Shares of $MSTR have lost a large part of their value in recent months and are now about 60% below their all-time high. It's definitely risky, but I'm thinking about opening a small speculative position now because the valuation is really interesting.
LyondellBasell ($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.
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Shares of $MSTR have lost a large part of their value in recent months and are now about 60% below their all-time high. It's definitely risky, but I'm thinking about opening a small speculative position now because the valuation is really interesting.
Is anyone else buying shares of $MSTR right now?
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It's a big speculative bet, but if BTC goes up, this will too. I bought 2 shares :)
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11% dividend?
LyondellBasell ($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
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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.
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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
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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.