Iran Krise: Mega Aktienchancen für Langfristanelger

0:03 Yes, hello everyone. Now there are 50 of us here . That's great. Thanks for stopping by. Uh yes, a serious crisis uh between Israel and Iran, the bombing uh yes uh of uh nuclear cities and so on. I hope you can hear me well. It is certainly worrying, but things are already starting to calm down again. I think Teran has signalled a willingness to talk and it looks like there is a relaxation, that there might still be an agreement between the USA and Iran and that a kind of peace plan will be

0:51 negotiated. Hey, greetings everyone. So that's relaxation in that respect. Well, in general, crises are actually very good on the stock market. As a value investor, you buy as a long-term investor and use such volatile times to get in cheaply. And you have to be tough enough , as horrible as that is. Um, and you have no influence over it anyway. We can do something like that; if we could solve it ourselves, we would. Yes, but as investors, if we are not in politics, at the very top somewhere, we as individuals have no influence on it anyway. In this respect, we should

1:36 concentrate on what we can solve ourselves, what we can do in our small circle. Yes, that's why I'm continuing with Hold. But there are interesting opportunities, folks. And I see that when I look at German stocks, for example, when I look at Allianz, it is cheaply valued, yes, a heavyweight in the DAX, a global corporation from Munich, pays a high dividend, is not valued that expensively. um or a Deutsche Bank. Yes, she has had many scandals behind her. They made rounds of cuts. The board closed branches and moved the business forward.

2:21 The first quarter was exceptionally good for Deutsche Bank. I see potential there too . I own shares in both Allianz and Deutsche Bank, as well as Kommerzbank. What is also interesting is the takeover attempts by Unikredit. Um, it must be said that Kommerzbank has already risen quite a bit and Unikrit has now said, oh yes, the price is perhaps already too high. We don't even know if we'll go ahead with the acquisition, but it 's still a takeover candidate, in my opinion. I have owned some commercial bank shares for many years. Um, that's interesting. In America, the US banks are super exciting. For example, the Bank of America that I have isn't that expensive in terms of its market value. Rene Dividend.

3:07 Um, that's interesting too. Relatively good value. Why does Buffett also have a larger package at Bank of America, the second largest bank in the USA? This is also interesting alongside Welsfago and the other banks JP Morgen. I still have Welsfago, I still have City Group, City is trading below book value. That's also amazing. Deutsche Bank is also trading well below its book value. I think 50% below the Buchwell. Um, I find Deutsche Bank very interesting from the DAX . I always have to say, I have the stock. Um, yeah, what else is there to watch? Maybe you can look at the oil values . Um, we don't know how things will continue,

3:53 but it looks like tensions are easing in Iraq. Let’s see what other questions you have. But you know, I've had Exon for a long time, I've had Chefrund for over a decade, I'll stay invested there, they make great dividend payments, relatively high dividend yields , which are simply a hit with me, they are giants, energy giants, you can also look around in Europe, a Shell, a BP, BP is apparently also in the takeover sights. That 's interesting. Hey, there are so many exciting things. Basically, I see so many buying opportunities everywhere. Um, Allianz is getting way too expensive, but when I look at the P/E ratio, it's not expensive at all, folks. Uh, I do

4:39 n't know how you came to that conclusion, maybe visually from the course. Um, but I've just looked at Deutsche Bank, for example. Here you can see the long-term chart and how cheap it still is in the long-term price trend. It's now at $28. They are also traded on the New York Stock Exchange and you can see how cheap they actually are. Yes, if you take a quick look at where they were in 2000 and 2005, you can see a huge crisis, one scandal after another at Deutsche Bank, but somewhere they have now completed their cost-cutting programs. They have laid off staff, opened branches, increased their profits and are somehow finding their way back into the market. However, as far as

5:27 the world of investment banking is concerned, they have of course fallen far short, almost into insignificance. If you compare the German bank with the big banks in the USA, it has become very, very small. Um, but at least as a value investor, a major player from Germany, from Europe, Deutsche Bank is still interesting. Um, yeah, that's what I wanted to tell you. The alliance came here and said it was expensive, I wouldn't say that now. The P/E ratio is relatively cheap. I think KV12 or something. Um, they are visually expensive, but not in terms of the P/E ratio. Yes. Well, we have interesting German companies in the insurance industry, including Munich Re,

6:15 which we cannot and should not despise. Uh, you can always take a look at it. These are conservatively managed, long-term oriented corporations. Allianz P/E 12 Dividend 4.8%. So, it's not expensive. The course 342 € is expensive. Absolutely, that's true. Hey, greetings to Hamburg. You bought Bike 24. Very good, Bern. Uh, they're working on the turnaround, they said the numbers have improved. Um, they are, they also had a serious crisis. It was much too expensive. Business was bad. Now it has stabilized. We still have a founder story. The founder is still a major shareholder. I also find Bike 24

7:02 interesting on a low level, especially since they said it's basically an online platform where you can buy your bikes and, um, they had some pretty big problems at the beginning, but now they've got themselves back on track and the bikes are at 250. To be fair, that's a bit speculative . Be 24 stands at 250. The market value stabilizes at 109 million. That's just, if you say, turnaround speculation Bike 24 can be done. You just have to spread it around and think about the giants. But the latest reports looked very good . They have raised their sales forecast . They also left their EPDR prognosis

7:49 relatively good , where it is. There is hope. There is hope. You can see that this was a penny stock. Basically, at Bike 24 they were almost €1. Now they're at 250. So, of course, this is a large online platform that is also active in the European region and abroad . So, they expanded pretty well there . Uh, let's see how it goes from here. Of course, they also have a lot of competition. Uh, when I look at Amazon or other retailers, um, but they are very specialized in e-commerce. Such a great founder story actually with turnaround fantasy. Thanks for mentioning that. We have so many

8:34 stories to look at , it's incredible. McDonald's is currently trading at a favorable price. It's true, you see in every country you travel to, there are McDonald's branches everywhere and they are often full. Uh, they're just lively among the younger generation. Uh and it's insanely worth it. They made a slight correction. It's just an opportunity, a dividend stock, McDonald's here. I'll take a look at that . uh 200 almost 300$ is the 2.3% dividend. P/E 25 is a stable real estate value actually a franchise model. Interesting in any case, you can also take a look at a McDonald's

9:20 after the minor correction. Uh, they have lowered their prices, they are doing more of these budget menus and, uh, they have also felt an economic slowdown. Uh, demand cooling. The consumer is not even willing to pay any price and they also have to adapt to a newer environment. Um, but that might also be interesting, especially after a correction of a smaller one. You can see here that they lost about 7% in one month, which is actually unusual. It's actually a strong stock in itself and also extremely stable. JM Schmucker is a food manufacturer, had a bad quarter and corrected quite a bit. That is also interesting. They have coffee brands,

10:06 several coffee brands, jams and sauces, e.g. for ice cream sauces and so on, that's also interesting. The Schmucker share, especially after the massive correction in the food sector, is actually conservative, but there is also suffering for the big giant JM Schmucker. You can see here how low they are. Dividend 4.5%. Thanks for the tip. This is also a stock that is worth looking at, although the last figures weren't so great, but giants are always an opportunity. Um, yes, what else is there to look at? For example,

10:51 I have always mentioned a Villa Rohenbuch ceramics maker from Germany, they make plate and bowls, porcelain and toilet bowls, washbasins and everything. I have them because of the dividend. They took over a major competitor from Belgium, Ideal Standard. I have a small secondary value from Hamburg. I'm talking about fashion jewelry retailers, they pay a lot of dividends and hardly anyone pays attention to the side effects. The majority is in family hands. The Werner family owns the shares, they also control the company, and they always pay high dividends. So that might be worth a look too. How people, you have to look at yourself. Um, fashion jewelry, the retail sector is not dead, there is still a huge amount of

11:36 money to be made there. Look at yourselves. Walmart is one of the richest families in Germany in traditional retail, in stationary retail. Aldies, Albrecht, Lidl are still there and a lot of money is still being made. Bisid, um, they're not doing much online yet at Bisidup Briid. This is a traditional chain store, costume jewelry. Of course, it's mostly women who go shopping there. Uh, I have it, just look at how euphorically it was rated and where it is today. Dividend 7.7% is shown here at Google P/E 14. Yes, Bishubit. Well, I have it, it's a value for me, and I'm not going to give it away. Then I have a

12:23 Pandora consignee from Denmark who has now suffered from this whole tariff announcement by Trump. You have to check out Pandora. Denmark is on every corner in the USA. In Europe you can also see costume jewelry in many corners . They buy one in Thailand, they go there, they want to expand it a bit. Uh where they come from, uh their spit shopping on uh Vietnam. other countries, so Pandora is also worth looking at from Denmark, a retailer that was founded in 1982, I think is leading worldwide. Uh, yes, there are some really interesting things and now I'll see what other ideas you have. You always have gigantic ideas and then my ST Lauder share,

13:10 today it's rising. Um, unfortunately one of the founder's sons, Leonard Lauder, died at the age of 92, one of the biggest shareholders. Um, and then the share reacts, it then sees a successor solution, that the shares are then basically distributed, maybe sold in a package or passed on to the children to foundations, we'll have to wait and see. Um, well, I'm also hoping that this Lauder, who also had a terrible crash, will get back on her feet. We have seen many drops in demand. We have a weak real estate market in the US. We have many areas that are suffering from tariffs,

13:56 from this trade war and the downturn in demand from China here in Lauder, that's where I got in, they're at $73. I see huge opportunities for a 9% upside today. Um, and let's see how things go from there. Um, so a massive drop in share price, changes in management, cutbacks, personnel development programs. So many positions have been cut in order to get costs under control . You can also see this with the tech companies, such as Alphabet, which is also interesting. Alphabet values, they also laid down quite a lot and they also said again, I feel sorry for the employees, but I think they will get high severance offers.

14:43 Let's say you're working towards financial freedom, yes, and you get a great severance offer. You've been with Alphabet for many years and let's say you're, I don't know, in your late 40s or you already have a great portfolio or early 40s and you get a great severance offer. Um, Alphabet, so maybe that's also attractive for employees? I have no idea how big the severance offer will be, but they are also reducing staff in many areas. Alphabet, er, Meta, Mark Zuckerberg did that too. Radical staff reduction programs in order to get costs under control and to keep profits high, because they are investing a lot, they need money, they need billions in order to invest in artificial intelligence.

15:30 Facebook Meta and Alphabet, for example, are building Waymau, the autonomous vehicle. They are spending so much on research that they want to keep the basic costs, the fixed costs, as low as possible. They want to automate and look at the P/E ratio of 20. Yes, Alphabet, I have the class. C-share, that's not a big difference for me . P/E 20 dividend half a percent is not much, but P/E 20, they are swimming in money, they have no debt. Alphabet, YouTube is part of it, Gmail is part of it, there are so many products that belong to it, Google Calendar, search, web search,

16:18 everyone knows Alphabet and they have but they also have to adapt and find new things through artificial intelligence, what people are looking for. They look for answers to their questions in different ways, they use more AI, they may go beyond the Binguche and in that respect Alphabets also has to adapt and uh but I think they are well positioned. There are also cartel investigations into the big tech companies and they must have certain risks, there are people everywhere. Um, yes, I see a lot of opportunities, especially with such side businesses, if you look at what I mentioned to you, what I mentioned with such smaller businesses, someone here

17:03 mentioned Bike 24. I find it super exciting, you have to check it out. An e-commerce platform for bicycles or something like a fashion retailer, as boring as that sounds. Um, and sounds good too. I have Bisu Briit in my depot. You could perhaps, but that's a higher risk, look at other smaller companies from the SDAX that we have, or larger ones from the MDAX, or go straight to the really big ones in the DAX. Hey, let's see what questions you all have. Uh, but um, McDonald's, yes, I already mentioned repurchasing at McDonald's . Allianz, exactly, I mentioned it. Uh, Deutsche Telekom is cheap at the moment.

17:50 Um, they also have a strong presence in the USA with T-Mobile US. They have made their subsidiary, the US subsidiary, quite strong. Um, and that's just Deutsche Telekom, it 's a market that's actually saturated, but they're well positioned and, um, we have to see how things develop there. Now let's take a look at the German Telekom dividend. 3.3% P/E ratio of 16 might not be a bad standard value. A share like this is n't going to double in value quickly, but it's a value in itself and you can see here, the price has weakened over the last week and if we

18:36 look at it in three months it's still quite significantly in the black. In five years and the long term, that's how it looks, it's a value that you can buy. The dividend alone is quite attractive. P/E ratio is not exaggerated. Um, well, in America they've already pretty well scoured the market with their subsidiary Tmobile. Uh, let's see how it goes. Uh, I don't expect a rapid, massive price increase, but it is a value that you can buy. Um, here the band bought this Bike 24 flying taxi today. Yes, that is very innovative and very,

19:21 I don't know who will survive that. That's also very risky because it's not yet approved in that form. Uh, it's not a mass business yet. They're still at the very beginning of developing this aircraft, but you probably know more about it. You have to deal with it yourself . For me it was a bit too early in development. I like going to tire markets like this. When I see that a business concept like this has proven itself, they are profitable, don't need to invest too much in research, they sell their products and make a corresponding turnover and profit. Diago is a spirits dealer, they all or many of them suffer from the customs problem at some point

20:09 , yes, that some kind of tax comes along. Uh, a kind of customs is also a kind of tax. Basically, this is passed on to the consumer. In the end, they have to pay a higher price and they suffer as a result. It could then be that one startup strikes back and imposes a whisky tax, and then another imposes a wine tax and then a champagne tax, and then it can escalate like that. There is a great danger. Another point is that I think people are drinking less alcohol. At least there's a health trend there, but they could also be active in the mocktail sector and perhaps other healthy drinks could be produced, I don't know. Uh, it's a market that might be interesting, especially after

20:55 the strong correction. Good that you mentioned it. If you want to sit it out, you look at things like this. uh breweries after Heineken from the Netherlands. He looks at Anhäuser Busch in Bev from the USA, um, they have a large brewery, one of the largest in the world, Anhäuser Busch. These are also stocks that have suffered greatly. Well, Constellation, what are the names of the Constellation brands? You can look at them. Wine producer yes aner Busch. You can see here too how they crashed. Uh, and they used to be twice as high. They have

21:41 halved. Yes, halved since 2016, the Anhäuser Bush here you get a dividend of 1.6% or 1.7% P/E of 18 is actually the really big brewer Braumeister the biggest in the world. You can also take a look at it as valueware. Uh, to houses Busch. Uh, there may be opportunities in the spirits sector even after this sharp decline . Good, um, that you mentioned that. Thermofischer is a medical technology manufacturer and we would have to look at how they are rated. Uh, I don't know what they're doing

22:27 either. I have to honestly say that I had my eye on it . Um, we'd have to see how the course went. They're also in the area of ​​diagnostics and such. Clinical research is $400. Uh, and there's a P/E ratio of 23 here. Thermofischer might also be worth a look after the price drop . Um, I haven't really looked into the value . They sell clinical products and analytical instruments on the market.

23:15 Uh, maybe if someone says here, I want to be in this area, the sales have stagnated recently, um, the profit increased quite well by 13% in the first quarter, in the last quarter. So maybe you should take a look in this area too. We have a Kia Gen in Germany, which is also an interesting growth stock. Well, Thermofischer also made quite a few corrections, it must be said. I'd have to take another look. Thanks for the tip. So here too there is a strong price correction from almost $700 to $400. So that might be worth it too, if someone knows about it. Um, insurance, yes,

24:02 I have PayPal in my portfolio, a fintech, a very large fintech, which has suffered from the cooling down of consumption and, above all, there are many competitors. You can see the tragedy in the portfolio in the chart, they used to be at $250, $270, PayPal is now at $2, but they are now quite cheap with a P/E ratio of 16, you can take a look. I have the stock, I'm in the red with the PayPal stock, it owns Venmo, transactions, instant payments, online payments are part of it. PayPal might also be worth a look after the crash, but it has n't really recovered for years. Brukt

24:49 Gamble has been paying a steady dividend for over 100 years and increasing its dividend for over 50 years . It's an amazing stock, everyone knows the products. a Pampers, an Orel B, toothbrush, toothpaste, electric toothbrushes, Braun is included. Uh, we have so many stomachs, it's a huge portfolio of detergents and so on. Well, Prton Gamble is in my portfolio and will remain there. It has an incredibly solid basis and solid value, but they also said that demand has weakened. They produce branded products and when there is a correction like this, when consumers suffer from inflation

25:34 and downsizing and the job market is not looking so rosy , then even solid stocks that are actually crisis-proof suffer . Dr. Gampel, as I said, I have $160, they are about... Uh, the numbers 2.6% dividend is just a dividend machine. Yes, it is run conservatively. They travel all over the world with their products. Uh, everyone knows them too. Uh, Brookfield has bought data centers in Sweden. Brookfield is also a giant, an infrastructure provider that has many subsidiaries that are also owned. Uh, it's an interesting value from Canada.

26:20 Um, we've already mentioned Schmucker. Uh, Pizer crashed. An incredible, um, an incredible opportunity from New York, a vaccine manufacturer, a pharmaceutical manufacturer and they have made expensive takeovers. They also paid too much for the takeovers, they took on a lot of debt , and they're still suffering from it. They need a liberating blow, they need to get their business back on track. 7% dividend and you can see the drama here, how the share price crashed at Feiser. People, they're now at 24, uh, paying a 7% dividend, but there's also a jump in vaccines. We

27:06 also have a new American policy that is more skeptical about vaccination. We have reached the end of the pandemic, and of course sales of vaccines have cooled down. Uh, we've had expensive takeovers . Let’s see how it goes. In any case, this is also an opportunity if I am a long-term investor. Um, yeah, Texas Roadhouse is a steakhouse. They are pretty well positioned, they do it cleverly and that is also an interesting value if you want to invest in the area of ​​gastronomy , which is actually very competitive, but they have set up the concept correctly. Things are going great for them. Texas Roadhouse, if someone wants to

27:54 get into the restaurant business , they pay a 1.5% dividend. Uh, it was actually very strong in growth . Hims and HS are currently very cheap. This is basically a telemedicine provider from the USA, which is very modern and, uh, nobody wants to invest too much time in every doctor's visit anymore. A lot of things are done online with big trending topics that people like to take. For example, something like a weight loss injection is often prescribed there, they specialize in psychiatry and telemedicine, for example,

28:39 I don't know, basically everything that is a mass topic in the pharmaceutical sector. That's what they specialize in. Um, yeah, okay. What other questions do we have ? So it is also a growth stock. Himson Höst, they are essentially competing with doctor's offices. Uh, you get the medicine delivered to your door very quickly and conveniently, for example the weight loss injection. You do this very quickly in a relatively quick video chat with the doctor. Um then and uh that's more for younger people who like to do Zoom calls and so on,

29:26 yeah, Schmucker, debt-ridden place, many food providers have high debts. That is the basis of the business, that you make quick takeovers and then have debts accordingly. Kraft Heins does n't taste good, pays a high dividend, and I'll keep it in my portfolio. Um and pool basket is also interesting. That used to be a growth stock, and during the pandemic everyone built a pool. Um, that was a growth market without energy, they could hardly keep up with the accessories they sell, pool baskets, and you can see how that has weakened. the share price halved from its peak. Yes, down from $600 to

30:13 $290. This is also worth a look again now that things have cooled down. Um, that's definitely something Poolkorbet has in mind too. They will be needed again. Uh yes, there was a buffet in there, someone wrote pool basket. I'll have to check whether BKscheier Heatherway is among the shareholders. You can take a look at that. And uh BKscha Heatherway is at Poolkorbit uh 3 4%. That's correct. Um, yes, I'm currently looking at Poolcorp among the top institutional holders. You can see that BKschawe with 3 to 4%

31:03 they had 1.46 million shares from Poolkorb in the first quarter. So that's interesting too. Why Buffeld seems to be hoping, at least his managers or he, that the stock is undervalued, that it gives him a chance for a rebound. Uh yes, pool basket 1.7% dividend, that 's interesting too. I have already mentioned Deutsche Post several times. Logistics company, one of the biggest in the world, one of the largest employers in the world, also with DHL . The basis was the letter delivery business , Deutsche Post, but this is shrinking rapidly. Um, but the postal services also deliver packages to the front door, which is

31:50 increasing rapidly. So, this is more than compensated for by mail order and e-commerce, as more packages are sent to consumers' homes. In this respect, they have a growing business overall, they are active worldwide, including in the express business, they work for industrial suppliers, the managers, and they handle the shipping of products around the world, manage everything, the perfect timely delivery, sometimes the temperature has to be monitored, when packages are sent, depending on the shipments, which are the Hikels, for example, expensive works of art and so on, they take care of everything. So, a

32:37 logistics company that also has a real value , Deutsche Post DHL, can be bought and left lying around, at least in my opinion. Uh, I don't have the shares, they're trading at €40, so the P/E ratio is around 14, which is cheap. They can react relatively well to economic slowdowns, Deutsche Post DHL, you can see them here. And at a price of around 40, for me this is also a valuable investment . Its value won't double quickly, but you can make small returns. Bayer, um, he's short after the rally, I think it can recover further. Um, Geist Bier says, "Hims is the next Netflix." It can be. No

33:24 idea. He's a cool guy, he lives in Switzerland, I've already visited him. Spirit beer. Value investor, well represented, networked. Um, yeah, a cool guy. Um, yeah, what else do we have here? Nestle can also be added to your portfolio, the world market leader from Switzerland, uh, food. Um and they also suffered, General Mils. Many people also buy no-name products that are cheaper in order to save money. Herno Ricard in the spirits sector from France has also suffered, a value worth Bayern Value, who Target in I have a dividend king,

34:10 has had a cooling off in consumer consumption and is now recovering again. It was also a bitter setback. Target is at just under $100, they were already at $250. That's also a stock you can buy. Brick-and-mortar retailers are also strong in the online e-commerce sector, but still outperform brick-and-mortar retailers. Um, it's also a good modern department store, where you can get everything from furniture, small cosmetics, food, electronics, fashion, household goods, pans, pots, you can get everything. Uh yes, from microwaves to impossible, how big is the range. Yes,

34:56 you can also take a break after the price crash. That crashed brutally. Darket is in my portfolio, I'm still in the red and hope that it recovers. Um, yeah. Yes, once you have a pool, you still need the chemicals, otherwise you'll get algae. You have to take care of it, too. That's why, after some may have stopped and pumped it out, but somewhere with the increasing prosperity, more and more people have in the pool. In this respect, BYT might really be a purchase as Buffet sees it. Pool pool. Com. Byd is an automobile manufacturer, an electric specialist, and they have left Tesla behind in

35:41 many areas. Um, they're from China and, for example, I think they're doing pretty well in Europe . BYD is worth a look. As far as I know, the BKshai is also involved. Um, yeah, then we also have Braun Forman, I think, which is also a spirits manufacturer with really big whiskeys and so on. He also suffered from this whole problem with tariffs. Um, if I see it correctly, yes, I think they are also traded on the New York Stock Exchange. Um, and they broke in brutally.

36:31 They said we expect a difficult year. Uh, you can see here, they used to be at year 75, now they're at 25. So in value investing, you do look at things like that . Yes. Everyone knows the Jack Dels brand. Brown Forman, that too, if you look at it, it's kicked off by the Spitz, it's crazy. But they said bad outlook. This year you will be really weak. Yes, really bad. People are saving money, people are drinking less alcohol and are switching to cheaper brands. There is a similar sales slump abroad and so on. Well, it's difficult, the business in the spirits sector, the whisky sector

37:17 here. Uh, maybe after the crash Super Span Cisco is a delivery company that supplies food to restaurants, canteens and hotels. Um, that was also a dividend machine and it also suffered. People are going to restaurants less. and will also catch up and will catch up to the old success again, of that I am relatively sure. Um, and they're trading at around $74, so you can put them in your portfolio . It hasn't collapsed massively, but it hasn't really recovered either. Uh, P/E ratio 19, I see dividends of just under 3%. So you can also get Cisco in your depot. I see the trucks all the time. I make my

38:03 videos on YouTube. Again and again I show you a truck that supplies the restaurants. Right here in Manhelden . Always on the move. I see things every day. Adobe is also a turnaround, a software provider that has collapsed. Everyone knows the PDF. Um and uh they'll get better again. They're under 400. They had to invest a lot in AI, artificial intelligence. Um and uh let's see how it goes from there. There was a weakening of the forecasts regarding sales profit. Adobe might also be worth a look right now after its massive crash.

38:52 You can see Adobe's P/E ratio for next year here. Uh and if you look closely, they have almost no debt, they are almost, well, they have such minimal schools also in the stock market value, you can almost forget. So, um, 800 million in debt or something, but with that large market value, they're a software provider from San Jose. This is also a monster stock pension that has increased by 100, uh, 80,000%, 1000% since the 80s. You see Adobe here, and when the price drops like that, you take advantage of it and get in and rest. But it often requires a lot of patience, because you probably won't catch the low point so easily , but that's also a good indication of a fallen

39:39 gem, a stock gem, yes, with tremendous performance, which is now going through a weak phase, and weak phases happen everywhere, even with the best companies. Um, well, that's a great tip too. Thank you for that. Um, Adobe, you have to take a look at what they're doing. Cloud documents and yes, they do photography, they take designer photos, images, work a lot with creative, brand business and publishers and so on. So they are also quite broadly positioned. Adobe might be a good idea at that level. I don't have it, but it's interesting. Uh, there are many, many interesting stocks, but

40:26 I don't have a crystal ball and I do n't know everything and I make mistakes just like everyone else, but I have become financially free with a relatively normal income as a journalist. I'm a freelancer in New York and I managed it. Yes, it is possible to save small amounts in stocks. I never imagined that I would be so successful with my portfolio that it would become so large. Yes, 3.7 million, that's, that's crazy, um, how it's taken off . And I did that, I bought SAP shares when I was younger, even a few junk shares, yes, and made mistakes, like everyone else. And what is possible there is incredible. I never imagined

41:12 that something like this was possible. Back then, I collected the smallest, most minimal dividends . Yes, I was happy about the €50 dividend. Yes, and today it has increased massively. I can show you that. Here is my portfolio 3.7 million. Uh, it's crazy. I started very small, with minimal amounts, and today I get almost $50,000 in dividends a year. Dividends were never my focus. And I never imagined that either. 50,000, just think about it, that's like an income. Yes, simply passive income, someone goes to work for it.

41:57 I get that just like that without working. Simply with legs hold. This is madness. It's really crazy. The stock market in the long term. You mustn't let yourself be driven crazy by all these crises, by horrific news, assassinations, earthquakes, volcanic eruptions, wars, and yet in the long term the stock market continues to rise. Companies are affected by crises, but they are clever in how they solve them. And if one of them drops out and goes bankrupt, it is replaced by the competitors and that is why you diversify widely. You can also get over something like that if, in the worst case, one of your portfolios should collapse , which is very unlikely,

42:43 unless you are taking the biggest risks right now. Um, but there are also occasional outages or crises. For example, in times of crisis, I have Heidelberger Druckmaschinen, yes, I thought, okay, they'll manage, but they fight and do and fight and do and fight and do. It's been back and forth for 10 years. Now there's positive news again, but they also have high obligations, high, basically on the debt side, pension obligations, and the whole industry has changed. This printing, in the past we printed magazines, catalogs, Zages newspapers, today it is a smaller area in the digital sector. You make labels, you print cans or for some kind of parcel shipper

43:30 or for, well, packaging printing. Yes, and it's not as big as it used to be . In this respect, they had to adapt to the business in Heidelberg, and I still have the Heidelberger Druckmaschinen share. You get something like that in times of permanent crisis, it's part of it, I have the shares and not everything will go up straight away and sometimes you will even slip into the red with many shares, but be patient , wait it out, the stock market is crazy, sleep and don't let every crisis drive you crazy. The companies can handle it. Take a look . Prt Gel, how old they are. Yes, 100 years over 100 years they pay dividends. It's insane. A stable, rock-solid value. And if

44:15 you build up your portfolio like this with a lot of solid players, maybe even in the ITF as base people, then nothing can go wrong. Yes. Um, and always stay calm, stay relaxed. Yeah. What else do we have? Uh, what else do we have? Greetings to Düsseldorf. Uh, McDonald's is currently interesting. Congratulations on Netflix. It's my biggest position. Um, I can show you too. This is no secret at all. I also show my portfolio everywhere. My largest position is 700 shares. You see, these are current courses, the biggest is Netflix up here. Uh, 700 pieces

45:01 worth almost a million people Beinold extreme. And that's how you build up a portfolio. You can see my entire portfolio. I can still go down there now, but yeah. Um, what else do we have? Coca-Cola is expensive. No idea. But it's also a machine, a dividend machine. Um, I have ETFs, I have three ETFs and I have an S&P 500 from Fancard, the VOO is what it's called in the USA. Then I have, um, I have the, um, Fangard Futzi All World without the USA, but I have an ITF worth, in quotes, only

45:46 115,000. Um, I can show you that too, that's no secret either. And then I have a cash position of $10,000, as you can see here. Uh, I'm lying in wait and here you can see the three ETFs. Yes. uh Fangard VOO for 82 000 two smaller positions. Uh, yes, so much for that. Uh, thanks for the thumbs up. 130 thumbs up. for almost 600 people. I just want to motivate you to build something for yourself and the stock market is an incredible return machine. You just have to keep calm and not give up on stocks and ETFs. Instead, save steadily, do a Costa average, and just let it go

46:33 . No one can make exact predictions , no one knows where things are going, in the next five years, or the next year. But in the long run, things will improve , that much is known. And in the long run, it's a great Dell supplier. The stock market is actually the best thing you can do for your money in the long run . This is shown by long-term studies. Um, in that respect it's better than a savings account, the stock market is better than building society savings, than insurance, than life insurance, um, than many of the products that are available and that many people, especially the German ones, avoid, the giants, many, especially older people, have a lot of call money and monthly money and federal treasury bonds and so it's better to be active on the stock market in the long term. But being active means being passive,

47:20 buying and leaving, setting up savings plans and letting the news be news. Um, and just stay calm. Yeah. And then you wake up and take sleeping pills, like Kostolani said, and 30 years later you wake up and you have a heart attack. This is how big your portfolio will be if you do this. I experienced it myself. Yes, it's incredible. Um and um all of a sudden you have Fu Money, you are financially free and you can make many decisions much more easily. Someone may have a dream, want to become self-employed, but have a job and don't dare to do it because they don't know what it will be like without income, what it will be like to start a company, with their business idea.

48:05 But if you have the financial freedom and a nice portfolio, then you can do something like that. Other people cannot do this because they have no savings, no deposit that would allow them to do so. So you have a lot more freedom to do things, especially when it comes to your dreams and so on. So I can motivate everyone. What you once? LVMH is also a great growth stock from Paris. The largest luxury provider of the ANO family. Everyone knows Louis Vitton, all the champagnes, everything they have. And so it's in family hands, long-term oriented and well positioned, but it has also suffered, folks. Um, we all know that . LVM

48:52 L there are always cycles like that and you just have to stay cool and be able to ride them out and then take advantage of the lower prices to increase your holdings again and say, man, that was a weak phase. The share is also listed here in the US OTC market and you can see the drop from almost $1,000 to $540, where it is now. So. Uh, yes, so you can see that it has halved, in the end it has almost halved. You can buy Louis Viton, leave it, or buy more. It's a great family-owned company that has made many acquisitions, integrated them quite successfully, and

49:38 benefited from synergies. Um, yeah, all you can say is, people, buy and hold and keep calm and that's how it is. Blackrock is also a great investment; it is one of the largest asset managers. The Eisha are from the passive investment he made big together with Fangard. They're from New York and the founder is still at the forefront . Uh, I think he's still the CEO and worth 152 billion. The share price has increased by 6900% since 1999. GRU is also a very large financial services provider.

50:25 You can buy Black R and have it installed and the performance is really great. They moved to Hatzenjahr, they used to be somewhere in Mitthau. Um and um they also work with pension plans and with states, with governments, pension funds with foundations, asset managers and they have set up a lot there . Is a gigantic ETF provider. Um, okay. I out. I enjoy my shop as a freelancer and as a blogger and influencer. I get United Health,

51:13 which I also bought as a turnaround beer, the largest health insurer in the USA. The rising health costs when you go to the doctor, go to the hospital, etc., put a strain on this insurance. They issued a profit warning, they're at around $307 and, uh, I have the stock, guys, and I'm staying with it and hoping that they'll continue to recover. It has halved from the top. There were also supposedly investigations by the public prosecutor's office in the USA. Uh, I have no idea if that's true. The Wall Street Journal had reported this . They were at around 600, now they are at 308. It's a bit of a scandal, scandalous,

51:59 scandal-driven stock. United Health is worth a look. Pepsi Cola is like Coca-Cola Blue Chip for Bayenhold and collecting dividends. Um and uh Canadian National Railway is also a stock, you can look at it. Uh, strong providers, railways, wagons, uh, freight transport. Um and uh yes, I already mentioned first laude, folks. Unfortunately, one of the major shareholders died. A great donor, Leonard Lauder. He donated a lot. a billionaire and let's see how things go from there. I think this can only

52:45 go up after the crash at Lauder. Hey, 600 people, that's crazy. 600 people, thank you for subscribing. I would like to encourage you all to build something up on the stock market, even if it is only conservatively with an ETF, then you would have already achieved a lot. We have to do something about the pension problem and we all know that, not just for financial freedom, but also for reasons of security, of old age security. Uh, Reality Income is such a popular read. Um, and you can watch that too. It's very large and broadly positioned,

53:31 very popular among dividend fans, and no small number. Large corporation worth 51 billion. They are, at 57, basically a landlord of commercial properties. They have big customers, big chains and you can take a look at that if you want to get into real estate . They are from California and they have 15,600 properties in all 50 US states, but they are also active in England and six other countries in Europe and they

54:18 pay monthly dividends. Many Canadians do this, but the one from the US is rarely a monthly dividend, i.e. a steady dividend. That's why they are so popular and are also in Dividend Aristocrat, I believe. Have paid steadily increasing dividends for 30 years . So, Reality Income is a dividend machine, if you want to take a look. Thanks for the tip. Also very good. So through the monthly dividends you have a steady flow of money into your account. In the beginning it is very small and in the long run, if you keep buying into it, it gets bigger. 5.6% dividend yield, which the mobile markets rent out to drugstores and large, I think, hardware stores and so on,

55:05 many of the properties are predominantly in the USA. You can read it again, Reality Income. Thanks for the tip. Uh, yes, I would have to look at what the price- to-book ratio is. Uh, that's always a good indicator. 1.3 is not expensive. 1.3 price to book value, which now means 30% above book value. That's relatively cheap for such a solid real estate investor, landlord of commercial real estate. So it will be interesting to see where this goes from here. Especially since you saw a correction there, they were already at 80, and are now below 60. So maybe that's a good indication. Thank you for that. Um, yes, Western

55:50 Union is a financial service provider that is often used by immigrants who earn money here in the USA, for example, and send it abroad to their families in Peru, or to Mexico. Um, and there are relatively high fees charged. Uh, WesternU is basically a kind of transfer, money transfer company, uh, financial and payment service provider. um, you have to look at it again in detail. But it has also suffered because of all this Fintex, which has taken a lot of business away from them. They are also cheaper and are more convenient to use via apps. There are

56:36 a lot of fintex like PayPal and so on or where you can send money to friends and family members. Um, and there are so many, for example white ones from England are also listed on the stock exchange. Um, well, they used to have a lot of kiosks like that, um, yeah, money transactions, where you could also hand in a check and so on, and now they've really come under fire. Um, here they also have to modernize. Western Union. Yes, you can see that they are already very low. Yes. Um, that's just Turner

57:23 speculation. I think that would be a bit too hot for me. Uh, but the P/E ratio is very low and the dividend is very high. Western Union, no idea what's going on there, folks. I don't know everything either. And if I knew all this, I would be a billionaire. Yes, billionaire. um, so it has developed badly and there must be deeper problems . Probably also a high level of debt. Uh, no, I don't see debt that way at all. Uh, I don't know. The problem is likely to bring down Western Union's business. You'd have to take a closer look. I do n't see any debt at the moment, but I probably see a drop in profits. Um and um there has to be something somewhere

58:10 . No idea why they 're so cheap. Hey, uh, Progressive Corp is an insurance company that is pretty progressive, pretty cleverly positioned, and has also developed well. They're also pretty present, I think, in the automobile insurance business. Um and uh yes, do you mean the insurance or am I there now? I'd have to look again. Progress, er, progressive, what did you do here? Progressive Corp. Progressive Corp. Yes, I would have to do my homework again. I can't say anything about that at the moment. Palantier was an incredible high-flyer. Um and

58:57 still um in the area of data analysis, they work a lot with the FBI, with the CIA, with police stations, with countries and also with the army and with the Pentagon Pallant here. Um, they have clever software that analyzes data. Um and uh it went pretty well, great numbers, but also high in the valuation. Yes, there is also that which is run by founders. Peter Tel is also invested there. He was born in Frankfurt am Main, an investor who made a lot of money

59:43 at PayPal, I think, and at Facebook. Um, yeah, we'll have to see how it goes. Palant here, uh, gigantically developed, are at $142. Uh, it's crazy. Increased 1000% since the person. Good point Waste Management. The garbage collectors always come and the garbage has to be picked up. This is also an important supplier that is needed and the business never runs out of garbage. the garbage business. Uh, they're from Texas

1:00:28 and uh they're at 204 euros. Uh, that's also a stock that you can buy and leave alone. Bill Gates is a big shareholder and a big fan of his foundation, the financial foundation, as far as I know. The stock goes higher and higher and higher. They're at 200 34. Yes, an amazing machine. Uh, Waste Management. Yeah, you can buy it, leave it, dividends, everything's fine with them. It's crazy. Um, what else do we have? Yes, lots of ideas and uh

1:01:14 Oh, have the insurance. So, yes, progressive is a good insurance. Um, they also compete strongly with Buffett's direct insurers and they are pretty well positioned, from what I've heard. Um, yes, they're doing really well too. Um, insurance company from Ohio, they are strong in property insurance. The main focus is on vehicle and building insurance. And if I look at the chart here on Google , we're at 266. You can see how the thing has shot up. Very clever

1:02:00 data provider. They collect data from the insured and find the prices just right so that they can make good money. Uh, they pay a little bit of a low dividend, but the P/E ratio is n't that expensive, as I see it here. Yes, this is also a stock to buy and hold progressively. They recently increased their sales by 18% and their dividend by 10%, as you can see here. So Progressiv is a stock that is doing quite well. Yes, a high dividend yield. Um, Gaiko is the competitor of those from Warf. Very good. Very good stock. Yeah . I would buy more United Health. I bought it. It wasn't that long ago

1:02:45 . From Novia. is a large German European landlord, the largest, and they pay a good dividend and the property market is recovering. The falling interest rates are helping to contribute to the recovery of the property market because mortgages are becoming cheaper and since the ECB has lowered interest rates again, I expect the Von Novia share price to continue to rise. from Novi share also interesting people look at this. It's at 28, a DAX value, dividend 4.4% P/E 13. When it comes to real estate, people are looking more at the price-book ratio, which is now very low; it was already much

1:03:32 higher. Well, I find it really exciting too. There was also a change in the board of directors. The former SAP financial expert will take over the leadership of Von Novia’s board. I already spoke to him in New York. is a cool manager and he used to be in management at SAP for a long time , then he moved to Vodafone and was also right at the top of the management team. Now he's coming to Novia and wants to get the property value of this very large property landlord back on track and the share price has suffered too much. This is probably why there was a change at the top of the board there as well. But there was also a bit of a surprise. The Wolfbuch has just been replaced

1:04:18 . And now an SAP manager, a former SAP manager, is coming in here at Novia. Dax value, you can buy it and leave it there, in my opinion 4.4% dividend is shown here at Onvister, so from Novia for me, buy people. Um, BNP Par, I'm not really up to date on it, it's a big bank from Paris. Cons is also part of it. Um, I didn't follow up on PNB any further. I'd have to find out more about that . How they are set up . It's just a big bank from Paris and they're at €77.

1:05:08 uh 88 billion pay high dividends and 6.7% is calculated here. A P/E ratio of 7.5 is expected to be cheap, or rather cheaply valued, for BNP Parib. Guys, this might be interesting too, but it's not a value that's going to skyrocket anytime soon. I don't expect that from such a big bank, bank giant. Uh Bitcoin, what about Bitcoin? No idea. Apparently there is competition in quantum computing. I have no idea. I don't have any Bitcoin. Um, they're at 107,000. Um, they

1:05:54 've increased by 1,000% over the last 5 years . Yes, to be fair , it's a price machine. I missed out on Bitcoin, you could have made so much money. You could have become a millionaire with a small investment. They have increased by 200,000%, as you can see here, Bitcoin. Yes. Um, yes, some say yes, well, it's a bit hot for me, I 've never really been able to judge it. It is also very volatile. uh the Bitcoin, I have no uh when I look at what a currency like gold has for thousands of years? Yes, we already had the Romans, the Egyptians, they already dismantled it. That was something special. Today, gold is also traded on the Altzeit . Of course, the increase is

1:06:41 much smaller than with Bitcoin. Well, I would rather prefer a gold one. I 'm not so speculative that I would go into Bitcoin right now. Bitcoin hasn't been around that long. You can see it. The time we have here to check this is limited. But if you like the risk, you might open a small position in Bitcoin and leave it alone, even with the leg hold extreme, with those golden diamond hands, just hold on, hold on. So far, this has worked wonderfully for Bitcoin. It may still work. Maybe someone will buy an ETF that has cryptocurrencies in it. There are a few large ETFs, so the risk is a bit more spread out, but I would n't bet my house and home on

1:07:26 cryptocurrency, but maybe you can find a small ETF and open a position and put in a small sum, depending on how much you want to risk, and you might be happy in 5 years, in 10 years, I don't know, if I knew, guys. Um, yes, to be fair, it's developed really well . uh Bitcoin. Yeah. Um, Mr. Richie from the Stuttgart Stock Exchange wants to do something with me about Bitcoin. Uh, we'll have to see when we speak. Uh, maybe there's more to come . Uh yeah, 500 people here. Super. It's crazy. Um, and we've already talked about a few things. Uh, Signify from the Netherlands. Hmm.

1:08:13 I'll have to take another look. Oh yes, so you picked a 7% dividend here, Rafael Sander. Uh, thanks, you really have some ideas here. I'd have to take another look at it in peace. Uh P to PZU insurance from Poland. P Yes, Poland is a growth market. They have actually developed quite well . emerging Eastern Europe and this PZU share has developed quite well, but I can't really assess it right now . Small P/E ratio

1:09:01 would have to be checked again. 12 billion euros market value here. Uh, if I knew. It's just not a very big insurer. If you mean this one from Poland, it has a low P/E ratio, and a few shares are traded on the long and black exchange. Uh, maybe you can take a look at the high dividend. Poland has actually developed quite well. This is an interesting, emerging market. Um, yeah. Um, Arthur Keller Slim Shady asks,

1:09:47 I think he's an insurance broker. You can also take a look. Um, yes, there are so many growth stocks, including interesting niche providers, such as insurance brokers and the like. Well, it 's an incredible value, the way it's developed. Um, they have massively expanded the business, yes. Such an insurance agency, yes, the right insurance addiction for companies. Um and um, they're doing really well, if you look at the chart , it's amazing, it's absolutely insane, this stock. Yes, but P/E has become expensive, but it is a safe business model, as you can see. uh P/E

1:10:33 expensive at 39, dividend just under 1%. Um, I would say pretty good. So maybe I would wait for a pullback , I don't know, but so far it's been working. So, like crazy, they still have a quality value, so maybe if you can represent the high KVN due to the high stability and the good business development, why not? is active in the insurance sector as a broker and consultant in many countries, supposedly 150 countries, so there is an incredible price performance, there are still many takeovers that these

1:11:19 brokerage houses are integrating well. Uh, yes, it was worth it. Nobody really knows who was invested in it . Such a strange name, Arthur Galak. Um, but it's a price machine and, well, these are shares, which you may have owned for the last 20 years and that would be good . Petropras from, uh, yes, from South America. Um and uh a giant from uh yes from Brazil and uh is a dividend payer,

1:12:05 but you have to ask, how is the country developing? Yes, from Rio de Janeiro. Um and um but if I'm a value investor, yes, um then I'll take something like that with me and just leave it there, yes, and say, okay, I also want to be involved in a country like Brazil . There are also some traded in Stuttgart, I see here in Frankfurt at Lang and Schwarz and uh but there is just a high risk of landing with Petropras. Yes. Uh, here I show you the Petropras share at €5.80 over the last few years. Well, weak to mediocre. You either get a high dividend or they

1:12:53 suspended it here. None is displayed here. No idea. There are no estimates here. Uh, but it's a giant with 40 billion. Yes, with over 40 billion from Brazil. Uh, a major oil supplier. One has to ask, how will the country develop and how is the state involved? That 's always the question with countries like this . Um, yeah. Hey, crazy. 200 thumbs up, over 200 thumbs. Thanks for the subscriptions and guys, I'll keep you updated. Thanks for stopping by. Maybe again tomorrow. Take care. Uh, good courses, uh, have a nice evening. Thanks for following. You guys are absolutely

1:13:38 amazing. Thanks for the ideas here. Um, I have to go into a lot more detail with you, with your questions, and I have to find out more, and I still have Celsus, I can just quickly mention that. I invested in Celsius Energy Drinkern Peter and I am in the black. Um, and competitor of Monster and Red Bull Celsius has grown strongly. In the last video I also filmed trucks and uploaded them to YouTube. I showed you in Manhattan. They're on a promotional tour for Celsius. Um, you can also get one. Pepsi is involved and they cooperate with Pepsi. Actually, people, especially young people, like to drink energy drinks. It's just like that. People don't want coffee anymore, they want an

1:14:24 energy drink, and you can see how Celsus has recovered. Things have been looking up again in the last few weeks after a huge crash. This is an energy drink provider. Yes. Celsus Holdings. Uh, supposedly you're supposed to lose weight if you consume these energy drinks . Yes, and after the price collapse, sales declined, but now they are recovering again. They may also have set the prices and offer special deals at gas stations, bistros, and takeout markets. There are always offers in the supermarket . The big ones are fighting, the Monsters, the Red Bull and the Celsius. There are a few other providers. Have made another acquisition. Let’s see how things go from there. Definitely going back up today. So, that's where it goes up. You can see it in the chart. So

1:15:10 Celsus, I'm glad I got involved during the crisis, during the sales crisis. And now recover , folks. Everything is recovering and they are spending a lot of money on marketing and advertising. is going up again. Okay, thanks. Take care, see you soon. Maybe even until tomorrow.