RATIONAL INVESTING, with Cameron Stewart CFA

Simple Business that Make Money $$$!! +10% Cash Flow & Growth = Outstanding Investment Return Est.

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 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! 🎧 Rational Investing Podcast https://podcasts.apple.com/us/podcast/rational-investing/id1661854715 📄
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📚 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

CVS Health - Cash Machine with 300% Growth + Dividend + Buybacks

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’t forget to Like this video and SUBSCRIBE for weekly stock reviews! 🎧 Rational Investing Podcast https://podcasts.apple.com/us/podcast/rational-investing/id1661854715
📄 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 #stockmarket2022 #stockmarketcrash #rationalivesting #investingforbeginners #recession2022 #stockmarketforbeginners #stocks #dividendstocks

Walgreens (WBA) - WARNING! - Failing to Grow Shareholder Value

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 is marked down." - Warren Buffett
So, here’s what we’ll be looking at in this video:
00:00 Walgreens stock analysis 00:29
The 5 key attribute 01:56 Financial results
10:02 Free cash flow
14:05 Per unit build-up
16:48 WBA Forecast 2032
21:38 Should you invest in WBA?
Final review Don’t forget to Like this video and SUBSCRIBE for weekly stock reviews! 🎧 Rational Investing Podcast https://podcasts.apple.com/us/podcast/rational-investing/id1661854715
📄 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 #stockmarket2022 #stockmarketcrash #rationalivesting #investingforbeginners #recession2022 #stockmarketforbeginners #stocks #dividendstocks

Intel (INTC) - Revenue & Earnings Fall - Dividend Cut Coming? Stock Down 45% in 12 mo - Turnaround?

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 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
Don’t forget to Like this video and SUBSCRIBE for weekly stock reviews!
🎧 Rational Investing Podcast https://podcasts.apple.com/us/podcast/rational-investing/id1661854715
📄 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 #stockmarket2022 #stockmarketcrash #rationalivesting #investingforbeginners #recession2022 #stockmarketforbeginners #stocks #dividendstocks

Mohnish Pabrai Goes All In!! $90 Million in Micron Tech - Should You Invest in $MU?

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 when it is marked down." - Warren Buffett
So, here’s what we’ll be looking at in this video:
00:00 Why Mohnish Pabrai bought the Micron Technologies stock?
02:50 The 5 key attribute
04:38 Financial results
24:15 Free cash flow
30:32 $MU Forecast2032
38:09 Should you invest in $MU? Final review
Don’t forget to Like this video and SUBSCRIBE for weekly stock reviews! 🎧 Rational Investing Podcast https://podcasts.apple.com/us/podcast/rational-investing/id1661854715
📄 Free 1 Pager Sign up here 👉 https://www.cashflowinvestingpro.com/a1dd6e3f-dcaa-4151-a334-e4fdcf7fb9b4
Remember to check my website 👇 https://www.cashflowinvestingpro.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.
 
#MohnishPabrai #WarrenBuffett #stockmarket #stockanalysis #stockmarket2022 #stockmarketcrash #rationalivesting #investingforbeginners #recession2022 #stockmarketforbeginners #stocks #dividendstocks

Nvidia (NVDA) - Stock Down 33% in 12 month - Could fall to $50/shr

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 quality merchandise when it is marked down." - Warren Buffett
Don’t forget to Like this video and SUBSCRIBE for weekly stock reviews! 🎧 Rational Investing Podcast https://podcasts.apple.com/us/podcast/rational-investing/id1661854715
📄 Free 1 Pager Sign up here 👉 https://www.cashflowinvestingpro.com/a1dd6e3f-dcaa-4151-a334-e4fdcf7fb9b4
Remember to check my website 👇 https://www.cashflowinvestingpro.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 --
All opinions expressed by Cameron Stewart on this show 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 #stockmarket2022 #stockmarketcrash #rationalivesting #investingforbeginners #recession2022 #stockmarketforbeginners #stocks #dividendstocks

VF Corp Dividend Yield of 8% - Trading at 9x EV / EBITDA - Great Deal or Problem Company????

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." - Warren Buffett
Don’t forget to Like this video and SUBSCRIBE for weekly stock reviews! 🎧 Rational Investing Podcast https://podcasts.apple.com/us/podcast/rational-investing/id1661854715
📄 Free 1 Pager Sign up here 👉 https://www.cashflowinvestingpro.com/a1dd6e3f-dcaa-4151-a334-e4fdcf7fb9b4
Remember to check my website 👇 https://www.cashflowinvestingpro.com
https://www.cashflowinvestingpro.com/community/public Business Inquires: cashflowinvestingpro@gmail.com
 
-- Disclosure --
All opinions expressed by Cameron Stewart on this show 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 #stockmarket2022 #stockmarketcrash #rationalivesting #investingforbeginners #recession2022 #stockmarketforbeginners #stocks #dividendstocks

Lessons Learned in 2022 - Some Stocks Fell 99%

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   

Ferguson (FERG) - A Plumbing and Heating Company that can deliver - Trifecta Potential

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 buying quality merchandise when it is marked down." - Warren Buffett
 
So, here’s what we’ll be looking at in this video:
00:00 Ferguson stock analysis
01:50 The 5 key attributes
03:29 FERG Q1 06:45 Financial results
19:11 Cash flow
25:36 FERG Forecast 2031
 
Don’t forget to Like this video and SUBSCRIBE for weekly stock reviews!
Rational Investing Podcast 👇 https://podcasts.apple.com/us/podcast/rational-investing/id1661854715
Remember to check my website 👇 https://www.cashflowinvestingpro.com
Get a Free Cash Flow 1 pager!! Download 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 --
All opinions expressed by Cameron Stewart on this show 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. #ferguson #stockmarket #stockanalysis #stockmarket2022 #stockmarketcrash #rationalivesting #investingforbeginners #recession2022 #stockmarketforbeginners #stocks #dividendstocks

Nailed It!!! Called the Telsa Stock Crash of 70% - Check out my Stock Review

$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.
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-- Disclosure --
Not Financial Advice