OXY is a great energy stock and Buffett is buying heavily. It would be a great next video. Can you share your thoughts?
@mozilla25762 ай бұрын
I would enjoy seeing some research on EQNR, PBR, PBF, OPAL, and CVI. Thanks!!
@peezpeez13172 ай бұрын
DCF = garage in, garage out. The more complex the valuation model, the more assumptions are made and higher the chance the assumed undervalue doesn't exist. You can used cash profit yield to value stable businesses that generate consistent free cash flows. Cash profit = Net income + depr & am - capital expenditure. Given energy companies are in a declining sector, you would want them to pay out descent dividends and do share buybacks on a consistent basis. In my opinion, a cheap energy stock should have low p/b multiple below 1, high cash profit yield about 8%, high div. yield minimum 7% and low debt less than 3x EBITDA.
@PedroCorona2 ай бұрын
Great video Jimmy. I suggest the following companies, which are US based: XOM OXY EGY (small cap) AM (small cap)
@davidkoba2 ай бұрын
hawaiian electric.
@abhishekyengaldas942 ай бұрын
Hey Jimmy! Can you do a quick revisit on NKE stock? It has pulled back quite a bit and would love to hear your thoughts. LULU vs NKE would be a great comparison. LULU is eating NKE's market share and a great business.
@BlueFireEye2 ай бұрын
Lulu was also taking a hit so does it have to do with the consumer index?
@pattywingard3822Ай бұрын
Should do a deep dive on CVC
@ANDREJZILA-ti5rx2 ай бұрын
I invite you to look at the Brazilian PBR could also present an opportunity for you to get exposed to emerging economies too - same of what you do with BABA - PBR is an upstream oil/gas their differentiation is cost per barrel and how recently usd has improved vs BRL also putting an upside on the currency effect at this point
@831sholo2 ай бұрын
Jimmy what do you think about IDEX??
@inbarc102 ай бұрын
Hi Jimi Can you learn and research about the following stocks: WHD NE TTI
@photomanual012 ай бұрын
How about doing a deep dive into EPD? Enterprise products partners? Thanks Jimmy, enjoy the rest of your day!
@LearntoInvest2 ай бұрын
Great suggestion!
@TheRustyLM2 ай бұрын
VIST, NFE, YPF?
@tonyemyers15362 ай бұрын
Can you look into PR?
@swhitaker10032 ай бұрын
CNQ and ENB
@razmuss51742 ай бұрын
PSX, UGI PLEASE
@jonishjoshi79542 ай бұрын
Brookfield renewable energy pls
@roshenelevethinkal60382 ай бұрын
OXY please deep dive
@saranjitgill19772 ай бұрын
Hi jimmy can you do video on Nvidia and Smci and AVgo
@o.c.g.m94262 ай бұрын
There's been thousands of videos done on those, my guy. Come on 😂.
@jimhendrickson55532 ай бұрын
Upstream: enterprise products Downstream: kinder morgan
@calm_candle_wick2 ай бұрын
We love you Jimmy
@aleksz80052 ай бұрын
$ENPH, GNRC
@AhmadAlmohamed-q2x2 ай бұрын
Oxy
@maxjosephwheeler2 ай бұрын
*EURN.... buy, Buy, BUUUYYY!*
@shakeypudding65632 ай бұрын
If you aren’t buying Canadian energy stocks you’re making a huge mistake. They are vastly undervalued compared to their American peers.
@KanSun7872 ай бұрын
xom is more attractive than cvx has more cash and free cash, I don't like oil companies with HQ in California. for smaller cap I like Dino and WFRD right now.
@jewbagel59692 ай бұрын
AMEREN
@sljunak0002 ай бұрын
Hi, can I have your email for business inquiries ? Great video !