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Sorry, never looked into them.

Thank you for watching! At the current prices, for me it’s Google, Apple, Amazon and then Microsoft. All are great, but it is also a matter of price for me 👍

@Investing_With_Andrew Oops, I forgot to like the video so I came back to like it. Thank you so much. Great and trusted channel by the way

Thank you! I really appreciate it and I'm glad I can help 🙌

Hi. Thank you! Nope, I'm from Romania. But the audio goes through some editing as well (noise reduction, equalizing, limiter, etc.) so that definitely changes it 😊

Thanks a lot! 👍

Thank you! Glad you liked it

Me too. I think it is a combination of the high CAPEX affecting the FCF and AISC, but it seems a bit too cheap

I can add them to the list. Thanks for the suggestion! 👍

It depends on the price and risk-reward you want to take. I like Alamos/Agnico, but not at this price. Barrick is also ok.

That's true. I can't say I'm a fan of EVERY aspect of the company. There are definitely many things to improve about them.

​@@Investing_With_Andrew Thing is what happens to stellantis core, when they loose dealers? Who is going to buy cars you cant service because services dont exist. Citroen lost some 50% presence in new cars sales last year, DS is not being buyed even in france, opel, peugeot, alfa romeo... All the same issue. New citroen c3 ev is 20% more expensive than chinese competiton with more range (for example dongfeng box). Dealers in austria, czechrepublic, slovakkia, poland, germany, spain etc are demanding more cars to sell, cars that are being delivered to toyota which claimed markets of stellantis brands. Instead they were asked to change image which cost tens of thousands of euros and nothing shows these money will be back from sales. There were record bonuses for management that made this and when these people are asked by importers, dealer associations etc how are they supposed to survive, they yell that that is dealers problems. I know many dealers who quit stellantis last year or year before and many more who are about to quit because cant fullfil new contracts or are not willing to. Stallantis may rise, but i feel that brands within stellantis will fal or become irelevant meaning the get canceled. We will see

On the list, thank you!

Thank you! I haven’t recently. It doesn’t look THAT cheap right now on a free cash flow level. I can add them to the list if you want me to make a quick review.

Thank you for the response! I didnt look into free cash flow levels much. I thought they were pretty good… P/E ratio is also relatively low for this market. EPS is good. They pay 3% dividends. Also i dont have that much insight into the stocks, as you 😅. And i dont think that you can compare porsche with bmw, merc, … stock. You should compare it to ferrari. And you can see that ferrari is overvalued quite a lot. Porsche also has a partnership with apple, with the upcoming next gen apple car play.

@ninoraner1779 To be fair, I haven’t looked that much into them. I will add them to the list and will dig a bit deeper. I am curious what is behind that difference in net income and free cash flow 🤔

Shady stuff 🤣 Thank you for adding it to the list!

@@ninoraner1779 i would never buy that company, ownership structure and company organisaiton are huge risks you can not calculate.

Thank you! I also don’t expect much to happen in the short-term. Definitely a long-term play for me

I'd like to see that price as well 😁

Thank you for watching! Much appreciated! 🙌

Yep, I think commodity companies (especially iron) should be approached carefully now. All look great at the peak, of course 😉

@@Investing_With_Andrew Yes, in fact, it is not the best time to expose yourself

Thank you for the comment and the suggestion. True, this is unfortunately a very competitive industry and we can’t know how things will evolve. But still, it remains a good one to keep on the watchlist

@@Investing_With_Andrew Yes, certainly interesting and it would also be nice if you were able to make more in-depth videos on them, earnings will be due in 10 days, it will be interesting to see what the management will say and how they are performing in this difficult period

However, I really like this format in which you present various companies recommended by the channel and, if necessary, delve into the most interesting ones. In recent days I was seeing McDonald's, they too are in a bit of a difficult period and the shares are a bit down and perhaps a buying opportunity could be created. I've found some things I don't really like about them, but they still have a really strong, well-established brand. It would be great if you could make a video about them

Today, nobody. But who knows what the future holds 🫣

I can add one to the list. Thank you!

Thank you for the comment! Indeed, value is harder to find lately than even half a year ago. I'm generally not a fan of bonds since they have limited potential, but in this market, they offer a pretty attractive yield. Still, I prefer taking a bit higher risk for better potential. I'm already developing positions into higher-yield stocks like O, OHI, T, etc. preparing for a potential hike thanks to rate cuts in the following years while enjoying the 5.5%+ dividends. Regarding value, I really like WBD lately - working on a video for tomorrow (hopefully) since I bought some very recently.

Thank you for your work. I prefer this a lot over single company analysis, if indeed the really attractive ones can have a detailed follow-up (if found among the set, and appears to be near buy pricing).

Thank you! I am curious how this series will perform and if others will like it as well. We’ll see 🙌

Thank you! Much appreciated! 🙂

Thank you! These are very hard to answer, and unfortunately, we can only guess. It's impossible to know for sure. I think Chile would be neutral, indeed. Australia might be in a tough spot though since they would probably lose either way if they join. I haven't heard about the new lithium thing, sounds very interesting. There were also 2 very big lithium deposits discovered recently, including one in North America if I remember correctly. Again proving that lithium is not that rare - it's mostly a matter of it being worth to mine for the cost.

Thank you for the comment! Neither is perfect. I don’t like using the EV in the valuation and I don’t find the metric that good in general. It is terrible in some cases (think about a REIT, which typically has very little cash - as it depends on issuing shares and future rent - and huge amounts of debt).

​@@Investing_With_Andrewhmm never thought of that angle but just to double down on my point real estate is able to generate income from that debt measured by the metric ROIC.Currently WBD ROIC is negative though so that debt is not actually good debts when compared to real estate or banks.Regardless ,not disagreeing with your main points in the video just curious on the approach at different angles.

@leeheemeng3799 no worries! Well, for WBD some of the debt was indeed AT&T trying to clean its balance sheet a bit, so it’s not the best, although some of their assets (especially the IPs and their potential which aren’t included in any metric) could be worth a lot more for a company like Amazon for example. For WBD in particular, the EV can be improved in a few years if they keep up the debt repayments like they do now. I prefer comparing the FCF to the market cap because it is easier to see a potential dividend/buyback yield after debt/interest payments. The EV is better from an acquisition angle.

Thank you! I added them to the list and will cover in the near future. Hershey's is a solid one. Should probably keep delivering OK results like 8-10%. Seems valued similarly to Nestle and the others. Although, I'm not a fan of the valuation. They have about $1.6 bil in equity valued at almost $42 bil. I am not sure about Comcast. They seem fairly valued. They have powerful assets, but I prefer Warner Bros at these prices.

Thank you! I agree, Lululemon is interesting. I have a segment coming about it probably next week.

​@@Investing_With_AndrewGreat Andrew, can't wait to hear what you think of lululemon

Hey! Just letting you know that I posted a video about them and other subscriber-recommended stocks :)

@@Investing_With_Andrew Just saw Andrew, thank you very much

Thank you! Indeed, I also like Total

@@Investing_With_Andrew Also interesting is the story that the management is considering the idea of ​​a primary listing in New York, mainly due to the fact that the multiples are depressed compared to American companies (Exxon, Chevron, etc...), I don't know if you had read regard

I saw after publishing the video. It's interesting

@@Investing_With_Andrew yes very interesting

However, as regards the entire sector, it is also interesting to see the evolution of natural gas and LNG prices, total for example is very exposed to LNG and the supply is expected to increase in the coming years (as a substitute for coal), so I think Total, but also the entire sector in general, can benefit from this

Thank you! Glad you liked it 😉

Thank you! I like PB as well. Probably the best play for dividends if bought during the lows of the cycle. They tend to be valued pretty low compared to American counterparts, so the free cash flow ratios are always low in good times. Can even pay over 50% dividends in good years if bought during the very low points.

I like them. Cheap natural gas in North America should have long-term potential. Monthly dividends are also nice. They seem fairly valued based on free cash flow and balance sheet, similar to the oil stocks in this video

PKN Orlen bought up most Lukoil gas stations in my area (Hungary-Romania). Not the same as these but worth a look?

@lazfrombudapest8053 I see the CAPEX increasing a lot (like 5 times since 2020). Could be interesting to see where these investments will lead 👍

Added on the list to cover in the future

I see another 5-6% hike in pre-market today after the 16% jump from yesterday 😅

I'm waiting too. Got my eye on several potentially great ones 😉

Same for me

Thank you! Much appreciated! 🙌

Thank you for watching! I'd prefer if O and OHI fell back to when the yields were ~6.5% and 11%, of course, but at least I am happy with how much I bought at the lower prices. Same for MPW. I'm eager to see how the Steward bankruptcy process evolves.

Thank you for the comment! Yes, growth potential is also my main concern. They can do it in a few ways, but it becomes harder and harder every year.