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Tag: commodities

Season 3, Episode 23: The Long Term Bull Case for Oil (Updated)

With Todd Sullivan, ValuePlays.com

(Updates with second video below).

Todd Sullivan of ValuePlays.com joins the podcast to discuss his long term bullish views on oil.

The guest also provides his favorite stocks — all portfolio holdings of his — for investors to take advantage of this trend.

Content Highlights

  • Big picture elements of supply, demand, and infrastructure that are driving the long term bull case for oil (2:50);

  • What about the potential for an economic slowdown in the U.S. and more importantly China? How might that impact things? (7:39);

  • Background on the guest and how he turned his passion as a blogger and investor into his current position (11:17);
  • The three energy names he really likes right now (18:51);
  • Energy has been unpopular for some time and people are under the illusion that gas and oil are going away. “Nothing could be further from the truth.” (25:28);

  • Why transport companies are more of a pure-play on energy prices than drillers (29:30);

  • $100/barrel oil is a “realistic scenario” and prices could stay high after that as the macro outlook remains constructive (37:17);

  • The bullish outlook for the cannabis industry in the U.S. — this will be the topic of a future episode (42:49).
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Shares of Akazoo, Silvercorp Sell Off On Reports From Inaugural Contrarian Investor Virtual Podcast

The Contrarian Investor Podcast, in partnership with ValueWalk, hosted the inaugural virtual conference before market open on Monday, April 20. A recording of the event is available on our new YouTube channel (and viewable at the bottom of this page).

Shares of Akazoo sold off sharply after the presentation from Gabriele Grego of Quintessential Capital Management that kicked off the event. “We believe Akazoo is a scheme orchestrated by management to profit while egregiously deceiving investors,” Grego said during the presentation. “We see signs of very suspicious accounting manipulation,” including cash inconsistencies and “a total lack of income taxes.”

Update: On May 21, an Akazoo special committee of independent directors announced that management and associates “participated in sophisticated multi-year fraud.”

Silvercorp Metals also sold off in the pre-market after the presentation by Nathan Anderson of Hindenburg Research.

Maj Soueidan of GeoInvesting LLC, a previous guest on this podcast, said he was bullish on shares of Intouch Insight. The customer experience company’s stock has sold off after coronavirus, which Soueidan says is an opportunity to build a position. He has a target of about $3 for the stock, which was trading around 27 cents a share at the time of his presentation.

Matt Zabloski, another guest on the podcast, gave the final presentation of the event, saying he was long shares of Vale, a Brazilian iron ore producer.

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Season 2, Episode 11: Bargain Hunting in Frontier Markets, With Hedi Ben Mlouka of FIM Partners

Frontier markets are at greater risk of coronavirus fallout, but there are opportunities

Hedi Ben Mlouka joins the podcast to discuss his views of frontier markets in light of the coronavirus crisis.

Ben Mlouka has been investing in frontier markets for more than a decade as CIO and CEO of Dubai-based FIM Partners. He sees the asset class in general as being at greater risk of being impacted by fallout from the COVID-19 epidemic. The political risks are particularly vexxing.

Content segments timestamp:

  • Is this a good time to be investing in frontier markets? (6:03)
  • The first part of the equation: Frontier markets are less prepared for the coronavirus than developed markets (7:05)
  • The impact will be larger from a healthcare perspective while the policy response can be expected to be weaker, especially in fragile economies (9:56)
  • The crisis will expose the “downside of globalization,” precluding a “V-shaped” recovery (11:30)
  • Where are the opportunities? Oil importers like Pakistan and Egypt can benefit (15:26)
  • Speaking oil, forget about the demand shock for now. Oil prices should recover to $50 or $60 per barrel (18:57)
  • Beyond the macro picture, industries with access to capital are preferred. Avoid travel, hospitality, banks. (21:07)
  • Healthcare, education, retail, and consumer discretionary companies should recover over the long term (23:56)
  • Political risk is a major concern for many countries in frontier markets. Who’s most vulnerable? (31:09)

Highlights From Our YouTube Channel

More information on the guest:

Not intended as investment advice.

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