CNHI Industrial stock is a buy according to David Einhorn as the stock is trading on the cheap side in the food cycle. CNHI Industrial produces agricultural equipment and with food costs decreasing, farmers purchase less brand-new devices. That is natural and when the cycle goes back, revenues pop and the stock follows …
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Hello Sven, thanks. WSE: JSW is now -70% from the top its a cycle coking coal miner arę you interested? Mohnish pabrai is loading up on coal also.
thanks for sharing, time to dig into coal!
Teleperformance fell a bit more recently, I think the market cannot make up its mind about whether AI is a threat to its business, so it’s dirt cheap now. I think that uncertainty is driving the price lower. There’s two problems with the stock: 1. it has quite a bit of debt 2. it is the kind of thing that will do poorly in a recession.
What about some of my holdings? TINC, ENGIE, ING, ONWARD MEDICAL, Retail Estates & Bejing entreprise holding (yes, still holding it)
thanks for suggesting!
Too much debt for my taste
Understandable
Great video, as ever, Sven! Have you ever looked at Exor, the Agnelli family holding company with a large stake in CNH (as well as Ferrari, Juventus, Stellantis etc)?
will have to check it ouy
So where is bitcoin position in the quadrant?
hahahaah
Where is gold positioned?
In any case at low risk.
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They are near 52 week highs on stock price though…
it went up as Einhorn said it is interesting
Einhorn is Finkle, Finkle is Einhorn!
Hi Sven, where do you put Acomo in your inversting quadrant? Thanks
low risk, 10%+
If you had some money lying around , would you invest it in a safe dividend stock or risk it and start a business that may not succeed as most startups do?
Chinese agricultural machinery companies have gutted CNH and Deere’s overseas sales. CNH can’t compete. Their equipment cost 2-3x more than the chinese equipment. This also partly explains the drop in food prices. Farmers in Argentina, Brazil, with their lower cost labor and now lower cost equipment, can now underprice the US farmers. Next shoe to drop is farmland prices which should drop in half over the next few years.
Names of the Chinese companies?
Any simple rationale why farmland gets cheaper the next 5 yrs? Thanks
@@artrahman169Farmland value is determined by the income farmers can generate on it. As they lose business to farmers in other countries, their income declines and they cannot pay as much for land. This will be partly offset by the declining value of the dollar.
Can you do a video about the M2 money supply and the stock market. M2 seems to move exactly like the sp500? Thanksgiving
Thanks for your insights! I have a general question more related to your previous videos – in an event of market downturn, if one is focused on capital preservation, how do you think EU ETF’s such as IDVY, SPYW will behave, will they retain value in US market downturn? VHYL surely is way more diversified, but 40% US exposure and seems inflated at the moment.
No. The euro will fall compared to the dollar. That will wipe out any overperformance due to valuation comfort you might be hoping for.
If i understand things, etf investors will get massacred during a downturn, the positive feedback loop that leads to etfs being dominsted by a smaller number of bigger stocks, should invert to a vicious cycle and deflate the etf like a balloon popping.
Not bad, but I like AGCO even more. Especially, when it falls under 80 USD per share. With CNH, there is too much debt for me.
Giving the large debt, the stock seems reasonably priced.
CNH is same price as it was in October 2013 which leads me to believe it will be same price 10 years from now
Successful investing is hard work because it means disciplining your mind to do the opposite of human nature. Buying during a panic, selling during euphoria, and holding on when you are bored and just craving a little action. Investing is 5% intellect and 95% temperament.
Government policy has thrown the future under the bus for decades. The day of judgment is near. I predict an 80% drop in the stock market. Investors will abandon stocks in favor of real estate. There will be no money in banks… You must devise a strategy for survival.
We have been in a depression since 2008, the yield curve has already uninverted, global recession indicators are flashing alarm for well over a year, and absolutely nobody could pull us out of the hell coming regardless of party.
I’ve tried investing in the stock market several times but always got discouraged by fluctuations of stock value. I would be happy if you could advise me based on how you went about yours, as I am ready to go the passive income path.!!
ASHLEY GARNER ABBOTT a renowned figure in her line of work. I recommend researching her credentials further… She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
Thank you so much for the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I’ve sent her an email, and I hope to hear back from her soon!
🗽 “Einhorn” is german and means unicorn… 🤨
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Like your content recently discovered thanks for publishing. One question on this video, 10 billion ppl to feed yet labor shortages, sounds a little contradictory, or not?
Hi Sven, the company Nutrient, what’s the ticker for it?
nutrien NTR