48 episodes

Valuing stocks weekly for the cash flow investor. We seek to find the very best stocks (businesses) to own for 10+ years and teaching basic investing along the way.

RATIONAL INVESTING, with Cameron Stewart CFA cameroncstewart

    • Business
    • 5.0 • 5 Ratings

Valuing stocks weekly for the cash flow investor. We seek to find the very best stocks (businesses) to own for 10+ years and teaching basic investing along the way.

    The Secret Behind This Stock's 300% Growth

    The Secret Behind This Stock's 300% Growth

    Discover the secret behind this stock's incredible 300% growth! If you're looking for top growth stocks to buy now, this video is a must-watch.
    In this captivating YouTube video, Cameron Stewart dives into the surprising surge of Rolls-Royce stock, which has skyrocketed by 300% in the past year. With an engaging on-the-road style, Stewart delves into the company's financials and strategic outlook, highlighting its shift from automotive to aerospace and defense engines and Builds a 1 Pager live!!! He meticulously analyzes key metrics such as revenue growth, earnings, cash flow, debt levels, and valuation, offering viewers a comprehensive understanding of Rolls-Royce's investment potential. Stewart's insightful commentary and transparent evaluation leave viewers equipped to make their own informed decisions about this intriguing stock. With his signature blend of expertise and enthusiasm, Stewart delivers a compelling review that educates and empowers his audience to navigate the complex world of rational investing.
    "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 Cash Flow 1 pager!! Download here 👉 https://www.cashflowinvestingpro.com/
    Website: https://www.cashflowinvestingpro.com
    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.
     

    • 24 min
    Uncover $WBD Merger Value Secrets - Stock Breakdown

    Uncover $WBD Merger Value Secrets - Stock Breakdown

    🚀 Unlocking Warner Brothers Discovery Stock Potential! 🚀
    Discover the hidden gem of Warner Brothers Discovery (WBD) stock, currently yielding 30% in free cash flow at just over $8. Despite its value, why isn't everyone talking about it? In this deep dive, we dissect the merger between AT&T, Time Warner, and Discovery Communications, revealing brands like HBO, CNN, and DC Comics.
    Explore the financials, uncovering how historical data misses the mark. With a shift towards direct-to-consumer models, is WBD your next big investment opportunity? Hit play now and let's uncover the hidden gems together. 💎💼
    "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/
    Free Cash Flow 1 pager!! Download here 👉 https://www.cashflowinvestingpro.com/
    Cash Flow Investing Club: https://www.cashflowinvestingpro.com/community/public
    🛍️ Merch store: https://www.cashflowinvestingprostore.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

    • 33 min
    Is China Investable? Growing Signs of Trouble - Cameron Stewart, CFA & Ayesha Tariq, CFA Discuss

    Is China Investable? Growing Signs of Trouble - Cameron Stewart, CFA & Ayesha Tariq, CFA Discuss

    In this insightful video, Cameron Stewart, CFA, and Ayesha Tariq, CFA dive deep into the topic of whether China is still a viable investment opportunity. As two seasoned financial analysts, they bring their expertise to the table and explore the growing signs of trouble that investors should be aware of. From economic indicators to political tensions, they cover it all in this must-watch discussion. If you're interested in the future of investing in China, this video is a must-watch. Don't miss out on this valuable insight from two industry experts. Watch now and stay ahead of the curve in your investment decisions.
    "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!
    Check out Ayesha Tariq, CFA HERE: https://www.macrovisor.com
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    Remember to check my website 👇 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.

    • 51 min
    Hidden Truths Behind Lululemon's Share Value

    Hidden Truths Behind Lululemon's Share Value

    Dive into the world of high-performance activewear with our latest video, "The Ultimate Lululemon Guide: What's Worth Your Money?" 🏃‍♂️💸 In this comprehensive review, we explore Lululemon's most popular items, from their unbeatable leggings to their innovative workout gear, and give you the lowdown on what's truly worth adding to your fitness wardrobe. Whether you're a seasoned athlete or just starting your fitness journey, this video is packed with insights to help you make the best choices for your active lifestyle. Don't forget to hit the subscribe button and join our community for more honest reviews and fitness tips. Let's elevate our workouts together! 🌟👟 #LululemonReview #FitnessGear #WorkoutEssentials
    "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
    Remember to check my website 👇
    https://www.cashflowinvestingpro.com/
    Free Cash Flow 1 pager!! Download here 👉 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

    • 32 min
    Insider Moves: Pelosi's Call Option Play in Palo Alto Networks ($PANW) - Time to Buy?

    Insider Moves: Pelosi's Call Option Play in Palo Alto Networks ($PANW) - Time to Buy?

    🚀 Dive Deep into Palo Alto Networks' Strategic Mastery in Cybersecurity 🛡️ – Discover how the global leader in cybersecurity, Palo Alto Networks (PANW), is revolutionizing the industry by integrating generative AI across its platforms. With a keen focus on medium to large enterprises, service providers, and government entities, PANW is on the frontline, offering unmatched protection against the most advanced cyber threats of our time.
    In this exclusive stock review, we'll break down PANW's impressive $5.5 billion revenue stream, dissecting the contributions from Subscriptions, Support, and Products. With Subscription and Support revenues forming the backbone of their financial model, accounting for 75% of total revenue, PANW's innovative cloud-delivered security services are more critical than ever.
    🔍 Inside this Analysis: An in-depth look at PANW's revenue segmentation and strategic financial pivots. Insights into how generative AI is a game-changer in the cybersecurity domain. A financial deep dive: $2B in CFO against a backdrop of a net loss and strategic investments. The crucial role of Deferred Revenues and Billings in PANW's growth narrative. 💼 Business Model Breakdown: Understanding PANW's leverage in the market with a significant portion of revenue derived from key distributors. Comparative analysis with direct competitors like Fortinet and why PANW is poised for faster growth.
    🎯 FY23 and Beyond: Unpacking PANW's guidance for a non-GAAP operating margin around 23% and what it means for investors. 📊 Whether you're an investor, cybersecurity enthusiast, or tech aficionado, this video promises a comprehensive look into Palo Alto Networks' strategic maneuvers and financial health. Get ready for an analytical journey that explores how generative AI is not just a buzzword but a formidable force in cybersecurity.
    ✅ Subscribe for more in-depth analyses and stock reviews. Hit the bell icon to stay notified.
    Have thoughts or questions? Drop them in the comments below!
    #PaloAltoNetworks #Cybersecurity #GenerativeAI #TechStocks #FinancialAnalysis #Investing
    "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
    👉 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 #stockmarket2024 #stockmar

    • 20 min
    ADP's Decade of Dominance: Unveiling a 10-Year Journey of 145% EBITDA Growth to $5.1B!

    ADP's Decade of Dominance: Unveiling a 10-Year Journey of 145% EBITDA Growth to $5.1B!

    🚀 Join us as we dive deep into ADP's remarkable financial journey over the past decade! 📈 Discover how the global leader in payroll and HR processing not only achieved an impressive annual revenue growth rate of 6%, but also how it reached the monumental milestone of $18 billion in revenue by 2020.
    In this video, we'll explore the key strategies behind ADP's consistent earnings growth, robust cash flow generation, and their savvy approach to stock buybacks. Whether you're an investor, a business enthusiast, or someone curious about successful corporate finance strategies, this analysis is packed with valuable insights. 🔍 What You'll Learn: The secrets behind ADP's sustained revenue growth and financial performance. How consistent earnings growth and strong cash flow have been pivotal to ADP's success.
    The strategic importance of stock buybacks in ADP's financial planning. 💡 Plus, get exclusive insights and in-depth analysis you won't find anywhere else! Whether you're looking to understand ADP's success for investment analysis, business inspiration, or corporate finance education, this video has something for everyone. 🔗 Don't forget to check out more insights and detailed analysis on my website and follow my YouTube channel for more updates on business success stories, corporate finance, and investment analysis.
    ✅ Subscribe and hit the bell icon to stay updated on our latest videos.
    Share your thoughts and questions in the comments below or reach out on our social media platforms. Let's dive into the world of successful businesses and uncover the strategies that drive their growth!
    #ADP #RevenueGrowth #FinancialPerformance #EarningsGrowth #CashFlow #StockBuybacks #PayrollHR #BusinessSuccess #CorporateFinance #InvestmentAnalysis
    🌐 Visit our website: 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

    • 14 min

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