Value Investing with Sven Carlin, Ph.D.Published 2026-08-27
“10 Stocks to Buy! Value Investing Quadrant Update 2H 2026”
$BHPBearish
BHP is currently too expensive due to a commodity bubble; skip for now, revisit at a lower price.
Then we have this bunch of companies BHP, Nutrian, Archer, Daniel Midland, the dividend yield doing okay. the PepsiCo, but those companies, especially BHP, doing really good for me, too expensive.
Still this commodity bubble. So, I'm going to skip those a little bit, leave them, and then perhaps turn back to them when the price is better.