LyondellBasell ($LYB) is today viewed as a company that links the traditional chemical industry with the need for a modern transformation toward sustainability and the circular economy. Analytical views have long agreed that the firm primarily benefits from its deep technological base in the field of polymers. Production capacity, process efficiency, and the... Read more
I sold this about three years ago for just over $90 — that's quite a drop :) Similar companies fortunately don't appeal to me at all anymore; I don't see any big moat there, for example compared to DOW. The dividend is irrelevant here: the stock would be -50% over 10 years without it and -12% with it. The payout ratio has been quite high in recent years, growth fairly average, and if it weren't for that special dividend I wouldn't have made much from it.
The question of which sector is the most undervalued in the market today is coming up more and more often. After the strong rise in technology and AI, investors are starting to look at industries that have been outside the main spotlight, even though their fundamentals look solid. The first candidate is energy, which, despite very strong cash flows and stable... Read more
I'm still watching it, but I'm not very convinced. The idea that REITs will grow has been floating around for several years now, and they still haven't shown any meaningful growth—even despite this year's interest rate cuts... so I'm staying away from them.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Analysts Stay Bullish: Price Targets Signal a Potential 65% Upside
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
End-of-Year Showdown: Markets Face Either Breakout or Breakdown in December
11% dividend?
LyondellBasell ($LYB) is today viewed as a company that links the traditional chemical industry with the need for a modern transformation toward sustainability and the circular economy. Analytical views have long agreed that the firm primarily benefits from its deep technological base in the field of polymers. Production capacity, process efficiency, and the...
Read more
Zobrazit další komentáře
I sold this about three years ago for just over $90 — that's quite a drop :) Similar companies fortunately don't appeal to me at all anymore; I don't see any big moat there, for example compared to DOW. The dividend is irrelevant here: the stock would be -50% over 10 years without it and -12% with it. The payout ratio has been quite high in recent years, growth fairly average, and if it weren't for that special dividend I wouldn't have made much from it.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
A Dividend Raise That Defies the Market: What a 14% Hike Really Signals
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
When the System Fails: How a Data Center Blackout Brought Futures Trading to a Halt
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Robinhood Sets Its Sights on Prediction Markets Power Play
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
S&P 500 on the Verge of a Historic Breakout: Why Analysts Believe 8,000 Points May Arrive Sooner Than Expected
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
As the Market Runs for the Exit, Cathie Wood Doubles Down: What Does She See?
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
A New Era for the Fed: The Battle for America’s Most Influential Economic Seat Intensifies
Undervalued sector?
The question of which sector is the most undervalued in the market today is coming up more and more often. After the strong rise in technology and AI, investors are starting to look at industries that have been outside the main spotlight, even though their fundamentals look solid. The first candidate is energy, which, despite very strong cash flows and stable...
Read more
Zobrazit další komentáře
I'm still watching it, but I'm not very convinced. The idea that REITs will grow has been floating around for several years now, and they still haven't shown any meaningful growth—even despite this year's interest rate cuts... so I'm staying away from them.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
BAT Bets Big on Smokeless: U.S. Momentum Hints at a Market Rebound
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Investors Face Unseen Risk as S&P 500 Forward P/E Hits Rare High
Amazon $AMZN announced another massive investment in artificial intelligence! Shares are rallying in response!
...Read more
Zobrazit další komentáře
$AMZN is one of my larger positions, and despite great results and big investments, it still bothers me a bit that its performance is low.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Europe Loses Patience: Transatlantic Trade Truce with USA on Shaky Ground
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
A Dividend Near 6% Built on Cash Flow Strength