I Just Found a New Undiscovered Market Beating Stock

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Hello everyone, I am Daniel Pronk and in today's video I discuss Murphy USA, or MUSA stock. This stock has produced annual returns of 28% since becoming a public company in 2013. It has massively outperformed the S&P, and in this video I explain how it did so, and if it is still looking cheap today.

Disclaimer: Before we dive into this discussion, I want to make it clear that I am not a financial advisor, and nothing I say is intended to be a recommendation to buy or sell any financial instrument. All trading and investing activities must comply with the regulations set forth by the Securities and Exchange Commission (SEC). I will never ask you to send me money to trade for you, and if you come across any suspicious emails or fake social media profiles claiming to be me, please report them immediately. Additionally, it's important to remember that there are no guarantees or certainties in trading or investing, and you should never invest money that you can't afford to lose. While my videos may contain affiliate links or sponsorship to products I believe will add value to your life, it's crucial to conduct your own research before making any financial decisions.

[JackDespero]

My problem with the thesis of the company is that any company that is based on increasing efficiency instead of revenue will at some point hit the plateau of efficiency (usually much earlier than they would hit a plateau in earnings).
If they have made their business so effective already, I am not sure how much fat is left to trim.

[chrism]

Worked for them in a mgmt position for 8 years at HQ in Arkansas. VERY well run company. They consistently build new stores, and raze/rebuild older stores with more sq ft on the same property to sell more merch. I'd wait for a pullback to $430-$450, but at some point MUSA will go well over $500. CEO Andrew Clyde and his leadership team is top notch.

[christophenour]

Thanks for the analysis, ATD is a much stronger long-term pick, you are right!

[ichoudhury]

Great video! Thank you for the deep dive. I went to Murphy store, didn’t occur to me that this could be a good investment but hey maybe next time! Do you wanna do an analysis video on Vici property ? It looks interesting. 🤨

[Robb-H]

I like this comparison approach and would love to see a similar type video comparing railroads.

[soup]

the ridiculously high ROE was what caught my eye. Great stock!

[chriskorean]

where is the site you watching stock's financial graph?

[rohanrath]

Great deep dive into MUSA. I have a question about Stock Unlock: Why doesn't the cash position show? It would be very helpful to get the right picture of the portfolio. Cash is a position too.

[balamarimuthu]

Which appo or software are you use for analysis?

[crizdancemedia]

Which brokerages can you invest in ATD? I don’t see it on M1 Finance or Robinhood

[GalOmer-orqz]

Thanks Daniel.
What do you think about VLGEA?

[cloudedjourney]

Thanks for the analysis! I wonder if there was another time Musa was in a smilar overpriced position and what they did. Seems like there would be a better place to put the cash like focusing on expansion until the p/e goes down.

[Raventerp]

Hey Daniel, will the Toronto event be filmed and be uploaded to youtube? Many of us will not be able to make it there

[SergioArambula]

Daniel, could you do OKTA in the near future? Thank you!

[chocomoan]

Another stock similar to Musa is Casey's (CASY). I've never been to a murphy's but casey's has some of the best pizza I have ever tried. They also operate a lot in small town midwest, where they might be the only place to get a bite to eat.

[attc]

Just purchased your book and started to read it. Looking forward to educating myself and develop knowledge on investing. Thanks

[guin]

Why is the dividends paid showing as a positive cash flow?

[AshtonVsMarket]

Margin expansion doesn't mean much without organic revenue growth.

[nikhileshpatil]

Hello Daniel, Please share your thoughts on TDB Toronto-Dominion Bank, it has been falling since an year. I dont find any reason for its fall, is it the right time to downward average it?

[marcdesjardins]

Hi Daniel, I am from Montreal...fyi.alimentation couche tard would translate to couche tard foods ..so it would be more precise to refer to that vie as couche tard and not alimentation....hard to say in English...thanks for your content....finally couche tard and Dollarama... Two boring cie from Quebec but have been great investments for shareholders in the past ten years