I went to a second Natural Resources Panel presentation with Christian DeHaemer (editor of Crisis and Opportunity) Nick Hodge (publisher of Capitalist Times) and Jimmy Mengel (Editor of Outsider Club). This panel was called "Diamonds in the Rough: Overlooked trends of the 2010s".
It was first noted that free emails can be obtained at Energy and Capital Outsider Club.
It was first noted that there is a population shift as the middle class is currently dying and the millennial's culture is taken over. There is a declining use in cars, but lots of bicycle riding and things like a ridesharing community. There is a birth dearth so people are buying fewer toys and cereal. People want cleaner food. This involves such companies as McDonald's Corp. (NYSE-MCD), Chipotle Mexican Grill (NYSE-CMG), Whole Foods Market (NASDAQ-WFM) and Hain Celestial Group (NASDAQ-HAIN).
Some losers will be educational stocks such as DeVry Education Group Inc. (NYSE:DV), Strayer Education Inc. (NASDAQ:STRA) and Apollo Education Group Inc. (NASDAQ:APOL). Hollywood is dying. Stocks involved are Lions Gate Entertainment Corp. (NYSE:LGF), Netflix, Inc. (NASDAQ:NFLX), Walt Disney Co. (NYSE:DIS) and IMAX Corporation (NYSE:IMAX).
People are spending a lot of hours on Google. Ridesharing sites are disruptive as is ARBNB. Housing now can be multifamily rather than single family. That is floor plans include places for grandparents. A company involved in this is Pulte Group, Inc. (NYSE:PHM).
Millennials are not buying stocks. Some 40% of them think that buying stocks is a bad idea. Millennials are not having babies. They are buying healthier food and are willing to pay for it. They have the highest level of education but also have high unemployment. Now you can educate yourself online. This is via such sites as Massive Open Online Courses.
HBO will now allow people to subscribe online. There are tobacco companies like Lorillard Inc. (NYSE:LO), Reynolds American, Inc. (NYSE:RAI) and Altria Group Inc. (NYSE:MO) and Marijuana companies. However, they think that tobacco companies will probably change into Marijuana companies.
There is an energy/commodities cycle. Will oil go to $35 to $135? The answer is probably $35. Uranium will still be needed because Japan's reactors will eventually come back online. A lot of nuclear plans are being built and this is a long term bet. Coal is not dead and it will still be around in 2030.
On my other blog I am today writing about Brookfield Asset Management (TSX-BAM, NYSE-BAM) ... continue.
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