hello Sven, Johnson&Johnson just hit a 52 week low and is trading with a 20 Pe ratio; a video about it would be cool. Thank you for all the info and help you provide
hi Sven, REITs are some of the most punished stocks for the rate situation, could look at some of the high-quality ones like Prologis, Rexford, Alexandria, Crown Castle. Also a video about the insurers like UnitedHealt or Molina would be interesting
if rates stay high, REITs will suffer even more - the key is to see what is priced in - but yes, could make an interesting vid! Thanks! Insurance th-cam.com/video/EMhoCEYSa6o/w-d-xo.html
The big issue with cocoa is that the cocoa trees take at least 4 years to bear fruits, so if there is a real supply crunch there will also be a significant lag between the time when high prices incentivize new investments, and when those investments become actually producing. This makes cocoa somewhat similar to hard commodities rather than other soft commodities.
if gov bonds go to 8%, should one even try to buy stocks? personal risk reward yes of course but it strikes me that the higher the rates the higher expertise u need in stocks. how should one think about it ?
It's a wonderful company at a fair price. Hershey has a strong brand moat. Just ask any American. That means it's likely it will trade at a premium. It's a compounder 11% annually without the dividend, ROIC 14% annually over 10 years, 10% divi increase annually. That means if you buy at fair value, you're likely looking at 11-14% annual returns. The cocoa price spike is just a temporary event that allows the intelligent investor to purchase this company at a fair price without the premium. Can it drop another 20-30%? Sure. But 5 years from now you're probably looking at market beating returns over 10% annually.
Appreciate the analysis. The problem, IMO, is that waiting for this stock to become visibly cheap likely means you never own HSY. Outside a few brief moments, the PE is at a 30 year low. P/B hasn't been this low since 2005. The idea it has 50% more downside, with cocoa prices where they and likely a psychological GLP-1 overhang, makes me think the pivot is likely near.
Hi Sven, would love to see a mc Donald’s video. You did one on Starbucks and a comparison would be great. Think they are also not to expensive but much more stable thanks to the properties
Hi Sven, Is there the possibility of seeing how the companies you research performed from the moment you considered them undervalued with your analysis to the moment in which you considered that the risk/return ratio was no longer favourable? it would be important for those who are thinking of purchasing access to your platform
Hello Sven! Thank you for this videos of so much value Could you make a video of CVS? It looks a really interesnting option as a value investor Thank you
Hi Sven, love your work. 6 months ago you said Dr Martens was one of the 7 better options from the FTSE. It is down a further 45% since then. PE was 10.7 and is now 7.2. Feels like an overreaction to underperforming US sales. Please can you let us know your thoughts?
What about Unilever at this point? They have recently put a new CEO in place which want to increase margins and profitabilty And maybe spin off (or sell) their Ice cream division (the least profitable division) On top of that they have better valuation ratios than Nestle and Hershey However to me it's around at a fair price with 10% discount rate
GOOD content! My spouse and I are adding a variety of stocks/ETF to my present holdings for the long term, We've set aside $250k to start following inflation-indexed bonds and stocks of companies with solid cash flows, I believe it is a good time to capitalize on the market for long-term gains, but it wouldn't hurt to know means of actualizing short term profit.
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.
I actually subscribed for a few trading courses but it didn't help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your adviser
Monica Shawn Marti is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Kit Kat is by Nestle I thought. And it is, but not in the US. There it is from Hershey. 🙂 Btw. at 09:00 the stock is actually still within its long-term uptrend right at the lower end considering technical analysis. If the trend breaks people might panic sell which will be a good opportunity here.
Monica Shawn Marti is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
I like this. We should focus on value stocks like HSY. Incase if there is a market correction these stocks can drop further. I got bored when you started analyzing macro economic factors. Even Buffet said it is not worth analyzing macro economic factors. I like to see how you analyze Nestles. It is another good company which will prevail as far as human civilization prevails. Thanks
We don't know, when the cocoa prices are coming back to normal. But more important is that we don't know if these current prices are the new normal. Climate change won't leave soon.
if you see the actual amount of cocoa used in every chocolate bar, the impact on the snack price is almost negligible and you have the capacity to rise up the snack price and people will buy it anyway, so we are covered
The stock price hasn't moved since the futures skyrocketed so I think it's mostly just speculation in quite illiquid market and pricing should return to mean pretty quick. Also, this is irrelevant because only 0.01% of people think like me but I wont buy anything from Hershey after they went woke.
@@Value-Investing Very interesting short thesis from Edwin Dorsey from a couple of months ago: Feastable from Mister Beast will steal a lot of market share from Hershey. Christmas season will show whether this materializes :)
hello Sven, Johnson&Johnson just hit a 52 week low and is trading with a 20 Pe ratio; a video about it would be cool. Thank you for all the info and help you provide
hi Sven, REITs are some of the most punished stocks for the rate situation, could look at some of the high-quality ones like Prologis, Rexford, Alexandria, Crown Castle. Also a video about the insurers like UnitedHealt or Molina would be interesting
if rates stay high, REITs will suffer even more - the key is to see what is priced in - but yes, could make an interesting vid! Thanks!
Insurance th-cam.com/video/EMhoCEYSa6o/w-d-xo.html
The big issue with cocoa is that the cocoa trees take at least 4 years to bear fruits, so if there is a real supply crunch there will also be a significant lag between the time when high prices incentivize new investments, and when those investments become actually producing.
This makes cocoa somewhat similar to hard commodities rather than other soft commodities.
thanks for sharing
“If there is a real supply crunch” I don’t know the answer but I think this is an interesting question here.
Thank you for taking the time to share your knowledge with us Sven 🙏🏼
happy to hear that!
Hi Sven, what do you think about Lindt? I think it is a very good brand, but it seems similarly pricy like Hershey.
You said it
Look at Barry Callebaut. In a big restructuring, very volatile the last 4 weeks.
Love your content man. Maybe it's time to do an update on Testla. What do you think ?
if gov bonds go to 8%, should one even try to buy stocks?
personal risk reward yes of course but it strikes me that the higher the rates the higher expertise u need in stocks.
how should one think about it ?
you can't predict where will rates go - but it is also about inflation, not just rates!
It's a wonderful company at a fair price. Hershey has a strong brand moat. Just ask any American. That means it's likely it will trade at a premium. It's a compounder 11% annually without the dividend, ROIC 14% annually over 10 years, 10% divi increase annually. That means if you buy at fair value, you're likely looking at 11-14% annual returns. The cocoa price spike is just a temporary event that allows the intelligent investor to purchase this company at a fair price without the premium. Can it drop another 20-30%? Sure. But 5 years from now you're probably looking at market beating returns over 10% annually.
Thanks for the analysis. The cocoa price graph is shocking. Is it just me or have many other commodities markets also been peculiar in recent years? 🤔
Appreciate the analysis. The problem, IMO, is that waiting for this stock to become visibly cheap likely means you never own HSY. Outside a few brief moments, the PE is at a 30 year low. P/B hasn't been this low since 2005. The idea it has 50% more downside, with cocoa prices where they and likely a psychological GLP-1 overhang, makes me think the pivot is likely near.
Hi Sven, would love to see a mc Donald’s video. You did one on Starbucks and a comparison would be great. Think they are also not to expensive but much more stable thanks to the properties
Great suggestion!
Great suggestion! Have you ever seen an empty McDonalds store? It is a money printing machine!
Hi Sven, Is there the possibility of seeing how the companies you research performed from the moment you considered them undervalued with your analysis to the moment in which you considered that the risk/return ratio was no longer favourable? it would be important for those who are thinking of purchasing access to your platform
Hello Sven! Thank you for this videos of so much value
Could you make a video of CVS? It looks a really interesnting option as a value investor
Thank you
I find it reasonable by management not to exaggerate buybacks concerning elevated valuations in the past years.
Hi Sven, love your work. 6 months ago you said Dr Martens was one of the 7 better options from the FTSE. It is down a further 45% since then. PE was 10.7 and is now 7.2. Feels like an overreaction to underperforming US sales. Please can you let us know your thoughts?
Nomadfood! Nobody talks about this company but it’s real undervalued
thanks for sharing
What about Unilever at this point?
They have recently put a new CEO in place which want to increase margins and profitabilty
And maybe spin off (or sell) their Ice cream division (the least profitable division)
On top of that they have better valuation ratios than Nestle and Hershey
However to me it's around at a fair price with 10% discount rate
ah, all these companies have bad governance in Europe
Hi Sven,can you check ANTA spots product?
I am not that into sports and fashion :-(
GOOD content! My spouse and I are adding a variety of stocks/ETF to my present holdings for the long term, We've set aside $250k to start following inflation-indexed bonds and stocks of companies with solid cash flows, I believe it is a good time to capitalize on the market for long-term gains, but it wouldn't hurt to know means of actualizing short term profit.
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.
i agree with you. I couldn't have done it alone without an advisor
I actually subscribed for a few trading courses but it didn't help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your adviser
Monica Shawn Marti is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Thank you for this amazing tip. I just looked the name up, wrote her explaining my financial market goals and scheduled a call
What about Mondelez?
thanks for the suggestion
Kit Kat is by Nestle I thought. And it is, but not in the US. There it is from Hershey. 🙂 Btw. at 09:00 the stock is actually still within its long-term uptrend right at the lower end considering technical analysis. If the trend breaks people might panic sell which will be a good opportunity here.
thanks for sharing!
It's amazing how many you tube dividend channels say this is a good buy after the current decline. I just can't bring myself to buy at this valuation.
thanks for sharing
Monica Shawn Marti is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
🥇
:-)
Google shows a higher P/E than Macrotrends and Yahoo (around 20). I think Google is wrong.
thanks for sharing!
I like this. We should focus on value stocks like HSY. Incase if there is a market correction these stocks can drop further. I got bored when you started analyzing macro economic factors. Even Buffet said it is not worth analyzing macro economic factors. I like to see how you analyze Nestles. It is another good company which will prevail as far as human civilization prevails. Thanks
thanks for sharing
UK, Belgium or Swiss chocolate tastes nice; Hershy doesn't.
It's not a matter of taste. It's a matter of ROI.
:-)))
We don't know, when the cocoa prices are coming back to normal. But more important is that we don't know if these current prices are the new normal. Climate change won't leave soon.
thanks for sharing
In a dip like Nestle.
Problem with Nestle is that they are not ethical company and controversies are keeping poping up. Just keep in mind if u want to use a dip
Thanks for sharing
Gonzalez Eric Martinez Frank Harris Brenda
Is Hershey even chocolate?
it is sugar
No, it's absolutely disgusting
Tastes like 🤮to me yet other people love it.
😎
:-)
anything with chocolat i would avoid atm with cocoa prices.
if you see the actual amount of cocoa used in every chocolate bar, the impact on the snack price is almost negligible and you have the capacity to rise up the snack price and people will buy it anyway, so we are covered
thanks for sharing
🗽 Gold is down today.... soon a buy?
Eat more cashew nuts... that is more healthy, than expensive chocolate.
.
:-)))
The stock price hasn't moved since the futures skyrocketed so I think it's mostly just speculation in quite illiquid market and pricing should return to mean pretty quick. Also, this is irrelevant because only 0.01% of people think like me but I wont buy anything from Hershey after they went woke.
"Went woke" 😅 Ridiculous, what does that even mean? 😄
No one knows, some people woke up at 6 others at 10. I myself woke at 7. Its all subjective.
@@dredoctor8271 Personally, I prefer sleeping all day. Thats why I hate companies that woke.
yes, the management says the price has detached from fundamentals - cocoa
@mellowmarkable You know exactly what that means
Who still eat Hershey’s chocolate
:-)
@@Value-Investing Very interesting short thesis from Edwin Dorsey from a couple of months ago: Feastable from Mister Beast will steal a lot of market share from Hershey. Christmas season will show whether this materializes :)
@@Value-Investing I really enjoy your videos. Just wanted to make a no-brainer comment
stocks alway become interesting after it got pumped up. less were interested when it was a boring company 😏
:-)
I short HSY
:-) Have fun!
Ah yes, Hershey's, everyone's favourite sh*t-flavoured chocolate company.
haha
If the average consumer would listen to conference calls, there would be riots.
hahaha, good one!
greedy
thanks for sharing