So if you're looking to buy a BMW convertible like the one in the picture right now, what would be the best time to buy this? Would you say the best time would be in the summer when everybody else is trying to buy a convertible? Or would the best time to be in the winter when nobody wants a convertible because it's raining and snowing and it's a bad idea to drive a convertible? Well, you know the answer. You want to go to the dealership in the middle of the winter and try to get a better deal. That only makes sense. Now the same thing happens with stock.

If you're looking to buy a company to invest in. And don't forget, you're investing in a company in a business. You're not buying a piece of paper speculative nonsense meme stock. You're buying a piece of the pie.

a piece of the business. If you're looking to buy a piece of the business you want to buy when everybody else does not want to buy that, you never want to buy into the hype into the Fomo, everybody right now is going after. Nvidia AI Stock. They made them absolutely insanely expensive.

Now if you go and try to chase these companies, you're going to get smashed. But like Warren Buffett said, when everybody is greedy I'm fearful when everybody's fearful I'm greedy. How does it work in the context of stocks? Well, very, very simple. There's two types of stocks in this world.

One type is growth, one type is dividend. Now I know there's a hundred thousand different categories. I'm just simplifying it for the sake of this video. So let's assume there's two types: Growth stocks are now hot again after being hated on for a whole year and a half.

But before that, growth stocks were absolutely hated on. Everybody wanted dividend stocks and value stocks. When the market was down, the market is cyclical, Sometimes stocks are being hyped, and sometimes they're being hated. The best time to buy dividend stocks is now when the entire Market is dumping them in favor of growth and the same time applies for growth.

The best time to get growth stocks was back in the day when it was the hated thing in the planet to buy growth. That's how it works. That's why long-term dollar cost averaging into good companies pays off in times like these now. I'm going to talk about that system in a second, but in today's video I I've wasted two minutes of your time I Don't want to do it anymore I Want to show you a company that I found which I think would be a great addition to any portfolio given its current price and its current parameters.

I'm going to pull it up on the screen so everybody can see it. Get it with me now. I'm going to be using stock MVP which is my own platform which I've created more on that later, but if you want to check it out, it's actually in my profile below my face. Stock: Dash Mvp.com Use the code last 50 to get 50 off.

I'm going to talk about the platform after I'm done with the analysis. So if you're just here for the analysis, I don't want to waste your time pushing you the platform. Okay, so this company is called Bungee Limited now. I'm going to make the screen a little bit bigger so you can see the parameters here.

So this stock has taken the bidding of the past year, it's been down 9.3 percent. So while the entire Market has been going ape crazy, this stock lost 10 percent of its value. Now that already shows me that this is the convertible in the winter. Now Do you need a convertible? Do you need this convertible? Is this a good car? Etc All these questions we're going to ask right now, but the first question really answered.

Which is this company is bitten down, It's hated, everybody's dumping it in favor of Nvidia and the hype stocks, and now is the right time to look at it. Now switching to Classic View here from Advanced View: Let's go back and let's look at what this company actually does. If you unpop this menu right here, you're going to see the company's description. 23 a thousand employees It's in Missouri and what it does.

Essentially, it operates an Agribusiness and food company. Now what does it mean Agribusiness and Food Company? Let me explain. like in plain: English because this thing is like for geeks. What they do is essentially they they make soybeans, wheat, corn, sugar.

Mainly, they process it, they produce it, they distribute it. It's a food business, but it's a base Food Business I mean nobody's eating soybeans or corn or wheat or sugar. These are base products which are used to make food and this is what I love about this company I love these base base products because they make a lot of sense especially in this market and I'll explain in a second why and there what? I Feel is that base food is anti-recessionary and when things go south and eventually they will, companies like this with base food exposure, they'll do better than the growth stocks and the hype stocks and the tech stocks. You want to buy them when they are hated the most like they are Right now now you need to understand and I'll show you this in a second that this is, uh again, this is a dividend company.

As you can see right here on the screen, the dividend yield is 2.6 It's nothing to write home about. It's not an insane dividend like seven or eight percent, but it's very, very steady. This company has never, ever cut its dividend. The dividend of this company of Bungie always went up every single year.

They've never reduced a dividend in their history, so it's not exciting, but it always will keep going up at least historically speaking unless they change. But I Do want to draw your attention to this thing right here. It's a low margin business. so the operating margin here is 3.5 percent, the net profit margin is 2.3 percent.

So this business is not about high margins. It's not exciting. It's not sexy. It's very, very dumb to Earth 2.3 that margin.

It's built on quantity. It's built on longevity, It's built on discipline. and it's not built on explosive results. But it's going to keep grinding every single year for you.

And I think it's one of the best stocks as far as a dividend stock to add to your portfolio right now. But again, just my opinion might be an accurate might be completely wrong, might be the remnants of Amendment is not. Financial advice during research and all that good stuff. So let me show you a little bit about this company.

Um, now for the past three quarters, A Bungee Limited has beat its earnings. which is something that in this economy shows you a lot. When the economy was in the toilet, the stock market was installed. Everybody's earnings were, you know, toilet.

for the past three quarters Q3 2022, Q4 and then Q one. this year they've been earnings. And that's telling you a lot about this company. Now let's look at the numbers first.

but also there's one more question you should ask me. Well, Tom Why are we talking about this company now? What happened? Well, something big happened this week with this company and I want to show you why this big event which somehow isn't priced into the stock price yet it makes this company even more undervalued. And I'll show you that in a second. So let's look at this company right here.

So revenues are 66.7 billion a year Revenue Growth is seven percent. Last year or the past five years they grew revenues by 47. Very very nice. Now net income is 1.6 billion.

Very nice net income. That's the sort of business I'm talking about. This is business 101. One and a half billion.

Low margin but so much money. That's what we love to see as investors money at the end of the day that what matters now its balance sheet is very clean. We have total assets of 27 billion total abilities of 16 billion. The ratio of assets to liabilities is very good.

Now it is a little bit over leverage with 3 billion of cash with 6 billion of debt but four in agricultural production company like this one. a high debt structure is kind of par for the course. That's normal. it's a high cash demanding business that's okay.

Now what I do want to show you here with excites me the most is that we're talking about a dividend company where with 2.6 dividend which has been bitten down in the past year down 10 percent it's growing at seven percent a year. Fifty fifty percent. of the past five years. So it's giving you five to ten percent growth a year.

Uh, it's not income positive and it's trading at a multiple of nine price. The earnings of Nine price to sales of 0.2 We're talking about a company that's trading at point Two Price to sales. It is an extremely low multiple 9be is. Again, this is not an expensive company with everything we've just seen.

You're getting this at a very cheap price. The idea here is you want to find a deal when you find a new car you want to buy. When you're buying a new house, you want to get a good deal on it. It's not.

You know, it's not complicated to buy something great and overpay, right? All the rich people, they do it. It's normal, right? But the idea is you don't want to overpay. and I think this company Price to Book 1.3 prices Point Two probably price Earnings nine. The price here is extremely attractive.

Now the next thing I want you to look at is the institutional shareholding. This company has 88 institutional shareholding. It means it's extremely stable. It doesn't have a high retail percentage, which means it's not going to be as volatile as retail heavy stocks like Palantir for example.

The other thing. and by the way, it's mainly owned by BlackRock and Vanguard Uh, you hear you can see here that the amount of shares that over the course of the past three years of institutionals have went up. So this is a chart that shows you the trend of how much institutional shareholding is in this company. It's pretty steady, but over the course of the past three years they went up from 110 million shares to 127 million shares in just three years.

So institutional shareholding is good. it's going up, it's staying steady, and I think it's going to give this company a lot of stability. The next thing I Want you guys to see here is analyst predictions. Again, let's take this with a tablespoon of salt, right? We know what analysts are good for, but most analysts are looking at this at 134 price per share and low Target is 120.

High Target is 144 the shares country trading at 94. so at least analysts for whatever that worth are saying that this company is undervalued. But I don't trust analysts I Want to do my own research so let's go to Rdcf model. Okay, so this is my DCF model on stock.

MVP This is a platform which I'll mention at the end of the video but it makes it really easy to run a DCF model. As you can see right here, it will auto populate all the data from our own database because we have access to the financials of the company and you just have to adjust the growth rate. I Put it here: three and a half percent. half of the current growth rate, depreciation rate, a capex rate, and then the discount rate.

So I Do populate, calculate and that's all Now this is the rate I'm getting 120.94 This is, in my opinion, the fair market value of this company is 120 and 94 cents based on very conservative assumptions and that's that easy with this DCF modeling tool. Now I Do want to bring up another interesting point Now you might say well Tom if this is 120 stock, why are we even talking about this anymore? Because it seems pretty good, but it gets better now. What happened here is that over the past few days we found out that this company is actually merging with another company of equal size and with absolutely complementary business model. And I think it's absolutely brilliant, especially since it was not price at all in the in the share price.

So I'm going to go back to Stockton VP View Right here for Bungee Limited, right? So you see the numbers here. So based on these numbers right now right, it's super easy to see that this is a great company. Now let's add to these numbers. What? I'm about to tell you right now.

So a few days ago, there was a merger that was announced between Bungie Limited and Vitera. Now, Vitera is an 18 billion dollar business very similar to Bungie. Now Bungie is buying it for two billion dollars of cash, 6 billion in stock. Essentially, the shareholders of Vitara will get shares of Bungee and they're gonna be taking on 10 billion of debt, essentially buying their debt and it's an equal sized company.

Vitara is an absolute phenomenal business. They have 270 storage facilities, 30, Port terminals, 15 Crush plants around the world. So they have a lot of logistics and that's the key point. I Want to explain here.

So while a Bungie Limited it mainly makes its money by processing uh, sugars, soybeans, wheat, and all that good stuff, Victora is actually a logistics company. Their their business is 65 from handling and Merchandising which is exactly the things that Bungee Limited is not excelling at. And the merging creaks the perfect mix. In fact, they're going to be more balanced as one unit and they're going to complete each other.

And somehow, this is completely not reflected in the share price. So in my opinion, my humble opinion, this is a 120 stock and currently it's trading at 94. I Think for me, it's a buy. But again, you have to do research.

This is not. Financial Advice: I Might be wrong. It might be inaccurate. This might be the remix of Admin.

It's not. Financial Advice: Do your research. In my own personal opinion, this is a hundred twenty dollar stock that you can buy at 94. get a 2.8 dividend yield.

You have growth here. You have a cheap price, and you have a catalyst which is not yet price somehow in the share price right which is absolutely phenomenal. Now before I Let you guys go a few items here for the Ogs. Now if you just came here for the analysis, the analysis is finished.

If you want to stay and listen how you can actually benefit and learn in your system, stay with me for the next minute. I'd Really appreciate it now. I Understand most of you will live and that's okay. this is not for everybody.

So the first thing I want to explain here is that what I've used here is this platform called Stock MVP Now Stock MVP is my own platform. I've built it along with my business partner to complete something that we don't have as retail investors which is modeling tools financials you can see right here. If if I scroll down I have access to full financials of the company, all the data, all the cards and everything. So I've built this tool to complete something that I couldn't find online and we are now unfortunately having to raise the price of this and this is I Know it sounds silly and cringy, but wait and we launched an app on the App Store Now the App Store does not allow us to use any discount codes.

Any coupon codes it doesn't. It doesn't work like that in the App Store And and we can't offer that on our website if we're not offering that on the App Store it's pretty much you know Apple policy, etc etc. So Within the next few days, the coupon code that is currently on the on the screen last 50 is going to go dead because we have to kill it because of terms of service. So um, if you want to get stock MVP go to stock Mvp.com use the code last 50.

you're going to get it at 50 off for your lifetime of use and then you got it at a half price and within a few days that's gone and that's not a joke. And then we have to go full price because of thermal service on Apple And so you know if you want to get it, if you're on the fence, try it out. Now you know, get it. use it for a month.

you don't like it, you know you cancel it. At least get the discount. The other thing I want to talk about here today is real quick is look um I want to show you something and I waited till the end of the video to share this with you because um this made my day. look um this is a message I Got on Patreon today this morning and um I was blown away.

um hey Tom I Just wanted to say that I've been part of Fuel Finance community and yours is the best I've been in I've learned so much from your recorded zooms, your engagement with the community and other content I've connected with Greg Greg is my community manager and The Genius of technical trading. He has his own channel called investory and to set up some technical analysis training and I wouldn't be the same knowledge position without this channel. Thanks Mate! I Said that means a lot. You made my day but in all honesty it made my month.

Uh I Truly appreciate hearing things like this and it makes my my heart fault. Makes my motivation stronger and that's literally why I do this. Obviously it's a business, but things like this they motivate me a lot more than you know. Thank you for this message.

I'm not gonna you know give away the the name of the Patreon that sent this to me but this really made my day. If you want to join, I'm going to put it on the screen. Now if you want to join and test it out, I've just added on the screen. Patreon.com forward slash: Tom Nash It's five dollars per month and it's intentionally low.

Five dollars per month intentionally. So it's the price of a cup of coffee so everybody can afford it I Want to democratize information I Want to keep it simple and cheap and over deliver so that everybody enjoys it so it the price will never go up. It will always be five dollars, never never it will go up. and obviously there's more expensive tiers but what you'll be getting is the opportunity to join this community.

As you can see right here, this is a Discord It's insanely active and on top of that, we have things going on on our Patreon page which is where I post my share analysis for example. this is a shared analysis I just shared about undervalued stock with big long-term potential and you can see the analysis right here. but there's also posts that I do here and exclusive videos which I post of myself talking about things that I don't post on my main Channel Etc et cetera. So if you want to join, uh, you know it's Patreon.com forward slash Tom Nash Thank you for allowing me to kind of explain what I'm doing Beyond just the free videos here and if you stay this long comment below let me know you stayed till the end of the video I Really appreciate it.

Thank you so much I'll see you next video.