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Three consumer discretionary darlings I’m not buying (yet?)

Browsing through Twitter / X, I often see people posting about “buy-the-dip” candidates. While this is not necessarily the case for energy stocks (where as my readers and especially members know, I have a positive opinion about), in the recent past more and more consumer discretionary stocks have been presented. The main arguments are always the same – they are cheap(er) now! I have some doubts that it’s time to rush in.

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Investing in oligopolies isn’t always a winning strategy

Everyone knows that market concentration leads to less competition and in turn to more powerful entities within this group. Such oligopolies by definition should allow the respective companies to achieving strong results and high margins due to pricing power, but also where applicable economies of scale. In reality, however, not every sector or company offers automatically a good stock investment, even when factually operating in an oligopoly.

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Checkmate – more kings to have on the radar for dividend cuts

My longer time readers know that dividend cuts have been one of my favorite topics. It is of high importance for me to ring the bell in order to help investors get more cautious with their investments. There are no risk-free stocks. The same applies to proclaimed “bond-proxy” dividend stocks, no matter which useless title they hold in connection with their dividend series. Today, I’m presenting two more kings I have on my radar for a cut.

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Raspberry going public – cheap under-the-radar opportunity?

Hobbyist computer company Raspberry – known for its small single board devices of the size of a credit card – will become a publicly traded company in a few weeks. In fact, Raspberry is more than just a hardware company for do-it-yourselfers. It’s targeted 500 mn. GBP IPO looks cheap on the surface with a (debt-free) PE of 20x and a growth story attached to it. I took a closer look into the prospectus – the stock will likely be way more expensive than you might think. Caution is advised.

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Burberry – closed at a loss + what to take home

As is with investing, from time to time, there will be losing positions in a portfolio in company to big winners. This is what happened among my ideas for my Premium PLUS members. Last week, I threw out Burberry after I lost patience due to deteriorating fundamentals. Today, I am looking back at how I formed my thesis, what happened in the meantime and I explain why I finally pulled the brake as well as why this decision was necessary.

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Is Boeing’s stock now ready for a turnaround?

Who doesn’t know the saying to buy stocks when sentiment is bad? Anti-cyclical investing with the goal to fetch potential turnarounds near the bottom can be quite lucrative. The stock of Boeing has experienced a gigantic rollercoaster ride over the last decade. With the current quality issues likely somehow solvable and Boeing being a company in a duopoly plus of national security, it could be tempting to speculate on a steep climb back up.

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What most investors get wrong about gold stocks + new research report

There are three things the majority of investors fail to understand with regards to gold stocks. The first is gold is NOT THE hedge against inflation and thus gold stocks not even better hedges. The second is with higher gold prices, NOT ALL gold stocks go up exponentially. The third is the evergreen that all gold stocks are heavily undervalued by the stupid market and great buying opportunities. I am going to take these beliefs apart. My Premium PLUS members receive on top my best gold stock idea after I have already had a golden hand with my silver pick (for all my members). If you read until the end, I have a small gift for you.

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Back to 2012 after the blocked acquisition – is Capri Holdings a buy?

Last year in August, struggling Capri Holdings, known for its brands Michael Kors, Versace and Jimmy Choo, received a bid from competitor Tapestry. Capri’s stock surged by 50%. However, the Federal Trade Commission (FTC) wants to block this deal in fear of market concentration. As the deal still hasn’t closed and court hearings are ongoing, the stock lost now the complete bid premium. It fell even back again to 2012-levels. Is the stock a buy now?

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Namibia – the new and better Guyana? + new research report

Although ever since the predictions and paroles have been that the world is running out of oil soon, from time to time big new discoveries have been made. Brazil has vast known reserves that could last for 50 years. Offshore the coast of neighboring Guyana, a reservoir of an estimated double digit billion barrels of oil equivalent is being already extracted. There’s a good chance, Namibia, a country in Southwest-Africa, could become the “next Guyana” – maybe even a better one!

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Is the world’s largest publicly traded hedge fund worth a look?

Indeed, there is a publicly traded hedge fund. It is not just a small shack, but it currently even has more assets under management (AuM) than Ray Dalio’s Bridgewater and several times more (!) than other famous names like Citadel or Tiger Asset Management. Is a PE of 10x and a dividend yield of 5% with opportunistic buybacks convincing enough to consider this stock?

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