Alex's Investment Thesis
Alex's Investment Thesis
  • Видео 31
  • Просмотров 20 078
Why I'm Not Investing In S&P500 (SPY)
In this video I explain why I'm not invested in the S&P500 (SPY). I begin from the more week and banal reasons and reasons number 3 and 4 are the true strong reasons. Some of the arguments apply to other ETFs also, some specific to SPY. Let me know what you think!
I had a huge problem with the audio of this video, I tried to fix it as much as I could, I'm sorry the audio is still off. Send me your love and support after dealing with it! Phew! :-D
My strategy with dividend stocks: ruclips.net/video/oh87VxvTfLI/видео.html
My entire dividends portfolio: ruclips.net/video/zJnsLILP8ug/видео.html
00:00 - Intro
02:23 - Reason #1
04:56 - Reason #2
19:30 - Reason #3
30:30 - Reason #4
41:46 - Counter Argume...
Просмотров: 1 225

Видео

Selling One Growth Stock And Buying Two Dividend Stocks
Просмотров 1,4 тыс.21 день назад
In this video I share one stock I'm selling with a mini-analysis of it, one stock I'm buying also with a mini-analysis and one that I'm incresing my position again in. My strategy with dividend stocks: ruclips.net/video/oh87VxvTfLI/видео.html My entire dividend portfolio: ruclips.net/video/zJnsLILP8ug/видео.html 00:00 - Intro 02:44 - Stock I'm Selling 19:53 - Stock I'm Buying 32:15 - Stock I'm ...
My Genuine Parts (GPC) put options stroke! What am I doing about it?
Просмотров 379Месяц назад
Note: I filmed this video a month ago but it's still relevant. The new naked put I sold already expired but I might sell a new one for the strike price of 115$. 2 months ago I analysed Genuine Parts (GPC) and concluded it was still not at an attractive price enough for me and sold 2 naked put options with a strike price at which I would be willing to buy the stock. Since then the price of the s...
Two Dividend Stocks I'm Buying in December 2024
Просмотров 2 тыс.Месяц назад
In this video I share two dividend stocks I'm buying in December 2024 both for their dividend and their small upside, therefore I think they are good opportunities. Very cool video by a cool channel on CPB: "Campbell's - Bigger Than You Know" by Company Man - ruclips.net/video/XIGibuwzCAI/видео.html My strategy with dividend stocks: ruclips.net/video/oh87VxvTfLI/видео.html My entire dividends p...
Taking Profits in Altria Group (MO) - Why I sold it and how much I made?
Просмотров 676Месяц назад
In this video I share why I sold Altria Group (MO), how does that fit my strategy with dividend stocks and how much did I gain. My strategy with dividend stocks: ruclips.net/video/oh87VxvTfLI/видео.html My entire dividends portfolio: ruclips.net/video/zJnsLILP8ug/видео.html 00:00 - Intro 00:40 - Why I sold Altria 05:33 - How much I made 08:42 - Conclusions I am not a financial or investment adv...
Checking out stocks requested by subscribers
Просмотров 780Месяц назад
I check out and giving my first impressions and opinion about stocks suggested by subscribers. My strategy with dividend stocks: ruclips.net/video/oh87VxvTfLI/видео.html My entire dividends portfolio: ruclips.net/video/zJnsLILP8ug/видео.html 00:00 - Long Intro 03:32 - Stock #1 09:46 - Stock #2 17:00 - Stock #3 23:35 - Stock #4 29:22 - Stock #5 34:35 - Conclusions I am not a financial or investm...
Merck Stock Review - Suspicious Accounting, Patent Cliffs...
Просмотров 5492 месяца назад
Merck stock is down lately and seems on the surface like a nice buying oppotunity. In this video I discuss what is currently going on in Merck, historical growth and the long term headwinds. I also take a look at the suspicious adjustments the company is doing to its earnings. My strategy with dividend stocks: ruclips.net/video/oh87VxvTfLI/видео.html My entire dividends portfolio: ruclips.net/v...
Random Thoughts On Market Efficiency And Where Can We Find Opportunies In The Market
Просмотров 1482 месяца назад
A few of my thoughts on market efficiency and should we even try to beat the market. Are there opportunities in the stock market or are prices always efficient and reflect all the information that is publicy available about the comapny? I give 3 cases of the top of my head of opportunities. My strategy with dividend stocks: ruclips.net/video/oh87VxvTfLI/видео.html My entire dividend portfolio: ...
Pfizer (PFE) - Stock Review and Update - Is it a buy now?
Просмотров 1,4 тыс.2 месяца назад
Pfizer has recently raised it's guidance for the year while the stock remains at depressed levels. In this video I give an overview of what is currently going on with the business and check whether it's a good opportunity right now. To celebrate 200 subscribers suggest stocks for me to checkout on my next video here: ruclips.net/user/postUgkxmhSowpkoJEw-OaspnZyKnIrW5ugZrT8b My strategy with div...
Growth vs Value Investing - Is There a Difference?
Просмотров 2482 месяца назад
A discussion of the old debate whether growth and value investing are essenially the same or are those different investing strategies. I give my personal take and way to thing about it and quite a few examples. My strategy with dividend stocks: ruclips.net/video/oh87VxvTfLI/видео.html My entire dividend portfolio: ruclips.net/video/zJnsLILP8ug/видео.html 00:00 - Intro 01:40 - Classical growth v...
Why I Sold TC Energy (TRP) and South Bow (SOBO) after the spinoff
Просмотров 3292 месяца назад
A few videos ago I shared that I bought TC Energy Corp (TRP). Now I sold it and the SOBO shares I got after the spinoff. In this video I expain why I sold and how much did I profit from this quick trade. My video of when and why I bought TRP: ruclips.net/video/50qL5BcfH8M/видео.html My strategy with dividend stocks: ruclips.net/video/oh87VxvTfLI/видео.html My entire dividend portfolio: ruclips....
Evolution (EVVTY) Stock - Thoughts and Ponderings (+Brief mention of SVNLY)
Просмотров 7623 месяца назад
IMPORTANT NOTE: I forgot to mention in the video a very important point: that Evolution is a cyclical business! Growth will definitely slow in a recession and is already slowed a bit in the US in recent quarters, another reason the stock is down. On my quest to find a good stock in invest in the Swedish market I stumbled upon Evolution. Evolution has great financials but I have a few concerts w...
Amdocs (DOX) Stock Analysis - 2.2% yield, predictable revenue
Просмотров 2673 месяца назад
Amdocs (DOX) is serving mobile service providers with IT solutions and software. It has a predictable multi-year contracts recurring revenue, an impressive track record of growth and a nice dividend. In this video I go over the fundamentals and give my opinion, strategy and price target for the stock. My strategy with dividend stocks: ruclips.net/video/oh87VxvTfLI/видео.html My entire dividend ...
Reducing position in two dividend stocks
Просмотров 4923 месяца назад
In this video I share two dividend stocks in which I reduced my position as part of rebalancing my portfolio. The first one because it doesn't have much of upside left, it didn't have a lot of upside initially and I'm reducing it to the smallest position in my portfolio. The second one I'm up on somewhat and with limited upside left and a smaller dividend yield I decided to reduce it. My strate...
Genuine Parts (GPC) Stock Analysis - High quality, buying opportunity?
Просмотров 3403 месяца назад
Genuine Parts CO (GPC) is a dividend king with an impressive track record of growing earnings and a 2.9% dividend yield which seems to be a bit undervalued at the moment. I give a brief overview of the business, its growth, capital allocation, dividend and discuss whether its a good buying opportunity at the moment. My strategy with dividend stocks: ruclips.net/video/oh87VxvTfLI/видео.html My e...
Buying Realty Income (O) and TC Energy (TRP)
Просмотров 1,7 тыс.3 месяца назад
Buying Realty Income (O) and TC Energy (TRP)
United Parcel Services (UPS) Stock Analysis - Is it time to buy this 5% yielding blue chip?
Просмотров 6594 месяца назад
United Parcel Services (UPS) Stock Analysis - Is it time to buy this 5% yielding blue chip?
Conagra Brands (CAG) Stock Analysis - Financials, Headwinds, Valuation, Dividend
Просмотров 1934 месяца назад
Conagra Brands (CAG) Stock Analysis - Financials, Headwinds, Valuation, Dividend
Checking Out Water Utility Stocks & Buying Essential Utilities (WTRG)
Просмотров 2724 месяца назад
Checking Out Water Utility Stocks & Buying Essential Utilities (WTRG)
AES Corporation (AES) Stock Analysis - Impairing Shareholder Value, Suspicious Accounting
Просмотров 5144 месяца назад
AES Corporation (AES) Stock Analysis - Impairing Shareholder Value, Suspicious Accounting
My Entire Dividend Stocks Portfolio
Просмотров 4 тыс.5 месяцев назад
My Entire Dividend Stocks Portfolio
My Investing Strategy With Undervalued Dividend Stocks
Просмотров 2545 месяцев назад
My Investing Strategy With Undervalued Dividend Stocks
Why I’m Taking A Break From Value Investing
Просмотров 845 месяцев назад
Why I’m Taking A Break From Value Investing
My Biggest Value Investing Mistake - Researching Too Few Stocks
Просмотров 3725 месяцев назад
My Biggest Value Investing Mistake - Researching Too Few Stocks
SolarEdge (SEDG) Stock Update and Opinion
Просмотров 6075 месяцев назад
SolarEdge (SEDG) Stock Update and Opinion
Investing Mistakes I Made as a Beginner Value Investor
Просмотров 916 месяцев назад
Investing Mistakes I Made as a Beginner Value Investor
Douglas Dynamics (PLOW) Deep Stock Analysis - Fundamentals, Product, Headwinds, Valuation
Просмотров 9010 месяцев назад
Douglas Dynamics (PLOW) Deep Stock Analysis - Fundamentals, Product, Headwinds, Valuation
Canada Goose (GOOS) Deep Stock Analysis - Fundamentals, Financials, Management and Valuation
Просмотров 7511 месяцев назад
Canada Goose (GOOS) Deep Stock Analysis - Fundamentals, Financials, Management and Valuation
Pfizer (PFE) Dividend Stock Analysis
Просмотров 5311 месяцев назад
Pfizer (PFE) Dividend Stock Analysis
SolarEdge (SEDG) stock review - Short Term Update & Long Term Risks
Просмотров 120Год назад
SolarEdge (SEDG) stock review - Short Term Update & Long Term Risks