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@@basti1993x BUT, basti---he listed the order. Maybe I'm only interested in Pfizer and now I know to skip to the end if I don't want to watch the entire video. I'm sure you agree with me... 😜
I think another important nuance as to why train companies are down so much, is due to expected tarrifs under Trump. less import means less transport means less revenue for transportation companies like UNP, CNI, CSX, etc.
Canadian here. If Trump imposes tariffs to Canada, I hope that we do the same thing to American products and go in a trade war. There is a limit to being pushed around by a bigger neighbour!
Orrrr.. it could be that capital intensive companies do very poorly in high interest rate environments . When the cost of debt service goes up, companies that have expensive equipment that must be constantly maintained feel a pinch. Look at a longer term chart of these companies. You will see little advances since 2022 when rate hikes occurred. In fact, you might notice that price moves often occur around announced (or perceived) rate moves… Up with cuts, down with hikes. Certainly, rates don’t move in a vacuum. So, you will never find 100% correlations. There are always other externalities, like the world’s second largest economy having problems. Wage growth hasn’t kept up with inflation. Pace of hiring has been slowing. All types of macro data has been coming in. Zero Trump policy has been enacted. Concentrate on the known factors.
Would it be possible for you to do a special on defence stocks? Furthermore, I'd also like to hear your take on stocks like Enbridge, Kinder Morgan, Hess, etc. The payout ratio seems rather high in the latter category, but it should also make sense due to their business model, right?
Thanks. CN, is there a currency exchange rate play? Does tariff threats affect demand for deliveries into USA? And what is the wildfire issue, do trains cause the wildfires, or just delays? Thanks again.
Nice questions. CNI operates in both Canada and the USA (meaning they earn revenue in USD and CAD. When the USD strengthens against the CAD, CNI’s U.S. revenue translates into higher CAD earnings. CNI does transport goods such as automobiles, lumber, grains, and oil across the border, so tariffs are something to keep an eye on. And basically, wildfires simply cause operational delays.
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It seems like a lot is down in the market today
UNP, CNI, MDLZ, JNJ, PFE
Thanks we can see that in the thumbnail as well 😂
@@basti1993x BUT, basti---he listed the order. Maybe I'm only interested in Pfizer and now I know to skip to the end if I don't want to watch the entire video.
I'm sure you agree with me...
😜
@@basti1993x thumbnails are often very misleading... 🤡
@@ajones8008 how in this case?
@@ajones8008 yes, and so are YT comments
PEP (Pepsi) hit 52 week low today.
Investros must know the difference between Pepsico and Picasso. -Margin of Safety by Seth Klarman
k
Thanks for taking the time to make this video
I think another important nuance as to why train companies are down so much, is due to expected tarrifs under Trump.
less import means less transport means less revenue for transportation companies like UNP, CNI, CSX, etc.
Canadian here. If Trump imposes tariffs to Canada, I hope that we do the same thing to American products and go in a trade war. There is a limit to being pushed around by a bigger neighbour!
Orrrr.. it could be that capital intensive companies do very poorly in high interest rate environments . When the cost of debt service goes up, companies that have expensive equipment that must be constantly maintained feel a pinch.
Look at a longer term chart of these companies. You will see little advances since 2022 when rate hikes occurred. In fact, you might notice that price moves often occur around announced (or perceived) rate moves… Up with cuts, down with hikes.
Certainly, rates don’t move in a vacuum. So, you will never find 100% correlations. There are always other externalities, like the world’s second largest economy having problems. Wage growth hasn’t kept up with inflation. Pace of hiring has been slowing.
All types of macro data has been coming in. Zero Trump policy has been enacted. Concentrate on the known factors.
Would it be possible for you to do a special on defence stocks? Furthermore, I'd also like to hear your take on stocks like Enbridge, Kinder Morgan, Hess, etc. The payout ratio seems rather high in the latter category, but it should also make sense due to their business model, right?
Mondelez might fiiiimaly start looking good for a buy
Isn’t debt paying considered shareholder yield as well?
30 second gang
🏃 💨
been buying jnj since it hit 155, currently owning 12 stocks
Could analyse Nestle good Swiss food companie and it is close around there low 52 week. Ps like the content
A good one to look at is MPC
I think a good way to play pharmaceuticals is to invest in the CEF BME. It has a nice monthly payout as well.
Thanks. CN, is there a currency exchange rate play? Does tariff threats affect demand for deliveries into USA? And what is the wildfire issue, do trains cause the wildfires, or just delays? Thanks again.
Nice questions. CNI operates in both Canada and the USA (meaning they earn revenue in USD and CAD. When the USD strengthens against the CAD, CNI’s U.S. revenue translates into higher CAD earnings. CNI does transport goods such as automobiles, lumber, grains, and oil across the border, so tariffs are something to keep an eye on. And basically, wildfires simply cause operational delays.
probably a few more to add to the list after that rate cut! SCHD and ETFs down huge
Have you considered CVS?
@Dividendology
Love the content 👍🏼... Kindly include timestamps per stock to help us navigate. Thanks
59 SECONDS
Spoiler alert: These stocks are down for a reason
And what’s that reason?
Fifth
Atos - buy the dip?
Too expensive. I would need 10 million dollars to make 200 bucks on dividends
Really? Then I must have millions upon millions 🤨
Then you're doing it wrong. All of it.
@@skippydmbExplain for the noob here
@@skippydmb I am new to this and potentially wondering what he is doing wrong?
Calculating dividends wrong. With 10 million he'd make 300k in dividends, assuming a yield of 3%