by Arte de invertir | 12/05/2024 07:07 AM | Blog
💸 Jim Rogers recommends investing in the U.S. dollar as a safe haven to preserve capital during the coming recession.
🤔 Despite acknowledging the U.S. as the largest debtor in history, he anticipates investors will still flock to the dollar in times of trouble.
🛡️ He suggests buying short-term Treasury bills, which offer lower risk and provide an annual interest return.
📈 Investors can access these assets through American Treasury bills or ETFs like BlackRock's, which invests in 1- to 3-year Treasury bills.
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by Arte de invertir | 12/05/2024 07:07 AM | Blog
🔥 Jim Rogers is taking a contrarian stance by investing in coal, despite the prevailing view that it's a declining energy source.
💰 He believes the energy transition will take decades, and coal will remain in high demand, especially in emerging economies like China, India, and Southeast Asia, due to its affordability and abundance.
📊 Coal stocks are currently trading at low multiples, around six times earnings, and many companies are debt-free.
📈 The International Energy Agency forecasts stable coal demand through 2050, driven by developing countries' limited resources for renewable energy investments.
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by Arte de invertir | 05/05/2024 07:03 AM | AAPL
📉 Berkshire Hathaway significantly reduced its stake in Apple, which previously constituted 40% of its portfolio.
💰 Apple is trading at 25 times future earnings, with lower expected growth compared to alternatives like Meta and Alphabet.
⚠️ Buffett prefers to hold liquidity, awaiting more attractive investment opportunities amid market uncertainties.
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by Arte de invertir | 05/05/2024 07:03 AM | Blog
💰 Berkshire Hathaway is actively repurchasing its own shares, viewing them as attractively priced.
📈 The company's operating profits rebounded strongly, from $8 billion to $11 billion.
✅ Buffett values Berkshire using the price-to-book value, considering the shares attractive below 1.6 times book value.
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by Arte de invertir | 05/05/2024 07:03 AM | Blog
🇨🇦 Buffett is considering investments in Canada, citing its economic stability and legal security.
🍁 Canada's market has lagged behind the U.S. tech-heavy indices, potentially offering better valuations.
📈 Historically, Canadian indices have provided similar returns to global indices, presenting opportunities for value investors.
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