Why Howard Marks Loves This High Dividend Stock | TORM Stock Analysis

[@LizaPhilips]

Accept people laughing at your $0.50 dividends, Stick to the process and accumulate more shares,Laugh at them for not understanding how compounding works.

[@frankbarnes22]

My first dividend was less than $1, but it provided me with the framework to get to enough in dividends to cover expenses.Once you get that first one, you get hooked.

[@Johnlarry12]

Investing in stocks can be a wise decision, especially if you have a dependable trading system that can lead to successful outcomes. Personally, I've been working with a financial advisor for about a year now. Starting with less than $200K and I'm now just $19,000 away from making half a million in profit.

[@monicawill5]

That's incredible. Could you recommend who you work with? I really could use some help at this moment.

[@Johnlarry12]

My CFA Carol Vivian Constable a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market

[@monicawill5]

Just ran an online search on her name and came across her website; pretty well educated. thank you for sharing.

[@garnold-l5p]

I used to think it was just about buying stocks, but I didn’t realize there are strategies for managing risk and actually making a profit. Now I feel kinda stuck since I’m not seeing any gains in my portfolio. Do you have any recommendations on what I should consider? I’d really appreciate it!

[@tanyabischoff]

It's not just about having money to invest in stocks; it's about knowing the right strategies for profit and managing risk. That's why working with an investment advisor is important-they have insights not available to everyone.

[@Mlanderos-t9e]

I totally agree with you. I started out investing on my own too and lost quite a bit. After the 2020 crash, I managed to pull out about $160k. I then invested that money with an analyst, and in just seven months, I made almost $580,000. It's amazing how having the right guidance can turn things around!

[@StephenRobello]

This is incredible. Could you recommend who you work with? I really could use some help at this moment.

[@Mlanderos-t9e]

Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Laurel Ann Watkins’’ for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.

[@StephenRobello]

Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.

[@jackwpetrov]

I was holding 600 shares of NVDA since last earnings and i finally got out today with small profit now out, I’m exploring ETFs as a more stable option for building long-term wealth. What are the top 5 ETFs you'd suggest for someone starting with a lump sum ?

[@borisVladimir2]

In no order: 1) VOO 2) QQQM 3) SCHG/VUG 4) VTI 5) SCHD/DGRO. Personally I put down 1.2m$ on few ETFs, still diversifying. it was this time last year I made my first break through with a liquid 470k. Handed it to a trader(CFP) here in Horsham, I get weekly pay out which I put back on long term ETF's. Tesla will be a huge buy for me when the market bottoms.

[@jackwpetrov]

Thank you, I already added VOO and QQQM, can you share this Pro with me.

[@Suzieshaw1]

I've added SOXQ, VGT, QQQ, SPLD, and VOO to my portfolio, which Susan also helps me manage. Even someone like Robert Kiyosaki relies on an advisor no one can know it all! Having a trusted guide has always been a smart move for me.

[@lauraallisonn]

JEPQ is my favorite so far. I've been trading it for about a year. It pays monthly with over a 9% yield. It all also has stayed fairly level. The down side is that it was incepted in 2022 which means there is not a lot of history. I also like FEPI and SPYT. An ETF with more risk and payout is QDTE. It pays weekly but is higher risk because it just came out this year. The fund is based on covered calls which make money in any market, up or down. I have about 5% of my portfolio in it. It currently is has over a 40% yield but fluctuate.

[@borisVladimir2]

I’ve noticed that QDTE has a high yield due to its covered call strategy, but given the limited history, how are you evaluating its risk-adjusted returns compared to more established funds like SCHD or DGRO?

[@andersstorgaard6828]

How do you account for Oaktree trying to unload Torm stock into the market?

[@960john]

Why do you say that? Oaktree has been adding a lot until November.

[@pedroloreto]

thank you for this analysis. How do you define your discount rate in your valuation?

[@BaldInvestor]

Thank you for watching. I use a 10% discount rate and a 2% perpetual growth.

[@pedroloreto]

@@BaldInvestor Thank very much for the response. Regarding other companies you evaluate, do you also use these same values?

[@BaldInvestor]

Yes. It’s not a perfect solution, but it makes comparing companies much easier.

[@Zizook]

Marine shipping is at good levels right now, so it’s not a surprise. I actually just loaded up on one myself Called Dorian LPG

[@rraych1]

This guy put up a TORM video previously and his prices were totally off. I do not trust his analysis. Why would you invest in cyclicals now? I think it is a huge mistake to follow someone into a stock because a prominent investor purchased it previously.

[@960john]

This analysis is very superficial, of course. The value some investors are seeing in Torm is NAV of their fleet, being worth way more than market cap 😉 cyclicals aren't all created equal

[@TracyStarkd]

What's the most effective strategy during this period of volatility with the rate cut? Most of my portfolio is in (20% Index funds, 20% CD's 30% Bonds/T-bills and other assets) I want to explore different strategies to benefit from a potential bubble.

[@tristianlamb]

Adding META and NVDA are smart additions in my opinion. it's all about balancing your risk tolerance with your long-term goals. Partnering with a financial advisor can help streamline your strategy.

[@pentagon1985]

Absolutely! Wealth is made in bear markets. We aren’t in a bear market, but nibbling heavy red days has proven to be fruitful for me over 9 years of investing. I am at $2.25 mil. Biggest positions PLTR, TSLA, SCHD, NVDA, and now looking to build up DRGO alongside finding quality value/growth stocks to buy like TORM. I got $48k divs last year in taxable divs. Q2 taxable divs this year was $17,388 this year. Don't sell when the market is down. Having a skilled Financial counsellor that puts the time in to do in-depth research can be valuable in strategizing your portfolio.

[@Jonathan-hardwick95]

Oh I've heard similar things about hiring an advisor. It's hard to choose one that's very good though. Could you make some useful recommendations? Enthused about investing for my eventual retirement.

[@pentagon1985]

The advisor I’m currently working with is Eva Diane Herald , came across her in a Bloomberg interview, we've worked for about five years now, and her performance has been consistently impressive, She’s quite known in her field, look her up.

[@Jonathan-hardwick95]

Thanks for sharing, I searched her full name and found her web instantly. After reviewing her credentials and conducting due diligence, I reached out to her.

[@ddubsr5886]

Changing trade routes is a pro more than a con. It means longer travel times which is more profitable for these companies

[@charlesdidonato5478]

I have owned TRMD for 2 years and love them. It is trading at a ridiculously low level.

[@nancyflores1787]

Thank you Lord Jesus for the gift of life and blessings to me and my family $14,120.47 weekly profit Our lord Jesus have lifted up my Life!!!🙏❤️❤️

[@larryhenry2070]

I'm 37 and have been looking for ways to be successful, please how??

[@nancyflores1787]

Sure, the investment-advisor that guides me is..

[@nancyflores1787]

Mrs Joyce kim

[@MichaelLinda-r7u]

Same i met Joyce kim last year for the first time at a conference in Wilshire after then my Life has changed for good.God bless Joyce kim

[@sarahmark7682]

Her services is the best, I got a brand new Lambo last week and paid off my mortgage loan thanks to her wonderful services!

[@NoName-xc6cg]

I put a lot of my money in Danaos since they time charter their fleet so the revenue visibility is very good (also I somewhat know the company). Torm is even cheaper but does voyage chartering so I didn't feel as comfortable

[@BaldInvestor]

Thanks for sharing. Danaos video is coming soon. 👍

[@giomf]

. Che ne pensa del tirto,lo scommesse/casinò MGM MGM Resorts International , concorrente di Elolution AB ? .e...WINN Wynn Resorts, Limited . ?

[@kingmike40]

The dividend is 29% but the stock has gone down approx 30% since it recent high of 35+.

[@Hyena_Corp]

SBLK same think

[@ayuncicion]

Thanks for your video! Can anyone give me some advice on usdt? My SafePal wallet, which still has some USDT in it, and I have the recovery phrase .. How can we extract them?

[@stocktradinglive510]

FNCC & FNMA is going for 10X IPO

[@GNBcorporal]

Thanks for making the video but i do think your framework is not ideal for a cyclical like this. The rates have been very high the last two years and if they ga back to normal the valuation, debt and dividend will be very ugly. Still i own some stng stock a comparable company

[@jon-paulgell5467]

He became the owner when it went bankrupt, he doesn't love it at all

[@MeBee-fl2ow]

he is in the red over the year. He bought already 12-18 months ago. So also his dividend dont bring him into the green

[@Mamboexpat]

Your conclusion is wrong. Normally uncertainties is good for the shipping industry. Reroute or a longer route around Africa is great in term of revenue

[@Valeriu81]

They issued so many shares cause they bought a lot of ships with them ,în the same time, they sold older ships .They extended and renwed their fleet ,it's not a dilution like in tehnology industry ,where they issue shares to pay unreal amount of money to their board and some employees...Owning Torm since april 2023 ,been inspired to exit when price started to drop,now i'm back in at around 24 $,still got profit.

[@davidp252]

The title of the video was "Why Howard Marks loves this High Dividend Stock", but then you didn't touch on the reason why Howard Marks loves this high dividend stock. You didn't address his thesis even once.

[@XanderDDS]

'love' is difficult to articulate with words, as the mind often knows not the matters of the heart, but marks' owning a massive percent of the overall company would suggest that he at least likes it, wouldn't you say?

[@MegaRichyD]

@@XanderDDSyes it would. But not ‘why’

[@popeyeSailor-e5v]

@5:25

[@davidp252]

@@popeyeSailor-e5v no.

[@davidp252]

@@popeyeSailor-e5v nope.

[@nonexistent5030]

That is a backward-looking dividend. Be prepared not to get paid a dividend like that again for awhile.

[@international_dividend]

You never said anything about why Marks bought and holds!

[@Valeriu81]

Oaktree ,led by Howard Marks ,lending money to companies with problems,that's their main investing strategy.I think în 2015 they helped Torm to save from bankrupcy .In exchange they received more than 60% stock in Torm,at around 7$ a share! Imagine what's the return in their investment lol

[@960john]

​@@Valeriu81Mmh.. they've been buying shares recently in November. I don't think the position just came from debt loan

[@international_dividend]

Marks bought at $6 and gets nearly as much in dividends each year than he paid for the stock. If anyone criticises Marks you don't understand investing. I dip into and out of TRMD and NAT. Just bought back into it a few weeks ago during a hive pullback.

[@XxDarkSoul56xX]

totally loved your approach here, first video and not the last for sure to watch from you! cheers!

[@BaldInvestor]

Glad you enjoyed it.

[@crilia80]

Actually, your statement related to dividend policy is misleading. Looking in cash flow report for 2023, it's clear that they get into debt for paying dividends. FCF in 2023 was almost $300 mio and the dividends paid were like $586 mio. Despite the fact that I admire Mr. Howard Marks, I don't really get what he sees at TRMD at this moment, apart of the significant dividend yield.

[@iangantner6976]

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[@XanderDDS]

i love howard marks, he's no dummy.

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No matter the profession you are in, even if you have a 9-5 job, make sure you have an investment in Bitcoin ETFs or any cryptocurrency. I'm Already making over 90% profit from my current investment.

[@marc_valls]

Howard can keep it 😂

[@guy7018]

I wonder how ZIM compares to TORM - I own a small position of ZIM at 50% below my cost, but holding for the div and possible price correction. I will put a low ball price alert for TORM of < $14 and review on alert. Thanks for

[@steventaylor5283]

THANKS FROM AUSTRALIA

[@BaldInvestor]

Thanks for watching. 😊

[@ReiPago]

I like your analysis, very straightforward for a glimpse of the business. For more stats on intrinsic value I would like to suggest the average value between Dividend Model, DCF Model, Peter Lynch Valuation, Graham's Valuation and (Industry) Multiples Valution. Have a good Year!

[@BaldInvestor]

Thank you. Have a great year.

[@YaoAnne-j7g]

!I am at the beginning of my "investment journey", planning to put 385K into dividend stocks so that I will be making up to 30% annually in dividend returns. any good recommendation on great performing stocks or Crypto will be appreciated

[@sittichokkonsue]

As a newbie investor, it’s essential for you to have a mentor to keep you accountable. Ruth Ann Tsaoknas is my trade analyst, she has guided me to identify key market trends, pinpointed strategic entry points, and provided risk assessments, ensuring my trades decisions align with market dynamics for optimal returns..

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I managed to grow a nest egg of around 120k to over a Million. I'm especially grateful to Adviser Ruth Ann Tsakonas, for her expertise and exposure to different areas of the market..

[@sittichokkonsue]

I don't really blame people who panic. Lack of information can be a big hurdle. I've been making more than $200k passively by just investing through an advisor, and I don't have to do much work. Inflation or no inflation, my finances remain secure. So I really don't blame people who panic.

[@Natashagroupies]

Without a doubt! Ruth Ann Tsakonas is a trader who goes above and beyond. she has an exceptional skill for analysing market movements and spotting profitable opportunities. Her strategies are meticulously crafted on thorough research and years of practical experience.

[@YaoAnne-j7g]

how would you recommend i enter the crypto market? I am also looking at studying some traders and copying their strategy rather than investing myself and losing money emotionally.. What's your take on this approach? and How can i reach her, if you don't mind me asking?

[@robertogouveia1838]

thank you for this video, it’s very informative and helpful.

[@BaldInvestor]

Glad it was helpful! Thank you for watching.

[@christoperspeer2300]

I have some shares. I will buy more.😊😊😊😊😊😊❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤

[@picar622]

Very interesting video thanks you 😊

[@BaldInvestor]

Glad you enjoyed it. Thanks for watching.