
"I think we are cheap enough. So you can buy now and then you buy again if it goes down 30 40% you sell regain your position back then when it comes back because it should be cyclical. It has a lot of cash. It will survive."
The speaker presents an actionable trade call on Stellantis, suggesting investors initiate a position due to the stock appearing undervalued amid cyclical lows. Although acknowledging the inherent risks of a down cycle and negative cash flows, the speaker believes that a rebound in cyclical momentum can yield substantial returns, potentially as high as 50%. Their strategy involves buying now, selling on a major dip, and re-establishing the position, contingent on cyclical improvement.
STELLANTIS Getting Interesting!
October 22, 2025
Stock Idea