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

@Value-Investing

3 ай бұрын

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 kzread.info/dash/bejne/d4Gc0aV-ibbHZtI.html

Thank you for taking the time to share your knowledge with us Sven 🙏🏼

@Value-Investing

3 ай бұрын

happy to hear that!

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.

@Value-Investing

3 ай бұрын

thanks for sharing

@tsonez

3 ай бұрын

“If there is a real supply crunch” I don’t know the answer but I think this is an interesting question here.

Love your content man. Maybe it's time to do an update on Testla. What do you think ?

Hi Sven. What is your opinion on Mayr-Melnhof in the current situation? Seems to be a good moment to take a look at the stock.

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.

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

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.

@Value-Investing

3 ай бұрын

thanks for sharing

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?

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

🥇

@Value-Investing

3 ай бұрын

:-)

Hi Sven, what do you think about Lindt? I think it is a very good brand, but it seems similarly pricy like Hershey.

@Value-Investing

3 ай бұрын

You said it

@nightowl5979

3 ай бұрын

Look at Barry Callebaut. In a big restructuring, very volatile the last 4 weeks.

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 ?

@Value-Investing

3 ай бұрын

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.

@ayo9057

2 ай бұрын

It’s a junk food company, nothing wonderful about it.

Nomadfood! Nobody talks about this company but it’s real undervalued

@Value-Investing

3 ай бұрын

thanks for sharing

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? 🤔

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

@Value-Investing

3 ай бұрын

Great suggestion!

@_mklein

3 ай бұрын

Great suggestion! Have you ever seen an empty McDonalds store? It is a money printing machine!

Hi Sven,can you check ANTA spots product?

@Value-Investing

3 ай бұрын

I am not that into sports and fashion :-(

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.

@Value-Investing

3 ай бұрын

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

@Value-Investing

3 ай бұрын

ah, all these companies have bad governance in Europe

Is Hershey even chocolate?

@Value-Investing

3 ай бұрын

it is sugar

@Skillicar

3 ай бұрын

No, it's absolutely disgusting

@BeerFoamy

3 ай бұрын

Tastes like 🤮to me yet other people love it.

What about Mondelez?

@Value-Investing

3 ай бұрын

thanks for the suggestion

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.

😎

@Value-Investing

3 ай бұрын

:-)

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

@Value-Investing

3 ай бұрын

thanks for sharing

Google shows a higher P/E than Macrotrends and Yahoo (around 20). I think Google is wrong.

@Value-Investing

3 ай бұрын

thanks for sharing!

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.

@merlinfitz

3 ай бұрын

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.

@ChristopherHoward-kf7yk

3 ай бұрын

i agree with you. I couldn't have done it alone without an advisor

@SethDonald-mf4vm

3 ай бұрын

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

@ChristopherHoward-kf7yk

3 ай бұрын

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.

@SethDonald-mf4vm

3 ай бұрын

Thank you for this amazing tip. I just looked the name up, wrote her explaining my financial market goals and scheduled a call

In a dip like Nestle.

@nataliam895

3 ай бұрын

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

@Value-Investing

3 ай бұрын

Thanks for sharing

UK, Belgium or Swiss chocolate tastes nice; Hershy doesn't.

@gregorsimon9337

3 ай бұрын

It's not a matter of taste. It's a matter of ROI.

@Value-Investing

3 ай бұрын

:-)))

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.

@Value-Investing

3 ай бұрын

thanks for sharing

anything with chocolat i would avoid atm with cocoa prices.

@rogercabre

3 ай бұрын

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

@Value-Investing

3 ай бұрын

thanks for sharing

🗽 Gold is down today.... soon a buy? Eat more cashew nuts... that is more healthy, than expensive chocolate. .

@Value-Investing

3 ай бұрын

:-)))

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.

@mellowmarkable

3 ай бұрын

"Went woke" 😅 Ridiculous, what does that even mean? 😄

@dredoctor8271

3 ай бұрын

No one knows, some people woke up at 6 others at 10. I myself woke at 7. Its all subjective.

@VilleHyytiainenInvesting

3 ай бұрын

@@dredoctor8271 Personally, I prefer sleeping all day. Thats why I hate companies that woke.

@Value-Investing

3 ай бұрын

yes, the management says the price has detached from fundamentals - cocoa

@joshmiller2725

Ай бұрын

@mellowmarkable You know exactly what that means

Who still eat Hershey’s chocolate

@Value-Investing

3 ай бұрын

:-)

@th3g3ntl3man_6

3 ай бұрын

@@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 :)

@user-vy3ou3gz3f

3 ай бұрын

@@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 😏

@Value-Investing

3 ай бұрын

:-)

If the average consumer would listen to conference calls, there would be riots.

@Value-Investing

3 ай бұрын

hahaha, good one!

I short HSY

@Value-Investing

3 ай бұрын

:-) Have fun!

Ah yes, Hershey's, everyone's favourite sh*t-flavoured chocolate company.

@Value-Investing

3 ай бұрын

haha

greedy

@Value-Investing

3 ай бұрын

thanks for sharing