eps #191 – Investing During Uncertain Times

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)