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"For example, Archer Daniel Midland just went down a little bit from this jump here. But if it goes from 56, let's say to 30, what do I do? ADM at 30 is an amazing buy. It will give you then a dividend of 5.5% that you can buy and reinvest and own more at 30."
The host identifies ADM as an attractive buying opportunity if its price falls from 56 to 30, highlighting the attractive dividend yield of 5.5% and the potential to reinvest, reinforcing a long-term value investing approach despite market volatility.

"And let's immediately go to here one position here. We have exposure Archer Daniel Midland 4.5%. Now I bought this somewhere here. Now it's higher. The dividend yield was closer to 5%. Now it's a little bit lower. Another thing here to understand when you look at the percentages here when it comes to diversified portfolio a full position is five to 6% a medium position is 3%."
The speaker details his position in Archer Daniel Midland, noting that he entered the stock in the 40s and highlights the dividend yield as a fundamental hedge in his diversified value investing strategy. He explains his strategy of managing positions based on risk and opportunity, emphasizing the role of dividend yield during downturns.
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