 Good day fellow investors. I started this channel about 10 months ago already and in that time I have discussed recommended about 30 stocks. Today I want to go through those stocks at least as much as I can do them in one video and show how I think and tell you that the past analysis are there only for information where you can go now and see what was the case when I made the videos. Now things change things always change with stocks so in order to see what has changed you have to adjust your model the model that you use to analyze the stock. Nevertheless in that period I have recommended 30 stocks let's say recommended or analyzed of those 30 stocks 20 were winners 5 were draws and 5 were total dots. So the average return of let's say the youtube channel on a very very diversified mostly educational portfolio where I analyzed a lot of profiles and everything was 11.9% which is very very good the median return was 12.36% where for such a diversified portfolio with such a pressure of giving free new stocks every month what I did the whole of 2017 I think it's an amazing result and I think a lot of you really took advantage of what I have been sharing there have been some dads we're going to go through them but the most are winners because I always try to invest with a margin of safety and the dads are not yet finished story so there might be more opportunities. I want to do this recap video to really sum up what I have been doing from now on I want to do any more stocks to buy I will do every Sunday for now surely a stock analysis so really pros and cons of investing in such a stock which will be much more educational much more informative than a bullish video on a stock a bullish video really attracts views but I don't want to be the person who attracts views I want to be the person who shares knowledge and therefore we are going to shift from the stock to buy video to the stock analysis Sunday stock analysis but let's now dig into the recap of the channel to give you perhaps you will find some new ideas the links are in the description below of the past analysis you will see how that evolved and you will see how that fits your portfolio when that stock comes again on my research list to update everything I will make then again a full video because I like always to check a stock okay would I buy it now doesn't matter what happened in the past doesn't influence my decision to buy or not always look okay from now would I buy that stock if I own a stock and I wouldn't buy it then it is a sale nevertheless let's start the first stock I discussed was harmony gold mining company I discussed it at 1.8 I think and now the price is 2.3 the reason why I discussed is note that gold exposure extremely high gold costs as gold prices went up a little bit we can see that result is very very positive for harmony from now on it is again a bet on gold if gold prices drop harmony will drop like a rock plus there is some copper in in papa new guinea which is a long-term long shot project but the basics of the company let's say the margin of safety was at 1.6 1.7 when I recommended or analyzed the stocks I think the title was bargain long-term investment as a long-term investment it's still perhaps a bargain but the risk is already higher because the risk is a function of price June 25 I've discussed the Heinz celestial group it really dropped because everybody was thinking that amazon was disrupt the sector I said that amazon will use their products and when the market acknowledged that the stock immediately exploded but then there were ups and downs earnings whatever a lot has happened since then nevertheless again the stock is above what was the price when I discussed it navson my favorite minor was at 2.35 now it is 227 it was much lower it was a little bit higher however the story has really improved and I have to make an updated new video on navson to show you what has been going on here and what will probably happen in the future very interesting stock it remains a stock that I own then the first Amira Nature Foods I was recommending it at 4.7 then it was above that even reached 7 after there was very positive expectations on the earnings earnings disappointed firstly not but secondly very well the management didn't manage to take advantage of the increased rice prices and they had issues with receivables which is very very unfortunate because kair bil the indian competitor did extremely well nevertheless the book value of the company everything the year one year change is just 17 percent down so the risks are higher but there is still potential for this company also something that I have to address in a new video when I get the time now something very important what I want to discuss here and what I saw and why I will not do recommendations I will do analysis Amira is a very fast moving stock as you can see on the chart behind me after earnings it dropped like a rock very fast and then if you're a retail unexperienced investor you see the earnings earnings were positive growth but it was not what people expected and the stock dropped like a rock and the beginner investor looks okay earnings were positive why did it drop book value is very high everything looks perfectly why did it drop and if you're a beginner one that unfortunately watched my youtube videos you cannot react immediately you cannot know okay what do I have to do if earnings come like this if earnings come like this if earnings come like this what do I do in the immediate second when earnings come in so no more stock recommendation stock analysis and you have to make your own model where you see how do you react to the risks and rewards and I will do my best to explain the risks and rewards with every stock we analyze from now on as I said every sunday there will be a video on a stock stock analysis sunday stock analysis on a video there will be plenty more stocks which I think will add a lot more value to you and you will see you will see how that feels your risk reward and your your knowledge about the stock plenty of interesting stocks coming not don't worry store capital buffet bought it I thought it's a good read it's a good return on investment and the stock increased but reads have a lot of headwinds so okay it's again another video that I have to make on reads why why the first stock that we discussed that doubled it was simply too cheap the price to earnings ratio was 10 or something for extreme growth and of course the company doubled in the last what six seven eight nine months brazilian utility play copao elp good dividend stable business didn't go anywhere it go went up but then it returned to the current price again an interesting I didn't look it in the last few months what are the news but I have to reread about that and inform myself I wait for cheaper stocks in brazil to look again at what's going on momo I said why why is better and the results were clearly seen here momo performed much lower than why why chenille energy the deal was I was discussing I was analyzing at claremann owns it 12 to 15 per year and that's exactly what the company delivered perhaps I had also discussed how claremann is rebalancing so the current prices allow you to rebalance around a position that you want to take in relation to gas prices and future prices look at the video for more information than norilsk price was around 15 now it's almost 20 the analysis stays nothing new there they're investing more so nothing there to emphasize we're pulled I discuss how more demographics indian growth will do well for the company there are some headwinds it is volatile but long long term an interesting company sketchers my deal was that retail us retail is not the focus on the company even if the market was focusing on it growth came from asia it was clear that sketchers was a winner starbucks the franchise for me was too cheap at 52 even if there was some risk it is volatile so still an interesting company but I would prefer to see better earnings growth perhaps we will see it cheaper again upi the chinese asset manager of course many were happy about this recommendation so I'm happy also about it now much more riskier as the price is 50 percent and even was 100 percent from the recommendation Nike again too cheap in September when I discussed it just comparing Nike to other companies was crazy on the valuation so the result is here to be seen Qualcomm also 5g exposure that I discussed and bam there came the acquisition possibility and it jumped 22% very quickly ah bello this was a cigar but educational investment but also did good because the value of ah bello was higher than the 440 when I discussed it now it's 520 so a little bit more risky but perhaps there is still value cigar but like investment you can check the video again to see what is a cigar but investment on September 11 I said that bond yields don't tell a nice story the bond ETF is down 4% but for a treasury ETF that's a lot Eldorado that I was discussing at 230 saying how the value of the assets is 4 if there are impairments if things don't work out in Greece I thought that the value of Eldorado will be at least at 230 so that there was a margin of safety it's still possible we'll see I have to adjust the model again and see what and see whether it is a bargain now or not or the stop might drop even lower so Eldorado it's a bet it's a bet on the arbitrage process is a bet on a company it's a bet on gold so this is not an investment this is a bet so if you invest if you bet on Eldorado understand that it is a bet nobody knows how the arbitrage will end up if you are not in the Greek arbitrage council so pure pure bet then I discussed the risks on premium resources which was around eight nine and I got 200 comments on seeking alpha hate comments how I'm a short seller how I'm anything blah blah blah and then I got even more comments in October when the management delivered good results but my thesis was that the results will be volatile and three months later there came bad results and then I got my apologies on seeking alpha but it was interesting how that quickly changes and how people are emotional about their investments that was a big big lesson for me then stocks to watch October air cap holdings didn't go anywhere it went up then down so nothing there to mention air cap is a company that buys planes and then leases them to air companies synchrony financial did very good 36 buffet it was buying so now with the prices almost 37 when I discussed it was 40 so it looks like a good bet here Guyana gold fields 340 when I discussed it I think now it's 380 so there have been some positive developments gold prices have risen so again a gold hedge 3 house October a dud the management is really terrible they are destroying value as if the market sees that they are destroying value perhaps things will improve with time but again the analysis perhaps still stands but you have to see if the management will manage to get this out of the hole Xinyuan Chinese real estate 540 550 or 570 recommendation then it went up a lot almost to 8 and then it dropped again to 6 the real estate analysis stays you have to see how news from China from the real estate market will affect it it is a big risk in China and real estate so be careful when investing in such companies however there is an attractive dividend so risk reward colony north star read the management issued one guidance then the news came and they completely missed it they made a mess and it is a mess and you can see that the result is a mess the ender sons food company I saw it as a defensive stock it is a defensive stocks it is up a little bit but that doesn't mean anything could the uncompany discussed and November at around 1213 14 and now it is 17 we'll see how that ends up in the long term facebook 175 didn't go anywhere 182 the story is there the analysis is there cq holding luxury company from china 11 12 when it was discussed it's still around there so we had 20 wins five draws and five dots the return was almost 12 percent some very very happy about it but I won't recommend any more stocks I will do educational stock analysis I think that I don't know who is watching I really need to explain myself in a disclaimer what is it I'm telling about when I recommend something and that's something that I can do on a website really in written not in videos I will do educational videos on youtube but recommendations will be written on a website really with clear indications about what what where and why a video is not really the method is video can be educational and I will keep it educational on youtube thank you for watching looking forward to your comments not the questions if it is a buy or sell for for that again a deep analysis is necessary which is not the point of this video thank you for watching I'll see you in the next video