Valuing stocks weekly for the cash flow investor. We seek to find the very best stocks (businesses) to own for 10+ years and teaching basic investing along the way.
Alarmingly high stock based compensation risks the dilution of future earnings growth. How you can lose money while the company succussed. We dive into the premium charged for this growth monster and while earnings are expected to grow more than 2,000% over the coming year, this stock seems to price all that growth in. How to play Palantir $PLTR? "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Remember to check my website
Must-listen: $100 billion revenue growth and why $AMZN is the GOAT. Join us as we provide a comprehensive review of their financials, analyze market multiples, and forecast potential returns. Whether you're an investor, financial enthusiast, or just curious about one of the world's most influential companies, this detailed analysis will give you valuable insights into Amazon's revenue streams and future prospects.
Discover the secret behind this stock's incredible 300% growth! If you're looking for top growth stocks to buy now, this video is a must-watch. In this captivating YouTube video, Cameron Stewart dives into the surprising surge of Rolls-Royce stock, which has skyrocketed by 300% in the past year. With an engaging on-the-road style, Stewart delves into the company's financials and strategic outlook, highlighting its shift from automotive to aerospace and defense engines and Builds a 1 Pager live!!! He meticulously analyzes key metrics such as revenue growth, earnings, cash flow, debt levels, and valuation, offering viewers a comprehensive understanding of Rolls-Royce's investment potential. Stewart's insightful commentary and transparent evaluation leave viewers equipped to make their own informed decisions about this intriguing stock. With his signature blend of expertise and enthusiasm, Stewart delivers a compelling review that educates and empowers his audience to navigate the complex world of rational investing. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don't forget to Like this video and SUBSCRIBE for weekly stock reviews! Free Cash Flow 1 pager!! Download here
In this insightful video, Cameron Stewart, CFA, and Ayesha Tariq, CFA dive deep into the topic of whether China is still a viable investment opportunity. As two seasoned financial analysts, they bring their expertise to the table and explore the growing signs of trouble that investors should be aware of. From economic indicators to political tensions, they cover it all in this must-watch discussion. If you're interested in the future of investing in China, this video is a must-watch. Don't miss out on this valuable insight from two industry experts. Watch now and stay ahead of the curve in your investment decisions. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don't forget to Like this video and SUBSCRIBE for weekly stock reviews! Check out Ayesha Tariq, CFA HERE: https://www.macrovisor.com •••••••••••••••••••••••••••••••••••••••••••••••••• Remember to check my website
Dive into the world of high-performance activewear with our latest video, "The Ultimate Lululemon Guide: What's Worth Your Money?"
Delve into the fascinating 30-year journey of Cisco ($CSCO) and Nvidia ($NVDA) stocks, exploring their meteoric rises, dramatic bubbles, and cautionary tales. From Cisco's astounding growth in the 1990s tech boom to its subsequent bubble burst in 2000, where its value multiples collapsed never to fully recover, to Nvidia's recent surge and parallels drawn to historical bubbles. This video uncovers the lessons learned from these rollercoaster rides in the stock market, offering insights into the dangers of overvaluation and the importance of long-term sustainability. Whether you're a seasoned investor or a curious observer, this retrospective offers valuable insights into the complexities of the stock market and the risks of speculative frenzies. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Remember to check my website
This is a deep dive into the True Free Cash Flow of Exxon. I review 10 years of Revenue, EBITDA, Debt, Market Cap, Enterprise Value, Free Cash Flow CAPEX, Share Count and Investment IRR at different prices. Don't miss this epic video. $CVS $XOM "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Remember to check my website
This is the audio from with highly attended Cash Flow Club Webinar on Jan 2024 where I review the current state of the US economy and recap the stocks selected last quarter. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don't forget to Like this video and SUBSCRIBE for weekly stock reviews! Remember to check my website
This is a deep dive into 10 years of history for Ulta Beauty the massive makeup and skin care retailer with strong historical growth and low debt. Check out this stock to buy for 2024. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett •••••••••••••••••••••••••••••••••••••••••••••••••• Remember to check my website
This video is a 10 year financial recap of Bristol-Myers Squibb Company (BMY) and the expected future performance. Income Statement, Balance Sheet and Cash Flow + Strong Growth and Low Debt. Possible Trifecta. Don't Miss This Review!!! "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett •••••••••••••••••••••••••••••••••••••••••••••••••• Remember to check my website
Unpack Lockheed Martin's cash flow and recent price drop to reveal a company growing Revenue, EBITDA and Cash Flow with Low Debt + share buybacks - TRIFECTA possible over the long term. Don't miss this amazing Company "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don't forget to Like this video and SUBSCRIBE for weekly stock reviews! •••••••••••••••••••••••••••••••••••••••••••••••••• Remember to check my website
This cheap stock might not grow but is yielding 10% free cash flow for the long term investor. Let's deep dive into Honda and find it's true value based on a discounted cash flow (DCF) and EV / EBITDA market multiple approach. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don't forget to Like this video and SUBSCRIBE for weekly stock reviews!
This video is an analysis of Brown-Forman Corp (BF-B) from the fiscal year 2022 financial results as well as an estimate of the future value and possible investment return based on a discounted cash flow (DCF) and EV / EBITDA market multiple approach. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett
AutoZone (AZO) is a cash generating beast with strong historical growth and is expected to beat the market. Let's revisit this automotive retailer for a new forecast and expected return. Income Statement, Cash Flow Statement and IRR. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don't forget to Like this video and SUBSCRIBE for weekly stock reviews!
Valuation of JD.com Stock ($JD) at ALL TIME LOW!!!!! Now is the time to invest in the Largest Online Retailer in China. Don't miss this EPIC REVIEW. I also announce the winner of a free Cash Flow Club Membership. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett
Buy a Volkswagen for the price of a Ferrari. Both $60 Billion in market cap, but only one has +$200 Billion in revenue and produces 10x the Free Cash Flow. Watch this epic battle of Growth vs Value. Plus, I'm giving away a free Cash Flow Club Membership to the lucky viewer. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett
A Must Watch comprehensive exploration of Estée Lauder's 10-year financial journey and cash flow analysis. As of 2022, this industry titan holds the #3 spot on the list of Top Global Beauty Companies. Renowned as the fourth largest skincare brand globally, Estée Lauder sets the standard in luxury makeup, skincare, fragrance, and hair care sales. Notable subsidiaries like #Clinique, #LaMer, #tomfordbeauty, #mac, and #BobbyBrowncosmetics further exemplify its influence. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett
The 2020 Mega Merger of Raytheon and United Technologies formed RTX Corporation. The street is undervaluing this aerospace, engine and technology powerhouse. A Must Watch Video that breaks down this cash machine to uncover the value behind their assets. Learn to Combine TWO Companies in this classic video below: https://youtu.be/bkJYt-CNjWE "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don't forget to Like this video and SUBSCRIBE for weekly stock reviews!
Trading at 70x EBITDA with Stock Based Compensation at 10% of REVENUE, this stock has significant down side risk and could collapse to $85. This video is a deep dive into the financials and stock performance of NVidia ($NDVA). Learn how earnings can grow AND the stock price can fall. Be careful with NVIDA. #Bubble #AI #nvidia #stockmarket #investingforbeginners #money 30 Year History of MSFT - Must Watch. https://youtu.be/e-25ed89jSM "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don't forget to Like this video and SUBSCRIBE for weekly stock reviews!
This is a deep dive into the Deere & Company $DE, a Trifecta 10 years ago and the lessons learned from this wonderful dividend machine. Total Dividends have been $45 over the past 20 years, a 200% return from Dividends ALONE. Don't miss this amazing company. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don't forget to Like this video and SUBSCRIBE for weekly stock reviews!
This is a deep dive into 10 years of financial data for Johnson & Johnson ($JNJ). Strong Dividend, Stock Buy Backs, Growing Earnings and Revenue. The stock returned over 200% in the last 10 years, when should be buy this stock to make another 200%? "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don't forget to Like this video and SUBSCRIBE for weekly stock reviews!
10 Years of financial history and performance, this company has NEVER BEEN CHEAPER and is possibly a huge investment opportunity!!!!. We review the cash flow and potential return of $CVS. Buy this stock and get Aetna, Signify Heath and Oak st Health almost for Free!!!!! "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don't forget to Like this video and SUBSCRIBE for weekly stock reviews!
#Diageo ($DEO) stands out with its strong cash flow, making it an appealing investment choice. However, the company is challenged in achieving substantial growth, with mature brands like Johnnie Walker, Smirnoff, Captain Morgan, and Guinness . Gain valuable insights into Diageo's financials, strengths, weaknesses, and future prospects in this informative video. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don't forget to Like this video and SUBSCRIBE for weekly stock reviews!
A Deep Dive into the British American Tobacco (BTI) Revenue, Earnings and Cash Flow of one the world's largest Tobacco companies. The long term revenue growth, low debt and cash flow makes this stock a compelling long term cash generations opportunity. Will the growth be there? Let's get into it. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don't forget to Like this video and SUBSCRIBE for weekly stock reviews!
Apple has grown by +$250 billion in revenue over the last 10 years and is expected to continue. EBITDA and Free Cash Flow are strong and continue to grow, debt is ZERO. Learn how Buffett bought this Ultimate Trifectia and make BILLIONSSSS. I uncover the secrete to long term compounding. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don't forget to Like this video and SUBSCRIBE for weekly stock reviews!
This video is a deep dive into PayPal pre and post Pandemic. The company is growing revenue and earnings but the stock is down 80%. When does this stock become a buy again? Let's review the Cash Flow and forecast a 10 Year Stock Return. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don't forget to Like this video and SUBSCRIBE for weekly stock reviews!
This video is a deep dive into the merger of Kroger ($KR) and Albertsons ($ACI) valued at $25 Billion for a combined $200 Billion revenue grocery store giant. We will review the financials, explain the merger, forecast the business and estimate a possible return if all go well. Watch me uncover hidden value in the recession proof stock. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don't forget to Like this video and SUBSCRIBE for weekly stock reviews!
This video is a deep dive into the financials of Pepsi ($PEP) and draws comparison to the broader financial markets as the TSY risk free rate increase. What is an appropriate amount of return to expect from a risky investment. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don't forget to Like this video and SUBSCRIBE for weekly stock reviews!
This is a deep dive into the financials of Paramount Global ($PARA). Brands include #CBS, #BET, #ComedyCentral, #Paramount+, #Pluto TV, #MTV, #ParamountPictures, #Showtime #Netwo, #SmithsonianChannel, and #nickelodeon. The recent earnings decline provides an opportunity for recovery and long term capital for the cash flow investor. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don't forget to Like this video and SUBSCRIBE for weekly stock reviews!
Debt-fueled share buybacks have boosted EPS and now the bill has come. This video is a deep dive into the financials of FedEx, income statement, cash flow, debt level and share buyback program. This includes a forecast and a discussion of the risk / return profile of FedEx ($FDX). "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don't forget to Like this video and SUBSCRIBE for weekly stock reviews!
Amazon stock as lost $900 Billion in value during the recent market decline and is now the cheapest its been in 20 years!!! Follow me as I walk you though 20 years of amazon financials and forecast the future price, investment return. This is a comprehensive stock valuation model as a value based investor. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don't forget to Like this video and SUBSCRIBE for weekly stock reviews!
Zoetis Inc. (ZTS) develops, manufactures, and commercializes animal health medicines, vaccines, and diagnostic products in the United States and internationally. Growing 11% annually, buying back stock. This is a deep dive into the financial statements, market multiples and forecasts. Is this wonderful company a buy? "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don't forget to Like this video and SUBSCRIBE for weekly stock reviews!
DeWalt, Black & Decker, Craftsman - Some of the biggest names in tools are owned by $SWK. The drop in earnings provides huge long term value for the cash flow investor. This stock is estimated to yield 9% free cash flow by 2024 and can be bought at a steep discount. A deep dive into the financials of Stanley Black & Decker tools. #dewalt #blackanddecker #craftsman #stanley #lenox #irwin #portercable #mactools #construction #build "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don't forget to Like this video and SUBSCRIBE for weekly stock reviews!
A deep dive into the financial strength of Deutsche Bank ($DB), book value, and net income and test the bank for the critical flaw that brought down Silicon Valley Bank and Credit Suisse Bank. Learn how the value bank stocks in this critical time in stock market. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don't forget to Like this video and SUBSCRIBE for weekly stock reviews!
This is a deep dive into Charles Schwab financial statements and a review of book value along with the unrealized loses that might jeopardize the company. A closure look at the financials reveal a shocking discovery. Not Financial Advise. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don't forget to Like this video and SUBSCRIBE for weekly stock reviews!
This video is a deep dive into the financial statements of JP Morgan ($JPM), it's book value and a forecast investment return. I also review the issues with Silicon Valley Bank ($SVB) and how it collapsed and search for those issues within JP Morgan. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett So, here's what we'll be looking at in this video: 00:00 Silicon Valley Bank 00:58 Financial results for $JPM 12:35 $SVB collapse explained 17:09 JPMorgan 10K 2022 19:33 JPM Forecast 2032 21:22 Is JP Morgan ($JPM) a Buy? Don't forget to Like this video and SUBSCRIBE for weekly stock reviews!
This is a deep dive into AIG (American International Group) their earnings and book value for the past 10 years along with a forecast showing deep value if management can continue to execute on plan. Learn about with complex stalwart of the insurance industry. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don't forget to Like this video and SUBSCRIBE for weekly stock reviews!
This is a deep dive into Westrock a packaging company that makes +10% free cash flow yield and could produce +23% IRR for the next decade. The market misprices assets all the time, take advantage. See our estimated return profile for Westrock (WRK). Educational Proposes Only "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don't forget to Like this video and SUBSCRIBE for weekly stock reviews!
CVS Health to acquire Oak Street Health. CVS is growing Revenue, EBITDA and Cash Flow, and is priced to perform. Learn to value an add on acquisition in this incredible review of CVS Health. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don't forget to Like this video and SUBSCRIBE for weekly stock reviews!
A review of 10 years of Walgreens (WBA) financial data and Per Unit Economics. Failing to grow EBITDA but trading at a premium. This stock is a large downside risk. Let's dive into the number and find the true Cash Flow Value. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett So, here's what we'll be looking at in this video: 00:00 Walgreens stock analysis 00:29 The 5 key attribute 01:56 Financial results 10:02 Free cash flow 14:05 Per unit build-up 16:48 WBA Forecast 2032 21:38 Should you invest in WBA? Final review Don't forget to Like this video and SUBSCRIBE for weekly stock reviews!
Intel's revenue and earnings for 2022 were worst than expected and we dive into the number to find out how much Cash Money this business makes and if they can afford the Dividend AND the massive CAPEX coming. Is Intel a Value Stock or a Falling Knife????? This video is an analysis of intel from the fiscal year 2022 financial results as well as an estimate of the future value and possible investment return based on a discounted cash flow (DCF) and EV / EBITDA market multiple approach. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don't forget to Like this video and SUBSCRIBE for weekly stock reviews!
Mohnish Pabrai, Buffett disciple and Billionaire, bets everything on 1 stock. The King of focused portfolio investing is doing it again. Learn why he invested in Micron Technologies (MU) and with the stock down you should buy it too? "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett So, here's what we'll be looking at in this video: 00:00 Why Mohnish Pabrai bought the Micron Technologies stock? 02:50 The 5 key attribute 04:38 Financial results 24:15 Free cash flow 30:32 $MU Forecast2032 38:09 Should you invest in $MU? Final review Don't forget to Like this video and SUBSCRIBE for weekly stock reviews!
NVIDIA trades at a premium based on it's growth, however growth is slowing. The company has fallen in valued based on a reduced Gaming revenue. More stock declines are possible as the growth multiple shrinks, $45/shr is possible. Learn to buy cash flow. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don't forget to Like this video and SUBSCRIBE for weekly stock reviews!
This Video reviews VF Corp ($VFC) with 10 years of financial history and relative value metrics EV / EBITDA and Free Cash Flow Yield. FVC owns #Vans, #NorthFace, #JansSport, #Timberland, #Dickes, #IceBreaker "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett Don't forget to Like this video and SUBSCRIBE for weekly stock reviews!
We will review some of the hottest stocks of the last several years and their dramatic fall. What are the similarities and what can we learn to carry into 2023. Free 1 Pager at https://www.cashflowinvestingpro.com/a1dd6e3f-dcaa-4151-a334-e4fdcf7fb9b4 Website: https://www.cashflowinvestingpro.com/ YouTube Channel: www.youtube.com/c/CameronStewartCFA Not Financial Advise
This video is an analysis of Ferguson PLC a plumbing and heating company with ~2,000 locations and growing. 10 Years of financial history, EV / EBITDA multiples and Free Cash Flow Yields along with a per unit forecast. This is a long term cash flow machine. "Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett So, here's what we'll be looking at in this video: 00:00 Ferguson stock analysis 01:50 The 5 key attributes 03:29 FERG Q1 06:45 Financial results 19:11 Cash flow 25:36 FERG Forecast 2031 Don't forget to Like this video and SUBSCRIBE for weekly stock reviews! Rational Investing Podcast
$TSLA Crash - Best Time to BUY this Value Stock? We build to a 10 million cars sold forecast with EBITDA and free cash flow margins, then compare that to the Ark Investment and their $4,000/shr price target. SUBSCRIBE for weekly stock reviews! -- Disclosure -- Not Financial Advice
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