School me on investing...

No question you don't buy this one for anything but a lottery ticket. But...

IF...

... they can overcome distribution, corruption, currency exchange risk, and probably a dozen other obstacles, and become the Amazon of Africa, tree fiddy would be a steal.

But don't play it with money you couldn't set on fire.

 

I have some ideas to run past you guys.

Honeywell, HON they announced a planned spinoff of some of their business units (Advanced Materials) into a sperate public company in 2025-2026. This company will contain their HFO refrigerant business, Spectra fibers (armor) and more. The HFO refrigerant is huge as only a couple companies can make the new molecules used starting the new year. The stock is near its 52 week high, but sems to have growth opportunity.
Anyone have thoughts?

The next is ICL-IP group (ICL. Earlier this year they accused China of dumping Phosphate Esters her in the US. The US recently agreed and announced countervailing tariffs of ~60%-300+% based on the Chinese company involved. ICL is (I think) the only US plant producers of these chemicals anymore. They are an mainly FR chemical and pretty much every drop of spray foam used in the US must have 5-20% of some of these chemicals in it. Its also may be used in flex foam for bedding, seating, etc. ICL is closer to its 52 week low and this may only be a small part of its business, if Trump puts more tariffs on Chinese chemicals then this could mean even more $$ for them.

The last is another expect more Chinese tariffs idea as well...Huntsman, HUN. They are US based producer of chemicals and adhesives. IN their latest Q3 report they sighted lower sales in their aerospace due to Boeing issues...strike seems to be over so that may help. If Trump puts more tariffs on Chinese chemicals then what they make here in the US will sell for more. I would also say that BASF, Covestro and DOW would stand to gain more if we see more tariffs, but i think more on HUN's plants are US based and producing chemicals that already have tariffs that would increase.

Anyone have any coherent thoughts?

@HPPT

 

Man, I don't do anything about chemicals. Nothing I can say could be of any value to you. I'm definitely still trying to stay away from anything directly or indirectly affected by China, though.

 

That makes sense vis-a-vis decisions MADE BY China, but I think that the resident Heisenberg was referring to decisions MADE ABOUT China, and Chinese exports to the US.

The impending tariff aspect is an interesting play. That's going to take hella investigation for an individual investor to make market-beating plays on, unless the individual has industry insider dope like @ChemGuy seems to bring. I'm definitely going to look into the things he mentioned!

One of my lefty loon facegores friends just posted about an automotive tire plant that TODAY closed unexpectedly in his hometown of Buffalo, ostensibly because their rubber is all imported from China and OMB is gonna tariff it. No mention made of the effect of the ongoing unionization strife at said plant. I don't know enough about the ins & outs of that particular plant / industry to comment on it, but it does seem sus that the plant closed day one after the quadrennial popularity contest.

 

Most of the chemicals I deal with are in the toilet right now. Withe the global economy so bad, Only the US and India have any demand, a lot of these guys are seeing lower margins and OK sale volumes...so teh stocks are typically below 52 week lows. Except Honeywell...they are into a lot of stuff and are near their 52week high.

IF anyone wants to get into petrochemicals now would be a good time...possible huuuugeee tariffs on Chinese imports, low stock price, and a better chance of lower oil prices (Drill baby drill) reducing raw material inputs.

Probably not a 3month play..but hopefully see a good return within 1 year.

 

OKE is up 7.2% in 5 days, a 52 high. Apparently there's a good future in moving domestic oil and shit. I got in at 60 something.

 

Get your wallet open and shiny stuff ready...it'll be tree fiddy soon.

How many pound-silver equivalents you plan on throwing away...I mean investing?

 

Probably just what's come in from dividends since I looked at it a couple of months ago. AT&T should have dropped me a little over a grand. That's my biggest dividend payer right now. I'm going to look at the domestic energy transport sector for another.

 

You can search out high yield (high dividend) stocks. AT&T, Verizon, & Ford are all paying an annual dividend in the 5% range.

 

I'm looking for more like 7.

EPT, ENB, and the like. I need to get to know more about their pipelines and future opportunities, but those are more what I'm talking about with ostensibly more drilling in the US.

CANROYS pay pretty good, too, or at least they used to. I've already got too much Canuckistan counterparty risk with PSLV, though.

 

IOVA. Just gonna leave this here...

 

I don't have to like it but that's unfortunately the truth or should we leave the Dahmers of the world and such to roam free in society.

 

To the moon bro?

In other news, TSLA a solid 30% up in the last 5 days. What's my move?

 

I've got a sell order in for TSLA for a piece of my holdings - going to try to sneak some profits before the inevitable fall back to earth.

 

So is that the one I need to buy the farm on?

 

Wow, too bad I only have it n my S&P 500 fund

I’m an idiot because I think that turd is overvalued and in a previous risk filled life, would have mortgaged the house shorting that POS.

 

I wouldn't. But I wouldn't be shocked either if you had two farms a year from now.

 

Same here, as well as pltr. Still a believer in both long term but expect some stagnation for a while.

 

Not trying to get political here, and perhaps I missed the intent of your post I was responding to with my cheeky GIF.

I agree there are humans who should be removed from the general population (no pun intended), but when we incentivize people with money to find people to lockup we create extremely perverse incentives.

Capitalism works well in some instances, but it also makes anyone holding a hammer look for anything resembling a nail..........which in the case of private prisons is a large net negative to society, IMO.