Isn't $PBR supposed to radically cut the dividend, which only replicates the energy crisis/bubble situation? Without the dividend, it's not that interesting a company to me. Similar to $ZIM.
Otherwise I'll ask how do you see this company in terms of growth, the dividend is royal and now I'm not sure but so far even with their payout there are somehow no problems but the last days it has been growing quite and it's at $13 $PBR which is quite a lot, I have it in the plus so I'm thinking to sell and wait until it drops again and I would buy it $PBR-A
Anyone holding $VALE? It made me happy for quite a long time, but now it keeps dropping and the divi cut came too. What is your thesis on this company?
Hey I'm primarily a stockpicker, but ETFs have been pretty popular lately and I'm kind of curious if you buy anything other than the S&P. What ETFs do you have? What % of your portfolio are they and do you focus more on sector or geography? 🤔
I keep ETFs somewhere around 50-60% of my overall portfolio as a sort of safe and quality savings and am currently looking at buying BSE Sensex ETFs as well.
So I felt like Warren Buffett for a while today. I drank a CocaCola and realized that it actually brings me several hundred dollars a year in dividends in addition to tasting pretty good. And that got me thinking - do you use the product of a company whose stock you own? And do you have a stock that you bought as a heartland because of the product? For me, it's like this with $... Read more
It's the weekend and that means it's time to think about where I'm going to invest some of my free cash in the next week. The choice this time will probably fall on $NLY. What do you plan to buy next week? Or maybe sell?!
AI and the progress around it is totally cool, but the market doesn't seem to understand that it will start to take a few years to invent 😀