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2 Undervalued stocks to consider in September! 

The Patient Investor
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16 сен 2024

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Комментарии : 48   
@john00123
@john00123 10 дней назад
Great video again ! Today I am celebrating a $3M Dividend portfolio. I have invested much time and money into this. I am also with the right Investment Advisor, who handles my portfolio and executes my trades. Now I have steady dividend income and time for my family as well❤✅
@peterbell1580
@peterbell1580 10 дней назад
Amazing! I have Liquid $250K to put into stocks, but I want to ensure good profits & safety. With tons of Advisors now, how did you find the right Investment Advisory?
@john00123
@john00123 10 дней назад
Essmildaa Morgan is the name, she is well known, just look her up.
@john00123
@john00123 5 дней назад
Essmildaa Morgan is well known, just look her up
@lindatodd4411
@lindatodd4411 5 дней назад
WOOW !! Essmildaa Morgan is finally getting the popularity she deserves and this docent come as a surprise. my favorite stocks She invest in are Amazon,Walmart, TELSA and currently, Crowdstrike.
@domenicofortunato3243
@domenicofortunato3243 16 дней назад
I want to thank you publicly for the work you do in and outside the patreon community. Your videos, even piblic ones, are never obvious and this is worth stating. I can mention only few channels like this one. Please keep on cause you are making us all better investors. 👏
@dilpickel22
@dilpickel22 15 дней назад
agreeedd
@vidnovoc9815
@vidnovoc9815 16 дней назад
Always brilliant analysis. I really enjoy when you analyze companies, and learn a lot from you. Thanks.
@stanislavgritciuk337
@stanislavgritciuk337 16 дней назад
Thanks for covering Evolution. This is a really great company, one of the biggest holdings for me
@Ants_of_the_sky282
@Ants_of_the_sky282 16 дней назад
EVVTy is definitely an interesting stock. Also one stock I still believe is undervalued is still Mercado Libre. I personally believe the company has positioned itself for levels of revenue growth that I believe could be insane for the next 5-10+ years and this company has had compounding fundamental growth that I believe won’t stop even with Amazon. And it’s trading at less than 20x FCF
@cupotkaable
@cupotkaable 16 дней назад
I have both Evolution and MELI, MELI is my 2nd biggest position, KSPI is the biggest. KSPI is what MELI wan lt to be in terms of business model, superapp and the moat. They are in contact and exchange ideas btw, as they don't compete. The geography is different, MELI has way more space to grow, while KSPI already dominates it's market and it's kind of saturated. But KSPI is dirt cheap.
@seannguyen685
@seannguyen685 9 дней назад
Please take a look at Vale
@herokorai8346
@herokorai8346 16 дней назад
I get excited whenever I get a notification of your videos - particularly business analysis. I do not necessarily agree with your analysis but I prefer listening to business/stocks analysis over macro or hype/crash predictions (stock market will crash now or stock market will go up, etc.)
@Jonasmodig82
@Jonasmodig82 15 дней назад
I´ve got 19-20% in Evolution. Bought in 2016. Been a nice run and now I only got a fifth of my position left. Great company and amazing management with a lot of skin in the game.
@wernerschonenberger3038
@wernerschonenberger3038 16 дней назад
Great content, a pleasure to watch, as usual! 👍👍👍 A remark about Evolution Gaming: it's a Swedish/European company. European companies are trading at lower P/Es than U.S. companies in general and Scandinavian stockholders (Sweden, Norway, Finland form Scandinavia) are "dividend chasers" because there's a lot of high yielders up north
@marcoalbertospadacini3792
@marcoalbertospadacini3792 16 дней назад
I bought Evolution about 12 months ago and it has gone nowhere, but I increased my posiotion about 3 weeks ago.
@TheBooban
@TheBooban 16 дней назад
Looks fair value to me. Would prefer a lower PE and higher yield.
@Lukutis90
@Lukutis90 16 дней назад
Nice picks, I managed to grab some EVVTY shares a month ago, when they were lower.
@Raventerp01
@Raventerp01 14 дней назад
I liked the more in-depth look at MPC. What do you like better between MPC and LNG at current levels?
@thepatientinvestor9580
@thepatientinvestor9580 14 дней назад
both
@lawLess-fs1qx
@lawLess-fs1qx 16 дней назад
Oil stocks are fantastic at reducing volatility in your portfolio. Another bonus of MPC and valero. Both were up 3% last Friday. I think many investors are realising Refineries are becoming impossible to build in the USA. Tht's a gigantic moat.
@thepatientinvestor9580
@thepatientinvestor9580 16 дней назад
@@lawLess-fs1qx 1000%
@hoddtoward
@hoddtoward 16 дней назад
Never heard of the first one but Marathon is a great entry at this point.
@kenndngart7382
@kenndngart7382 16 дней назад
I got almost 2% of my portfolio in EVVTY and BJ each. What do you think about QLYS?
@maartendejong9060
@maartendejong9060 15 дней назад
Thanks sir. Excellent video as usual. I really like yout analysis of stocks and I'm certainly a better investor partly thanks to you. Please keep it going!
@petrmikel1272
@petrmikel1272 16 дней назад
Hi. Thank you for EVVTY analysis. What do you think about NXST?
@kevinolliges5462
@kevinolliges5462 16 дней назад
Enyoyed your video. Thank you .
@kmukul
@kmukul 15 дней назад
Thanks great video. But if you think they are great opportunities are you buying or do you have something better
@thepatientinvestor9580
@thepatientinvestor9580 15 дней назад
I don't share what I buy on youtube, sometimes I do but I generally don't
@Daniel-Erbesfeld
@Daniel-Erbesfeld 16 дней назад
Can you do an episode about commodities? Uranium, palladium, etc.. Would be really great if you could also go over some stocks in the sector like SBSW for example
@thepatientinvestor9580
@thepatientinvestor9580 16 дней назад
@@Daniel-Erbesfeld i don't understand uranium or palladium so I don't talk about them
@mrhulls
@mrhulls 16 дней назад
What do you think about alimentatiom couche buying 7 eleven?
@thepatientinvestor9580
@thepatientinvestor9580 16 дней назад
@@mrhulls good move
@johnmcquaid7524
@johnmcquaid7524 16 дней назад
Definitely interested in this thesis. I bought (and sold after a small gain) ATD.b after the failed bid for 🇫🇷 Carrefour. The 7 Eleven offer is a totally different beast & more in line with ATD’s business model.
@Pizza-gb1ch
@Pizza-gb1ch 16 дней назад
It's about time.
@learsi91
@learsi91 16 дней назад
Good video!!
@keiminSK
@keiminSK 16 дней назад
I have bought EVVTY at 94$, it is a solid company. please, any thought on TTI ? seems very undervalued considering expectation for future growth, but maybe I`m missing something
@missunique65
@missunique65 15 дней назад
TTI yes!!!
@atomic_vessel
@atomic_vessel 16 дней назад
Hello, amazing video. I used your analysis video for stocks and found a stock called MED. Can you analyze it next?
@missunique65
@missunique65 15 дней назад
yes! do MED!!!
@liban2
@liban2 16 дней назад
Salesforce $CRM is undervalued
@edcarver3499
@edcarver3499 16 дней назад
MPC a K-1
@thepatientinvestor9580
@thepatientinvestor9580 16 дней назад
@@edcarver3499 no its not, mplx is, but if you own mpc you don't get k1
@bekijk233
@bekijk233 15 дней назад
💥🔥
@thepatientinvestor9580
@thepatientinvestor9580 16 дней назад
I use IBKR to invest in international stocks: www.interactivebrokers.com/mkt/?src=pntinvY&url=%2Fen%2Fhome.php
@mahernajjar1255
@mahernajjar1255 16 дней назад
What happens if the subsidiary debts come due? Would marathon be liable to cover them?
@thepatientinvestor9580
@thepatientinvestor9580 16 дней назад
@@mahernajjar1255 they will be refinanced, but marathon isn't liable to cover them
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