One of the best sober views of those two companies I've seen. Really great presentation Chuck, thank you. I'd like to add to both of those positions myself, but I'm not sure I'll see my buy prices anytime soon. Just waiting.

Thank you Chuck !!!!! You brilliant !!!! Best in utube and most smartest !!!! Good health to you !!!! And Thank you !!!!

Very usefull content, as always Chuck! Would love to hear your take on the fundamentals of Reckitt Benckiser which has tanked after aparently dealing with lawsuits like many others before: JNJ, 3M, Bayer..

Good to know. Thanks

Thank you Chuck!!

I see a trend on ASML and AMD as well. Are we going to have a great correction in semis?

@KenjiEspresso

2 ай бұрын

AMD didn’t go from 200 to 1,000+ per share either 😂

Please could you give your opinion on clover health ? Thanks

I managed to buy just before the pop. Sold enough to get my money back and still have enough in it to be one of my top 5 positions. Where to go from here?

Can you make some videos in the old format again? Like showing 10 undervalued companies or so? Its impossible to find anything undervalued right now 😕

@SergiMedina

2 ай бұрын

Definitely not impossible. There are many in fact: T, VZ, ACRE, CIM, RC, PFE, WBD...

@yaykruser

2 ай бұрын

@@SergiMedina yeah, thats all high yield stuff with unreliable dividends. Had 3 or 4 of those and always lost money on them. I need something that grows its dividends and isnt going bankrupt tomorrow.

@SergiMedina

2 ай бұрын

@@yaykruser lol, yeah, sure, do it your way then. You're welcome. No, seriously, you lose money on them because you buy and then when they go down instead of adding even more you sell. In other words, you sell when everybody is selling, just at the contrary of what you should be doing. None of those I mentioned, and even MPW, are going bankrupt tomorrow according to my research (and it's just obvious anyway, you see). And even if they did, you can sell when they double or just go up 150 % in a few years which some will do. And also there's the margin of safety of their very good and safe book value ratio. Also I forgot to mention BABA and JD, which are one in a decade opportunities. Low dividends tho, although they will surely grow them over time. Also BMY and a few others I can't remember now. Either you invest your money the best you can right now or keep waiting to maybe get some chance in a few months, or even years, and keep wasting money and time... It's your call. Anyway, won't waste anymore time, I think I helped you more than enough for now. Good luck.

@yaykruser

2 ай бұрын

@@SergiMedina Yeah, but Mow wont reach 24$ again in the next few years. Added at 22 at 20 at 16 at 14 at 12 and so on and now im down 70% or so and the position is the biggest one in my portfolio. Cor energy went to zero even though I added more. Got At&t for a few years now and still down 20%. Lets not forget that stock losses cant be used to reduce tax on dividends. So when I lose 100€ on Att and it pays me 100€ dividend I still lose 27€ on taxes on the dividends.

@yaykruser

2 ай бұрын

@@SergiMedina book value is another thing, cor energy sold their assets for 10% of the book value so thats some BS metric to use.

Is now still a good time to buy SMC or is it better to wait?

@FASTgraphs

2 ай бұрын

That is simply a judgment call. Long-term assuming the estimates are even remotely accurate it would be a good time, but obviously not the best time. You have to know yourself and what kind of investor you are. Could you be satisfied if the stock fell 30 or 40% before rows? These are questions you have to ask and answer and then act accordingly.

How does a 32x multiple imply a 32% growth rate?

@FASTgraphs

2 ай бұрын

Peter Lynch "fair value is when the P/E ratio is equal to the earnings growth rate" commonly referred to as the PEG ratio. Peter Lynch's book "one up on Wall Street" is an important read for investors looking for growth or as Peter called them 10 baggers.

Thanks Chuck, can you do a short segment on Tesla.

Hey Chuck please do Match Group, thanks for the videos

Could you help me build a portfolio ?

overevaluated cause of AI frenezie

@FASTgraphs

2 ай бұрын

That's the point of the video

If you are waiting for it to go back to 550, you may never get in.

@FASTgraphs

2 ай бұрын

If you buy now you may be getting in way too early. Nobody knows

@xXRedEyedStrangerXx

2 ай бұрын

And that’s perfectly ok

The truth? Because it is over priced junk Chaiwanese chips that is why.

Thanks Chuck please do a video on Chipotle upcoming 50 to 1 stock split if this would be a good buy now or then in June? thanksalot

@daniell6303

2 ай бұрын

Although I agree it's an interesting company and I would like to see it analized, fundamentals don't change because of splits, it won't stop being expensive. It would be nice if they could add the other folk too for the financial part, you know, understand why the market gives a very high multiple.

This isn't age well. I'd you look at Nvda now it's way off your chart. It think that for 2024. The stock does what it wants

How super micro even exists is beyond me. I wouldn’t pull a brand new super micro server out of a dumpster. You couldn’t pay me to use a super micro server. The biggest POS that money can buy. No question about that. I will take a 15 year old HP server over a brand new super micro any time and every time. That being said, I would never invest a single cent into that company. I’ve used their products. Not willingly of course. 😂

@Congutalgunit

2 ай бұрын

Do you have personal experience with products made by ASML holding? I personally sold smci at profit and bought in asml, but only based on my analysis, not personal experience. Thank you

@Carl_McMelvin

2 ай бұрын

@@Congutalgunit I couldn’t tell you. Maybe indirectly and unknowingly.

@Carl_McMelvin

2 ай бұрын

@@Congutalgunit as far as I know super micro somehow has gone up specifically related to the AI field, I can only assume because they produce cheap systems. Not sure what they’re doing in that field exactly. But from a server perspective, it’s actual shit. And that’s being nice and generous. They make a product that is about the equivalent to their competitors products from about 30 years ago. And even that is probably an overly generous statement to make. But they sell to companies that want to spend as little as possible (and then complain about performance and security vulnerabilities). And also to some cheap vendors that build their janky systems on them and then resell them to their customers.

smci 🎉🎉🎉1300