Took your advice & took some time off to trek with family. Catching-up with UA-cam & my paid subscription. Great energy & lots of information to digest.. thank-you!
Hi Sven. What is your opinion on South American oil producers Petrobras (PBR) or Ecopetrol (EC)? Is it a good risk/reward value or too much geopolitical risk?
I have been following sven for a year. Out of all his stocks, I only bought RUBIS. I bought at €22. I am very surprised by its low price. The business look very sound and well run. Awaiting your indepth analysis on Rubis soon. I have Amazon on watchlist too. But fairly valued at current price I think. Will buy if it goes around $85.
Hi, nice video. What do you think about steelmaking companies? Seems they are low P/E, but high debt. Just to hear how you process your study on Vale, Gerdau and US steel.
I may have missed it, but what happened to the Tesla short you put on a while ago? What price did you buy back? You got lucky on timing, shorting high growth profitable companies is like jumping in front of trains
Was there a video about why selling Intel? Is it chip market commodity cycle? I thought it was a good buy a bit ago and made decent profit but thought it had good long-term outlook too
appreciate the content. May i request that you turn up the recording volume on your videos. I have my airpods in turned up to 100% and it still sounds like half-volume. Enough, yes. Could the volume be better? absolutely. Thanks the consideration.
Sven, I was wondering if your thoughts on Verizon have changed since your last video 6 months ago? The stock is still cheap (even slightly cheaper now) and seems interesting.
They have a net debt of €1,286M according to their financial results of FY 2022. But shareholders got diluted several times in the last years by increasing the outstanding shares by more than 3% per year.
Right at the same time that Cameron Stewart, CFA analysed Amazon and said it's a great buy. My 3rd portfolio position and big conviction that they will return to profitability
Rubis is a company that is suffering from the rising interest rates. 1/3 of their 1 billion net debt is variable rate and their interest expanses doubled the last year to 42 million. I value the company at around 28 € so it is rather fairly valued at currently 26 €. The dividend looks nice and the African exposure looks promising as that is the market where they have their biggest growth. But there is not a big enough margin of safety for me. The price has to fall below 20 € a share for it to get interesting.
Hi Sven, Could you make a video of short term investments like bonds? Specifically for europeans, in the us there thousands of options but for the europeans i don’t feel there alot of good risk/return options.
@@Value-Investing hi Sven thank you for your answer. What would you do with cash that you need after one year? My current is idea is to put some cash in a green deposit account that gives some tax advantages (200 euro) and a little bit of interest (0,85%). The investment is like 15k so basically a 2,75% return. I would need a return above 2,75 to make it worth. Is that even possible with little to no risk?
Hi Sven, could you make a video on the risk & reward of Buffet's upped stakes into five major Japanese trading houses? Would Warren still be buying if he couldn't borrow for cheap rates in JPY?
A good stock to compare RUI is MOH "Motor Oil". Two similar and good business with the same MarketCap. MOH has better earning yield, ROE & ROIC, more cash, TBV, Inventory turnover but RUI has better profit margin, dividend, less debt, less leverage. I am not into energy and oil refining stocks and i havent check the affects that inventories has on the income relative to the oil price
Yes, you are right. Waiting for a "good drop" before reconsidering & moving in. ;) In the shirt run might have some trouble but in the medium/long run is an interesting call, i think. :) Thx once again for your video ideas. :D
I explain in 3 videos what I do and why here, and then I get this? I am not interested in gold - this is just part of the Ray Dalio all weather strategy! The Goal is to make money no matter what.........happens to gold. Will make a new video!
I find Warner Bros (at 11.05$ big buy), Rubis (at 18,60€) interesting. China is cheap right now so I'm already invested but you guys should avoid buying ETF, we saw it in russian sanctions that if you buy ETF and if China attacks Taiwan, you would no longer be allowed to sell your ETF (it will be a frozen asset): buy directly in the Hong Kong Stock Exchange. Intel : I'm already in, I've bought very near to the low and I won't sell, it has a high potential. All the other stocks mentionned I would not consider buying them this year, they have a long way to go.
Excellent video Sven, best one this year! :) I have looked at Rubis several times since you presented it last year and it definitely looks like a good candidate for a long term portfolio. Thanks!
Hi Sven, thank you for the great video as always, when you are selling a position, isn't it better to sell at the money call for the closest duration to make an extra 1% or 2%? Its virtually the same as selling, but getting some change for it.
Thoughts on Jack Henry; JKHY? core banking segment is a very sticky business it’s very hard for banks to switch there operating systems, many growth options via fintech products eg. fraud detection. Consistently posts 15-20% ROIC without debt only 2 other main competitors. Market understands the business is great so valuation is high. But since they service small banks and credit unions with everything recently in the news the share price fell, could be potential opportunity to pick up shares.
Conservatively managed with well thought through M&A integration, instead of chasing hype. Basically no debt on the books, I think it’s one of those great business we conservative value investors look for, just have to find a good price
From the value perspective Amazon for me as a consumer, became much worse. No free delivery to Finland anymore, unless you buy over 100€, prices aren't anymore cheaper than in other shops
Totally agree. I use it to search and compare products and then go to a price comparison page and order somewhere else where it is usually around 10% cheaper.
Thx for the vid Sven! Rubis looks to be a leggit business with fair price. About AMZN simply not my type. Have seen many big techs going flat recently, will they continue their magical over 20% CAGR nobody knows, PE around 25 looks expensive for me.
Dear Sven, Why don't you add any gold royalties company that they usually overperforme gold index. FNV is the best, also the most expensive one, Sandstorm spicy but IMHO better R/R opportunity.
@Jonnes__ due to EU regulations you can't buy ETF:s that don't report in some standardized EU way. To get around that, most these US ETF:s have a european counterpart listed somewhere in the EU that checks all the boxes. In my broker I can find G2X "VanEck Gold Miners UCITS ETF USD A" listed in Germany that I am allowed to buy. Check that out ;)
In hindsight Lundin gold would have been a better choice than Newmont. Thanks for the content, your insights have helped countless people including myself improve as investors.
Buying stock is easy, tho picking the right stock without a time-tested strategy is incredibly hard. I'm trying to grow my portfolio to $100,000 for sometime now, but I’m either buying at market tops or selling at market bottoms, and that's quite pathetic.
I was surprised. I did not expect so many changes at once. But this doesn't mean I disagree. 👌 I am very curious about Rubis. It seems to fit more in my strategy than Amazon. But I have to figure out why this damned thing didn't even move when every oil stock on earth went up.
the fact that it was clearly oversold on noise, now up 100%. ON the closure, just to have less to follow, when there will be again issues in China, I'm sure I'll hear about it!
I'm sorry but I just don't see how Rubis is a great value. It is the most expensive amongst its downstream peers with arguably the least intrinsic value as it does not have refinery business. American downstream are trading for 4-5x p/e while this is >10x. The fact that they are paying out more than 70% of their profits means that they have no good place to reinvest this cash flow. Perhaps it is a good dividend stock but I don't even for a second think it is undervalued and maybe fully valued or slightly over-valued. You may say that oh but they have growth for the African Caribbean segement but I believe that is already priced in from their acquisition price which again explain the outsized goodwill on balance sheet and the marginal value on top of that is very little. Still interesting to hear and watch your subsequent video on the company DD.
Sven, it would be really interesting if you could cover Raiffeisen Bank (RBI)! It has a heavy discount because of the Russian business + the recent crisis with SVB and Credit Suisse, but it has a relatively low leverage ratio compared with other banks, and the European bank is still really cheap even when you take out the Russian business completely.
@@Value-Investing I know, I know, but this one is just particularly cheap, and from a quick glance, it's not as leveraged as some other problem banks. It's just incredibly, incredibly cheap even when you deduct the Russian business completely.
Good points. I own RBI stocks. There are three main points why I see it as a good investment: (1) Once they can leave Russia and that situation gets cleared the stock will very likely surge. (2) They have kept back a lot of dividends in the past years. Once those dividends are paid out you will have a dividend yield of above 10% for at least a year. (3) Lots of potential growth in the Eastern European countries (which they focus on as you know) all wanting to join the EU and prosper.
what od you think of 3M right now? reading peter Lynch it sounds a perfect stock: 5.5 dividend yield (65 years of dividend growth, strong business, low/medium level of debt)
It’s clear why wbd doesnt fit your risk and reward logic, it’s reasonable. Anyway watch out for the debt, if you read the annual report you’ll see that it’s break down in a way that’s very possible for the company to pay it (it’s due every 1-2 year with “low “sum) + they got 22 billion in untangible asset, if something goes wrong they sell some of thoose to Amazon and they will be fine. Especially considering the Quality of the content…( lord of the rings, harry potter ecc ecc)
If GOOGLE is a good investment fair valued as you said. Wouldn't just be best to hold the position and capitalize until money are needed elsewhere? Cash is trash, now more than ever with inflation. Also, why not keeping some of the cash in short term bonds? "Something" is better than "nothing". P.S. I know it is educational, and exactly for that reason it should educate about all aspect of investing imho.
This is analyzing the risk and reward of situations with the hope that 1 out of 10 ideas might become an investment! check out how Buffett works, he sells 9 out of his 10 positions. ua-cam.com/video/APzLPNFTdeY/v-deo.html
@@Value-Investing Tnks for the answear, where else i can speak with smart and successful man🙂, do you know why i cant find the portfolio of Chamath Palihapitiya? Probably hi is only venture capitalist?
I dont get it. You sell few months after owning stock. This is trading not investing, makes no sense...You also pay taxes, I dont get the point Sven...You should keep for few years to actually know if this was right buy....This content is fail imho
that is investing, one will be wrong many times, but if you are rigth 6 out of 10, you are a great investor. Here are 14 more mistakes! ua-cam.com/video/UKaOMs1kEo0/v-deo.html
Took your advice & took some time off to trek with family. Catching-up with UA-cam & my paid subscription.
Great energy & lots of information to digest.. thank-you!
Please stay the voice of reason for us in this complicated UA-cam financial universe.
:-)
Thanks Sven, please give to us more in dept analysis videos. You prividing a lot of value content!
thanks, will do!
*depth
Hi Sven. What is your opinion on South American oil producers Petrobras (PBR) or Ecopetrol (EC)? Is it a good risk/reward value or too much geopolitical risk?
I have been following sven for a year. Out of all his stocks, I only bought RUBIS. I bought at €22. I am very surprised by its low price. The business look very sound and well run. Awaiting your indepth analysis on Rubis soon.
I have Amazon on watchlist too. But fairly valued at current price I think. Will buy if it goes around $85.
:-)
How about buy and hold?
Would love your take on Brazil market (EWZ) at current levels. Thx for the great analyses, as always !
All this buying an selling is always easy when you do no have to worry about paying CG taxes.
Hi, nice video. What do you think about steelmaking companies? Seems they are low P/E, but high debt. Just to hear how you process your study on Vale, Gerdau and US steel.
I may have missed it, but what happened to the Tesla short you put on a while ago? What price did you buy back? You got lucky on timing, shorting high growth profitable companies is like jumping in front of trains
Was there a video about why selling Intel? Is it chip market commodity cycle? I thought it was a good buy a bit ago and made decent profit but thought it had good long-term outlook too
Isn't it still there!
Ah I see it's still there but reduced position to keep watching it? Maybe I misheard when you were going over it 🤔
Thanks for being so open about the restructured portfolio. Looking forward to more videos and updates.
over time!
Best Investment channel on UA-cam for sure !
thanks!
appreciate the content. May i request that you turn up the recording volume on your videos. I have my airpods in turned up to 100% and it still sounds like half-volume. Enough, yes. Could the volume be better? absolutely. Thanks the consideration.
Sven, is GLD an alternative to GDX or is there a reason you're going with the miners ETF?
Ah, you just missed a huge bump on Meta :(
Thanks Sven. Great analysis. Sad to see Meta sold. Feel like this has a good runway given it’s focus on efficiency.
time will tell, but the risk and reward doesn't fit with me!
Hi Sven, wow what a turnaround on meta. It’s pulling a netflix. Now that sentiment is changing it looks like it wants to join the 1 trillion club.
Sven, I was wondering if your thoughts on Verizon have changed since your last video 6 months ago?
The stock is still cheap (even slightly cheaper now) and seems interesting.
video coming up!
I love the YT Portfolio Series!! It's fun and a lot can be learned :))
:-)
Hi Sven. Nice video.
You forgot to mention Rubis 2plus billion of debt😉
They have a net debt of €1,286M according to their financial results of FY 2022. But shareholders got diluted several times in the last years by increasing the outstanding shares by more than 3% per year.
Right at the same time that Cameron Stewart, CFA analysed Amazon and said it's a great buy. My 3rd portfolio position and big conviction that they will return to profitability
:-)
Sven says "Demo portfolio".. Lady Gaga says "Russian roulette is not the same without a gun"
true I never said thank you for KWEB - so thank you sven it really saved my 2023
:-)
Hi Sven, thanks for the video! Any thoughts on Tyson Foods (TSN)? The stock has corrected quite a bit and seems to be a hated stock right now
Will get to it!
At night I heard winds, than storms happens and someone whispering to my ears David you have to short Nvdia.
:-)
Rubis is a company that is suffering from the rising interest rates. 1/3 of their 1 billion net debt is variable rate and their interest expanses doubled the last year to 42 million. I value the company at around 28 € so it is rather fairly valued at currently 26 €. The dividend looks nice and the African exposure looks promising as that is the market where they have their biggest growth. But there is not a big enough margin of safety for me. The price has to fall below 20 € a share for it to get interesting.
You doing pretty well with this YT portfolio, and this one no1 can argue, as it's literally live
that is the plan for it :-)
Yes please, a video on Rubis ! I am a owner of this great company with great executive.
Hi Sven,
Could you make a video of short term investments like bonds? Specifically for europeans, in the us there thousands of options but for the europeans i don’t feel there alot of good risk/return options.
there are no good bonds!
@@Value-Investing hi Sven thank you for your answer. What would you do with cash that you need after one year? My current is idea is to put some cash in a green deposit account that gives some tax advantages (200 euro) and a little bit of interest (0,85%). The investment is like 15k so basically a 2,75% return. I would need a return above 2,75 to make it worth. Is that even possible with little to no risk?
You should check interactive brokers as they pay a pretty good yield for 10k+ cash you hold there
@@justinthefriend3550how? I use IB and they don't pay me anything
Never knew about rubis, thanks for covering it and letting me discover a new company :)
:-)
excellent video Sven, lets talk some more about MU
Awesome video, all your takes make a ton of sense. Gives you a lot to think about 👍
thanks!
Love this series !!
Thanks!
Didnt you recently say that the top 10 stocks in the S&P 500 are overvalued?
Yep!
Hi Sven, could you make a video on the risk & reward of Buffet's upped stakes into five major Japanese trading houses? Would Warren still be buying if he couldn't borrow for cheap rates in JPY?
No, he wouln’t
A good stock to compare RUI is MOH "Motor Oil". Two similar and good business with the same MarketCap. MOH has better earning yield, ROE & ROIC, more cash, TBV, Inventory turnover but RUI has better profit margin, dividend, less debt, less leverage. I am not into energy and oil refining stocks and i havent check the affects that inventories has on the income relative to the oil price
thanks for sharing!
Hi Sven. Excellent video with insights that make me a better investor. How do you know, or how do you evaluate if a stock is oversold?
you compare the market activity, the news and whether it is just noise or fundamentally...
Sempre ben druze Sven,Amazon xe una machina de guerra, grazie per il servizio
:-)
Gold dust video. Thanks as always Sven
Hello Sven please can analyze Tesla again ?
what happen with the deal with the deal with Ford , and the electric stations for the next 2024 ?
not my cup of tea :-(
@@Value-Investing ok I understand
Hi Sven
love your MU position (even if it's a bit pricy) ...added it on my watch list
Thx :)
Didnt i just close it?
Yes, you are right. Waiting for a "good drop" before reconsidering & moving in. ;)
In the shirt run might have some trouble but in the medium/long run is an interesting call, i think. :)
Thx once again for your video ideas. :D
excellent look into your thinking process. thx Sven.
thanks!
Another excelent video. What do you think about companies like BLK (which as a good monapoly)?
Havent analyzed, will do!
If you're interested in gold, why not just buy the GLD ETF?
I explain in 3 videos what I do and why here, and then I get this? I am not interested in gold - this is just part of the Ray Dalio all weather strategy! The Goal is to make money no matter what.........happens to gold. Will make a new video!
Naspers, Triton, Ferroglobe and Synaptics new additions to portfolio.
thanks for sharing!
I find Warner Bros (at 11.05$ big buy), Rubis (at 18,60€) interesting. China is cheap right now so I'm already invested but you guys should avoid buying ETF, we saw it in russian sanctions that if you buy ETF and if China attacks Taiwan, you would no longer be allowed to sell your ETF (it will be a frozen asset): buy directly in the Hong Kong Stock Exchange. Intel : I'm already in, I've bought very near to the low and I won't sell, it has a high potential. All the other stocks mentionned I would not consider buying them this year, they have a long way to go.
Hi Sven,
Thank you for the video, great as always.
Why do you prefer VanEck Gold Miners ETF instead of, for instance, Invesco Physical Gold ETF?
miners should be a bit more volatile in relation to gold prices, this is a volatility strategy!
Thank You for this it's great content of value
Greetings from Argentina
thanks!
Excellent video Sven, best one this year! :) I have looked at Rubis several times since you presented it last year and it definitely looks like a good candidate for a long term portfolio. Thanks!
thanks for commenting!
Hi Sven, thank you for the great video as always, when you are selling a position, isn't it better to sell at the money call for the closest duration to make an extra 1% or 2%? Its virtually the same as selling, but getting some change for it.
I don't know about that, if there are some sudden changes, you might lose a lot and not get the 1%
Great video, Sven!
Sven, Is this UA-cam portfolio real money or is it a fake money account for research?
demo educational!
Thoughts on Jack Henry; JKHY? core banking segment is a very sticky business it’s very hard for banks to switch there operating systems, many growth options via fintech products eg. fraud detection. Consistently posts 15-20% ROIC without debt only 2 other main competitors. Market understands the business is great so valuation is high. But since they service small banks and credit unions with everything recently in the news the share price fell, could be potential opportunity to pick up shares.
Conservatively managed with well thought through M&A integration, instead of chasing hype. Basically no debt on the books, I think it’s one of those great business we conservative value investors look for, just have to find a good price
thanks for sharing, but I don't know the company!
From the value perspective Amazon for me as a consumer, became much worse. No free delivery to Finland anymore, unless you buy over 100€, prices aren't anymore cheaper than in other shops
Totally agree. I use it to search and compare products and then go to a price comparison page and order somewhere else where it is usually around 10% cheaper.
Thanks Sven..great video. Adds value as always. What exchange are you using good Sir ?
Saw it. It's IBKR. Thanks.
:-)
Thx for the vid Sven! Rubis looks to be a leggit business with fair price. About AMZN simply not my type. Have seen many big techs going flat recently, will they continue their magical over 20% CAGR nobody knows, PE around 25 looks expensive for me.
:-)
Great video! Looking forward to your video on Rubis.
Thanks!
I like RUI also, but their debt is quite substantial
Dear Sven,
Why don't you add any gold royalties company that they usually overperforme gold index. FNV is the best, also the most expensive one, Sandstorm spicy but IMHO better R/R opportunity.
I don't know, those were always so expensive!
🗽Sven, as an European I'm not allowed to buy the GDX ETF on IBKR! They say, it is too dangerous to buy US ETFs... 😵😵
.
haha, they do say it well!
@Jonnes__ due to EU regulations you can't buy ETF:s that don't report in some standardized EU way. To get around that, most these US ETF:s have a european counterpart listed somewhere in the EU that checks all the boxes. In my broker I can find G2X "VanEck Gold Miners UCITS ETF USD A"
listed in Germany that I am allowed to buy. Check that out ;)
I agree
Great video Sven. Very fun for inspiration.👍
:_)
Thanks Sven, great video! What are your thoughts on Japanese market? Buffet still buying stocks there.
ua-cam.com/users/shortsiiOoADiIB-Q
In hindsight Lundin gold would have been a better choice than Newmont. Thanks for the content, your insights have helped countless people including myself improve as investors.
should have used GDX from the start, it isn't about a miner but about Dalio's strategy!
Buying stock is easy, tho picking the right stock without a time-tested strategy is incredibly hard. I'm trying to grow my portfolio to $100,000 for sometime now, but I’m either buying at market tops or selling at market bottoms, and that's quite pathetic.
@Phillip Gaiter quite fascinating, consistency is key! how can one reach out to your advisor please, what is the process to vet?
@ExpertMurchison
Just so the opposite and you will be good. 😂
TIME TO DEEP DIVE CROCS AND ULTA PLEASE
😊really good one and much appreciated
thanks!
I was surprised. I did not expect so many changes at once. But this doesn't mean I disagree. 👌
I am very curious about Rubis. It seems to fit more in my strategy than Amazon. But I have to figure out why this damned thing didn't even move when every oil stock on earth went up.
we will check!
Thanks. Good video and summary. Thinking of businesses that can benefit from inflation, what about Nestle, Mondelez and Kellogg's?
yes, protected from inflation at what PE ratio...
As always thank you for posting! Any thoughts on POL or GTN?
not researched :-( yet...
I bought some shares of Rubis to follow the stock.
Didn't know I would have to pay 0.30% from French ITF 😡
I'm not mad at Sven but at France
Great video Sven!! for Meta I think it's time to sell
Thanks sven for a great video
Could it be an idea to buy the shovel for the semi conductor business: ASML, LAM research and/or Applied Materials?
too expensive!
@@Value-Investing Applied Materials is trading at PE 15x and 20x P/FCF.
Hi Sven. What tangible fact(s) made you change your mind in Baba/Kweb ? is this business quality related or politically related ?
Thanks
the fact that it was clearly oversold on noise, now up 100%. ON the closure, just to have less to follow, when there will be again issues in China, I'm sure I'll hear about it!
@@Value-Investing thank you for your time answering the question
Really looking forward to seeing RUI analysis!
:-)
If Gold will make a big move, NEM will make x2... i think, keep NEM and add GDX
it is all about the volatility!
I'm sorry but I just don't see how Rubis is a great value. It is the most expensive amongst its downstream peers with arguably the least intrinsic value as it does not have refinery business. American downstream are trading for 4-5x p/e while this is >10x. The fact that they are paying out more than 70% of their profits means that they have no good place to reinvest this cash flow. Perhaps it is a good dividend stock but I don't even for a second think it is undervalued and maybe fully valued or slightly over-valued. You may say that oh but they have growth for the African Caribbean segement but I believe that is already priced in from their acquisition price which again explain the outsized goodwill on balance sheet and the marginal value on top of that is very little. Still interesting to hear and watch your subsequent video on the company DD.
good points, I will check it and then see... an 8% stable dividend is already something...
Sven, it would be really interesting if you could cover Raiffeisen Bank (RBI)! It has a heavy discount because of the Russian business + the recent crisis with SVB and Credit Suisse, but it has a relatively low leverage ratio compared with other banks, and the European bank is still really cheap even when you take out the Russian business completely.
Banks! Ah..
@@Value-Investing I know, I know, but this one is just particularly cheap, and from a quick glance, it's not as leveraged as some other problem banks. It's just incredibly, incredibly cheap even when you deduct the Russian business completely.
Good points. I own RBI stocks. There are three main points why I see it as a good investment: (1) Once they can leave Russia and that situation gets cleared the stock will very likely surge. (2) They have kept back a lot of dividends in the past years. Once those dividends are paid out you will have a dividend yield of above 10% for at least a year. (3) Lots of potential growth in the Eastern European countries (which they focus on as you know) all wanting to join the EU and prosper.
sven is the best on youtube
is there a link to this YT profile?
everything is here in the video, here are the old ones: ua-cam.com/video/bVBv-EvCxls/v-deo.html
Didn't you learn your lesson when BABA (Amazon of China) when it fell from $320 to $60 and BABA has way better numbers and better prospects IMO.
:-)
Any thoughts on Smith & Wesson (SWBI)? Would love your analysis
that is guns, no? Not interested
@@Value-Investing yes
Thanks!
:-)
what od you think of 3M right now? reading peter Lynch it sounds a perfect stock: 5.5 dividend yield (65 years of dividend growth, strong business, low/medium level of debt)
ua-cam.com/users/shorts__Wx4C0Xkd8
It’s clear why wbd doesnt fit your risk and reward logic, it’s reasonable. Anyway watch out for the debt, if you read the annual report you’ll see that it’s break down in a way that’s very possible for the company to pay it (it’s due every 1-2 year with “low “sum) + they got 22 billion in untangible asset, if something goes wrong they sell some of thoose to Amazon and they will be fine.
Especially considering the Quality of the content…( lord of the rings, harry potter ecc ecc)
you never know with intangibles...
@@Value-Investing assume it’s 15 on the conservatives side, it’s clearly something.
anyway, your thoughts are reasonable
Meta out? U must be insane
We need a video about the most undervalued stocks
I gave you KWEB 6 months ago, 'most undervalued stocks' don't come on a daily basis
@@Value-Investing I totally agree, just keep it on your list for future videos & Thank you ❤️
If GOOGLE is a good investment fair valued as you said. Wouldn't just be best to hold the position and capitalize until money are needed elsewhere?
Cash is trash, now more than ever with inflation.
Also, why not keeping some of the cash in short term bonds? "Something" is better than "nothing".
P.S. I know it is educational, and exactly for that reason it should educate about all aspect of investing imho.
good point, the cash should be in short term US treasuries! 5% per year.
but here my focus is on investing, I am not focused on bonds, so I better work hard to find something to use the money for...
video spettacolare
grazie!
I have 62K in Amazon stock this makes me want to buy another 20K my price piont is 90
:-)
Thank you sir ❤
:-)
Sven you are great :D
:-)
But this is trading ,not investing?
This is analyzing the risk and reward of situations with the hope that 1 out of 10 ideas might become an investment! check out how Buffett works, he sells 9 out of his 10 positions. ua-cam.com/video/APzLPNFTdeY/v-deo.html
@@Value-Investing Tnks for the answear, where else i can speak with smart and successful man🙂, do you know why i cant find the portfolio of Chamath Palihapitiya? Probably hi is only venture capitalist?
I set a pricealert for vanEck at 30 :)
in this case it is about volatility!
I dont get it. You sell few months after owning stock. This is trading not investing, makes no sense...You also pay taxes, I dont get the point Sven...You should keep for few years to actually know if this was right buy....This content is fail imho
I think I explained it all in the video:-) ua-cam.com/video/APzLPNFTdeY/v-deo.html
National Bank of Canada, good dividend and steady growth.
do you know what is in their assets?
ua-cam.com/video/EMhoCEYSa6o/v-deo.html
This all don't make any sense. Very strange sell, en and very strange buys. Is this a joke?
I do my best in explaining, but will try to do better!
I would check CVS at these prices..
I don't know the sector well enough :-(
ULALA SEXY SVEN VIDEO!
:-)
Admit you were wrong about baba
that is investing, one will be wrong many times, but if you are rigth 6 out of 10, you are a great investor. Here are 14 more mistakes! ua-cam.com/video/UKaOMs1kEo0/v-deo.html