ADM stock is now a strong buy after today's 10% drop. Obviously, one needs to enjoy the food cycle, but a dividend of 4% that has been increasing for 50 years is something to think about when building a long-term portfolio holding. ADM is now a low-cost stock, a food stock, in this insane environment. I mean, AI is terrific, but we are still going to require potatoes, not expert system to eat.
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Should we ignore their horrible ROIC and ROCE numbers? They seem to be struggling to find any great return in their operations.
Sven’s only metric is PE. Very lazy.
He is only interested in commodity producers/businesses and china risk.
Interesting
You are lacking long-term vision, looking at single-quarter ROIC is not a great indicator of future returns… From 2014 to now ROIC has been going between 5% and 13% – it is all about the cycle
@@mikkelhansen3714 good input thanks
Thank you sven!
Thanks for the update. My valuation is: 75 – 19 (net debt) = 56 USD/share. So undervalued. But not enough. I’ll have to pass.
What is 75? Thanks
An emergency video!!! Thanks!!
Is their profit margin always that low?
4:55 OK. Updating the alert. Wake up Sven when it reaches $40.
“we are still going to need potatoes, not artificial intelligence to eat.” 😅. $45 is long term trend line support.
A 4% yielding company with historically 10% increases is a good deal. Usually the double digit increasers are yielding 1-2%.
Interested now.
Hi Mr Carlin. Maybe you could check ANDE, a similar stock. It dropped after a positive earnings today. It seems undervalued with DCF and Graham’s original formula. Thanks for this video!
Thanks Sven! I’m curious whether we should better wait on a price rebound? Currently it looks like a downward movement which seems to not catch a bottom yet.
It’s very difficult to catch a bottom, because also in the first counter-movement, it could be a bull-trap.
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@ valid point
Dr Sven, can you share your thoughts on hii stock (defense) after its recent price drop?
8% tank today in a booming market.
ADM is a falling knife.
I have a question on an insight I had which I can’t decide is stupid or makes sense. I copied my comment from another video:
I’ve started a small position in ADM to track it, but I’m mostly invested in emerging markets with a focus on the Indo-Pacific region, targeting economic expansion and increased internet-penetration for industries like retail and tech as a catalyst for investment-returns.
However, I figured that with food companies this logic doesn’t fully apply. Food demand is inelastic. People don’t eat twice as much just because their income doubles. This means that for food companies, economic expansion is less of a growth driver compared to other sectors.
Instead, the weight and strength of the currency in the market they operate in becomes far more important for profitability, as higher currency values in developed markets allow for greater pricing power and stability. Since Western consumers pay higher prices for food, even though per-person demand is fairly constant worldwide, Western food markets offer the best exposure for investing in the food industry.
The 5 G,s..Robert Kyosakis investment criteria I’ve found very helpful in stock categories ,
Gold, Ground , Guns, Gasoline, Grub ( Food)
Thanks Sven! and about Celanese? is falling 25% today
🗽ADM is VERY CYCLICAL. With the pandemic-crash they corrected in total 50%, after that ADM made +240% and now they corrected again by 50%. 50% corrections are normal for ADM.
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Thanks for the informative video,your information is incredible, however, knowing that everything related to investing. I advise traders, especially beginners, to research the market before entering it.I have to say there are more benefits to trading than just holding. Big thanks to Mario’s Joseph who always keeps me updated. I am so glad I started his program .
This is interesting. I heard a lot about the same person not long ago, please how do I start or contact him?
He’s mostly on Telegrams, using the user name
@MarioJtraderfx1⭐⭐⭐you speak like a book
@MarioJtraderfx1⭐⭐⭐he speak like a book
Thanks for the info… I’ll contact him as soon as possible. I also want to get good knowledge and stop losing.
Thank you for video. What about Rubis?
Two commodities that will likely do very well over the next decades:
1. Metals (hyped)
2. Food (not hyped)
Easy buy. Of course bad investors prefer to start buying into food stocks when the news headlines show climate after climate disaster and after they already doubled in value 😉