5 European Stocks with substantial dividends and 2 or even 3 stocks to buy!
0:00 European Stocks
0:59 Rubis
7:37 Veolia
11:33 E.ON
15:34 Devro
20:02 Adidas
25:27 Impact
Summary of what I do (Research Study Platform, Performance, Portfolios, Method).
YT Portfolio.
What is this channel everything about? Worth Investing:.
My 5 Core Stock Market Investing Beliefs.
My enthusiasm is to search for low danger high reward financial investment chances with a long-term service owning like focus. I use my accounting abilities and investing experience in order to discover the best services to own that offer the possibility to lead me towards my monetary objectives.
If you are a sophisticated investor looking for in depth, independent stock analyses and investing concepts, here is my STOCK EXCHANGE RESEARCH STUDY PLATFORM (organization research and risk reward analysis, stocks to buy from my covered stocks list, my portfolio):.
STOCK EXCHANGE RESEARCH PLATFORM (STOCKS PROTECTION, FINANCIAL INVESTMENT TECHNIQUE, MARKET COMMENTARY & MORE):.
Are you an investor that is just starting? Register for the FREE Stock Market Investing Course – an extensive guide to investing talking about all that matters:.
You can DOWNLOAD THE TOTALLY FREE COMPARATIVE STOCKS LIST AND INTRINSIC WORTH Design Template on my Stock Market Research Study Platform (with YT STOCKS PORTFOLIO):.
I am likewise a book author:.
Modern Worth Investing book:.
Check my site to hear more about me, read my analyses and about OUR charity. (YouTube advertisement money is contributed).
www.svencarlin.com.
Listen to Modern Value Investing Podcast:.
I have to do with long-term investing however my better half has to do with something a lot more essential; long-lasting health! Naturally Ana YouTube Channel:.
I often get inquired about brokers, here is a low fee broker, a global one that permits you to buy on worldwide markets, and also uses complicated solutions like options for when your investing skills grow. For now, it is among the very best services I have actually discovered for international financiers, also based upon your comments and inputs:.
Brokers video:.
Constantly bear in mind: "Investing includes threat of loss".
Wealth Builders Club Secrets Revealed – Click Here to Discover the #1 Investment Resource!
WARNING: As the channel grows (thank you all for that), there are more and more scammers impersonating me. The only thing I am selling is my Research Platform and Book https://sven-carlin-research-platform.teachable.com/p/stock-market-research-platform
All that I do, the real links to my content are in the description of the video, I don’t give out my Whatsapp number and I don’t sell any Cryptocurrency related things! BE CAREFUL OUT THERE!
Hi Sven. Israel-based shipping company ZIM has fallen over 50% from its high earlier this year. It is currently trading at 0.9 times earnings, 0.77 times price to free cash flow, and its market cap is almost below the cash & equivalent on the balance sheet. They had a blowout year in 2021 and is falling based on fears of global recession and thus lower shipping rates. Would love to hear your take on it! Thanks
They will drop in recession, also the containers will go down…I like more Heijmans from netherlands. PE 4.5 and dividend around 8%+
thanks for sharing!
2021 seemed like a one-off year, but if they can keep it up, this is a multi-bagger. I have no position, since I know next to nothing about shipping
Kering group for the pricing power during inflation, high insider ownership, good ROE, maybe not that cheap but it looks like a great business with great assets.
Thanks for sharing
It seems to me they’re heavily dependent on how Gucci brand performs..
Dear Sven. Rubis is constantly diluting the shares!! The number increased from 388 million in 2015 to 511 million in 2022!!. Average growth of share numbers is about 7,5% per year during last 10 years. This is the reason of terrible performance.
thanks for sharing!
I might be overlooking something but as far as I can see from their financial reports, they had a 2-for-1 split in 2017 which resulted in them having 94 million shares and now in 2022 they have 102 million shares issued. Perhaps you could let us know the source of your figures?
Medifast stock, P/E 13 with a 16% projected growth going forward. 76% ROE, 39% ROA and 90% RoCE last year. Debt free with good amount of insider buying in the TTM.
thanks for suggesting
Hi Sven, some comments regarding Rubis: 1. One of their main investments in Caribbean is Haiti, and Haiti is very poor. I don’t think they will have a lot of growth from there. 2. The legal structure of the company is a bit “exotic” (“société en commandite” in French) and it doesn’t allow takeover bid (so less speculation) 3. Their investment in solar energy was not cheap.
But apart from that, I agree the valuation and dividend are very attractive.
And thanks for your incredible work!
thanks for sharing, really important!
One other good thing about them is that the founders are still at the helm so they know the business inside out and have a good track record.
Hi Sven, first of all thank you for your free thoughts, ideas and feedback. I am a silent lurker 🙂 Currently I am circling a European stock I would love to hear your opinion on. It is “Flow Traders” (WKN A14V70). It is a market maker with focus on ETPs. Usually they make high profits with an increasing volatility. The stocks gets beaten by the market currently and there seems to be no real reason besides UBS putting FLOW on their convinction-sell-list. Would love to hear you opinion on the stock. Best Regards.
it is covered on my platform, can’t discuss publicly!
For this list I would suggest Azimut, an italian well run jnvestment Company, solid balance sheet, low valuation and High dividend. It follows market sentiment, so the stock price Is tanking. Thanks
Thanks for sharing!
Really enjoying this new series, will be interesting to follow the portfolio develop.
yep!
Sven (and fellow investors), I’m not so sure about Devro. 15 years ago a potential investor walked out of buyout conversations because of their pension scheme. And 15 years later, they’re still struggling with that! Now they say they’re getting that resolved in 5 years, I don’t think I’ll be holding my breath for that.
Anyway, great content as always, grazie mille!
Hi Sven, an overview on major shipping companies would be very much appreciated they made billions during the Corona pandemic. They are still keeping shipping costs extremely high (freight from China to Europe about $12k, it used to be about $2-3k per container).
Now there is a situation where there are so many goods produced warehouses and ports are packed with stuff; so nobody wants to order in big quantities as in Q2 – combined with shipping bottle necks, huge delays etc… there will be massive discounts for the goods just so they can clean out the warehouses. If that happens I assume the stock values will drop for that period. New ships and containers are being build but I doubt we will see any stability in shipping before end of 2023. You’ve got about 8 major shipping companies, 4 of which are Chinese. These control the global shipping of goods.
Great
Joe Schmitt really knows his way around trading, its evident from his deep knowledge of how the market works, reading signals to perfection, i feel very safe trading with him
I’m glad to have you. Your strategy is very good. I am happy for other people who trade with you and get profits in time. Thank you very much for your service. For the past two years, I have been working with Joe Schmitt and I have never suffered any loss as a result.
His training program has been insightful, and I must say, I’m most honored to have been part and a full-time beneficiary of his daily signals. I have been growing monthly and have been able to increase my portfolio from 1.5BTC to more than 3.5BTC with his daily signal
Hi Sven, definitely take a look at Harbour Energy (LON:HBR). 200kboepd that translates to annual FCF of 2.5B after accounting for their hedges! Current Market Cap 2.7B as their large shareholder GIC is selling out to be green!
This may be a huge mistake on my end but I am really hesitant in investing into markets that aren’t based is the US. China’s CCP and Europes socialist rules about pensions make long term assumptions have too many risks for me.
Hello Sven, Much appriciate your content & valuation model. Could you please review bank stocks as well? They seem to have really high dividend yield, for ex: ING has 7,5% yield, BNP has 8.5% yield, ACA has 10,5% etc., I know that you are not a huge admirer of European bank stocks, just putting them out there 😉