Buy Amsterdam Commodities for Value Exposure

3 months ago

"And now we can go to the best buy here on my YouTube quadrant for me, Amsterdam commodities. And you can see here, this is my model research platform portfolio. And that position is at 3.75% of the portfolio. Perhaps I should have been a little bit bolder when the stock price was lower, but I might still add that these prices because the fundamentals are really great. 5.5% yield P ratio of 10. It is an essential business. Spices, seeds, organic tea, food solutions. They have nailed the previous strategic objectives with 8% EPS growth over the last 10 years."

The speaker identifies Amsterdam Commodities as the best buy in his quadrant, highlighting attractive fundamentals such as a low P/E ratio, robust dividend yield, and consistent EPS growth. He notes that while a lower entry point would have been ideal, the current price still presents value for long-term accumulation.

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