stocks – Page 55 – The Contrarian Investor Podcast

Season 1, Episode 4: AMC, GOGO Present an Opportunity

Published May 14, 2019

With Mark Jones of Pragmatic Capital

Shares of AMC Entertainment Holdings (AMC) and Gogo Inc. (GOGO) have been beaten down pretty badly in recent years. But there is a lot that the market is missing, says this week’s guest, Mark Jones of Pragmatic Capital.

What’s been ailing AMC (2:40), why the cyclicality of the movie business (5:00) and Disney’s production schedule (6:52) will help its cause. Jones’s price target for AMC (9:20) and his research methods (16:30).

The case for Gogo (23:25), the backlog of demand (27:00) and his price target (30:08).

Not intended as investment advice.

Stocks mentioned on this podcast: AMC Entertainment Holdings (AMC), Gogo Inc. (GOGO)

Season 1, Episode 3: The Case for Mining Stocks, with Matt Zabloski, Delbrook Capital

Published May 7, 2019

Copper faces a supply/demand imbalance

The metals and mining sector of the equities market has effectively gone nowhere for more than a decade. That may be about to change, according to Matt Zabloski of Delbrook Capital.

A supply/demand imbalance faces the copper market (4:30) and there are ways for investors to profit. Electric vehicles are part of what will drive demand (5:38), leading to higher prices (8:30).

Delbrook Capital’s approach (10:37), the coming consolidation (11:48). Background on Delbrook (15:18). Devil’s advocate (18:45). Best ideas and stock pick (23:08).

Not intended as investment advice.

Season 1, Episode 2: Spinoffs create value in equity markets

Published April 30, 2019

With Jim Osman, Edge Consulting Group

This year’s rally in equity markets has not been equally kind to all sectors of the market. DowDupont Inc. has seen relatively muted returns this year, especially compared to the broader indices.

The company spun off Dow, its material science division, on April 1. The market has not been particularly impressed. Another spinoff, its agricultural business Corteva, will follow June 1.

This week’s guest, Jim Osman of Edge Consulting Group, says this presents a buying opportunity — for all three stocks.

Tag: stocks