2022 earnings fell slightly (-2%) which caused the stock price to drift lower. Shorten the timeframe the 5 years and that brings the earnings growth rate down the 16.97% which is more reasonable and more likely to be attainable. From that point, stock price is only done approximately 4% plus the dividend the stock produced a modest 2% gain. However, as you pointed out the stock is undervalued with strong future growth expected. The only share this because I believe it's important to not just know what performance has been but more importantly why and how it occurred. Regards, Chuck

@rosalieroku3818

5 ай бұрын

@@FASTgraphs Thanks for taking the time to respond. Part of the reason FASTgraphs appeals to me is that I come from the engineering world, and FASTgraphs reads like an engineering document. Having said that, I'm still getting tripped up as to how value accrues in an investment as a result of Earnings Yield. I understand that it's a better valuation, but how do I realize this value in my pocket? Solely through capital appreciation? I get stuck because I connect Earnings Growth with capital appreciation. I think this question may pin it down: Company A Earnings Growth 20% Earnings Yield 3% Company B Earnings Growth 3% Earnings Yield 20% Is one necessarily a better investment than the other? Thanks for your great work.

@FASTgraphs

5 ай бұрын

@@rosalieroku3818 in the long run a faster growing company will outperform a slower growing company because of the power of compounding. However, in the short or intermediate term and undervalued slow growth company could outperform. I have an exercise for you. Open CAG then go to the forecasting calculators and point to the triangles on 2004 and 2005. Then do the same for NFLX and point to the triangles over the next 2 years. Now you tell me which one is the better short-term investment. Then go to the LT Growth forecast calculator for both companies and point to the last triangle on the graph. Now, tell me which is the better long-term investment. It's all about the math. Regards, Chuck

high debt and no free cash flow. not for me.