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Crazy times on the stock market right now.
While tech stocks are having a very hard time, other companies are trading at all-time highs.
I’ve never been more excited about the great opportunities I’m seeing in the market right now.
Which ones? Let’s dive into our Buy-Hold-Sell List.
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Crazy times for silver
What’s happening with the silver price is crazy.
It seems to be a very speculative market.
Silver is now trading at $79 per troy ounce.
One year ago, silver traded at just $29 per troy ounce. This means the price almost tripled.
Silver is used in a lot of industrial products. Think about things like:
Solar panels
Electronics
Electric Vehicles & batteries
Industrial equipment
So when silver moves sharply, it can influence:
The costs for suppliers
The profit margins of producers
The pricing power of companies
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But now let’s talk about quality stocks.
While silver looks expensive and speculative right now, a lot of quality companies are trading at low valuation levels.
I believe the market offers us incredible opportunities today.
Just look at the situation for Our Portfolio.
The average company within Our Portfolio increased its intrinsic value by +13.8% last year.
Stock prices didn’t follow. This means the expected return of our companies increased.
Just take Brown & Brown ($BRO) for example:
Increase intrinsic value in 2025: +13.6%
Stock price in 2025: -21.9%
As a result, the stock became 35% (!) cheaper.
This is great news for long-term quality investors like ourselves.
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Buy-Hold-Sell List
The Buy-Hold-Sell List is a list of quality companies.
Here’s an overview of this series: