Відео

Well, maybe you are right (you most likely are, if we look at numbers), but im already in ALB, so i will stick with it :P haha This is very interesting, but i dont wanna place too much on Lithium already. ALB seems to be recovering lately, any reason why? Or just overall optimism on the stock market bubble? Thanks for your work!

Good company, but as I understand the lithium market we are still in the oversupply phase. Lithium prices are highly dependent on demand from China, but my expectations is that they continue to go down. Interesting industry, but I would not invest before we can see a clear lack of supply on the horizon.

Thanks for the video Andrew, I am also about to open a small position in Celsius, the growth opportunities they have are really huge, plus they have a great balance sheet and good management. I think in general for a long-term investor, the energy drinks market is a great sector to invest in, companies with great balance sheets that need little capital to expand and develop. In my opinion it is quite easy to think that these energy drinks will still be in vogue in the coming decades.

Nice video. Technically, Intel is super oversold. Think a reversal back to $35 is inevitable. Watch for this big move just around the corner.

For me personally, Arcadium as an investment at these prices is a no-brainer for a long term minded investor. The demand will definitely ramp up in by the end of the year and we'll see a steady rise in 2025. If you look at their top institutional investors, you see Blackrock, Vanguard, etc. and also insider buying.

Great Analysis Andrew. I agree on 90% of the points - there is just one I want to argue - the risk of replacing lithium for batteries in the next 10 years is very very low. Solid state batteries (for examaple those made by Samsung) also use lithium anode. Sodium batteries are inferior in energy density. There are superior technologies in development, but once they emerge it will take at least a decade for it to standardize, develop and ramp up the manufactoring processes to a level where it is comparable to li-ion batteries which are mature. It took lithium batteries many decades to become a standard, it will take the next trchnology at least one decade to become feasible.

💝Please don't forget to like and subscribe if you appreciate what I do! 📌Affiliate links (I get a commission if you register): • Try Seeking Alpha Premium for free for 7 days and get a $25 discount on the annual plan: www.seekingalpha.link/3LPDKC1/2QZRGT/ • Get up to 15 free stocks worth between $2 - $2,000 each and up to 8.1% APY on idle cash for 3 months with moomoo: j.moomoo.com/01bx2U (May 29 - September 30, limited time exclusive, T&C Apply) • For Europe/Australia - Join me on eToro: med.etoro.com/B19645_A122700_TClick_SInvesting_With_Andrew.aspx #advert. eToro is a multi-asset investment platform. The value of your investments may go up or down. Your capital is at risk. Here is a new Arcadium Lithium plc (NYSE: ALTM) stock analysis. As always, we go through their financials, latest earnings report, risk-reward and an overview of the lithium market, including companies like SQM and Albemarle before going through a valuation and my price targets and conclusions!

Wbd valuation is just too good and getting better however i have to say the quality of business is deteriorating a little. DTC ddint had any revenue growth at all despite 3 million subscription increase. I think at best dtc can cover 33% of the quarterly decline of legacy business. Davis zaslav seems to be looking at things short term rather than long term too looking at the moves he makes.Eg, HOD episodes per season was cut by 2 recently. However i think i agree the Olympics will be one major tailwind and another major tailwind i predict is the presidential election . Discovery previously benefited from the increased advertisement leading to the election before

This may be one very interesting and cheap stock - Veolia Environnement SA (VIE.PA)

great analysis!

Im interested, but things are just too volatile nowadays...if we get into a recession this can go to 5, even 4. I will wait at least how things fold out until the election

Mpw update?

Thank you very much for all your analysis. I too own WBD, unfortunately at an average price of 13USD. Have you ever looked at Qurate retail (QRTEA:US)? Would love to hear what you have to say about this stock.

Already purchased this recently at $7, and will add more if they go to $6 or lower. Truth be said the recent quarter was rather disappointing, but I won't get rid of it unless that becomes a trend.

i buy it since 8 too. they have good contents and good studios

Do you still think it is a buy,

Again one of the best, keep it up!

💝Please don't forget to like and subscribe if you appreciate what I do! 📌Affiliate links (I get a commission if you register): • Try Seeking Alpha Premium for free for 7 days and get a $25 discount on the annual plan: www.seekingalpha.link/3LPDKC1/2QZRGT/ • Get up to 15 free stocks worth between $2 - $2,000 each and up to 8.1% APY on idle cash for 3 months with moomoo: j.moomoo.com/01bx2U (May 29 - September 30, limited time exclusive, T&C Apply) • For Europe/Australia - Join me on eToro: med.etoro.com/B19645_A122700_TClick_SInvesting_With_Andrew.aspx #advert. eToro is a multi-asset investment platform. The value of your investments may go up or down. Your capital is at risk. Here is a new Warner Bros Discovery (WBD) stock analysis. As always, we go through WBD's financials, latest earnings report, risk-reward, potential and more before going through a valuation and my price targets and conclusions!

Despite not liking the sector very much, I think I will start a very small position on LULU and I'll see what I do depending on what happens. LULU seems like a good stock in a good moment to invest in, so I might as well take the chance, even if it's not to hold it for decades. Thank you!

I was waiting for someone to talk about MPW again! I have a relatively quite big position and I'm getting a juicy dividend while I wait for it to double, triple... The problems have been greatly exaggerated from the start, plus the crazy short ratio! It's just a matter of time... and patience. Thank you!

Thanks

I started a position on PFE a few months ago and I've been doing DCA for it. I think it's greatly undervalued, plus pays a nice dividend. I will continue to do so if the price is low enough until it goes up (or it fails catastrophically, ha!) or I get a position I'm comfortable with, but not too big because there are indeed better options out there. Curious the price action with the pandemic v4cc1n3s and all... Exuberance then crash. All irrational. But that's good for us intelligent investors! Thanks.

I sold INTC a few months ago after doing quite a bit of research and not seeing it worth it at the moment, waiting for it to be better or even cheaper. So, after a 30 % fall, I reentered with a very small position and will DCA it. I think it's so much undervalued that the risk should be minimal while the upside can be quite good. I mean, it's Intel! Anyway, with kinda slow DCA I can add while it's cheap and while it recovers and don't go overboard with FOMO also, which is very important. Thank you!

Great, objective video as always. I’m also in it not for the dividend, but to take advantage of the extreme pessimism that has been driving this stock. The dividend is just a nice plus while I wait for things to normalize and for Mr Market to change its view on the stock.

I would argue that hospitals are recession proof or at least one of the most resilient types of property. In my opinion a recession would force the fed to cut or cut faster and stronger. It would also push people more into value and stable income. So my argument is a small healthy recession would be good for MPW. Could you cover Evolution Gaming Group ( A2PK19 ) in your video Series?

Great video as always 👍

Hello from France. I have an important position on MPW, thank you very much for your video.

💝Please don't forget to like and subscribe if you appreciate what I do! 📌Affiliate links (I get a commission if you register): • Try Seeking Alpha Premium for free for 7 days and get a $25 discount on the annual plan: www.seekingalpha.link/3LPDKC1/2QZRGT/ • Get up to 15 free stocks worth between $2 - $2,000 each and up to 8.1% APY on idle cash for 3 months with moomoo: j.moomoo.com/01bx2U (May 29 - September 30, limited time exclusive, T&C Apply) • For Europe/Australia - Join me on eToro: med.etoro.com/B19645_A122700_TClick_SInvesting_With_Andrew.aspx #advert. eToro is a multi-asset investment platform. The value of your investments may go up or down. Your capital is at risk. Here is a new Medical Properties Trust (NYSE: MPW) stock analysis. It includes the usual financial analysis, plus my thoughts about the Steward bankruptcy, recent dividend cut and more news, as well as a valuation for MPW's stock.

Very interesting and I would add if I didn't have already a good position I bought at $68! For me it needs to go down more to add to my position. Also, it was around $100 just a year ago! I think it's a good point to start a position, but for already nice positions might be better to wait to see if there's a bigger correction or crash. Thanks!

Monster was a really good missed opportunity for most of us, but buying now I can't see how could it be so good at this point already... Who would've said a beverage company would grow *so* much, even more than Alhpabet? Just wow... Anyway, interesting as always and thanks!

Great video thanks

Very good video, been looking into the 1st as well. I like them too

Great Video Andrew!!

💝Please don't forget to like and subscribe if you appreciate what I do! 📌Affiliate links (I get a commission if you register): • Try Seeking Alpha Premium for free for 7 days and get a $25 discount on the annual plan: www.seekingalpha.link/3LPDKC1/2QZRGT/ • Get up to 15 free stocks worth between $2 - $2,000 each and up to 8.1% APY on idle cash for 3 months with moomoo: j.moomoo.com/01bx2U (May 29 - September 30, limited time exclusive, T&C Apply) • For Europe/Australia - Join me on eToro: med.etoro.com/B19645_A122700_TClick_SInvesting_With_Andrew.aspx #advert. eToro is a multi-asset investment platform. The value of your investments may go up or down. Your capital is at risk. After looking into over 40 stocks recently, here are 3 potential buys for me (already bought one of these stocks while editing the video).

Hi Any update for sibanye Stillwater. And if its a good buy now?

Price down -9% today. What do you think of the latest earnings and goodwill writedowns?

How do you see Stellantis after Q2 earning report? Like a temporary fail or a sign of more bad things to come. I've exited at around 27$ and went all in to MPW. For me STLA would be a strong buy at 13-15$ range. I take the fair value at + 30$ range.

Have you listened to Arcadium Lithium's earnings yesterday? It's impressive how efficient they are operating even in these circumstances. Out of all of the lithium stocks they definitely seem like the most promising one, especially at these prices.

Thank you very much for your analyses, I think among the best available available without paying high subscription fees. I have some suggestions, all around liquefied natural gas: - New Fortress Energy (NFE) - Cool Company (CLCO) - Flex LNG (FLNG) - Cheniere Energy (LNG) could be a base of comparaison. I hope these companies might be of interest for you.

Cboe was a star on Monday , also.

Good suggestion, i opened a position in FLOW after earnings last week when I saw what the unemployment numbers in the US were doing; potentially causing a recession in the US. I increased the position monday morning. And will be holding as an offset/hedge for the rest of my portfolio, incase there will be more sell-offs. The market seems to have bounce backed quite well but I think the risk still remains. In my opinion the presidential election in the US will also cause more volatility in the market making FLOW an even better option.

Oh by the way. May I ask you to have a look at Triple Flag Precious Metals Corp. A royalty streamer, which looks quite promising for me and it stayed stable during yesterday.

Thank you Andrew. I was quite a little releaved to see, that the value titles are not so bad in the bin. Over all my portfolio I guess 8% which is quite ok in a crisis. Gold also stayed relatively strong around 2200 Euro. I checked the nikkei and atm they are up 10% ... I may be wrong but it seems for the moment, we just tested the crash.

Andrew, you have a great idea on this Flow Traders stock Smart rotation is always a good way to hedge Thank you for amazing content!

Thank you for the video! Do you think that investing into japanese stocks is a good idea, since they have had a lot of problems over the years, and now the 13% drop. Stocks are cheap, but the country is still in a bad condition…

Great video. Could you cover lvmh and asml? They are starting to get into a intresting price range.

Good video Andrew! Seems like this stock is specific only to Europe market! Do you kno any similar company in US? Also, one idea for your video is where you can explain diversifaction of portfolio across the stocks that you cover! just an idea!

💝Please don't forget to like and subscribe if you appreciate what I do! 📌Affiliate links (I get a commission if you register): • Try Seeking Alpha Premium for free for 7 days and get a $25 discount on the annual plan: www.seekingalpha.link/3LPDKC1/2QZRGT/ • Get up to 15 free stocks worth between $2 - $2,000 each and up to 8.1% APY on idle cash for 3 months with moomoo: j.moomoo.com/01bx2U (May 29 - September 30, limited time exclusive, T&C Apply) • For Europe/Australia - Join me on eToro: med.etoro.com/B19645_A122700_TClick_SInvesting_With_Andrew.aspx #advert. eToro is a multi-asset investment platform. The value of your investments may go up or down. Your capital is at risk. With so much noise about a stock market crash, recession fear, tech rotation, Buffett selling Apple and holding record levels of cash, I've decided to share my thoughts and one of my recession protection stocks!

very interessting opportunities, sadly france have a stupid high dividend tax