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Brandon Beylo
Well.
It’s been a fun ride, silver bulls.
Fun while it lasted, that is. https://t.co/lBGH5So8Vf
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Well.
It’s been a fun ride, silver bulls.
Fun while it lasted, that is. https://t.co/lBGH5So8Vf
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The Long Investor
Correction I agree with but largest recession since 1929?…I find this difficult to comprehend.
The 1929 stock market was the equivalent of the Wild West with no regulation, the SEC was only formed after this crash too.
We have been preparing for an ABC correction but a crash to the same magnitude as 1929 or ‘08 I am not seeing.
But I can’t ignore that something is brewing
Rising Commodities prices, national debt, credit card debt, defaults and the challenge to the US dollar are significant threats right now.
$SPY $SPX
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Correction I agree with but largest recession since 1929?…I find this difficult to comprehend.
The 1929 stock market was the equivalent of the Wild West with no regulation, the SEC was only formed after this crash too.
We have been preparing for an ABC correction but a crash to the same magnitude as 1929 or ‘08 I am not seeing.
But I can’t ignore that something is brewing
Rising Commodities prices, national debt, credit card debt, defaults and the challenge to the US dollar are significant threats right now.
$SPY $SPX
REMEMBER!!!
At the End of this #BlowOffTop awaits the LARGEST RECESSION SINCE 1929!
But first we go higher until Q3🚀 tweet
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Offshore
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Offshore
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Hidden Value Gems
Someone also noticed the value in $RKT.L
Activist investor Eminence Capital has built over 0.5% stake, expected to push for the sale of the Baby formula division.
Eminence also believed Reckitt’s management could do more to improve operating margins, which have shrunk in recent years.
“Other activist investors were also circling Reckitt, according to people familiar with the matter, with investors believing that the fallout from the Illinois jury’s verdict had disproportionately weighed down its stock price.”
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Someone also noticed the value in $RKT.L
Activist investor Eminence Capital has built over 0.5% stake, expected to push for the sale of the Baby formula division.
Eminence also believed Reckitt’s management could do more to improve operating margins, which have shrunk in recent years.
“Other activist investors were also circling Reckitt, according to people familiar with the matter, with investors believing that the fallout from the Illinois jury’s verdict had disproportionately weighed down its stock price.”
My latest Monthly Stock Idea Lab focuses on 4 best ideas I researched last month.
The first one is Reckitt Benckiser $RKT.L $RBGLY
✅It is a 200-year global FMCG player focused on Health, Hygiene and Nutrition. The company has recently encountered a series of issues, which should be temporary.
✅This has created an interesting opportunity as the stock is down 42% from 2020 peak (down 17% YTD) and is trading at just 14.7x fwd PE.
✅The company has outperformed peers like $PG $UL $NSRGY delivering better growth and higher margins, but is trading at a 35% discount.
✅If the company can put its recent problems behind and the market regains confidence in the business, there is no reason why Reckitt should not re-rate to a peer average level of 20x P/E (similar to its historical avg). Combined with 400p dividends over two years, there could be over 60% upside (assuming 5% EPS growth). tweet
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Hidden Value Gems
“The MSCI China ETF $MCHI is now outperforming the S&P 500 ETF $SPY on the year after rallying over 30% from its low in January.”
h/t @charliebilello https://t.co/q66xm0Do1v
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“The MSCI China ETF $MCHI is now outperforming the S&P 500 ETF $SPY on the year after rallying over 30% from its low in January.”
h/t @charliebilello https://t.co/q66xm0Do1v
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