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Value Investing
Daniel Bakalarz and • 11 cards
Morningstar's 3️⃣3️⃣ undervalued stocks. What do you think of this list? Any stocks that interest you?
⛏️ Albemarle $ALB
🛡 Allegion $ALLE
🛢 APA $APA
💰 Charles Schwab $SCHW
🚚 CNH Industrial $CNHI
💻 Cognizant $CTSH
📺 Comcast $CMCSA__... See more
Quality Stocksx.com
Only 4 countries produce much helium today, the US, Qatar, Algeria and Russia. New production is planned by Gazprom and Qatar that could possibly meet demand, eventually, but that is probably years away due to the Ukraine war. The war has indefinitely disrupted Russia’s helium exports and prices have doubled since January 2022.
___LI... See more
Clay Montgomeryx.com@theBTCMiningGuy $RIOT - Undervalued due to lower than expected output, but strong deals for more equipment and golden parachute energy deal with Texas
$HUT8 slow relative to sector, good output, room above to run
$CLSK - JPM naming as sector pick validated for other big name banks/institutions
Al Eggory 🥚x.comBesides uranium, one of the markets I'm most excited about next year is:
TIN
Tin is vital in semiconductors and solar panels. Both strong demand tailwinds.
The supply side, however, is a disaster.
Here's everything you need to know ... See more
Brandon Beylox.com
$BWEL is NO BRAINER cheap. It is unleveraged and trading at mere fraction of liquidation value. Some will call it a value trap - I think it's at an incredibly interesting inflection point. I have attached a write-up (sorry for the format) and welcome your feedback. https://t.co/Ky7HaJ0EiM
Here are the 58 stocks I consider part of my "investable universe."
My goal is not to buy them all, rather this is a collection of the companies I already own, would like to own, or keep tabs on. Overall, it's a mix of quality, growth, durability, and dividend growth. https://t.co/RP7gwFXhCR