Morgan children (NYSE: KMI) — oil and gas transportation and storage business. This is a profitable large business with a clear demand environment. But large debts and investment needs can cause problems for the company's shareholders.. When creating the material, sources were used, inaccessible to users from the Russian Federation.
Today we have a speculative idea: take shares in motorhome manufacturer Thor Industries (NYSE: THO), to capitalize on the growth of his business. Growth potential and validity: 19,5% behind 16 months excluding dividends;
Today we have a speculative idea: take shares in motorhome maker Winnebago Industries (NYSE: WGO), in order to capitalize on the growth in demand for his goods. Growth potential and validity: 15% per year excluding dividends; 32,5% behind 3 years excluding dividends; 11% per year for 10 years including dividends.
Phosagro (MCX: PHOR) — the largest producer of phosphate fertilizers in Russia and Europe and the world leader in terms of production of high-grade phosphate raw materials. The company controls the entire production process - from the extraction of raw materials to processing and release of finished products.
NLMK (MCX: NLMK) — one of the world's largest producers of steel products and the first in terms of steel production in Russia. The production capacity reaches 18,5 million tons, and the assets are located in Russia, Europe and USA.
"Polymetal" (MOEX: POLY) — one of the leaders in the extraction of precious metals with assets in Russia and Kazakhstan, one of the ten largest gold mining companies in the world. At the end of January, Polymetal published operating results for the fourth quarter of 2021, which investors did not like very much.
Today we have a moderately speculative idea.: take shares of the logistics company Hub Group (NASDAQ: HUBG), in order to capitalize on the growth in demand for its services. Growth potential and validity: 12,5% behind 13 Months; 8% per year for 10 years. Why stocks can go up: because logistics is in trend.
Norilsk Nickel (MOEX: GMKN) — leader of the mining and metallurgical industry in Russia, the world's largest producer of palladium and high-grade nickel, as well as a major producer of platinum and copper. At the end of January, the company published production results for the fourth quarter of 2021..
We continue the series of articles on the public assets of the Gutserievs. In the last article we reviewed the retailer "M-Video-Eldorado", and now consider the oil and gas company RussNeft. About RussNeft (MCX: RNFT) — a large oil and gas company, conducting geological exploration, oil and gas production, as well as their implementation.
Today we have a moderately speculative idea with a conservative touch: take shares of the manufacturer of integrated devices Texas Instruments (NASDAQ: TXN), in order to capitalize on the growth in demand for its products.