RATIONAL INVESTING, with Cameron Stewart CFA

A weekly podcast to deep dive into value stocks . A show to review and teach cash flow based value investing for the average (or professional) investor. Check out my YouTube Channel for more details. https://www.youtube.com/c/CameronStewartCFA Get a Free Cash Flow 1 Pager: https://www.cashflowinvestingpro.com/a1dd6e3f-dcaa-4151-a334-e4fdcf7fb9b4 This is for Education ONLY and is NOT Financial Advise.

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Episodes

Saturday Nov 11, 2023

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
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Remember to check my website 👇 https://www.cashflowinvestingpro.com/
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🛍️ Merch store: https://www.cashflowinvestingprostore.com
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Business Inquires: cashflowinvestingpro@gmail.com
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-- Disclosure --
Read Full Disclosure Here: https://www.cashflowinvestingpro.com/ca0db479-cc85-4de1-ada9-800c18398977
All opinions expressed by Cameron Stewart at Rational Investing with Cameron Stewart, CFA or on Cashflowinvestingpro.com are solely Mr. Stewart’s opinions. You should not treat any opinion expressed by Mr. Stewart as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Mr. Stewart’s statements and opinions are subject to change without notice. Past performance is not indicative of future results. Mr. Stewart does not guarantees any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed on this show. Strategies or investments discussed may fluctuate in price or value. Investors may get back less than invested. Investments or strategies mentioned on this show may not be suitable for you. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned on this show. Before acting on information on this show, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.
#stockmarket #stockanalysis #stockmarket2023 #stockmarketcrash #rationalivesting #investingforbeginners #recession2023 #stockmarketforbeginners #stocks #dividendstocks

Wednesday Nov 01, 2023

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 👇 https://www.cashflowinvestingpro.com/
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Cash Flow Investing Club: https://www.cashflowinvestingpro.com/community/public
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🛍️ Merch store: https://www.cashflowinvestingprostore.com
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Business Inquires: cashflowinvestingpro@gmail.com ••••••••••••••••••••••••••••••••••••••••••••••••••
-- Disclosure --
Read Full Disclosure Here: https://www.cashflowinvestingpro.com/ca0db479-cc85-4de1-ada9-800c18398977
All opinions expressed by Cameron Stewart at Rational Investing with Cameron Stewart, CFA or on Cashflowinvestingpro.com are solely Mr. Stewart’s opinions. You should not treat any opinion expressed by Mr. Stewart as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Mr. Stewart’s statements and opinions are subject to change without notice. Past performance is not indicative of future results. Mr. Stewart does not guarantees any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed on this show. Strategies or investments discussed may fluctuate in price or value. Investors may get back less than invested. Investments or strategies mentioned on this show may not be suitable for you. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned on this show. Before acting on information on this show, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.
#stockmarket #stockanalysis #stockmarket2023 #stockmarketcrash #rationalivesting #investingforbeginners #recession2023 #stockmarketforbeginners #stocks #dividendstocks

Saturday Oct 21, 2023

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!
📄 Free 1 Pager Sign up here 👉 https://www.cashflowinvestingpro.com/a1dd6e3f-dcaa-4151-a334-e4fdcf7fb9b4
Remember to check my website 👇 https://www.cashflowinvestingpro.com
🧐 Cash Flow Investing Club: https://www.cashflowinvestingpro.com/community/public
Business Inquires: cashflowinvestingpro@gmail.com
-- Disclosure --
Read Full Disclosure Here: https://www.cashflowinvestingpro.com/ca0db479-cc85-4de1-ada9-800c18398977
All opinions expressed by Cameron Stewart at Rational Investing with Cameron Stewart, CFA or on Cashflowinvestingpro.com are solely Mr. Stewart’s opinions. You should not treat any opinion expressed by Mr. Stewart as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Mr. Stewart’s statements and opinions are subject to change without notice. Past performance is not indicative of future results. Mr. Stewart does not guarantees any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed on this show. Strategies or investments discussed may fluctuate in price or value. Investors may get back less than invested. Investments or strategies mentioned on this show may not be suitable for you. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned on this show. Before acting on information on this show, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.
#stockmarket #stockanalysis #stockmarket2023 #stockmarketcrash #rationalivesting #investingforbeginners #recession2023 #stockmarketforbeginners #stocks #dividendstocks

Wednesday Oct 11, 2023

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
📄 Free 1 Pager Sign up here 👉 https://www.cashflowinvestingpro.com/a1dd6e3f-dcaa-4151-a334-e4fdcf7fb9b4
Learn to Invest on your own: https://www.cashflowinvestingpro.com/
🧐 Cash Flow Investing Club: https://www.cashflowinvestingpro.com/community/public
Business Inquires: cashflowinvestingpro@gmail.com
-- Disclosure --
Read Full Disclosure Here: https://www.cashflowinvestingpro.com/ca0db479-cc85-4de1-ada9-800c18398977
All opinions expressed by Cameron Stewart at Rational Investing with Cameron Stewart, CFA or on Cashflowinvestingpro.com are solely Mr. Stewart’s opinions. You should not treat any opinion expressed by Mr. Stewart as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Mr. Stewart’s statements and opinions are subject to change without notice. Past performance is not indicative of future results. Mr. Stewart does not guarantees any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed on this show. Strategies or investments discussed may fluctuate in price or value. Investors may get back less than invested. Investments or strategies mentioned on this show may not be suitable for you. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned on this show. Before acting on information on this show, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.
#stockmarket #stockanalysis #stockmarket2023 #stockmarketcrash #rationalivesting #investingforbeginners #recession2023 #stockmarketforbeginners #stocks #dividendstocks

Saturday Oct 07, 2023

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! 📄 Free 1 Pager Sign up here 👉 https://www.cashflowinvestingpro.com/a1dd6e3f-dcaa-4151-a334-e4fdcf7fb9b4
🧐 Learn to Invest on your own: https://www.cashflowinvestingpro.com/
Business Inquires: cashflowinvestingpro@gmail.com
-- Disclosure --
Read Full Disclosure Here: https://www.cashflowinvestingpro.com/ca0db479-cc85-4de1-ada9-800c18398977
All opinions expressed by Cameron Stewart at Rational Investing with Cameron Stewart, CFA or on Cashflowinvestingpro.com are solely Mr. Stewart’s opinions. You should not treat any opinion expressed by Mr. Stewart as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Mr. Stewart’s statements and opinions are subject to change without notice. Past performance is not indicative of future results. Mr. Stewart does not guarantees any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed on this show. Strategies or investments discussed may fluctuate in price or value. Investors may get back less than invested. Investments or strategies mentioned on this show may not be suitable for you. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned on this show. Before acting on information on this show, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.
#stockmarket #stockanalysis #stockmarket2023 #stockmarketcrash #rationalivesting #investingforbeginners #recession2023 #stockmarketforbeginners #stocks #dividendstocks

Wednesday Sep 20, 2023

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
📄 Free 1 Pager Sign up here 👉 https://www.cashflowinvestingpro.com/a1dd6e3f-dcaa-4151-a334-e4fdcf7fb9b4
Remember to check my website 👇 https://www.cashflowinvestingpro.com/
🧐 Learn to Invest on your own: https://www.cashflowinvestingpro.com/
🧐 Cash Flow Investing Club: https://www.cashflowinvestingpro.com/community/public
Business Inquires: cashflowinvestingpro@gmail.com
-- Disclosure --
Read Full Disclosure Here: https://www.cashflowinvestingpro.com/ca0db479-cc85-4de1-ada9-800c18398977
All opinions expressed by Cameron Stewart at Rational Investing with Cameron Stewart, CFA or on Cashflowinvestingpro.com are solely Mr. Stewart’s opinions. You should not treat any opinion expressed by Mr. Stewart as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Mr. Stewart’s statements and opinions are subject to change without notice. Past performance is not indicative of future results. Mr. Stewart does not guarantees any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed on this show. Strategies or investments discussed may fluctuate in price or value. Investors may get back less than invested. Investments or strategies mentioned on this show may not be suitable for you. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned on this show. Before acting on information on this show, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.
#stockmarket #stockanalysis #stockmarket2023 #stockmarketcrash #rationalivesting #investingforbeginners #recession2023 #stockmarketforbeginners #stocks #dividendstocks

Thursday Sep 07, 2023

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
 
 
📄 Free 1 Pager Sign up here 👉 https://www.cashflowinvestingpro.com/a1dd6e3f-dcaa-4151-a334-e4fdcf7fb9b4
Remember to check my website 👇 https://www.cashflowinvestingpro.com/
🛍️ Merch store: https://www.cashflowinvestingprostore.com
📚 10 years of historical financials + a Cash Flow 1 pager!!
Download here 👉 https://www.cashflowinvestingpro.com/
🧐 Learn to Invest on your own: https://www.cashflowinvestingpro.com/
🧐 Cash Flow Investing Club: https://www.cashflowinvestingpro.com/community/public
Business Inquires: cashflowinvestingpro@gmail.com
-- Disclosure --
Read Full Disclosure Here: https://www.cashflowinvestingpro.com/ca0db479-cc85-4de1-ada9-800c18398977
All opinions expressed by Cameron Stewart at Rational Investing with Cameron Stewart, CFA or on Cashflowinvestingpro.com are solely Mr. Stewart’s opinions. You should not treat any opinion expressed by Mr. Stewart as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Mr. Stewart’s statements and opinions are subject to change without notice. Past performance is not indicative of future results. Mr. Stewart does not guarantees any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed on this show. Strategies or investments discussed may fluctuate in price or value. Investors may get back less than invested. Investments or strategies mentioned on this show may not be suitable for you. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned on this show. Before acting on information on this show, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.
#stockmarket #stockanalysis #stockmarket2023 #stockmarketcrash #rationalivesting #investingforbeginners #recession2023 #stockmarketforbeginners #stocks #dividendstocks

Wednesday Aug 30, 2023

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
📄 Free 1 Pager Sign up here 👉 https://www.cashflowinvestingpro.com/a1dd6e3f-dcaa-4151-a334-e4fdcf7fb9b4
Remember to check my website 👇 https://www.cashflowinvestingpro.com/
🛍️ Merch store: https://www.cashflowinvestingprostore.com
📚 10 years of historical financials + a Cash Flow 1 pager!! Download here 👉 https://www.cashflowinvestingpro.com/
🧐 Learn to Invest on your own: https://www.cashflowinvestingpro.com/
🧐 Cash Flow Investing Club: https://www.cashflowinvestingpro.com/community/public
Business Inquires: cashflowinvestingpro@gmail.com
-- Disclosure --
Read Full Disclosure Here: https://www.cashflowinvestingpro.com/ca0db479-cc85-4de1-ada9-800c18398977
All opinions expressed by Cameron Stewart at Rational Investing with Cameron Stewart, CFA or on Cashflowinvestingpro.com are solely Mr. Stewart’s opinions. You should not treat any opinion expressed by Mr. Stewart as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Mr. Stewart’s statements and opinions are subject to change without notice. Past performance is not indicative of future results. Mr. Stewart does not guarantees any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed on this show. Strategies or investments discussed may fluctuate in price or value. Investors may get back less than invested. Investments or strategies mentioned on this show may not be suitable for you. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned on this show. Before acting on information on this show, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.
#stockmarket #stockanalysis #stockmarket2023 #stockmarketcrash #rationalivesting #investingforbeginners #recession2023 #stockmarketforbeginners #stocks #dividendstocks

Tuesday Aug 22, 2023

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!
📄 Free 1 Pager Sign up here 👉 https://www.cashflowinvestingpro.com/a1dd6e3f-dcaa-4151-a334-e4fdcf7fb9b4
Remember to check my website 👇 https://www.cashflowinvestingpro.com/
🛍️ Merch store: https://www.cashflowinvestingprostore.com
📚 10 years of historical financials + a Cash Flow 1 pager!! Download here 👉 https://www.cashflowinvestingpro.com/
🧐 Learn to Invest on your own: https://www.cashflowinvestingpro.com/
🧐 Cash Flow Investing Club: https://www.cashflowinvestingpro.com/community/public
Business Inquires: cashflowinvestingpro@gmail.com
-- Disclosure --
Read Full Disclosure Here: https://www.cashflowinvestingpro.com/ca0db479-cc85-4de1-ada9-800c18398977
All opinions expressed by Cameron Stewart at Rational Investing with Cameron Stewart, CFA or on Cashflowinvestingpro.com are solely Mr. Stewart’s opinions. You should not treat any opinion expressed by Mr. Stewart as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Mr. Stewart’s statements and opinions are subject to change without notice. Past performance is not indicative of future results. Mr. Stewart does not guarantees any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed on this show. Strategies or investments discussed may fluctuate in price or value. Investors may get back less than invested. Investments or strategies mentioned on this show may not be suitable for you. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned on this show. Before acting on information on this show, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.
#stockmarket #stockanalysis #stockmarket2023 #stockmarketcrash #rationalivesting #investingforbeginners #recession2023 #stockmarketforbeginners #stocks #dividendstocks

Wednesday Aug 16, 2023

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!
📄 Free 1 Pager Sign up here 👉 https://www.cashflowinvestingpro.com/a1dd6e3f-dcaa-4151-a334-e4fdcf7fb9b4
Remember to check my website 👇 https://www.cashflowinvestingpro.com/
🛍️ Merch store: https://www.cashflowinvestingprostore.com
📚 10 years of historical financials + a Cash Flow 1 pager!!
Download here 👉 https://www.cashflowinvestingpro.com/
🧐 Learn to Invest on your own: https://www.cashflowinvestingpro.com/
🧐 Cash Flow Investing Club: https://www.cashflowinvestingpro.com/community/public
Business Inquires: cashflowinvestingpro@gmail.com
-- Disclosure --
Read Full Disclosure Here: https://www.cashflowinvestingpro.com/ca0db479-cc85-4de1-ada9-800c18398977
All opinions expressed by Cameron Stewart at Rational Investing with Cameron Stewart, CFA or on Cashflowinvestingpro.com are solely Mr. Stewart’s opinions. You should not treat any opinion expressed by Mr. Stewart as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Mr. Stewart’s statements and opinions are subject to change without notice. Past performance is not indicative of future results. Mr. Stewart does not guarantees any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed on this show. Strategies or investments discussed may fluctuate in price or value. Investors may get back less than invested. Investments or strategies mentioned on this show may not be suitable for you. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned on this show. Before acting on information on this show, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.
#stockmarket #stockanalysis #stockmarket2023 #stockmarketcrash #rationalivesting #investingforbeginners #recession2023 #stockmarketforbeginners #stocks #dividendstocks

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