 Good day fellow investors. Now I've made a lot of videos and almost under each video I get what do you think about this stock, what do you think about this stock and I have put all those stocks on a list and I finally made a video where I analyze the first 15 stocks on the list. So subscribers here I'll shortly analyze what I think about the stocks you have asked about here on the channel. Now before we start I'm a very very picky stock picker. That means that I'm happy if I buy one, two, three stocks during the whole year so I'm really really careful what I buy. I have made therefore a categorization so I see a bad stock destroying value. Okay stock, market perform 4 to 6% in the long term, good stock from 8 to 13% in the long term, great stock and that's what I'm looking at and you can see why it is so difficult to find. So I want potential 50% in the year multi-bagger in a few years with low risk, with a margin of safety. So don't get mad if I say okay this is a good stock, this is a okay stock and there will be a few great stocks. I can guarantee you that but that's just me. So use me as a way to check what you're doing. My risk-reward preferences are really extreme. This is because I spent 15 hours a day looking at stocks doing research analyzing. So somebody is happy with 10% a year, 13-15% a year and that's very good and there are actually yes you will see stocks that will offer that so don't get mad if I say it's not a great stock. So let's start immediately. The first company I have on my list was Tractor Supply, current valuation 16.3, growth 8% per year, however it has a low book value so that's a deterrent for me. Growing depth levels, it performed very well in the recession so it has a margin of safety. Now they are expanded into oil markets which can be very costly in the future over expansion and their same-store sales are a little bit down. To conclude it's a choppy outlook for a relatively high PE. So I would say it's between okay and a good stock. You can expect 6% or 7%, 8% in the long-term from Tractor Supply. It's a good company to be invested in but think realistically and the stock price is extremely low now so a good company. Fresh Belmont are produced. It's in the positive part of its cycle. It has high competition. 30% of the company was bought back which means they invested a lot by buying shares which is good when you do it when the price was below book value as it was a year or two ago. I wrote an seeking alpha article where my target was 65 over the next five years with the price earnings ratio 17. The price was then 30. Now the price is 50 something so it was much better. It was a much better investment when it was 30. I would say it's an okay company at these levels. You can expect it to go to 65 from a fundamental perspective. From a market perspective is if there is euphoria it can go to crazy levels. The price earnings ratio here is low due to one-off event. It will be much higher and you can see the forward price earnings ratio is 15.5 so that's not such a cheap company. I expect my returns to come from earnings. Now if you take the price earnings ratio 15.5 for a brewing company it's very low but nevertheless it's all about sentiment. 15.5 means a return about 6-7%. There is some margin of safety in the book value so to conclude between okay and good in the long term. All right this is a small cap, micro cap, Tinkwarn resources, expect further dilution. They're looking at the mine that was abandoned in the past. Now they want to start mining again which means they need a higher Tink price. That means that there is no margin of safety if Tink prices go lower. I'm a margin of safety value investors. I like to invest in companies that have mining costs into the first quartile, not higher. This is really a bet on higher Tink prices. Yes Tink will go into a supply gap. There is a potential of higher prices but I don't know whether that will happen this year, next year or in the next three to five years. Therefore I need a margin of safety. They need still a lot of permissions. What to do is to follow drill results, estimate the preliminary economic assessment before it's made, if you can do that and then you can make an investment there so you have to really know what's going on and follow the company. There is potential but that potential needs to be followed and analyzed. On the personal side I prefer less risk. Northern dynasty minerals. Oh this is a complicated one. Pebble mine in Australia, full of regulatory issues can end up either way. Extremely expensive to build and again not in the first quarter of costs so really betting on higher metal prices. Anglo-American walked away from the project so huge risk and I prefer less risk. Again if you are a lawyer, if you know what the government will do, will they give permissions then you might lower your risk and increase your returns. If not then it's just betting, not for me. Paseco mines had a depth problem which is refinanced to 2022. They have new prosperity projects, Florence project again with regulatory risk and the projects are all low-grade so high expenses. They want to use a new system on the Florence project that will lower costs but is very detrimental for the environment. Nevertheless it's cash flow positive but they need higher copper prices so again no margin of safety for me. However high potential if copper prices jump. A lot of permitting needed but net present value is high compared to market capitalization therefore it's interesting to follow but I don't like the low grades. Prefer high grades. Nevertheless I will follow the company. Now Ortla Assa Norway it's a company that sells food, Norway, Baltics, very interesting, very stable as people will buy food whatever happens. However the current valuation is a bit high which implies a return of 5%, price to book is a little bit high, price to cash flow is again 5% and they are spending 60% of it for the dividend yield. This is a good company, high price earnings ratio for slower growth, market performance is expected and the risk is not coming from the company itself but from the environment. Higher interest rates might hit the stock badly. So target annual average growth is 6 to 9% for a price earnings ratio of 20. I would say this is a good company. Now Deutsche Rofstoff, oil and gas and rare earths. Such companies are really really bad. You have if you're exposed to those companies you can really make a killing if they find something, if they have additional value to it. Therefore there are but there are also risks if they don't find something. So it has to be compared to other drillers in the US shale industry. What are their costs? The money they make they will probably reinvest in future projects or short-term projects so it's difficult to know what's going on. It's probably good investment as these oil prices as I have checked they are not present values so the discount is there however I don't know what will be the catalyst that will push it much higher from the market. So it can be a value trap but again if you know the company it can be a good company. Pets at home this is an interesting one. Stable company, small company, low debt, good stock. What has to be analyzed is the British pound effect as they buy in probably from around the world and sell now in England so their margins will probably get squeezed and price earnings ratio higher correct me if I am wrong. However the premium here is also for the smallness small cap interesting dividend yield so if someone wants to dig into it and check what will happen with the pound then he might have a very interesting investment to park your money and enjoy significant growth and a good dividend yield. Silver corp take a look for this company for a silver play. It's mining in China which is very interesting and usually investors don't like when something is going on in China especially when the company is traded in Canada and so was much cheaper two years ago but there might still be value and it's very interesting play for silver so this company goes on to my future research list if I ever want to get exposed to silver. Tyson Foods it's a cyclical company depending on food prices and feed prices have started to go up thus we will see lower market price earnings ratio to be at the peak of the cycle is a bit high so we we can expect higher price earnings ratio when the cycle reverts. SORL Chinese corp parts company a little bit too late the huge surge already happened higher debt falling book value no dividend and negative cash flows despite the growth and high earnings. The management has been doing something which they buy and do a lot of intercompany transactions so it has to be checked out and then again eight million on the balance sheet can be used for growth but check check check check check before you invest. Elio Gold issued warrants and stocks at current price warrants and stocks dilutes current owners by 40 percent. I don't like dilution but it could be interesting however the Anapala project is not the risk yet there are still permitting drilling and so on so it's let's say fairly priced for the risk at this stage again it's interesting to make an analysis analysis and what see what comes out all these miners you really need to dig into all the data and then put it in the model and see what comes out of it there that is the only way to analyze miners and that takes a few days for me to do in a stock. Caledonia mining again looks good look into it and we have the final one a mortgage read and l y annually capital management mortgage mortgage mortgage mortgage mortgage in a credit economy this could blow up in your face so I know the price of this ratio is low dividend yield is extremely high but that's because there is a high risk so I will begin to some miners probably to create a model and then get a real present value in comparison to what can happen and the risk so you can expect somewhere in the future a video a detailed analysis of those miners because I like to keep that database with exactly okay this is the value what happened and then I can jump in if I have the capital available for the rest I see a lot of good companies that will bring good returns five 10 15 percent in the next few years which is very good I'm an investor that really spends a lot of time on researching and I expect much higher returns so don't get mad on me I also have made an analysis of just the first 15 stock the list goes on so you can expect some time in the future another video on the next stocks if you have a company that you think that might search 50 100 percent that has a margin of safety that has good fundamentals so everything to make it a great stock please share it with us in the comments below and I'm happy to make an analysis and even perhaps a video on the stock thank you for watching I'll see you in the next video