Billionaire Carl Icahn ceeb toom 'koj tuaj yeem kho tsis tau' kev nce nqi kub - tab sis thaum ib tus neeg tuaj saib nug nws rau cov khoom xaiv, nws tau muab 2 lub npe ' pheej yig thiab siv tau'

Txoj cai tswj hwm nyiaj txiag yooj yim yuav zoo li lom zem thaum pib, tab sis nws muaj qhov tshwm sim.

Thaum cov khoom vaj khoom tsev tau nce siab hauv 2020 thiab 2021, lawv tau thim rov qab los ntawm 2022. Lub caij no, kev nce nqi tseem nyob ze 40-xyoo siab thiab Fed yuav tsum tau nce cov paj laum aggressively rau. coj tus nqi qib raws li kev tswj hwm.

"Peb tau luam nyiaj ntau dhau lawm, thiab tsuas yog xav tias tog yuav tsis xaus. Thiab tog tau dhau lawm, ” Billionaire investor Carl Icahn hais ntawm MarketWatch's Best New Ideas in Money Festival on Wednesday via a remote feed.

Tseem, txawm hais tias ntau tus tub ua lag luam raug kev txom nyem los ntawm 2022 - S&P 500 muaj qhov phem tshaj thawj ib nrab xyoo txij li xyoo 1970 - Icahn tsis yog ib qho ntawm lawv. Ntawm nws lub tuam txhab Icahn Enterprises, tus nqi cuab tam tau nce txog 30% hauv thawj rau lub hlis xyoo no.

Saib ua ntej, nws qhov kev xav tsis yog qhov zoo.

Tsis nco

"Qhov phem tshaj tseem tsis tau los," Icahn hais tias, thaum ceeb toom tias "kev nce nqi yog qhov txaus ntshai" thiab "koj tsis tuaj yeem kho nws."

Uas tau hais tias, nws tsis qhia koj yuav tsum tau them nyiaj rau cov khoom lag luam tag nrho.

"Kuv xav tias ntau yam khoom pheej yig, thiab lawv yuav pheej yig dua," nws hais.

Muab Icahn txoj hauj lwm ua tau zoo heev los ntawm kev ua lag luam, tib neeg xav paub qhov twg nws pom lub sijhawm tam sim no.

"Kuv tsuas yog xav paub dab tsi cov khoom lag luam zoo li pheej yig thiab siv tau tam sim no," ib tus neeg tuaj saib tau nug nws thaum lub sijhawm Q&A ntu.

Icahn muab ob lub npe.

CVR Zog (CVI)

Lub zog yog nyob deb ntawm S&P 500 qhov kev ua tau zoo tshaj plaws hauv xyoo 2021, rov qab tag nrho ntawm 53% piv rau qhov ntsuas 27% rov qab los. Thiab lub zog ntawd tau nce mus rau xyoo 2022.

Xyoo rau hnub tim, Lub Zog Xaiv Sector SPDR Fund (XLE) tau nce siab 35%, qhov tsis sib xws rau kev lag luam dav qhov poob ob tus lej.

Zaj dab neeg tseem ntxiv

Icahn xaiv nyob rau hauv lub zog qhov chaw yog CVR Zog (CVI), uas yog nyob rau hauv lub refinery lag luam. Nws hais tias cov khoom lag luam "yog pheej yig heev, txawm tias nws tuaj ntau heev."

CVR Energy shares tau nce 50% xyoo dhau los thiab 74% hauv 12 lub hlis dhau los.

Raws li koj xav tau los ntawm qhov zoo ntawm cov nqi sib koom ua haujlwm, lub tuam txhab raug tua rau txhua lub tog raj kheej.

Nyob rau hauv Q2 ntawm 2022, CVR Zog tau coj $ 3.1 nphom ntawm kev muag khoom, nce los ntawm $ 1.8 nphom hauv lub xyoo dhau los.

Kev lag luam tau txais txiaj ntsig ntau dua, ib yam nkaus, vim tias qhov kev ua kom zoo dua ntawm tag nrho cov peev txheej tau txhim kho mus rau $ 26.10 hauv Q2, ua rau nce ntau ntawm $ 6.72 hauv tib lub sijhawm xyoo tas los.

Lub tuam txhab tsis ntev los no tau tshaj tawm cov nyiaj faib tshwj xeeb ntawm $ 2.60 toj ib feem - nyob rau sab saum toj ntawm nws cov nyiaj tau los ntawm peb lub hlis twg ntawm 40 xees ib feem.

Ichan kuj nyiam kev lag luam vim "koj tsis tuaj yeem tsim lwm lub refinery hauv lub tebchaws no."

Nyeem ntxiv: Ashton Kutcher thiab Nobel Prize-winning economist muaj dab tsi? Ib qho kev nqis peev app uas hloov pauv hloov pauv mus rau ntau hom kev lag luam

CVR Partners LP (UAN)

CVR Partners yog ib tug tswv cuab kev koom tes tsim los ntawm CVR Zog los ua tus tswv, khiav lag luam, thiab loj hlob nws cov nitrogen chiv ua lag luam.

Thaum ob lub koom haum muaj feem cuam tshuam - CVR Energy cov koom tes muaj 37% ntawm cov chav sib koom ntawm CVR Cov Neeg Koom Tes - CVR Cov Koom Tes kuj tseem ua lag luam rau pej xeem. Nws lub cim ticker yog UAN.

"[Lub] kev lag luam chiv, rau kuv, yog kev lag luam zoo niaj hnub no," Icahn hais.

CVR Partners 'cov chaw tsim khoom feem ntau tsim cov tshuaj ammonia thiab urea ammonium nitrate (UAN) chiv, thiab cov khoom no muaj zog heev.

Hauv Q2, kev sib koom tes qhov nruab nrab pom tau tias qhov rooj nkag rau UAN tau nce 134% xyoo dhau los rau $ 555 ib tuj. Rau ammonia, qhov nruab nrab pom tau tias qhov rooj nkag tau nce 193% xyoo dhau los rau $ 1,182 ib tuj.

Unsurprisingly, CVR Partners tau yog lwm stellar ua yeeb yam nyob rau hauv lub lag luam dab tuag no raws li cov Tshuag tau nce 29% xyoo rau hnub tim.

Nws yooj yim pom tias vim li cas kev lag luam thiaj li thov rau Icahn.

"Koj xav tau chiv yog tias koj xav noj," nws hais.

Tseeb tiag, yog tias koj xav tau qhov kawg hedge tiv thaiv txhua qhov tsis paub tseeb uas lub ntiaj teb tab tom ntsib niaj hnub no, kev ua liaj ua teb tsim nyog saib xyuas, txawm tias koj tsis paub dab tsi txog kev ua liaj ua teb.

Yuav nyeem dab tsi tom ntej

Kab lus no muab cov ntaub ntawv nkaus xwb thiab yuav tsum tsis txhob muab txhais ua cov lus qhia. Nws tau muab yam tsis muaj kev lees paub ntawm txhua yam.