When to Sell a Stock Exactly for the Buy and Hold Investor

When to Sell a Stock Exactly for the Buy and Hold Investor - Warren Buffett Style of Investing

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5 жыл бұрын

When to Buy a Stock Video: • When Do I Buy a Stock ...
Warren Buffett has said many times that the ideal time to hold an investment is forever, ideally, this investment will grow our money for as long as we own it. So, the question is - when is the right time to sell a stock? In this video, we look at a system for ignoring the noise of a stock and identifying the best time to sell a stock. Knowing when to sell a stock is one of the best tools we can have, especially if that process improves our entire investment strategy.
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Пікірлер: 247

@LearntoInvest 5 жыл бұрын

What do you think of the process I use for identifying when to sell a stock? If you’re curious, I also published a video on when to Buy a Stock: kzfaq.info/get/bejne/bLKlapSW3sewn6M.html

@tizzin8r 4 жыл бұрын

Could you possibly upload this table ?

@alexthomsen8870 4 жыл бұрын

I think you have e very reasonable approach to managing positions in a portfolio. I can get carried away with noise at times. I hope to adopt your way of looking at it. Thanks for the great videos :)

@robertlubin3040 4 жыл бұрын

Question. Would you say that it is a good idea to buy some more shares when it drops and Continue holding onto them as they go up with the other shares you had already had in place? For example; I buy a share at $8 and it goes up $10 then it drops to $6, then should I buy some more at $6 and then hold onto all those shares and wait for it to go up because I'll then have more shares and on top of that more gain from the $6 shares and the $8 shares because it went up $15. Or should I sell some when it goes up to $15 because it drop is coming and then it drops to $10 the next day, then should I reinvest in it and buy as it goes lower and lower, so I gain more as it goes up..? I'm curious because I'm very new to all this.

@garychadwick1240 3 жыл бұрын

Robert Lubin I think what you need to invest in is a crystal ball. It could make you a fortune in the long run, unless of course, the price of crystal balls plummets and you decide to sell it! 🤔

@theshadowsymphony 3 жыл бұрын

I think it makes a lot of sense, and thanks for the video! Do you make a video where you explain the nitty gritty of how to actually build that spreadsheet? That is right up my alley, using math to dictate financial decisions. I don't know the formulas or where to find the numbers you are plugging in.

@Orioleallstar11 3 жыл бұрын

If this video were a stock, I would buy it! This is highly undervalued content!

@backhing911 5 жыл бұрын

I really don't know why you haven't got a bigger following, nobody is bringing this much value to the investing community. Thanks again for another great video. The next few years for Microsoft excite me. Fundamentals are looking strong and the next generation Xbox is soon to be released. When the Xbox One came out in 2013, there wasn't anywhere near the amount of KZfaq Creators to help push the product to success. So it will be interesting to see how all of this unfolds :) Thanks again!

@richardgordon 5 жыл бұрын

Kyron Caunt Me too! Jimmy has the best channel on investing I’ve come across. However I think it’s a matter of time. How many hugely successful people have toiled away in obscurity for a long time, “suddenly” to hit the big time. It happens a lot. Anyway kudos to Jimmy, he’s got something special and I believe it’s just a matter of time before it takes off.

@rnegoro1 4 жыл бұрын

Because he doesn't advertise his channels or turn his channel into a tesla channel.

@rnegoro1 4 жыл бұрын

He should patent it. I think it's a very good trademark.

@backhing911 4 жыл бұрын

r Negoro Financial Education is so overrated, he gets paid regardless of how value or even correct the information is😂😂

@briankraemer8139 2 жыл бұрын

I think the world of you, Jimmy. You're such a good guy, a humble guy. You don't behave cocky and talk badly about others. I love your teaching style. I learn tons from you in a way I can understand and apply. I hope you are enjoying life and have many people in your life who love you and whom you love. The best to you, my friend! :)

@jespermadsen8528 5 жыл бұрын

Hi Jimmy. I love your videos because of their high educational quality in an easy to understand language. You are the best I've seen on KZfaq.

@Arispo94 4 жыл бұрын

This is by far the highest quality investing channel on KZfaq. I'm recommending it to all my friends. We are all learning invaluable things from you and I cannot believe it is all for free. Keep up the good work Jimmy, from a fan in Spain!

@everchanginguniverse 4 жыл бұрын

Again wanted to Thank you for being Brilliant. Have invested $200 in classes and reading material and they could not explain even 20% of what you do on your channel. You are the best. Keep up the good work.

@patandrade5597 4 жыл бұрын

Simple and straightforward. I would add another set of lines for the cash flow analysis. Thank you for the video.

@vishalmishra7018 3 жыл бұрын

The decision making framework discussed here is pure gold. Not looking at stock price (outcome) but looking at decisions that made you buy the stock and reconsidering for any changes. Such rational thinking applies greatly to not just investing but to anything. You are amazing Jimmy.

@zachariahal-q6405 5 жыл бұрын

I think this is one of your better videos, teaching the mindset of selling an investment and knowing what information to take in and which to ignore is priceless for new investors, keep up the good work 👍

@fabianrichburgh6517 5 жыл бұрын

The only investing channel you need to follow!

@LearntoInvest 5 жыл бұрын

😁 Thanks!!!

@georgehadley7863 5 жыл бұрын

Jimmy - Your best video yet. The table showing earnings and margins was excellent and very clearly showed why MSFT was still a hold even though the share price chart was showing a 20% decline. You mentioned the word emotion and that is a killer in stock investing. I hope your friend has appreciated your great advice when buying MSFT at $51 when today's price is $136, you're a stock picking genius.

@jeanLetourneau1 5 жыл бұрын

Jimmy, you are the greatest stock market teacher on KZfaq! I am addicted to your videos. I am really amaised how you could explain so clearly in a short video.

@Hugo-vf9np 4 жыл бұрын

I started watching your channel today, and I am addicted to it. Just don't understand how your channel has only 38.4K subscribers! Your explanations are very straightforward with no BS at all! You are way better than most of the value investing channels on youtube. Well done!

@LearntoInvest 4 жыл бұрын

I appreciate that 😊 I'm glad you found us. Let me know if you have any questions, I'm always looking for good video ideas 👍

@VikasdeepSingh 4 жыл бұрын

While watching this video at 3:04 today (June 30, 2020), I checked MSFT stock price and it is 198.44 USD. Thanks a lot for your valuable videos.

@thetraveling3245 4 жыл бұрын

can you do a video where you go through what web sites you use to find the information to analyze each of your stocks?

@LearntoInvest 4 жыл бұрын

That's a good idea

@ameenjeb5060 4 жыл бұрын

Good suggestion sir ...

@mysticado 3 жыл бұрын

@@LearntoInvest hey jimmy, we're still waiting for the video where you share with us the websites you use for your stock analysis :)

@Oliverkor 3 жыл бұрын

@@mysticado lmao plz make a vid Jimmy

@UltimateEntity 3 жыл бұрын

@@LearntoInvest link it pls!

@larry8699 4 жыл бұрын

Thanks Jimmy! Love your video and teaching, especially Valuation Series.

@gt5112alange 4 жыл бұрын

Exactly what I need. Best stock investment channel so far.

@letsdanceonhere 5 жыл бұрын

Solid content once again Jimmy!

@soul6093 5 жыл бұрын

Very insightful and necessary with all the volatility lately thanks!

@thomasmurphy82 5 жыл бұрын

Jimmy, keep up the great work. I stumbled upon your channel a week ago and haven't stopped watching. I'm interested in investing and I'm learning so much from your videos. You're great at explaining these concepts. It's invaluable information. You've got a new subscriber! Keep it up!

@TommasoLucaSanna 4 жыл бұрын

Thank you Jimmy! Very well done!

@andrew15stewart 3 жыл бұрын

Thanks for all your knowledge. Your video are incredible. Keep it up!!!!

@vigneshramji1231 5 жыл бұрын

Can't do justice with a single like button honestly ! Love your content, great insight and beginner tips for people getting their feet wet in the investing world. Great job, Jimmy !

@xxGecko22xx 5 жыл бұрын

I agree with the concept, but what do you think about profit taking at higher points? Just to secure profits and possibly investing it more down the line,?

@johnnysudz 4 жыл бұрын

Jimmy, this is GREAT information. A visual indicator like this helps us understand the direction of the investment. And you're correct, there's a lot of noise going on right now.

@reyvillalobos5251 4 жыл бұрын

Love how well you explain everything

@LearntoInvest 4 жыл бұрын

Thanks 🙂

@mamdohaunts 3 жыл бұрын

Super great video Jimmy. Couple of months ago, I had zero knowledge about stocks and didnt own any. I wanted to do research of my own before jumping in. Your videos are one of my go-to places to understand and refresh my investment thinking & strategies. Please keep up the good work.

@jenniferg3251 5 жыл бұрын

Excellent video! Love your teaching!

@MsElinSeah 3 жыл бұрын

I learned a lot and enjoyed watching the videos. Thank you for your continuous effort to share more insights on shares, intrinsic value, etc.

@KevinConwayChannel 5 жыл бұрын

I think one of the overlooked things to consider about selling a stock is taxes. That is a cost you incur only when you sell, not when you hold, and it can have BIG compounding impacts over time!

@votivespark 5 жыл бұрын

Not with a Roth IRA!

@KevinConwayChannel 5 жыл бұрын

@@votivespark that's right! :)

@dhui777 5 жыл бұрын

Kevin Conway, but if the stock falls, there would be the same compounding effect against you.

@richardgordon 5 жыл бұрын

Another brilliant video! Many thanks Jimmy. I learn a heck of a lot from them.

@nomcognom2332 3 жыл бұрын

Great video. I've seen lot of videos that explain when to buy but few on when to sell.

@flaviogomesferacin7474 3 жыл бұрын

Fantastic Explanation Jimmy!!!

@massalinkitt 4 жыл бұрын

I love your channel. Thank you for sharing knowledge.

@hectorivillarreal 4 жыл бұрын

Your videos provide great great value. Thanks. I totally agree with this approach. The market will agree with the Fundamentals in the long run.....

@hambone100 5 жыл бұрын

Good video especially for someone brand new to investing(me lol). Youve just got yourself a new sub👍

@user-qi2cq3ko9m 2 жыл бұрын

Thats just a perfect explanation, thanks again!

@dennisbeekhuizen4225 4 жыл бұрын

Great video! Makes sense. Thank you 👍

@futsojiy4614 5 жыл бұрын

I am glad to find out this channel now in my 22 years old. My only concern is where to find analyst projections as different source gives different projections and some are not trustworthy.

@paganini0332 2 жыл бұрын

I have seen a lot of videos about the stock market and explaining when to sell a stock, however, most of them were just mumbo jumbo. This one made complete sense. This perspective was mind-blowing and....you're 100% correct! The idea of organizing the amounts per quarter is just brilliant! Thank YOU! Now, let's get rich! :)

@user-vp8kt7il1n 5 жыл бұрын

Thank you and thank you.

@chacechen143 4 жыл бұрын

Really like your model and calculations

@smartalec627 5 жыл бұрын

Really appreciate your videos! You actually teach some useful skills and concepts rather than putting out click bait videos like other investing channels. Keep up the good work!!!

@bmiguelreis 5 жыл бұрын

Thanks for the wisdom! Greetings from Portugal :)

@ronlowe1990 4 жыл бұрын

Hello thanks for the great video. Is there a spreadsheet link for this as well

@TheAlfadork808 4 жыл бұрын

Your channel is pretty much the only one I watch to learn analysis now..

@georgeevanshaw2546 4 жыл бұрын

Thank you so much :,)

@CesarPinedaCervantes 2 жыл бұрын

Thank you for this video. It helped me to consider new perspectives before making a buying/selling decisions.

@heylookitsherbie 2 жыл бұрын

Terrific video, Jimmy, I love your content.

@thenapoleonlover113 3 жыл бұрын

Where do you get analyst expectations from?

@brandonmyers5262 3 жыл бұрын

This dude deserves wayyyy more subscribers

@fabriintrade6628 4 жыл бұрын

Hi Jimmy, thank you very much for sharing this, super interesting! I have a question for you: do you every update the revenue projections as the time is passing? I'm assuming the analysts are updating their estimates every now and then. Do you account for this in your spreadsheet, and hence you adjust your expectations? Thanks!

@cristianiiacob 3 жыл бұрын

Watching this in 2021.... amazing...

@6thManSam 5 жыл бұрын

Great video! Very helpful for a newer investor like me

@gmanY159 5 жыл бұрын

Good video subject. You did a brilliant job. Can you point me in the right direction as to where I can download/establish a spreadsheet (s) like the one use in your video (s)? I'm a recent subscriber to your KZfaq channel, so I glad I found your channel.

@eduardocarrera3245 21 күн бұрын

Your videos are awesome! Thank you very much

@LearntoInvest 21 күн бұрын

I’m glad you like them, let me know if you have any investing questions that could make a good video 👍😀

@madelles 5 жыл бұрын

Great video, Jimmy!

@19TNT91 5 жыл бұрын

Thank you for such an insightful video, Jimmy! I appreciate your thorough approach. I am curious how often do you update your expectations/predictions? Is the timeframe always 5 years in the future? And how long after observing a quarterly decline in revenue would you decide to sell the stock assuming, like in this video, that that is deciding factor?

@wenjizeng89 5 жыл бұрын

great vid as always!

@manuelmartinez4734 3 жыл бұрын

Amazing information. A good check to see where our value investing is at. Don’t buy the price buy the company and it’s potential.

@camilovalencia7326 5 жыл бұрын

Hi! Very useful information you gave all of us, thanks a lot. May I ask you where did you get the Net Income margins estimate? (26)

@SoulfulSerenityYT 4 жыл бұрын

Hey Jimmy, where do you get your analyst reports/forecasts from without having a subscription at e.g. capitalIQ? Many thanks

@hamed-10 4 жыл бұрын

Hi Jimmy great video, was just wondering how you got the margins for each quarter e.g. Q3 - 20%? Thanks.

@kidambiguous8711 5 жыл бұрын

Trying to learn the stock market. This example was good. I have to learn more of the terminology but for the most part it was easy to understand and made sense. Remembering why you got the stock is a solid way to keep from reacting to crazy stock changes

@LearntoInvest 5 жыл бұрын

out of curiosity, what terminology did I use that you would like to know better? If you feel this way, I'm sure others do as well. Thanks for the feedback, I really appreciate it 😃

@kax7168 4 жыл бұрын

how did you get the forecast??

@leestringer 2 жыл бұрын

Excellent advice.

@jimbush80528 5 жыл бұрын

Yes, I agree.

@pingislife2653 3 жыл бұрын

As usual, another informative video put together well. Thanks, Jimmy!

@mimusic1853 4 жыл бұрын

Thank you

@gloriazhang5011 5 жыл бұрын

Great video. I follow he same strategy even for shorter time investment.

@dummyxl 5 жыл бұрын

Thanks good info, something i struggle with sometimes. 🙄

@arishstwn 3 жыл бұрын

thanks man, this video is super informative super helpful for me

@rossjackson2929 Ай бұрын

I liked your video. Momentum sometimes puts price out whack. I also look at RSI and higher highs and higher lows.

@beebeejoo 5 жыл бұрын

Thank you for the video! Please do a video about investing in individual corporate bonds and how to find ones that are at a discount from par value.

@nstevens81e 5 жыл бұрын

Solid video, Jimmy. Love the sound advice you give and the fact you don't give in to all the noise. As the wise John C Bogle once said, "The stock market is a giant distraction to the business of investing." Your philosophy would make him proud (I think).

@tysonshults9136 4 жыл бұрын

This is your best video so far. Love it. Can you make a part 2 that shows an example of a company with earnings that have turned lower? Would you sell after a bad quarter or a full yr of lower earnings? At what point do you actually hit the sell button after holding for years? Thanks Jimmy.

@jenniferwise8515 3 жыл бұрын

Use trailing stop losses

@Name-lt2tz 2 жыл бұрын

@@jenniferwise8515 I would like that, but problem is that there can be fake outs - they move the price to hit your stop, then bounce when you are out and now you have to buy higher if you wantto be in position

@Erez.Levi.Stocks 5 жыл бұрын

hello jimmy and thanks a lot for share your knowledge with us. I agree with every word you say and I want to tell you that I'm the kind of investor who ignores all the noise outside, but i have to be honest. Exactly a year ago that Facebook reported the report that started the stock price crash, I started buying shares, and I just kept buying whenever I could. I have a nice profit now and I am the kind of trader who looks at the long term, but from some reason i am afraid. I'm glad to hear your opinion thanks in advance

@Senexl 5 жыл бұрын

Hi Jimmy. This is a great way to look at established companies that have sufficient history to build a solid trend. I am wondering if there is a methodology that would be useful for more "recent" companies - perhaps we would analyze the market segment and the number of players in it ..? What do you think is a good approach to these investments? Thanks

@g.gauthier9987 4 жыл бұрын

Outstanding!

@GregK235 5 жыл бұрын

Thank-you for another informative video. The concept of examining key statistics vertically (by year) and horizontally (by quarter) was extremely helpful by providing a way of making patterns tangible, especially in relation to the investment thesis for a particular company. Speaking of thesis, I hope you can provide examples of corporate actions that may or may not break thesis. For example, Abbvie's planned acquisition of Allergan. I've heard several analysts say that the acquisition is accretive to earnings. What do we look for to verify such claims? And, how would it differ from non-accretive acquisitions?

@kitkarson4226 3 жыл бұрын

You are the best!

@gtsohi 3 жыл бұрын

Good information 🔥

@vengeance1034 4 жыл бұрын

Really informative videos. I have a question though. Could you explain how you got future revenue projections and margin figure of 26% for future years say till 2020-2021 in 2016 ? So if I want to make such projections and if I go to some wrong projection source in that case my whole basis of holding might turn out to be wrong. So how do determine the future projections in authentic manner ?

@gabrielmaciel4656 3 жыл бұрын

Man! another great strategy to analyze value! amazing!

@larrymarc438 3 жыл бұрын

Great video.

@drtrepanier 4 жыл бұрын

Whats the best source for the future estimates? thanks

@aquababy123 5 жыл бұрын

Hi jimmy can you make a video to show us how you get those historical data? I tried but didnt succeed

@SB-yq6ze 3 жыл бұрын

Its a great video, thanks. How would you know when to sell a stock if you feel it is over valued?

@jordanteo2487 3 жыл бұрын

How do you get the green highlighted amount?

@kamalnathkanthimathinathan1473 4 жыл бұрын

Another good video.. 👍🏽👍🏽

@homezhang5746 4 жыл бұрын

Can't agree more!

@TheNimbleNomad 3 жыл бұрын

Jimmy - fantastic template, I have replicated for our investments in INTC. I am wondering though where did you get the Margin value from on the extreme right side? I am just assuming this is an average of the previous few years net income/revenue? Thats what I am taking it at least.

@69nation69 3 жыл бұрын

Hey Jimmy, I was wondering where is it that one can find the future revenue, cash flow estimates and the projected net income margins. Great video, very informative 👍

@evaristegalois8600 4 жыл бұрын

Very great work I would also add a earning/debt ratio

@percussionandmore 4 жыл бұрын

Hi, really nice Video for getting some structure in your way of thinking, especially for beginner investors (like me). I have a short Question if you look at the Income from US-GAAP or Non-GAAP. For Microsoft it doesn't make a too strong difference, but for Paypal (PYPL) for example the difference is significant. They differ for >5 % for Non-GAAP to US-GAAP.

@TriTran-qu5oe 5 жыл бұрын

Excellent explanation, Jimmy! Decision to sell is much harder than to buy. As always, thx for the great video. Love your channel 👍 I normally ask myself “ after reviewing the stock, do I want to buy it if I haven’t owned it yet?”. If the answer is No, then it’s time to consider to sell it.

@JuanCarlosRF1 4 жыл бұрын

Great video!!!. On another video you could do. Most of the stocks I bought during the last 2 months have been dividends etf. At this point I want individual tech stocks but at this point they are all so high. I feel stuck.

@MrIzmirli35 3 жыл бұрын

İ am totally agree with you. This is the way to invest. Big respect to yoy

@11SHADOWSNAKE 3 жыл бұрын

Love the content! A question: How do you get to the revenue and margin predictions? You said by analysts, can you do a (short) video where you show us how you made/found the predictions?

@Name-lt2tz 2 жыл бұрын

problem is to find good analysts