#12 - Quick Stock Screener: Meta & Costco - Home Run or Strikeout Series cover art

#12 - Quick Stock Screener: Meta & Costco - Home Run or Strikeout Series

#12 - Quick Stock Screener: Meta & Costco - Home Run or Strikeout Series

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EP#12: A series taking a quick look at individual stocks. How will these companies move forward to innovate and ensure long term sustainability? Use this to help you with your research. This is not a complete analysis by any means nor is it a recommendation to buy or sell any stock. This is a quick pass through screener to see if Meta Platforms (META) stock and Costco (COST) stock would hit a Home Run or Strikeout. Rating is at the end of the episode Send me an email to support@thevisionaryinvestor.com to choose a stock for the next segment. These segments are like stock screeners, broken down into: Stock Basics, Glassdoor & 10-K (Annual Report) Earnings Per Share = EPS = the earnings you can expect to receive per share you own. These are NOT directly paid to you but it shows what you could expect to get if the company did pay out all of its profits to its shareholders. EPS helps to predict a stock’s future price. Formula: EPS = net income divided by total common stock outstanding **Drawdown is based on stock price data from January 2020 to April 2020. Key points: Meta High risk level especially compared to relatively low 5 year returns Below average rating of CEO on Glassdoor ESG: Laggard (lowest rating of C) compared to 23 companies in the interactive media & services industry for ESG according to MSCI's ESG Tool Large number of layoffs which may suggest more about management, especially when you combine this data with MSCI and Glassdoor EPS growth declined from 2021 to 2022 Costco Strong risk-adjusted return Above average rating of CEO on Glassdoor ESG: Average rating (of an A) for ESG compared to 44 companies in the retail - food & staples industry according to MSCI's ESG Tool Warehouse Ancillary (includes gasoline, pharmacy, optical, food court, hearing aids, and tire installation) and Other Businesses (includes e-commerce, business centers, travel, and other) EPS growth has been increasing year over year from 2020 to 2022 Join V.I. Archives to get FREE access to some of our strategies, mini trainings, templates and models. (Now including a mini training on "How to leverage AI to grow your wealth in the stock market"). Join Stock Market Millionaire Membership™: the first investing community exclusively curated for the modern Visionary Investor™ to build generational wealth with ease by making your money grow for you even while you're sleeping, on vacation with friends and family or just doing things you love. Welcome! I am so excited to have you here. Stock market investing can be holistic, easy to understand and personalized to your goals, passions and ethics. Join us to learn all about Visionary Investing, which is one-of-a-kind investing strategies to grow your wealth so you can more easily create experiences you love (like traveling, hobbies, FREE time etc.). Visionary Investing was created by Investing Mentor & Educator, Andrew Marks, and Serial Entrepreneur, Jessica Hanna, over the last 14 years. Be sure to follow The Visionary Investor on ⁠Instagram⁠, ⁠TikTok⁠, and ⁠YouTube⁠ where you'll find even more to binge about all things visionary investing! To learn more about working with Andrew Marks, visit ⁠TheVisionaryInvestor.com⁠ Disclaimer: The Visionary Investor does not offer any personal financial advice or advocate the purchase or sale of any securities or investment for any specific individual. We are not financial professionals and make no claims to be. Everything shared by us here, on social media or elsewhere, including all videos, materials, documents and other information are for educational purposes only. Investing of any kind involves risk. It is imperative that you conduct your own research before making any investments. We will not assume liability of any kind for any losses that may be sustained as a result of applying any methods taught by The Visionary Investor. Please read our full disclaimer ⁠here⁠. Host: Andrew Marks Produced by: World Creative


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