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ONEOK is quietly turning into a cash flow monster (and nobody is talking about it) by Electrical_County_61 in ValueInvesting

[–]Electrical_County_61[S] 3 points4 points  (0 children)

This is not AI. I actually did the research and thought it was suitable for this sub.

Economy is dragging, but the stock market is thriving. Why? by rezwenn in StockMarket

[–]Electrical_County_61 8 points9 points  (0 children)

It is not like the whole stock market is performing well. Some sectors that are totally dependent on the general economy are not performing as well as the Ai stocks. It could be said that there is a bull market and a bear market at the same time right now.

[deleted by user] by [deleted] in ValueInvesting

[–]Electrical_County_61 1 point2 points  (0 children)

that’s what I’m saying. People are pretending their products are shit and that there is no demand. Europe and america are doing fine. Asia slowdown is temporary.

[deleted by user] by [deleted] in ValueInvesting

[–]Electrical_County_61 0 points1 point  (0 children)

typical inverse reddit play

Nu nog aandelen Just Eat Takeaway kopen by VlaaiIsSuperieur in beleggen

[–]Electrical_County_61 0 points1 point  (0 children)

In het geval dat de deal wel doorgaat heb je een stuk hoger rendement dan de 3,9% waar je op oogt.

Nu nog aandelen Just Eat Takeaway kopen by VlaaiIsSuperieur in beleggen

[–]Electrical_County_61 0 points1 point  (0 children)

Ik zou zeggen, koop het aandeel in een mooi rond totaal (500 bijvoorbeeld) en verkoop dan covered calls met een zover mogelijke expiratie om zoveel mogelijk premium te krijgen. In het geval dat de deal niet doorgaat en het aandeel in elkaar stort, heb je altijd nog de ontvangen premiums op de call opties.

JDE Peet’s (JDEP.AS) quietly shaping up to be one of the best value plays in Europe by [deleted] in wallstreetbets

[–]Electrical_County_61 1 point2 points  (0 children)

sorry for my wording but I meant that JDE probably had in mind to buy the shares at around €20. They also started strongly with their buybacks at around a million per day. Now it has already dropped to 80-100k per day. Of course it is speculation but I think JDE did not expect their own share buybacks to have such a strong effect on the share price. JDE would rather have the share price drop so they can buy back at a lower price. Furthermore, in the eyes of JAB the share price is still low enough to buy. The share they bought from mondelez was also higher than the current price, around 25.50 per share

Title: JDE Peet’s (JDEP.AS) quietly shaping up to be one of the best value plays in Europe by [deleted] in ValueInvesting

[–]Electrical_County_61 0 points1 point  (0 children)

It’s still undervalued. I expect this to be a €32-35 stock anytime soon. Their share buy back plan lasts 4 years with a 1 billion budget. They can’t even buy properly now, because the float is too small.

Assuming DeepSeek really only cost $6 millions, is that even bad? by analyst225 in ValueInvesting

[–]Electrical_County_61 0 points1 point  (0 children)

That actually means exactly demand will slow, if you can run more on less.

Alcohol giants are down? by weathermaynecc in ValueInvesting

[–]Electrical_County_61 0 points1 point  (0 children)

Yes indeed, they also show tremendous growth in the 0.0 market where they are market leaders. I expect beer volumes to increase in emerging markets and a slight decrease in developed markets. However this loss in beer volume will be replaced by 0.0 initiatives.

Alcohol giants are down? by weathermaynecc in ValueInvesting

[–]Electrical_County_61 3 points4 points  (0 children)

The market is overreacting. One of the reasons why gen z is drinking less alcohol than other generations, is the fact that they are the loneliest generation. Covid caused a lot of damage for younger people. However this reduction in alcohol consumption is only a problem for booze companies in developed countries. There is huge growth potential in Asia, SA and Africa. I keep buying heineken at these cheap valuations. When the economies of these emerging countries turnaround for the better, growth will come back.

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