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Nice stock performance over the years for sure. I’d buy this after a crash

Tras h stock

Nice video

18% margin is too conservative in the end. idd be looking at 20-25. also, their free cashflow guidance was 450-470 milllion this year. if u grow that at like 10-17% (reduction in percentage each year) and with an excit multiple of 25 times free cashflow it will be a more reliable model for this company

Stracke Bridge

Quitzon Field

Yet they are trading at 468 and trending higher. Your fundamental analysis is great. However, don't exclude technicals. They're telling another story.

it costs a lot of money to get gold or silver out of the ground. This ain't like going to the beach and making sand castles. Silver is being artificially suppressed right now. The NEED for silver is much higher today than it was 12 years ago when silver was $50/oz. At $50/oz the profit margins will increase but how can any mining company make $ if the big banks are manipulating the Futures??? Also, what isn't cyclical? I say hang in there and wait until people do realize FIAT currencies are in trouble and Governments keep buying the "commodities" . Bitcoin will see a similar path. Silver has industrial use as well, unlike gold or Bitcoin. I would invest in All 3 for various reasons. I don't stack bc commissions are crazy and storage fees too. Buy some stock and ETF. The stocks offer leverage bc when Silver finally goes up to where it should be, the margins of AG will be better return than just the pure Silver play. Same with Gold. Oil has same cyclical nature and lots of hanky panky manipulation too. Investing isn't as random as one may think. Lots of Big Money manipulation. You just gotta be patient, believe and be on the right side of the manipulation. Build a position gradually in Silver. One day it will get back to $50/oz or more where it should be and miners will make good money. I am not a dealer. Just a retail guy but this much I know. FIAT currency and nat'l debt and the Industrial need for silver will get it back up. I am not into charts. Far more art than science. If you believe in the thesis that will make Gold or Bitcoin to Silver rise then dollar cost average into these assets. If you don't believe in the thesis, find something else. These assets are like an Insurance policy against all the non-sense going on with policy, fiat currency and inflation.

Waters Greens

What will happen if price of gold silver will fall 30? Bankruptcy

Motorola is doomed. If your technology is used by western governments like israel for terrorist attacks on civilians, your company is doomed. Word will out about how involved motorola was in granting access to their supply chain, which allowed the pager attack in Lebanon yesterday. This one attack, which killed a ten-year old and injured thousads, including healthcare workers, is also likely to impact the global markets of western tech companies in general. Sure, call it paranoia, but finally trust is a critical -- if under-acknowledged -- part of commerce.

Worth looking into with lowering interest rates

nice analysis

Thank you

Lewis Joseph Thompson Angela Johnson Daniel

Oral Freeway

Robinson Joseph Hall Robert Brown Christopher

New subscriber! Hope to see more from you. What I see I like the deep dive and the strong critique. This stock is up to $223 today but probably based on buybacks.

Thompson Betty Thomas Frank Thomas Sarah

Wilson Thomas Gonzalez Scott Anderson Ruth

Net debt is $7.3billion on the latest balance sheet

As long as they can get what they say their assets are worth. They pay the bond holders first and then the shareholders get the rest. You wouldn’t have to do anything. The stock would be gone and cash would take its place

you said "most likely this company will not fall below 4$, if it did, they could liquidate the company and make money" i've only been in markets 2 years, please answer my question if you'd be so kind: specifically this company, but maybe also generally as well; what would be the effect to the stock price if company were to get liquidated? would it spike up leaving investors a chance to exit?

Isn't the share price at around GBP 40?

Keep posting brother!

Small fish in a big pond will grow into a healthy Carp

I believe the current price/ratios are due to the expected short term decline of sales + the costly transition to EV for the company(as per ceo they are behind on that area)

Nicee!! It would be nice to do a short comparisons with competitors!! Thank youu

They have a mine that's coming online that will increase their silver production... the chart moves on its own path regardless of silver and plays catchup usually catching people off guard, if you know how to "read" FMS chart then it is massively profitable like yesterday. silver moves down= exaggerated FMS downward stock movement, the turn around in key areas is explosive, patience is key, too early and a lot of whining happens

Not sure where to request stock analysis, but wondering if you could take a look at MP Materials (rare earths)

I doubled down, be greedy when other are fearful ;)

Woud love to hear you discuss about the companies' moats or whether they have a moat. Also, what were the new products you mentioned that Spotify came out with?

Carnival got done by COVID, a lot of companies did, the Key here is, they survived, they are getting out of debt bit by bit, it's going to take a while, but i believe seriously it's a double or triple opportunity in 2-3 years time, just bought at 16$ and not even scared about it

Good video, young man. Just as a note, if you're going to be speaking to the public, aka making y.t. videos. Learn to say, ummm, like & and as little as possible. Don't rush to get the words out. Good work. I wish you the best of luck.

CP acquired Kansas City Southern Railway in April 2023.

I’m having trouble understanding the exit multiples you use for your valuation models in a lot of your videos. You usually select multiples ranging from 15-25 but that kind of feels arbitrary when some of the securities you’re analyzing have +10 years of multiples in the 30’s and 40’s. I understand the need for conservatism but at that point why not move up the discount rate along with the multiple assumptions. Genuine question, love your content, there’s a lot to like in the analysis you do

Love the straightforward analysis and modeling. Doing my own assessment of this business it also feels like I’m missing something, hearing you at the end made me feel like less of a schizo

Could you do BMY

I haven't went wrong on waste management don't sleep on waste management i have been buying and holding waste management stocks 2012 around that time frame 56 dollars a share glad i didn't listen to people saying they over valued and stay away 1.300 shares and they now at 204 a share consistent dividends a good reason proof company pandemic hit they dropped to 93 a share i jumped and brought more now look at their price you the olny person i here saying stay away not even bill gates who owns 35 million shares of this company

This has to be the BUY of the year. What am I missing?

Meanwhile Petro dollar deal is over. Better have something other than Rothschild bucks and stonks.

My average cost is $11.66/share. The dividend gives a solid return, currently.

Since my recommendation it has appreciated quite nicely. I hope some traders have benefited from it.

Thank you man

It's refreshing to hear someone finally talk about fundamentals. Tired of all these fake investors pumping everything

Can you look at CPNG

Great video! Thank you very much 🙏🏽

Carnival is on track to pay off ALL its high interest debt it obtained during COVID in less than 5 years and that is why they are showing lower numbers. In fact, they are rolling in income but it is hidden with LARGE debt payments. The boats are also packed with guests and they charge more for a cruise. CCL is going up as are most all cruise lines right now due to the COVID lockdowns and the fact people are now getting out and cruising in larger numbers than ever.

Nobody ever makes new content for this stock so it seems I'll be watching this video again for the third time.

Hi, thank you for those! Could you make PAYC?