RATIONAL INVESTING, with Cameron Stewart CFA

#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...

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 tal...

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...

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...

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;...

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 i...

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; valu...

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...

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...

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 ge...

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 #portercab...

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 lik...

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 merchandi...

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 quali...

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 bu...

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 s...

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...

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 i...

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 invest...

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 wh...

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 qu...

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." - W...

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 buyin...

$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