During the past bull market, people expressed their love for investments with prospects which increase their value through the years. Nevertheless, it seems that what they actually dreamt of are investments that grow their price. This is why, now that the prices are going down, they feel sad, and some of them have started panicking. Read More
Category: Global Stocks
Printers of Wealth Getting Cheaper. Should you Panic?
Canfor Pulp: A Bargain in a Nutshell
By Dimitrios Koutsoumpos
This should be a very short post about Canfor Pulp (CFX.TO) as a cyclical bargain. That’s because the content is the refined and enriched version of a whatsapp group chat between attendees of the Quality Value Investing, a meetup group in London. The idea behind publishing it, is that a good investment idea should be described in a few sentences, even if it has demanded more work, and research in the background. Read More
That’s why I Buy Gulf Keystone Petroleum in the Upcycle
By Dimitrios Koutsoumpos
Often, in my posts, I have talked about the concept of cyclicals, and the idea of buying them when the conditions are super depressive. Hence, I can’t remember myself buying any of these stocks while operating in good conditions, and producing lofty earnings. Gulf Keystone Petroleum (GKP) seems to be an exception to this rule, for reasons that I will explain in this article. Read More
My Performance (Interview – Part 4)
Dimitrios Koutsoubos answers to Gaurav’s questions about investing. In this part he reveals his historical performance in investing.
Record Gains in 2021 – Stock Picks for 2022
The main idea I presented for 2020, a year that prices fluctuated a lot, was that we shouldn’t let prices judge our investing journey and returns. The year 2021 had again the usual fluctuations, but seemed so smooth compared to 2020, the year of coronavirus, tough measures, and extended lockdowns.
How I Pick Stocks (Interview – Part 3)
Dimitrios Koutsoubos answers to Gaurav’s questions about investing. In this part he explains why choosing or judging the performance of a specific fund can be very tricky, and talks about the way he picks stocks with some examples.
Enwell & JKX: Undervalued & Natural Gas Skyrocketing
by Dimitrios Koutsoumpos
The rising gas price challenges the economies of Europe. From the very low of under $2 MMBTU, during the pandemic, the precious energy commodity has lately skyrocketed to $20 MMBTU in the European markets. The households and the industry are already paying the price, and expected to pay more, especially with a cold winter. The great beneficiaries of the situation are the gas producing nations and companies. Enwell Energy, and JKX Oil & Gas, are two Ukrainian gas producers that are enormously benefiting, but surprisingly seem to be extremely undervalued. Read More
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