Alan Gałecki – Financial-Engineering.net @Fin_Eng_Net
Blogging about stocks. Contrarian stock ideas. My strategy: Simplicity. Increasing returns by lowering the risks = beating the market. ⬇️⬇️ financial-engineering.net Germany Joined June 2022-
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Nervousness?
This is clearly a positive catalyst / underestimated risk. And yet the General tone is more like hier supply and lower demand when the risk seems to be exactly the opposite
This is clearly a positive catalyst / underestimated risk. And yet the General tone is more like hier supply and lower demand when the risk seems to be exactly the opposite
Nice sum up. Worth reading for a market update and feeling for the trend 👍
Nice sum up. Worth reading for a market update and feeling for the trend 👍
ouch… respectively good for the price of uranium. my thesis is clear: staying away from the miners, despite the likely higher reward, they have dramatically higher risks.
ouch… respectively good for the price of uranium. my thesis is clear: staying away from the miners, despite the likely higher reward, they have dramatically higher risks.
There you have it – 3M will finally cut its dividend! You need to dig a little deeper, but I've done that for you. Since 2015, the FCF payout ratio has been at least 50%, often even more. For illustrative purposes and due to better graphics in TIKR, I used the earnings payout…
that's why we as small investors are better off looking for smaller opportunities. using a combination of fundamental analysis and risks-first approach, I am able to offer my members market-beating ideas. financial-engineering.net
that's why we as small investors are better off looking for smaller opportunities. using a combination of fundamental analysis and risks-first approach, I am able to offer my members market-beating ideas. financial-engineering.net https://t.co/IPEkrxkBtA
I am keeping at it: why going the hard way via #RIG $RIG Transocean with it's ultra-high debt load to play the offshore upswing? Share count is up 24% y/y. it has more than doubled compared to the last cyclical high. net debt remains at about 6.8 bn. USD – at a market cap of…
Cocoa is crashing down 14.32%. Probably nothing. 🤷♂️
Boeing aims to raise $10B in debt sale amid cash burn (NYSE:BA) | Seeking Alpha Cash burn + higher debt = lower share price. No, do not buy the dip… seekingalpha.com/news/4095748-b…
pretty silly comparison. in 1987, the USD massively devalued after its high in 1985, shifting to Japan and fueling the bubble there. today, the USD isn't devaluing, but robbing sideways up.
pretty silly comparison. in 1987, the USD massively devalued after its high in 1985, shifting to Japan and fueling the bubble there. today, the USD isn't devaluing, but robbing sideways up.
just 4% over the last five years ("but the dividends…"). no, thank you. not enough upside for a barely growing company. if your goal is market average, maybe. but not if you want to be ahead.
just 4% over the last five years ("but the dividends…"). no, thank you. not enough upside for a barely growing company. if your goal is market average, maybe. but not if you want to be ahead. https://t.co/ROQupg24Le
My favorite remains oil for different reasons: 1. it is at the beginning of the value chain 2. emerging markets have a significantly higher share of the world economy and thus demand 3. ESG gaga 4. focus on costs and shareholder returns instead of drilling for the sake of…
My favorite remains oil for different reasons: 1. it is at the beginning of the value chain 2. emerging markets have a significantly higher share of the world economy and thus demand 3. ESG gaga 4. focus on costs and shareholder returns instead of drilling for the sake of…
Goehring and Rozencwajg: "The world’s two largest producers are now both short of #uranium....these inventories would soon deplete entirely, making this cycle different....we predicted the uranium bull market would soon become chaotic– that period is now upon us"
How the government taxes you:
Dyson vac, Mac, iPhone, good quality leather shoes and of course high potential and quality stocks — the latter though can be purchased at discounts
Dyson vac, Mac, iPhone, good quality leather shoes and of course high potential and quality stocks — the latter though can be purchased at discounts
Lol!😆 I had to laugh when I saw this notice that #Kazakhstan's #Uranium #mining company Kazatomprom $KAP's INKAI LLP JV with #Canada's Cameco has opened a tender to buy a submersible pump!♒️⛽️ Does this mean the INKAI U mine is flooded & underwater?🤿🐟🤔 en.trend.az/business/tende…
Lesson II: Sell the garbage, instead of holding on and hoping for a turnaround back to zero.
Lesson II: Sell the garbage, instead of holding on and hoping for a turnaround back to zero.
Gold miners — the majority of them — are among the greatest value destroyers and heavy diluters. That’s why their stocks are not coming up for a reason. Those with strong execution are their stocks go up like AEM
Gold miners — the majority of them — are among the greatest value destroyers and heavy diluters. That’s why their stocks are not coming up for a reason. Those with strong execution are their stocks go up like AEM
Gambling, hoping to get rich quickly and not knowing what one is doing / owning are the issues.
Gambling, hoping to get rich quickly and not knowing what one is doing / owning are the issues.
Wise words!
Christian W. Röhl @CWRoehl
45K Followers 658 Following Vermögensverwalter in eigener Sache | Wanderprediger für selbstbestimmtes Investieren | mm-Bestsellerautor | #Aktien #ETFs #Fonds | Keine Anlageempfehlungen
Andy @evfcfaddict
11K Followers 299 Following In the end, investing is all about valuation. Valuation starts with the correct numbers. I therefore use Koyfin. Get 20% off on Koyfin using the link below ↙️
Florian König 👑 @_FlorianKoenig
3K Followers 284 Following Value Investor 📈 | CIO | Speaker 🎤 (Disclaimer: tweets are no financial advice, do your own research)
Whirlwind360 @Whirlwind360
2K Followers 192 Following 👨👦👦👩👦 Familienvater 💍 Ehemann 👨🔧 Ingenieur 💸 Privatinvestor 🏃♂️ Läufer 🥋 Taekwondoin
greenpepper @peppershares
4K Followers 947 Following the best tweets come with wine ~ stock market, dogs, games, historian 📈🐶🎮🎓 no investment advice
DS 💰 @dasacom
3K Followers 2K Following Börse 📈 • DividendenStrategie 💰• Wirtschaft • Umwelt ☀️ • Film-/Serienfan • buy & hold & check. Keine Empfehlung/Beratung.
Finanztalk @Finanztalk0711
2K Followers 782 Following Cashflow optimizer (CFO), Privatinvestor. #Börse ist mein Hobby. #Dividenden meine Motivation
Manuel Palkowitsch @mpalkowitsch
3K Followers 591 Following Privater Account zu #Aktien, #ETF mit Fokus auf #Dividenden im Rahmen meiner privaten #Altersvorsorge für eine sorgenfreie #Rente 🙃
John Quakes @quakes99
82K Followers 36K Following Retired Earth Sciences Researcher, Professor, Analyst, Writer, Trekker and Explorer. 🥾🌎 Invested now in the new #Uranium Bull Market. ⚛️⛏️ 🤠🐂
▪️𝗶𝗡𝗧�.. @Michael_Kissig
11K Followers 448 Following Value Investor, Vermögensverwalter | Blogger | Börsenbarde: Aktien Magazin, Aktien Report, Gewinner-Aktien Dividenden, Nebenwerte Investor, Rendite-Spezialisten
Friesenjunk 🇪🇺�.. @Friesenjunk
1K Followers 357 Following Wer den Cent nicht ehrt... 🐿💰🙌🤑 | #Aktien | #ETF | #stocks | #investing +++ geboren zwischen Torf und Grog |
European Dividend Gro.. @European_DGI
23K Followers 1K Following Creator of the European Noble 30 Dividend Aristocrats 🇪🇺 | Follow me for international dividend growth stocks | Licensed investment professional (EFPA EIP) 🎓
Philip Morris @PhilipMorris67
652 Followers 863 Following Trading 📈, Investment 📊, Reisen 🌍, MTB🚵 , Rennrad🚴, Snowboard🏂, tauchen🤿🐬, Sonne🏝, Meer 🌅und Berge🗻
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4K Followers 604 Following Macro- und Trading-Enthusiasten um den Sieger der Global CUP Trading Championship 2021/2022! #Trading #Aktien #Makroökonomie (keine Handelsempfehlungen)
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1K Followers 5K Following Speculation & Investment - Exploration & Discovery - Value & Growth - Gold Silver Mining & Natural Resources ASX-TSX-LSE since 2007 - Cycles - More to Learn
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fhjqdec36rktqrr @9wpgs0l8xd1
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Divvy-Up Stocks @DivvyUpStocks
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hellothere @123nothingnew
105 Followers 5K Following DYOR. HODL. Not financial advice. Here to learn and share. Invest in yourself. Be kind.
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Truth @pdf00587301
5K Followers 5K Following Patriot, Father, Career in Finance, Degrees in Engineering/Business. Banned twice. Almost 10 years of fighting all the Insanity. Over 100 Million Impressions.
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1 Followers 105 Following
Christian W. Röhl @CWRoehl
45K Followers 658 Following Vermögensverwalter in eigener Sache | Wanderprediger für selbstbestimmtes Investieren | mm-Bestsellerautor | #Aktien #ETFs #Fonds | Keine Anlageempfehlungen
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11K Followers 299 Following In the end, investing is all about valuation. Valuation starts with the correct numbers. I therefore use Koyfin. Get 20% off on Koyfin using the link below ↙️
Florian König 👑 @_FlorianKoenig
3K Followers 284 Following Value Investor 📈 | CIO | Speaker 🎤 (Disclaimer: tweets are no financial advice, do your own research)
Techaktien @Techaktien1
22K Followers 950 Following #Aktien & #Börse seit Februar 2011 📉📈💵 Pronomen: Geh / Arbeiten, Techaktien auf Instagram mit 141.000 Abonnenten ▼▼▼
greenpepper @peppershares
4K Followers 947 Following the best tweets come with wine ~ stock market, dogs, games, historian 📈🐶🎮🎓 no investment advice
DS 💰 @dasacom
3K Followers 2K Following Börse 📈 • DividendenStrategie 💰• Wirtschaft • Umwelt ☀️ • Film-/Serienfan • buy & hold & check. Keine Empfehlung/Beratung.
Dr. Dr. Rainer Zitelm.. @RZitelmann
59K Followers 470 Following #ILOVECAPITALISM Kapitalismus ist nicht das Problem, sondern die Lösung. Official German profile | My english profile: @zitelmann_en
Finanztalk @Finanztalk0711
2K Followers 782 Following Cashflow optimizer (CFO), Privatinvestor. #Börse ist mein Hobby. #Dividenden meine Motivation
John Quakes @quakes99
82K Followers 36K Following Retired Earth Sciences Researcher, Professor, Analyst, Writer, Trekker and Explorer. 🥾🌎 Invested now in the new #Uranium Bull Market. ⚛️⛏️ 🤠🐂
sparbuchfeinde @sparbuchfeinde
17K Followers 74 Following 🚀 Finanzwissen für Dich 📈 Börse | Aktien | Dividenden 📚 Wirtschaftspolitik 🎓 Business School | 65.000 Abonnenten auf Instagram
▪️𝗶𝗡𝗧�.. @Michael_Kissig
11K Followers 448 Following Value Investor, Vermögensverwalter | Blogger | Börsenbarde: Aktien Magazin, Aktien Report, Gewinner-Aktien Dividenden, Nebenwerte Investor, Rendite-Spezialisten
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451K Followers 54 Following Market moving headlines for professional day traders 24/7 via audio squawk.
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6K Followers 664 Following 4’000+ Investoren lesen arvy‘s Weekly | Qualitäts-Aktien mit Good Story 🏰 & Good Chart 📈 | Fondsmanager (Top Decile, Blend, über 3 & 5-J) | #IBDPartner
The Kobeissi Letter @KobeissiLetter
504K Followers 513 Following Official X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: [email protected]
Friesenjunk 🇪🇺�.. @Friesenjunk
1K Followers 357 Following Wer den Cent nicht ehrt... 🐿💰🙌🤑 | #Aktien | #ETF | #stocks | #investing +++ geboren zwischen Torf und Grog |
European Dividend Gro.. @European_DGI
23K Followers 1K Following Creator of the European Noble 30 Dividend Aristocrats 🇪🇺 | Follow me for international dividend growth stocks | Licensed investment professional (EFPA EIP) 🎓
TRADE|THE|TRADERS @ttt_financial
4K Followers 604 Following Macro- und Trading-Enthusiasten um den Sieger der Global CUP Trading Championship 2021/2022! #Trading #Aktien #Makroökonomie (keine Handelsempfehlungen)
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7K Followers 333 Following turning over micro rocks and sharing my discoveries || there's always a cheap market somewhere || not investment advice
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32K Followers 133 Following Speculator. Analyst. Author of independent due diligence reports. Free, no-spam, no-hype weekly digest available only here. 👇
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329 Followers 2K Following Twee linkerhanden, politiek gedesoriënteerd, energie georiënteerd. Two left hands, politically disoriented, energy oriented.
The CNN Fear and Gree.. @ced1106
315 Followers 55 Following The CNN Fear and Greed Index is a short-term leading indicator that should be paired with a lagging indicator, eg. Supertrend. My blog : https://t.co/vU05IW9rD3
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1K Followers 542 Following 💼 One man insurance Co. 🌎 Living the maverick life ✈️ 👇🏼
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3K Followers 1K Following Mister Matching®: Trainer / Redner / Berater / Experte für Social Selling und Kundengewinnung über LinkedIn / Gründer der Mister Matching Community
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670 Followers 246 Following Eine Barkeeperin & ein Autor auf dem Weg nach Plan B. Blogger und Bonvivants. 👉 Alle 14 Tage ein neuer Artikel! #globetrotter #housesitter #unternehmer
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6K Followers 2 Following I collect the best stock pitches from fund letters, analyst reports, twitter, blogs, etc. Sign up for the free, daily email with 3 new stock pitches
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2K Followers 394 Following Financial blogger, part-time investor. Bullish oil & gas, OFS/offshore, commodities, EMs. Bearish energy transition. My posts aren't investment advice, DYODD.
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26K Followers 1 Following My name is Harris Kupperman but everyone calls me Kuppy. I manage @praetoriancap and this is our official blog...
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46K Followers 190 Following Independent and informed news and insight on Polish politics, culture, business and history. Support us: https://t.co/gL9UBeoIvi…
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7K Followers 954 Following | Macro, Markets, Dividends & More | Seeking Alpha | Charts! |
wallstreetbull @yaskay87
276 Followers 432 Following stockmarket old school value-investing + cryptocurrency enthusiast.... I’ve learned a lot from my mistakes, so I decided to make more mistakes to learn more
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13K Followers 99 Following Reporting the latest news about companies cutting or stopping their dividend payments.
Patrick @Stock_Bonvivant
2K Followers 155 Following Börse📈 Vermögensaufbau💸 Quality Investing🤑 An der Börse ist alles möglich – auch das Gegenteil 🔄 #Aktien #ETF #FinTwit #FinX #KeineAnlageberatung
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709K Followers 516 Following "The most canceled scientist." PhD in Biotechnology. Science Journalist. Polyglot. From the Spectrum. CEO @sunfluencer. Contact: [email protected] 🐓
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221 Followers 192 Following 🔍 Finanzredakteur @wiwo | 📈 Leiter der #BörsenWoche 🗣️ Meinung hier privat
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3K Followers 726 Following Cycle and event driven investing. Commodities, Digital assets Director: $TMIN.cn Core: #Uranium #Chia 🌱 #BTC #Copper #Gold
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22K Followers 562 Following Macro asset manager. Ex VC & investment banker. Do your own DD. More here ➡️ https://t.co/kr64UfPFYb
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10K Followers 411 Following Former Oilfield Services LevFin/HY analyst. Lived the 2015-2016 downturn. Sharing industry research and not investment advice.
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332 Followers 322 Following Leveling up by thinking and growing rich.
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117K Followers 621 Following You can visit my website to learn more about me and my Long-Only LT growth strategy. https://t.co/vqSVbYCFmX See disclosures in the link below
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7K Followers 702 Following Markets & Geopolitics + some unfiltered thoughts on the madness of the world today. Read: https://t.co/cgaZoMVWoE Watch: https://t.co/qdLPNzdlwl…
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19K Followers 57 Following Our team has been investing in Natural Resources for over 30yrs. We share our research with the public. View important disclosures: https://t.co/mOomknnX4O
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16K Followers 14 Following Ex hedge fund mgr, 30 yr Wall St Pro. Now @atgdigital_ #Bitcoin| $TSLA | #crypto | innovation & macro. Only opinions no investment advice.
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2K Followers 180 Following Triple-Income-Investing mit Dividenden, Optionen und Zinsen - mein Informationsangebot inklusive Kontakt und Gratiskurs: https://t.co/oLdsdOIkzS
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Mark Nelson @energybants
61K Followers 2K Following All energy all the time. Saving nuclear plants: Radiant Energy Fund. Energy & strategy: @RadiantEnergyG. Prev: @envprogress @cambridge_eng @run4okstate
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11K Followers 75 Following Chief Market Strategist, SAF Group, Energy Tidbits memo/blogs at https://t.co/x88dIP6FXc. On LinkedIn https://t.co/Aq25TlmN2g…
Thomas Beutler @Thomas_Beutler
1K Followers 1K Following Mein Claim: Investiert in Wissen! Ich bin unabhängiger Finanzanlagen Honorarberater und aktiv im Verbraucherschutz. #Finanzbildung auf meinem YouTube Kanal
Tucker Carlson @TuckerCarlson
12.8M Followers 1 Following
Arystokrata @Arystokrata1
10K Followers 9K Following Patriota, Wizjoner, Wolnościowiec (Patriot, Visionary, Libertarian) "Beauty is truth, truth beauty" J. Keats Organizujmy się: RT i "follow"This is wild: ~33% of all S&P 500 stock trades are now executed in the last 10 minutes of the trading session. This is up from ~27% in 2021 and has been steadily increasing over the last few months. The entire trading session lasts for 390 minutes, but ONE THIRD of all trades…
⚡Wasn't #Kazakhstan originally supposed to ramp up #Uranium production this year by 9 Million lbs to 10% below licensed capacity?⏫⛏️🤔 Not only have they scrapped that forecast✖️ but Cameco just reported production was down 300,000 lbs at Inkai in Q1 versus Q1/2023.⤵️⛏️🇰🇿🗜️🤠🐂
Cameco $CCJ has highlighted what Kazatomprom noted as well, that there are procurement and supply chain issues that can/will have an impact on future production. Their 8.3 million pound Inkai production target for this year is dependent on sufficient volumes of sulfuric acid ⌛️
$RIG $VAL $NE RIG 1Q24 call: - Uncharacteristically poor operating performance at 92.9% efficiency 1Q and rev low end of ‘24 guidance. Downtime and delays. RIG is normally good at these things. Weaker cash conversion due to contract prep costs. Nothing wrong w/ market but op…
Update on $PARA $PARAA coming up at 9 am ET on my SA page seekingalpha.com/author/early-r… Given the outright craziness of recent developments, I can't help but become more cautious on PARA. Redstone is clearly operating an Après moi le déluge strategy to force through her preferred deal
$PARA “Best and final offer! Spoiled billionaire’s son refuses to pay a penny more for you to buy his company for $5bn” 🤡 Move along kid. Let the adults from Sony/ Apollo sit at the table and work out a proper deal for all shareholders, like this should have been from the jump
@aktien_max Für meine Rente sollen 2,5 Leute ein Leben lang geschuftet haben, ham sie gesagt. Wo denn? In einem Slum in Bangladesch? 🤓
Like I said - $PARA will do $2 a share this year. Own it.
Wer Arbeitsleistung rein in geleisteten Arbeitsstunden misst, lebt wirklich im letzten Jahrhundert. Denn Ergebnisse zählen und nicht die abgesessene Arbeitszeit. Das scheint aber nicht jeder so zu sehen. Täglich lese ich Forderungen, die Deutschen müssten ihre Arbeitszeit…
$PARA So instead of previously reported by CNBC that SD offer is premium of $11 +30%, according to FT it is 30% ABOVE current trading SP ($12.25) = $15.92/share. Next paragraph:Additional $2B/$3B additional cash. So is it $18.98/share? Maybe $20. Correct me if I’m wrong.
Skydance sweetens Paramount bid with $3bn cash infusion $PARA ft.com/content/990085…
What will happen next? Redstone might still sell control to SD. Or Apollo+Sony might post a bid. Earnings were great. Last fall I had anticipated total 2024 EPS of ~2/share - we are on track. So for now no reason to act.
Less than 10 years of Permian reserves based on $94/bbl. Can we start to get serious about offshore & international companies already? #EFT #OOTT
Permian proved reserves increased +555 mmb (+4%) in 2022 from 14.8 to 15.4 mmb despite +33% increase in SEC WTI price from $63 to $94 per barrel Depletion rate was -10% in 2022 #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities
Paramount's $PARA $PARAA released its Q1 financial results, and the key highlight for me is the company's positive Free Cash Flow (FCF), a pivotal factor in its potential merger valuations with Skydance. FCF reached $209 million in Q1 2024, marking a substantial improvement from…
No alpha in megacaps, except for all the alpha that got them there
@Fin_Eng_Net @hkuppy Who cares about the pesky facts. It's the 'vibe' that fills the hearts and smooths the brains
@Fin_Eng_Net @EarlyRetiree_SA Are multiple share classes really outdated? Meta, Alphabet, Shopify, Lyft, Pinterest, Snapchat come to mind. Is it immoral and unfair? Yes. Outdated? Shareholders continue to reliquinsh their rights for short term benefits, disguised as long term benefits.. future bagholders
Man sollte Schule einfach komplett abschaffen. Diese Leistungsanforderungen spiegeln in keiner Hinsicht das wirkliche Leben wieder.... Einfach so früh wie möglich arbeiten gehen wie es in anderen Ländern auch üblich ist. Dann kann sich jeder individuell weiter entwickeln.
Warum ist #Schulsport so demütigend? Von wegen Spiel und Spaß: Der Sportunterricht ist für viele Schüler:innen ein Ort der Angst. Sie fürchten sich vor dem Geräteturnen, dem Schwimmunterricht und manchmal auch vor den Lehrkräften. Stunde für Stunde bekommen Kinder ihre…
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