Dow Jones Index stock by stock analysis and comparative valuation. Stocks included in the DJI index are supposed to be high quality businesses and with such businesses it is difficult to go wrong when investing. We take a look at valuation and quickly calculate the intrinsic value for all Dow Jones Index stocks.
0:00 Dow Jones Stocks
2:12 Dow Jones Index
3:16 MMM
7:13 AXP
10:35 AMGN
13:05 APPLE
16:57 BOEING
19:02 CAT
20:38 Chevron
22:48 Cisco
25:03 KO
27:12 DOW
29:08 GS
31:43 HD
34:48 HON
35:36 INTC
37:40 IBM
39:07 JNJ
40:06 JPM
41:25 MCD
42:42 MRK
44:48 NKE
45:59 PG
47:08 CRM
48:31 TRV
49:20 UNH
50:17 VZ
51:15 Visa
52:41WBA
53:46 WMT
54:31 DIS
3M stock analysis:
Buffett pharma stocks:
Apple stock analysis:
Boeing stock old:
Chevron vs Lukoil:
KO video:
IBM stock analysis:
IBM fraud allegations:
NIKE stock analysis:
NIKE vs ADIDAS:
Verizon stock analysis:
Visa stock analysis
Disney stock analysis:
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Sven, I really like your approach for investing, and I follow somehow the same methodology, although my calculations of Intrinsic value are a bit different. I watch as many of your videos as I can. Well done. My question to you is on the Terminal value, where you multiply the dividend by the multiple you want to achieve. I understand it, but looking at your calculations you consider the 9th year dividend, instead of the 10th year. Any reason for that?
Please should we buy Ali baba at this current moment? Thanks
@RJ Binning That’s not something Sven or anyone can answer for you because it’s you asking him directly for financial advice. If BABA doesn’t work out then you’ll want to call Sven a charlatan. Thus, it comes down to what you fee in the end, valuations, long term plays and China and it’s issues, if you think BABA will wade the storm of it’s too rich for your blood.
Wow, great work sven. Really appreciate the effort and time you spend with the research for this video. I am also always using your excel tool to value stocks I am interested in
Glad it was helpful!
It’s a great work, thank you. But I not sure how to use your excel sheet for analysis. Where to find it, please?
Great video, thanks for all the great insights! Especially enjoyed your idea that insurance companies are really hit hard by inflation. Also, the cyclical nature of companies that I would not have considered cyclical, like banking.I am going to get further into INTC, MRK, and CRM based on your overview.
happy to hear that!
Hi, Sven.
Firstly, top-notch content quality as usual!
Secondly, can you share a little more on when to analyze dividend per share, cash flow or eps etc.?
it should all give the same result – it depends on how you look at those!
Thank you for the awesome work. Quick question. To what extent can we rely on the valuation ? It seems that a small change in the hypothesis can greatly change the valuation and make a company goes from fairly valued to expensive ?
Also all stocks seem to be expensive with this method. Many thanks
that is investing, it all depends on your inputs – but the key is to keep the inputs equal and comparatively find the best investments
Thank you for this video Dr. Carlin. All of your efforts are greatly appreciated.
My pleasure!
Sven thank you for the great content! maybe I’m missing something, but why do you ascribe a 20 terminal multiple to “boring” value stocks like Coca cola? That may work in today’s exuberant market but they can easily have a 10–15 terminal multiple in a normal market environment
that can happen – but we start by the assumption that we are happy with a 5% dividend. If that goes lower, you still get the dividend so you should be ok!
Here for a few weeks, love your work. Thank you for all the hard work and sharing this with others!
Awesome! Thank you!
Thanks for another great analysis, Sven. Love learning about value investing from you. keep up the great work on the videos, I am learning a lot.
Thanks, will do!
Great content 👏 thanks Sven
If you buy a good value stock at a low price you should hold it for good. That’s what you are also teaching. However for the cyclical stocks you presented, like a caterpillar etc. , you said you may take out your investment and keep the remaining part just to watch it. May be you could explain again the „magic“ of selling for a value investor. Almost all stocks presented show a big overvaluation.. so what is the Value Investor doing if he bought them cheap in past?
selling is always the most difficult thing:-( Will discuss!
Thank you, Sir, for all the great quality videos. I´m learning a lot from you. You really have the best content. You saved me from some typical beginner mistakes of buying exciting hyped stocks without going through the fundamentals. Cheers!
Glad to help
Thank you, Sven, as always top quality! I follow your videos for about 2 or 3 years now, and, I hope you keep on doing this much longer!
Thanks, will do!
Quel bonheur! 1 hour of pure quality information. So rare today on youtube… Thx Sven!
Glad you enjoyed it!
Thanks Sven! I’ve just started learning how to use your intrinsic value excel sheet to analyze prices for myself, so seeing you do 30 in a row was very helpful!
Fantastic!
Thanks for sharing your passion Sven ! Helpful video as usual (y) The kind of content that could save people from a financial pickle down the road.
that is my mission
The only thing more impressive than this incredible, value packed 1 hour video is the fact that you’ve replied to every single comment as well!
Appreciate the high quality content and the dedication, certainly the best investing channel I have seen. Thank you!
when I will not be able to reply to all comments, I will make less videos :-)))
Thank you Sven for this high quality content, always looking forward for your new videos!
My pleasure!
The best investor on youtube. Thank you Sven, for all the information and knowledge you provide us.
My pleasure!
Once again, quality content. Covered a lot in few minutes! Something what I wanted to do since months, and here you are with a very nice summary. Thank you for your education and time! Wish you a very nice growth!
thanks!
Thank you for your analysis Sven! With regards to Amex, if they are doing buybacks, wouldnt you want to factor that in for the intrinsic value calculation? or is that accounted for buy assuming the terminal value at PE30 rather than the current 20 or so? I bought them around 50 but thinking about the people who still hold them at 150 or so… “No ones crazy” right? 🙂
It should be included in the growth rate onward – but yes, adjust as you think is best!