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Investing With Andrew
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Hey, Andrew here! On this channel I talk about long-term investing, value/growth/dividend stocks, and other topics related to personal finance. I want to help people learn about investing, analysing companies and building their own investment portfolio to live a better life.
Arcadium Lithium Stock Analysis: The Best Lithium Stock to Buy? Finally, Time to Buy Lithium? $ALTM
Arcadium Lithium Stock Analysis: The Best Lithium Stock to Buy? Finally, Time to Buy Lithium? $ALTM
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Arcadium Lithium (ALTM) has to be one of the most interesting lithium companies out there.
They had quite a productive half of the year and they now expect to reach the high end of the synergies guidance, plus a 25% increase in volume this year and the next. And that’s after Arcadium expected a 40% ramp up half a year ago, so they are very efficient despite the current market.
ALTM plans to invest about half a billion in growth this year, and that’s even with a new target of reducing capital spending by around half a billion until next year. In comparison, SQM, the number one producer that’s valued at like $10 billion, plans to spend a bit more than $600 million per year, so you can see that they aren’t playing. And we haven’t seen SQM’s Q2 report yet, so maybe they cut the spending as well.
Now, what makes Arcadium Lithium very interesting is that they plan to triple or even more than quadruple the production in a few years. When they reach that, this will likely be the number 3 lithium producer on the planet, and they would produce a bit more than what the current number 1 makes today. That’s by the way a $10 billion company in the current market, after a huge drop. Arcadium is worth less than $3 billion now, so assuming that the market values them based on production, that’s an easy 3, maybe even 4x by the end of the decade. Even by 2027, Arcadium should easily more than double the production, but it’s all about the price of lithium.
Even in this market, they can make about $4-500 million in net income per year, which is a lot of money for a less than $3 billion market cap during a huge investment cycle. That’s by the way what SQM made in the past 12 months and Albemarle, the number 2, had a negative net income. So, this has real potential to be a very competitive company.
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Nike (NKE) Stock Analysis - ua-cam.com/video/GF7VhfAglFU/v-deo.html
Starbucks (SBUX) Stock Analysis - ua-cam.com/video/8nIkMF6GhA0/v-deo.html
Intel (INTC) Stock Analysis - ua-cam.com/video/wGJckXuLeVc/v-deo.html
Lithium Stocks (Arcadium Lithium/Allkem/Livent, Albemarle, SQM, Lithium Americas/Argentina) - ua-cam.com/video/FQE_rjgfCuQ/v-deo.html
Verizon (VZ) Stock Analysis - ua-cam.com/video/_rXq1gRSURw/v-deo.html
Barrick Gold (GOLD) Stock Analysis - ua-cam.com/video/4CNjdtiYIKU/v-deo.html
Arcadium Lithium (ALTM) Stock Analysis - ua-cam.com/video/ow3NloPBF1A/v-deo.html
Medical Properties Trust (MPW) Stock Analysis - ua-cam.com/video/stH1Ng5clxc/v-deo.html
PayPal (PYPL) Stock Analysis - ua-cam.com/video/lZ5v0eYsfIw/v-deo.html
Nokia (NOK) Stock Analysis - ua-cam.com/video/RH1E9OhlmVs/v-deo.html
Alibaba (BABA) Stock Analysis - ua-cam.com/video/XoXtXRndiTU/v-deo.html
Don't forget to like and subscribe if you appreciate what I do!
On my channel, you will find a wide variety of stock analyses - from gold miners such as Barrick Gold (NYSE: GOLD) and Newmont Mining (NYSE: NEM) to tech stocks like Nokia (NYSE: NOK), Alphabet (NYSE: GOOG/GOOGL), Intel (NYSE: INTC) and even healthcare REITs like Medical Properties Trust (NYSE: MPW) and Omega Healthcare Investors (NYSE: OHI).
Although I mostly focus on value investing, there will also be plenty of high-yield dividend stocks being analysed on the channel, especially if I believe that there is value in there.
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Link: ua-cam.com/video/y7KYdqVND4o/v-deo.html
DISCLAIMER: I am not a financial advisor and nothing on this channel should qualify as investing advice. All information is provided for your education or entertainment. It is not intended to be investment advice. This information is general in nature and has not taken into account your personal financial position or objectives. Seek a duly licensed professional for investment advice.
DISCLAIMER 2: The links above include affiliate commission or referrals. I'm part of an affiliate network and I receive compensation from partner websites. The video is accurate as of the posting date but may not be accurate in the future.
0:00 Arcadium Lithium (ALTM) Stock Review
0:22 Arcadium Lithium (ALTM) Financial Analysis, Risk-Reward, ALTM Stock Valuation, etc.
#stocks #investing #personalfinance #valueinvesting
📌 Affiliate links (I get a commission if you register):
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• 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 using my link: j.moomoo.com/01bx2U (May 29 - September 30, limited time exclusive, T&C Applies)
• 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.
Arcadium Lithium (ALTM) has to be one of the most interesting lithium companies out there.
They had quite a productive half of the year and they now expect to reach the high end of the synergies guidance, plus a 25% increase in volume this year and the next. And that’s after Arcadium expected a 40% ramp up half a year ago, so they are very efficient despite the current market.
ALTM plans to invest about half a billion in growth this year, and that’s even with a new target of reducing capital spending by around half a billion until next year. In comparison, SQM, the number one producer that’s valued at like $10 billion, plans to spend a bit more than $600 million per year, so you can see that they aren’t playing. And we haven’t seen SQM’s Q2 report yet, so maybe they cut the spending as well.
Now, what makes Arcadium Lithium very interesting is that they plan to triple or even more than quadruple the production in a few years. When they reach that, this will likely be the number 3 lithium producer on the planet, and they would produce a bit more than what the current number 1 makes today. That’s by the way a $10 billion company in the current market, after a huge drop. Arcadium is worth less than $3 billion now, so assuming that the market values them based on production, that’s an easy 3, maybe even 4x by the end of the decade. Even by 2027, Arcadium should easily more than double the production, but it’s all about the price of lithium.
Even in this market, they can make about $4-500 million in net income per year, which is a lot of money for a less than $3 billion market cap during a huge investment cycle. That’s by the way what SQM made in the past 12 months and Albemarle, the number 2, had a negative net income. So, this has real potential to be a very competitive company.
Join this channel to support me and get access to perks:
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Other videos:
Nike (NKE) Stock Analysis - ua-cam.com/video/GF7VhfAglFU/v-deo.html
Starbucks (SBUX) Stock Analysis - ua-cam.com/video/8nIkMF6GhA0/v-deo.html
Intel (INTC) Stock Analysis - ua-cam.com/video/wGJckXuLeVc/v-deo.html
Lithium Stocks (Arcadium Lithium/Allkem/Livent, Albemarle, SQM, Lithium Americas/Argentina) - ua-cam.com/video/FQE_rjgfCuQ/v-deo.html
Verizon (VZ) Stock Analysis - ua-cam.com/video/_rXq1gRSURw/v-deo.html
Barrick Gold (GOLD) Stock Analysis - ua-cam.com/video/4CNjdtiYIKU/v-deo.html
Arcadium Lithium (ALTM) Stock Analysis - ua-cam.com/video/ow3NloPBF1A/v-deo.html
Medical Properties Trust (MPW) Stock Analysis - ua-cam.com/video/stH1Ng5clxc/v-deo.html
PayPal (PYPL) Stock Analysis - ua-cam.com/video/lZ5v0eYsfIw/v-deo.html
Nokia (NOK) Stock Analysis - ua-cam.com/video/RH1E9OhlmVs/v-deo.html
Alibaba (BABA) Stock Analysis - ua-cam.com/video/XoXtXRndiTU/v-deo.html
Don't forget to like and subscribe if you appreciate what I do!
On my channel, you will find a wide variety of stock analyses - from gold miners such as Barrick Gold (NYSE: GOLD) and Newmont Mining (NYSE: NEM) to tech stocks like Nokia (NYSE: NOK), Alphabet (NYSE: GOOG/GOOGL), Intel (NYSE: INTC) and even healthcare REITs like Medical Properties Trust (NYSE: MPW) and Omega Healthcare Investors (NYSE: OHI).
Although I mostly focus on value investing, there will also be plenty of high-yield dividend stocks being analysed on the channel, especially if I believe that there is value in there.
Song: ♪ Marshmallow (Prod. by Lukrembo)
Link: ua-cam.com/video/y7KYdqVND4o/v-deo.html
DISCLAIMER: I am not a financial advisor and nothing on this channel should qualify as investing advice. All information is provided for your education or entertainment. It is not intended to be investment advice. This information is general in nature and has not taken into account your personal financial position or objectives. Seek a duly licensed professional for investment advice.
DISCLAIMER 2: The links above include affiliate commission or referrals. I'm part of an affiliate network and I receive compensation from partner websites. The video is accurate as of the posting date but may not be accurate in the future.
0:00 Arcadium Lithium (ALTM) Stock Review
0:22 Arcadium Lithium (ALTM) Financial Analysis, Risk-Reward, ALTM Stock Valuation, etc.
#stocks #investing #personalfinance #valueinvesting
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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!
Thank you! I don’t think it’s anything in particular about the company, just market movements. All lithium stocks are up like 5-10% today. Were down similarly yesterday though. Just a normal day lately 😂
By the way, I wanted to ask you what did you like about Albemarle when you bought? I noticed a lot of interest in them, maybe I am missing something. 🤔
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 comment! It could be the case as well 🤔
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.
Thank you for watching! I am currently developing it. Hoping to see some lower prices 😉
Nice video. Technically, Intel is super oversold. Think a reversal back to $35 is inevitable. Watch for this big move just around the corner.
Thank you! I have a much more recent one (following the Q2 report crash) here, in case you want to see it. Basically an updated version with the latest developments: ua-cam.com/video/wGJckXuLeVc/v-deo.html
@@Investing_With_Andrew Great. Appreciate your sharing. ❤️
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.
True. I'm also likely to buy very soon 😌
Why would demand ramp up by the end of the year? EV sales are plummeting!
I don’t think we can predict it over such short-term periods. Long-term is likely going to grow, but next few months/years are too uncertain with everything going on in the market with EVs, interest rates, etc. 👍
@@Investing_With_Andrew Indeed, short term predictions about stock moves are a hit or miss. I was more referring to the tendencies in the EV industry - I've been following all of the major EV manufacturers (TESLA / BYD / XPENG / LI AUTO, etc.) and they are all showing Q2Q imrpovements in deliveries. Rate cuts are almost certain at this point.... Also there are huge developments in the humanoid robot department, some of them already starting to sell products.... Call me an optimist, but 2025 to me looks like it's going to be fun.😄
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.
Thank you for the comment! It's just very hard to predict this with technology. Lithium is indeed one of the potential elements that can be used in SSBs, but others are tested as well. To be honest, my main "fear" is sodium batteries, for now. Each has its upside and downside though. But yes, whatever it is, it will take years to see a replacement even after it’s discovered. However, the lithium market might react in anticipation of that. It will also depend on EVs, which seem to be more and more uncertain now 🤔
@@Investing_With_Andrew Na-Ion batteries are already used in products where energy density and/or performance is not that critical. But in most applications lithium is still superior and probably will be for the foreseeable future. Sodium batteries had a price advantage of aronud 20-30% when the price of lithium was very high... But now even that is questionable, having in mind the scale at which Li-ion ones are produced. When they ramp up Na-Ion battery production they will be good for stationary storage and lower end city cars and probably take up to 10-15% of the market, hardly more. Solid state batteries are indeed very promising in terms of performance, but still very expensive.
💝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
Thanks for the comment! I think we'll have to wait and see. They expect DTC profitability this year, which would be interesting if they manage to achieve 2 years after launching it. This took Netflix/Disney+ about 5 years to do, although they had HBO/Discovery+ before 🤔
This may be one very interesting and cheap stock - Veolia Environnement SA (VIE.PA)
I think they're interesting, yeah. I looked into them in this video, by the way 🙌 ua-cam.com/video/8-yfjFsKRGA/v-deo.html
great analysis!
Thank you! I have a more recent review (shorter than a normal analysis) of Vale, plus a couple of interesting stocks, including one that I bought recently here in case you want to watch: ua-cam.com/video/6IhVTzZLwks/v-deo.html 🙌
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
It can fall even more, for sure. Again, this risk-reward is not for a majority of us. If I see it fall like that for no solid reason, I'd likely buy more. I don’t mind volatility 👍
Mpw update?
Posted 4 days ago 🙌 ua-cam.com/video/stH1Ng5clxc/v-deo.html
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.
Thank you for watching! I've never heard of them, I see now that it’s because of the rename from Liberty. At a first 5 minute glance through their latest report, the debt seems to generate pretty high interest, making repayments hard. Free cash flow looks nice but I don’t know if they can make it consistently. Seems similar to WBD, although I see fear of a Chapter 11 filing.
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.
Thank you for watching! I'm curious how Max will do in Q3 thanks to the Olympics. I don’t plan on selling any time soon, to be fair. A lot would have to happen.
i buy it since 8 too. they have good contents and good studios
Do you still think it is a buy,
Yes. I bought a bit more after the earnings. I have a new stock analysis where I look into the report here, by the way: ua-cam.com/video/wGJckXuLeVc/v-deo.html
@@Investing_With_Andrew thank you for the videos
Again one of the best, keep it up!
Thank you! Will do! 🙌
💝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!
Thanks for watching! It’s close to a buy for me but just slightly not there yet. Good luck with it!
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!
I am keeping an eye on September especially. Should be an interesting month. Thank you for watching!
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.
True. That exuberance was indeed way too much, but the downfall after it might also be exagerated. Classic market 🤔
The Pfe price drop is largely about patent expirations
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!
Thank you for the comments! Yeah, I also plan to DCA from here. It’s still a small position
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.
Thank you! Yep, same in my opinion 👍
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?
Thank you! That is also true. I was only thinking from the financing side, which is already under pressure. Still, a recession wouldn’t change my long-term approach 😌 Sorry, but I don’t invest in casino/gambling/etc. stocks. Anything else I'd be more than happy to add to the list 🙏 I still have your NZ Rural Land Corp suggestion to look into. The earnings season delayed the series a bit.
@@Investing_With_Andrew okay thanks. I thought you forgot about NZL.😁
Great video as always 👍
Thank you! 🙌
Hello from France. I have an important position on MPW, thank you very much for your video.
Thanks a lot for watching! 🙌
💝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!
Thanks for watching! Yeah, the market was crazy about them even as recent as 2 years ago. Very interesting how fasr the sentiment can change. Very nice price by the way, I bought around $80-90😊
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!
Thank you! If they paid a decent dividend, I could’ve seen the demand, but at this price it’s indeed not that attractive. 👍
Great video thanks
Many thanks! 👍
Very good video, been looking into the 1st as well. I like them too
Thank you for watching! 🙌
Great Video Andrew!!
Thank you, Arun! More are coming 👍
💝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 - $2,000 each and up to 8.1% APY on idle cash for 3 months with moomoo: j.moomoo.com/01bx2U (May 29 - September 30, limited time exclusive, T&C Apply) • For Europe/Australia - Join me on eToro: med.etoro.com/B19645_A122700_TClick_SInvesting_With_Andrew.aspx #advert. eToro is a multi-asset investment platform. The value of your investments may go up or down. Your capital is at risk. After looking into over 40 stocks recently, here are 3 potential buys for me (already bought one of these stocks while editing the video).
Hi Any update for sibanye Stillwater. And if its a good buy now?
Hey! I'll soon post a video about one of their main competitors, Impala Platinum. I really like the current price. Nothing changed in the thesis, just normal adaptations to the current PGMs environment 👍
@@Investing_With_Andrew thank you for reply I'm thinking to add some position today if the price stay under 4 dollars I see a good opportunitie in this company for next five years
Price down -9% today. What do you think of the latest earnings and goodwill writedowns?
Posting a video where I go more in depth with it this weekend. Seems exagerated and the fcf and international subscriber growth were nice 👍
How do you see Stellantis after Q2 earning report? Like a temporary fail or a sign of more bad things to come. I've exited at around 27$ 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.
I think the report was expectable. They are just a car company after all and being pretty much the only one that does well in such a market was unlikely. The auto industry is in an interesting spot now, with rate cuts potentially helping a lot but a recession being terrible for them. I think something in line with what you said about the prices. Wouldn't mind seeing it back to $13-15. Waiting for MPW's report before I post a video soon, by the way :)
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.
Yes. I am already working on an analysis for them 😉
Hey! I just posted a new Arcadium video, as promised :)
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.
Thank you very much! I'll see what I can do. A video about LNG companies could work 👍
Cboe was a star on Monday , also.
True. I called Flow Traders similar to VIX if it was a company but its creator might be even closer to it. There are more companies in this exchange operating/market making sector that can do well from this 👍
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.
Thank you for the comment! That's a good buying price in my opinion. Yeah, volatility might still come this year👍
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.
Sure, I'll add them to the list 👍
@@Investing_With_Andrew Cool :) Thank you - looking forward to it.
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.
Thank you for watching! The Japanese crash was a bit different since it also had the results of the Yen strengthening carrying it. But very early in the premarket, Apple/Google/Nvidia etc were down 10%+, although they mostly recovered by the end of the day. But my strategy remains the same in case we see a real 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!
Thanks a lot! 🙌
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…
Unfortunately, I've never looked too deep into Japanese companies since I have limited access to their market. There can be potential, of course. I just don’t know the companies 🙁
@@Investing_With_Andrew Maybe a little investment in the MCSI World EX USA would be interessting for this. No advice of course, just an idea. There is a strong Asian Position and it is diversified with strong companies such as Novo Nordisk, Nestle and so on.
Ok thank you!
I was looking into toyota, their stock crashed quiet a bit.
Great video. Could you cover lvmh and asml? They are starting to get into a intresting price range.
Thank you! Added to the list 👍
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!
Thank you, Arun! Noted on the suggestion. I think the main option from the US is Virtu Financial (VIRT), but they don't pay such a good dividend and aren't really moving the same as Flow Traders when the market is volatile.
💝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
Thank you! That is true unfortunately, but most countries have an anti double taxation treaty with France that mitigate it. Depends on the investor's country 🤔
I feel you my friend, that's what happens when people vote socialism...
@@SergiMedinait’s harder to make money without working? Is… is that a bad thing?