Time to SELL? The 5 Most EXPENSIVE Stocks to Own This Summer

Рет қаралды 9,606

Ай бұрын

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Пікірлер: 29

@jaeyoungchoi6790 Ай бұрын

hey Brian any plans to do video where both of you sit down and go through a company and its report for an hour? like old days? I miss those videos

@Charlie-sn9rc Ай бұрын

Where did you dump Brian Feroldi body?

@markstucker1214 Ай бұрын

Really appreciate this series, please keep doing this every month!

@paulevans2246 Ай бұрын

Hi Brian, do you ever offer a free trial on your subscription?

@baldelliraymond9347 21 күн бұрын

My most expensive is AVGO. Looking for another long term investment, either Service Now or Micron. Which one do you favor? Thanks!

@Theo-yc4yo Ай бұрын

thoughts on adyen?

@MartyJWes Ай бұрын

I have a token amount of ISRG just in case they have a huge breakthrough, I can hopefully be on it and load back up... But everything else I either passed or bailed on a while ago.

@peterfelice458 Ай бұрын

Thanks Brian I have also followed you both for a long time via TMF and have considered joining as a member . I really like this analysis of cheapest and most expensive stocks but what is the bigger picture here ? Bu/ Sell in and out on an annual basis or trim up trim down or .... What is the overarching strategy / framework ?

@stoffelbrian Ай бұрын

It's all about trimming. The Antifragility of the underlying business remains the most important thing, but valuation contributes to position size

@fedcba810 Ай бұрын

Look fwd to your latest Top10 review🎉🎉valuation🎉🎉Thanks

@Gamma_Risk Ай бұрын

Thank you for these videos!

@EarthwithTom Ай бұрын

This is a great series thanks Brian! Interesting to see CRWD go from the cheapest to most expensive list..

@timkopp9763 Ай бұрын

And shop from expensive to cheap

@mrsmsd Ай бұрын

Please make a video on Twilio TWLO, I am in huge loss, should I book the loss or should I hold it?

@Jainadoo Ай бұрын

Hi Brian, Do you have a strategy / price on when you would buy these quality companies again?

@stoffelbrian Ай бұрын

I didn't say I was selling out on all of them. But by and large, when the I believe the price makes the stock anti fragile (everything doesn't need to go **Perfectly** to justify the price) I'm more than happy to add.

@teamvigod Ай бұрын

Your calculations assume what PE though do investors pay vs the growth? If you are using DCF to back into those growth numbers to justify the prices it ignores the premium investors almost always pay for quality consistent growing companies. Do your calculations for companies such as CMG and Apple and I bet the numbers are at least as bad, if not worse, than these five but investors/traders will argue (for now) they are willing to pay the premium for the consistency (well for CMG consistency but apple less consistent this past year with flat to declining rev growth but still trades over 30 multiple). For many years investors have paid up for companies like CMG or ISRG and now apple despite DCF showing unachievable growth rates for them.