2Settimana¡

For cash flow

Hello dear community, I have now bought again at the dream prices. Thinking about buying Lyondell again, what do you think?

Have a nice day together!


This is what Chatgbt writes:


🧭

Conclusion for long-term investors


✅ Pro Rio Tinto in the portfolio:


  • Solid dividend payer with attractive yield
  • Good positioning for future raw materials (copper, lithium)
  • Robust balance sheet and conservative management



❌ Please note:


  • Cyclical business model, short-term fluctuations likely
  • Monitor ESG development closely



🔖 Assessment:


Suitable for long-term, dividend-oriented investors with a tolerance for cyclicality. A sensible underlying commodity in a diversified portfolio - especially in the context of the energy transition.

19.06
Rio Tinto PLC logo
Acquistato x15 a 48,96 €
734,40 €
17
14 Commenti

immagine del profilo
You can also write everything in a particularly nice way.........🤔 YTD share price loss: -15%, 1-year share price loss: -22%, current dividend yield: 7.5%
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immagine del profilo
2Settimana
@Cato_Bamboo okay what should i do sell everything in minus for me this is a long term investment and Rio Tinto has been paying regular dividends for several years now
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immagine del profilo
@JKdivi2020 There are certainly better stocks to collect dividends. Your "long-term" investment is like a loan with negative interest. Incidentally, the dividend in euros has also more than halved since 2021. In my view, a very bad investment!
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immagine del profilo
@Cato_Bamboo do not fully agree with this. Past stock performance should not play a role on deciding if it's a good stock pick or not. The valuations are very good for this stock, and the company is well positioned to continue to deliver value to shareholders through the future.
But even if you need to look to stock performance, buying low on a good business is always a good thing in the long-term. Do not chase hype, buy bargain instead.
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immagine del profilo
2Settimana
@Cato_Bamboo Never read so much garbage in a post about a cyclical stock. Such a statement also applied to oil stocks in 2020....I'm laughing my ass off
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immagine del profilo
1Settimana
Even if some of the previous speakers don't see it that way, I think the decision to invest in Rio Tinto now is a good one. At least if you are not hopelessly overweight and have a lot of staying power. A classic cyclical, you shouldn't buy at the high, super defensive company, shareholder-friendly, broad and future-oriented... I could go on raving about it forever.
I am currently holding 100 shares and am happy to buy more from time to time at the current level.
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immagine del profilo
2Settimana
Stocks like Rio Tinto depend on the oil price. If it rises, share prices fall.
At the moment, there is a lot to be said for rising oil prices. So...
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immagine del profilo
@Epi Why is that?
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immagine del profilo
2Settimana
@JBatelli You need diesel and gasoline to extract the raw materials - lots of it! The profit margins, which are already narrow in normal times, are therefore heavily dependent on energy costs.
This is also the reason why gold regularly outperforms gold mining stocks, for example.
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immagine del profilo
@Epi Ahh sounds logical. Thank you very much!
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immagine del profilo
And yet the raw materials will (eventually) be needed again.
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immagine del profilo
1Settimana
@Finanzaristokrat Sure, but not with such profit margins when energy prices are high.
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immagine del profilo
I am considering selling $STLAM at minus 50% and investing in $RIO. I also see more potential + dividend here
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2Settimana
@Max095 I don't think selling now is a good idea. You are not far away from the April low and the news for stellantis can hardly get much worse
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