In this episode, we talk about Investing in uncertain times. Shell’s stock nears an all-time high, prompting discussions about the competitiveness of European oil and gas companies against their U.S. counterparts. Medical Properties Trust sells healthcare facilities in the U.S. while increasing its dividend. Meanwhile, tensions between Israel and Iran raise concerns about inflation. We explore Derek’s reflections on navigating the Covid Crash and his strategies for managing risk and evaluating stocks. Christian Ilmberger brings up the shift in the fear-greed index and its potential impact on market trends.
Here’s a list of companies mentioned along with any relevant tickers:
1. Shell – Ticker: SHL
2. Medical Properties Trust – Ticker: MPW
3. The Procter & Gamble Company – Ticker: PG
4. Agree Realty Corporation – Ticker: ADC
5. Zoetis – Ticker: ZTS
6. Starbucks – Ticker: SBUX
7. Greggs – Private company, not publicly traded
8. HSY (Hershey Company) – Ticker: HSY
9. NKE (Nike, Inc.) – Ticker: NKE
10. VICI Properties Inc. – Ticker: VICI
11. Nvidia Corporation – Ticker: NVDA
12. Crowdstrike Holdings, Inc. – Ticker: CRWD
13. Advanced Micro Devices, Inc. – Ticker: AMD
14. Marks & Spencer (M&S) – Private company, not publicly traded
15. Sainsbury’s – Private company, not publicly traded
16. Global Water Resources – Ticker: GWRS
17. Universal Music Group – Ticker: UMG.AS (listed in Amsterdam)