Miss your videos, Jimmy, you are one of the less loud and screamy investor youtubers, and I like your takes. But there is not enough of them lately.
@ernest15205 ай бұрын
Any idea why he hasn't been publishing recently?
@meinbherpieg47235 ай бұрын
@@ernest1520 Probably went the route everyone does eventually: gatekeep the good information behind paywalls.
@REALVINERGY4 ай бұрын
@@ernest1520 has been focusing on his website, he's still 'active' on Facebook and mentioned there that the YT videos will continue again once the site is up and running
@trailer12104 ай бұрын
Hi Jimmy..hope uou are doing well. Missing your videos.
@juing835 ай бұрын
Hi Jimmy, missing your updates. Hope all is well with you! Cheers
@MGiova834 ай бұрын
Did he just disappear?
@greg68215 ай бұрын
I look forward to the day you come back
@Pernix4996 ай бұрын
Jimmy where are youuu, we need you!
@asaadtrabolsi23506 ай бұрын
We miss you Jimmy. Come back to youtube!!
@RocketsExclusives5 ай бұрын
What happened to this guy. Is there new content on his Patreon?
@Panruijia10 ай бұрын
"The way you explain complex financial concepts is impressive. Your ability to simplify and break down these topics makes it easier for viewers to grasp important financial knowledge. Thank you for making this content accessible!
@nirav66711 ай бұрын
Hi Jimmy, how about adding airline sector, Southwest among my favourite
@jsolo89011 ай бұрын
Your hand and body movement reminds me of when someone is fake puking😅 lol
@joaopaulopaivaferreira445811 ай бұрын
Hey Jimmy, what about 3M? Would It be a good choice?
@gabrielksh8611 ай бұрын
Do you do REIT sector? Would like to hear your opinions on Vici Properties.
@MrXrisd0110 ай бұрын
I'm heavy in VICI 😬
@hugomeza291011 ай бұрын
Never been able to understand when investors invest in a company that they believe is at a good price and that the business is a really good one. Then the price keeps going lower and lower, and then they say something like “at this time I’m not buying it, although I still believe it’s a good business, but I’m just not buying more for whatever reason”. If you believed it was at a good price at $100 and now it’s down to $80, why not load up the truck at $80? Isn’t $80 a better investment opportunity with less risk?
@lorisbiancheri119411 ай бұрын
Probably because each company has its set of risks, and one doesn't want overexposure to a certain risk
@hugomeza291011 ай бұрын
@@lorisbiancheri1194 so in other words you’re not to confident in your analysis and don’t want to be wrong. If that’s the case just stick to index funds and buy the S&P500.
@lorisbiancheri119411 ай бұрын
@@hugomeza2910 That’s not how it works. Every investment has an inherent risk, you cannot know for certain what will happen in the future. The essential when investing is having an asymmetric risk/reward, meaning that the odds are essentially in your favor. An easy illustration for this is investing in China. From a valuation perspective, it’s clear that Chinese tech is at a great value at the moment. However, the geopolitical risk is a big unknown. So overexposing to this risk would be ill advised.
@lorisbiancheri119411 ай бұрын
That being said, it is true that some investments can be no-brainers, and if you are 1000% confident that your investment has no risk, it’s all upside, then one can go almost all in. But those are extremely rare.
@hugomeza291011 ай бұрын
@@lorisbiancheri1194 that is true. Those type of investments are rare.
@o.c.g.m94262 ай бұрын
Jimmmmmmmmyyyy I'm so glad i started watching your videos again after a yr or 2 off.
@mickeysummers23811 ай бұрын
What is a half and full position % of your portfolio. And do you count seperate accts like roth, 401k, brokerage , company stock match
@_VlCTOR_11 ай бұрын
PFE have a good price O same
@kmc74739 ай бұрын
Where is Jimmy ? Is he OK ?
@Sony-ox7wx7 ай бұрын
Jimmy give us an update! Where are you?
@BillJohnson-oh6fz6 ай бұрын
Miss your videos. You're one of the genuines.
@LearntoInvest6 ай бұрын
I appreciate the kind words 😊
@ottoliaandrea26908 ай бұрын
It's a real pity that you don't post anymore
@michalkopanicky825411 ай бұрын
09:01 regarding to Healthcare, ELV is one of my biggest holding
@sameroulis11 ай бұрын
I love this format!! thanks for the upload!
@niravparekh984011 ай бұрын
Hi Jimmy can you make video on alpha metallurgical resources please
@lionels8399 ай бұрын
I like your fair values which are more conservative than other youtubers
@Scars_House5 ай бұрын
I’ll be here waiting sir love your work
@Mahruumdilse5 ай бұрын
Thank you Jimmy for all these informational videos. How can one determine ideal entry, fair value and MOS?
@tygriz8 ай бұрын
Linde plc is a company to bet on. Result of the merger between the 2 major gas companies, leading the sector. Very well positioned for hydrogen transition. Delivering +10% Dividend growth yearly and with an agressive buyback program. Disclosure: i own some dozens of Linde shares since feb/2021.
@coronawith2limes10 ай бұрын
Jimmy, can we do an update for WBD?
@olegp242011 ай бұрын
What about TGT and DG?
@inesnovo7 ай бұрын
I’m always returning to this channel to see if there’s a new video. Jimmy, we miss you!
@LearntoInvest7 ай бұрын
I’ll be back soon enough 😀👍 just sorting some things out first
@meyersr787 ай бұрын
@@LearntoInvest- Come on back. Hope you're doing ok.
@joelspicher59010 ай бұрын
great video ! You should have a look at WBA, insanely oversold at current levels, will bounce at some point.
@sheanathan356610 ай бұрын
Love the transparency. I don’t know healthcare well but what about United Helthcare? It may be too expensive Cheers
@TheMainStreetInvestor11 ай бұрын
Hey Jimmy, love the idea of a stock "bullpen" instead of calling it a watchlist! I am currently long several of these companies, and several more are in my bullpen as well. The only stock that surprised me as Atkore (ATKR), so thanks for the callout there! If I had to suggest a few companies in the healthcare sector, I would go with Bristol Myers Squibb (BMY), Pfizer (PFE), Humana (HUM) and Elevance (ELV). BMY and PFE are both pharmaceuticals that are facing headwinds related to government pricing and post-pandemic normalization (PFE especially), but they have pretty solid product pipelines and future revenues regardless of these near-term issues. HUM and ELV are both mainly healthcare benefits companies. They have less margin of safety than BMY and PFE in my opinion, but HUM and ELV both have excellent bottom line growth and dividend growth potential. I'm currently long BMY, ELV, and HUM, and looking to buy PFE in the future!
@MickieJamesFTW10 ай бұрын
I have some of these as single stocks, but lately been loading on a 50/50 split with etfs. Large cap growth and small cap value
@JorgeRamos-xw6dy10 ай бұрын
What does he mean by he bought a half position?
@akshayjain853211 ай бұрын
Please analyze VRTX in the health sector.
@meyersr789 ай бұрын
Invest now or wait?
@h.b.969411 ай бұрын
Healthcare: $PFE
@ajkula32111 ай бұрын
Jimmy I love and follow your content regulary. Can you do a deep dive in INMD - Healtcare sector. Seems like a good growth stock priced nicely. Thank you and take care
@romanz169211 ай бұрын
Thanks for this info sharing. a nice video!
@jordanbrown11598 ай бұрын
Is Jimmy still active on discord or other sites?
@6toolbaseball7 ай бұрын
Yes if you join his Discord he has 3 videos per week
@samkaz47210 ай бұрын
ResMed maybe good in healthcare sector
@KazuyiaMishima5 ай бұрын
Good video Jimmy!
@dalmog12311 ай бұрын
-Healthcare (pharmaceutical): $BMY, $GILD -Chemicals: $SCL, $ODC - few other stocks that i think are interesting: $CIX, $NSSC, $TXT, $DAR, $HII, $CEPU, $FOXF, $XPO
@derickharris927311 ай бұрын
What did you use to value MSFT?
@ravinarayan52739 ай бұрын
Hi Jimmy kindly requesting if you can do stock analysis for ASML
@atulkapoor347610 ай бұрын
There are many good deals - BMY, PFE, WBA, ABT, JNJ
@lakshmiprabhakarkoppolu91009 ай бұрын
Those deals giving more discount now. Who knows we may get more and more and further more discounts ❤
@lakshmiprabhakarkoppolu91009 ай бұрын
7:58 he told the truth
@orirosi10 ай бұрын
CVCO, ULTA, VEEV, IBKR, QLYS
@theinbaron11 ай бұрын
PFE
@AndreaBoost11 ай бұрын
Nice List :) I like also your deep dive videos
@golafs11 ай бұрын
any thoughts on Nike? seems at good price now..
@monsterboomer805111 ай бұрын
Closer it goes to 90$, the better.
@davidariasmaestre71511 ай бұрын
Hi Jimmy, maybe for the healtcare sector you can consider AMN Healthcare services Inc
@ezekielzauner424511 ай бұрын
MMM is a stock thats seen alot of turbulance and seems to be getting solid numbers and results of lawsuit costs. I would be curious to know your thoughts taking into account the lawsuit costs and fair value.
@12345krillin11 ай бұрын
complete gamble imo: steady operational income and growth but lawsuits from EU environmental damage (forever chemicals) and US military personnel can very realistically be in the multiple billions.
@SD4...11 ай бұрын
@@12345krillindidn't they settle that already? it was 6.5B for the veterans and 10.3B for the chemicals if I remember correctly
@12345krillin11 ай бұрын
@@SD4... yeah, although the $10 billion for the forever chemicals is still awaiting approval. These payouts mean MMM had to cut 8500 jobs and will probably shrink even further for the short term.
@wellarmedlamb244710 ай бұрын
Jimmy...why no energy stocks?
@mattdobbyn11 ай бұрын
ATKR hurts, I was in at ~$75, it shot up to $100, i sold as i thought it would pull back but kept going up, really goes to show you shouldn't try time the market
@hodokwaja10 ай бұрын
How do you join your website? Some of the signjng up page is disabled to fill in
@TheDividendInvestorCPA11 ай бұрын
Great picks here - From your list, I currently own: MSFT, AAPL, V, HD and LOW. I had GOOG but sold out to start a position in BN and BAM - I would recommend you check those out as well my friend!
@russomaster8 ай бұрын
On the health category add pfizer, it is going down to 26 per share exelente price
@ricksiu284011 ай бұрын
Hi I was wondering why you don't do anything in the energy sector?
@kyngkhong11 ай бұрын
Can you do an analysis on GNE (Genie Energy) and BSM (Black Stone Minerals), to me they are outstanding companies.
@damiangrouse456411 ай бұрын
At my age I mostly stay away from individual stock but bonds and mutual funds are not my thing. What I’ve settled on is researching a stock mentioned in a video or article and if I like it I look for an ETF that carries it and if a cursory look at the other stock on their list don’t scare me, I buy the ETF. I guess that’s my version of buying an index fund while still keeping my hair on fire.
I own quite a lof of these! Alphabet (100), WBD (13) , Baba (95), Citi (45) and Intel (35) are all part of my portfolio. Think I got decent entries as well :) Especially WBD seems like a steal at current prices but since it is a risky play and it's already my biggest position I'm a bit hesitant to add more. For healthcare stocks: I personally own WBA which is very cheap but also has its risks and I find both CVS and BMY very interesting as a bit stronger companies at a decent price!
@tanjem10 ай бұрын
you just need the index... That is all that matters..
@rolandfrederick738911 ай бұрын
Glad your back Jimmy!
@journeyman_1511 ай бұрын
Can you please do CI ?
@chamindasilva319111 ай бұрын
What about VZ?
@paolo4473911 ай бұрын
what about ELV?
@adsonlucena11 ай бұрын
LEGEND! Greetings from Brazil
@karsinds11 ай бұрын
Nice video, you gesture like an Italian, lol. 😄Good luck!
@jeffgreenwave78918 ай бұрын
Jimmie, maybe Medtronic’s for you to review.
@paolofroiio10 ай бұрын
Can you deep dive into Pepsico?
@drmsgp11 ай бұрын
Hey Jimmy, I joined your subscription and I wasnt able to get it work or join the discord. I emailed you as you advised on my previous comment. You mentioned you will issue the refund. I still haven't received any. can you please advise? thank you
@USGrant21st10 ай бұрын
It's useless looking at current fundamentals without knowing the nitty gritty about future prospects of all those companies. Every of mentioned names is highly questionable with regards to their future earnings.
@marcoalbertospadacini379210 ай бұрын
Why dont you sell a portion of meta?
@MrSunys10 ай бұрын
How about NEE?
@Nick-wc1gz8 ай бұрын
Good video. Bmy or mdt!?
@ashwinbaboorajaram844510 ай бұрын
Do a deep dive of UNH
@apostolos_10 ай бұрын
Maybe it's time for the ATKR video 🙂
@greatnessismagnificent9 ай бұрын
Greatness ✨💯💯
@MarshaLumpkin7 ай бұрын
Do you still offer courses?
@ricardoflores446311 ай бұрын
Ah the "bullpen"...Thank you for putting this video out
@sabbirhasan693411 ай бұрын
Fortinet
@78richardc11 ай бұрын
I Jimmy, some stocks in healthcare hrmy, hims. Keep the good work
@brunocarmona495811 ай бұрын
Thank you very much for sharing your ideas!
@simon3738 ай бұрын
Hey Jimmy ! We miss you buddy, when is your next video ;) ?
@anderson63794 ай бұрын
We miss Jimmy
@ryanvboy11 ай бұрын
Please do Veracyte in healthcare
@paultweedley202611 ай бұрын
You're ideal entry to visa at $188 is unlikely to ever happen because the company is just to highly profitable and a market leader! We'd all love to buy at 188 because we'd all make alot of money!
@SD4...11 ай бұрын
I used to think that when it was trading above 250 at the beginning of 2022 and the proceed to nose dive to the 180s level, it can definitely happen again
@paultweedley202611 ай бұрын
@@SD4... that would be lovely and I'd definitely buy a chunk of visa in the unlikely event it got back to the 180s 😏. Acctually in 5 years time it will likley be around $400 @ share in my opinion.
@bigalshouse303310 ай бұрын
Where is Jimmy???
@jdginarti595310 ай бұрын
Can you please do a deep dive on tandem diabetics??
@Diego-eb9yg11 ай бұрын
Hi Jimmy, I’m from Mexico and I’ve been watching your channel since 2020. It’s funny, but I’ve always thought that your portfolio is very concentrated in the tech industry. I recently added Pfizer to my own portfolio, have you ever considered it? Thanks for your great content!
@k.bolomz836111 ай бұрын
GSK ❤
@tocaciulevente99211 ай бұрын
Hi Jimmy! I am very happy that you found Atkore and you consider it a good company (investment). Actually I found it last year at ~72 - 75USD and started to research it. Finally I bought the first shares at 85 because it started to go up and got some attention lately from institutionals. My average price now is at 118USD and I would like to add more but only if the price drop. Celanese - sold it at ~20% profit - I do not like the debt level so I did not risk more. Great video! (as always)
@poopingwhilestanding580111 ай бұрын
I work in the healthcare sector and HUM, UNH all the way. CVS hasnt capitalized on the Aetna acquisition...at all