Brief Summary
The video discusses current market opportunities amidst global crises, emphasizing a value investing approach. It highlights potential investments in German and US stocks, including Allianz, Deutsche Bank, and Bank of America, alongside sectors like oil and consumer goods. The speaker shares his investment strategy, focusing on long-term holds and dividend yields, while also touching on speculative opportunities like Bike24. He underscores the importance of staying calm during market volatility and diversifying investments to achieve financial freedom.
- Value investing approach during crises
- Focus on dividend yields and long-term holds
- Diversification to mitigate risks
- Importance of staying calm during market volatility
Intro: Market Opportunities Amidst Global Crises
The speaker addresses the current global tensions, particularly between Israel and Iran, noting that such crises often present buying opportunities in the stock market for long-term value investors. Despite the worrying news, he believes tensions are easing and a peace plan might be negotiated. He emphasizes focusing on personal financial decisions rather than being swayed by uncontrollable political events.
German Stock Analysis: Allianz, Deutsche Bank, and Kommerzbank
The speaker identifies undervalued German stocks such as Allianz and Deutsche Bank. Allianz, a global corporation in the DAX, offers a high dividend yield and is not excessively valued. Deutsche Bank, despite past scandals, shows potential after cost-cutting measures and a strong first quarter. He also discusses the potential takeover of Kommerzbank by Unikredit, noting its increased stock price and uncertain acquisition.
US Bank Opportunities: Bank of America, Welsfago, and City Group
The speaker shifts focus to the US, highlighting Bank of America as a relatively inexpensive stock with a good dividend, noting Warren Buffett's significant investment. He mentions Welsfago and City Group, with City Group trading below book value, similar to Deutsche Bank. He finds Deutsche Bank particularly interesting within the DAX.
Oil Values and European Giants: Exon, Chefrund, Shell, and BP
The discussion moves to oil values, with the speaker maintaining long-term investments in Exon and Chefrund due to their high dividend payments. He suggests considering European options like Shell and BP, with BP potentially being a takeover target. He reiterates the abundance of buying opportunities, emphasizing that Allianz is not overly expensive based on its P/E ratio.
Deutsche Bank's Long-Term Potential and Allianz's Valuation
The speaker revisits Deutsche Bank, highlighting its long-term chart and current low price of $28 on the New York Stock Exchange. Despite past crises and scandals, the bank has completed cost-cutting programs and is regaining market presence, though it has become smaller compared to major US banks. He clarifies that Allianz is not expensive in terms of its P/E ratio, which is around 12, with a dividend of 4.8%.
Turnaround Speculation: Bike 24 and McDonald's
The speaker discusses Bike 24, an online platform for buying bikes, as a turnaround speculation. Despite past problems, the company has stabilized, with the founder remaining a major shareholder. He also notes that McDonald's is trading at a favorable price, with branches worldwide and a 2.3% dividend yield.
JM Schmucker and Other Value Stocks: Villa Rohenbuch, Bisid, and Pandora
JM Schmucker, a food manufacturer, is presented as an interesting stock after a significant correction, offering a 4.5% dividend. The speaker also mentions Villa Rohenbuch, a German ceramics maker, and Bisid, a fashion jewelry retailer paying high dividends. Pandora, a costume jewelry retailer from Denmark, is also highlighted as a potential investment.
Estee Lauder and Alphabet: Opportunities After Price Drops
The speaker discusses Estee Lauder, noting the recent death of a major shareholder and the stock's potential for recovery after a crash. He also mentions Alphabet, highlighting staff reductions and investments in artificial intelligence, making it an attractive option for employees due to potential severance offers. Alphabet's P/E ratio is 20, and the company has no debt.
Smaller Businesses and DAX Giants: Bike 24, Bisu Briit, and Deutsche Telekom
The speaker suggests exploring smaller businesses like Bike 24 and Bisu Briit, alongside larger DAX companies. He mentions Deutsche Telekom as a cheap stock with a strong presence in the USA through T-Mobile US, offering a 3.3% dividend and a P/E ratio of 16.
Risky Ventures and Spirits Sector: Flying Taxis, Diago, and Anhäuser Busch
The speaker cautions against risky ventures like flying taxis, preferring proven business concepts. He discusses Diago, a spirits dealer affected by customs taxes, and suggests considering breweries like Heineken and Anhäuser Busch, the latter having suffered greatly and now offering a 1.6% dividend with a P/E of 18.
Medical Technology and Fintech: Thermofischer and PayPal
Thermofischer, a medical technology manufacturer, is presented as a potential investment after a price drop, with a P/E ratio of 23. PayPal, a large fintech company, is also mentioned as cheap with a P/E ratio of 16, despite not fully recovering from past crashes.
Proton Gamble and Brookfield: Solid Dividend Stocks
Proton Gamble, known for steady dividends and increasing them for over 50 years, is highlighted as a solid value, though demand has weakened. Brookfield, an infrastructure provider from Canada, is also mentioned as an interesting value.
Pizer and Texas Roadhouse: Opportunities After Setbacks
Pizer, a vaccine manufacturer, is presented as an opportunity after a stock price crash due to expensive takeovers and debt, now paying a 7% dividend. Texas Roadhouse, a steakhouse chain, is noted for its successful concept in the competitive gastronomy sector, paying a 1.5% dividend.
Telemedicine and Food Providers: Hims and HS, Kraft Heins, and Pool Basket
Hims and HS, a telemedicine provider, is discussed as a modern alternative to traditional doctor visits, specializing in mass topics like weight loss injections. Kraft Heins is mentioned as a portfolio hold despite not tasting good but paying a high dividend. Pool Basket, once a growth stock during the pandemic, is now worth a look after its stock price halved, with Berkshire Hathaway holding a 3-4% stake.
Logistics and Automobiles: Deutsche Post DHL and BYD
Deutsche Post DHL, a major logistics company, is presented as a valuable investment with a P/E ratio around 14, capable of adapting to economic slowdowns. BYD, an electric automobile manufacturer from China, is also mentioned as outperforming Tesla in many areas, with Berkshire Hathaway also involved.
Spirits and Food Delivery: Braun Forman, Cisco, and Adobe
Braun Forman, a spirits manufacturer, is discussed as having suffered from tariff problems and a weak outlook. Cisco, a food delivery company, is mentioned as a dividend machine that has suffered due to fewer restaurant visits. Adobe, a software provider, is highlighted as a turnaround opportunity after a collapse, with minimal debt and investments in AI.
Personal Investment Journey and Portfolio Overview
The speaker shares his personal journey to financial freedom, starting with small savings in stocks and now managing a portfolio worth 3.7 million, generating almost $50,000 in annual dividends. He emphasizes the importance of staying calm during crises and diversifying investments. His largest position is in Netflix, and he also holds ETFs like the S&P 500 from Fancard and Fangard Futzi All World.
Investment Strategies and Long-Term Growth
The speaker motivates viewers to build their own portfolios, emphasizing the stock market as an incredible return machine. He advises saving steadily, using a cost average approach, and staying calm during market fluctuations. He highlights that the stock market is better than savings accounts, building society savings, and life insurance in the long term.
Luxury Goods and Asset Management: LVMH and Blackrock
LVMH, the largest luxury provider, is discussed as a great growth stock that has also suffered, presenting an opportunity to increase holdings at lower prices. Blackrock, one of the largest asset managers, is also mentioned as a great investment with significant performance since 1999.
Health Insurance and Real Estate: United Health and Reality Income
United Health, the largest health insurer in the USA, is discussed as a turnaround opportunity after a profit warning and investigations, with the stock having halved from its peak. Reality Income, a popular REIT, is highlighted for its monthly dividends and steady dividend increases for 30 years, making it a dividend machine.
Financial Services and Insurance: Western Union and Progressive Corp
Western Union, a financial service provider, is discussed as having suffered due to fintech competition, with a low P/E ratio and high dividend. Progressive Corp, an insurance company, is presented as a cleverly positioned and well-developed company, strong in property insurance and with a recent increase in sales and dividends.
Data Analysis and Waste Management: Palantier and Waste Management
Palantier, a data analysis company working with the FBI and CIA, is mentioned as having developed gigantically, with Peter Tel invested. Waste Management, a garbage collection company, is highlighted as an important supplier with a business that never runs out of garbage, with Bill Gates as a big shareholder.
Insurance Brokers and Oil Suppliers: Arthur Keller and Petropras
Arthur Keller, an insurance broker, is discussed as a growth stock with a safe business model, though the P/E ratio is expensive. Petropras, an oil supplier from Brazil, is mentioned as a dividend payer with a high risk due to the country's development and state involvement.
Energy Drinks and Final Thoughts: Celsius and Closing Remarks
Celsius, an energy drink provider, is discussed as having recovered after a huge crash, with Pepsi involved and significant marketing efforts. The speaker concludes by thanking viewers for their ideas and subscriptions, encouraging them to stay updated and take care.
