#realestate #investing #lessons
1:47 SEGMENT 1: UTZ BRANDS INC (UTZ) DIVIDEND STOCK ANALYSIS
1:53 This dividend stock is tanking because of poor earnings (impacted largely by high input costs / inflation).
2:19 UTZ Earnings Analysis
3:32 Utz Brands Inc lowered their outlook for fiscal 2021 for their adjusted earnings per share ($0.55-$0.60 for 2021).
4:33 UTZ: I Bought More Shares Today
4:47 Important: I am down 17.79% on my UTZ investment so far.
5:16 GAAP earnings can be misleading due to depreciation from recent acquisitions.
5:58 Stock Chart Analysis: Microsoft (MSFT) chart clearly shows why strong research and then conviction matters with long-term investing.
6:52 I believe in UTZ (for me) because I did the research. I can wait, just like Microsoft shareholders waited!
7:29 THE LESSON: DO YOUR RESEARCH, READ THE FINE PRINT
8:15 Key Disclaimer: What’s right for me, may not be right for you. Do your own research.
8:23 I diversify in case I mistake a mistakes. All investors are wrong from time-to-time.
9:23 SEGMENT 2: HOW I ALMOST LOST OVER $1 MILLION IN REAL ESTATE
10:32 Story 1: Our due diligence surfaced a methane gas issue!
11:47 Key Takeaways: Even communities marketed as nature preserves can have environmental and health issues!
12:50 Story 2: We almost purchased a lot (for a new home) near a landfill, even though people told us there was no landfill anywhere nearby.
14:30 Key Takeaway: Don’t get emotional with any financial transaction.
15:50 Deal Breaker after reading 100s of pages of documents (at the end of CC&Rs).
18:08 HUGE TAKEAWAY: You cannot trust what people tell you. You have to read the fine print!
19:19 SEGMENT 3: KEY LESSONS FROM OUR EXPERIENCE (LESSONS FOR INVESTORS)
19:25 Lesson: Recognize your level of knowledge. Don’t overestimate your understanding. Remain humble.
20:05 Real Estate Lesson: Ask the older generations.
21:34 Lesson: I just assume there is a deal-breaker.
21:51 Lesson: Hire a Realtor.
22:10 Lesson: Be ready to spend money on research.
22:49 Segment 3a: Unique Challenges Buying A New Home
23:06 There are more unknowns with a new home (or a new dividend stock). Proceed with caution.
24:20 Don’t trust anyone! Make sure to perform your own due diligence.
24:39 The good land is gone!
25:42 A new home can be a competitive advantage (if you have time on your side and are able to wait for it to be built.)
26:22 Check out my Patreon. Instantly unlock over 40 bonus videos!!! So much value there, while supporting my channel.
26:57 Segment 3c: Important Items To Investigate (For Home Buyers)
28:30 Silver Lining: I learned about landfills and I want to consume less.
29:43 Search the Public Records: Look at the developer agreements and the conditions of approval. Call your county records department.
31:43 Segment 3d: The Grass Is Not Always Greener
33:24 Move Slowly!
36:30 Key Point: There are always more opportunities.
37:19 DISCLOSURE AND DISCLAIMER
Here’s my original Utz Brands Inc. video analysis: https://youtu.be/PVlxicvz8kQ
DISCLOSURE: I am long Utz Brands Inc. (UTZ) and Coinbase (COIN). I own these stocks in my personal stock portfolio.
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