After my basic framework (after buying the house in September) with $AVGO (+5.48%) , $COST (-1.07%) , $APH (+5.25%) , $PH (+2.08%) , $CVX (+1.35%) , $EXENS (+2.95%) & $NOC (-2.35%) stands again,
Now go buy something in the almighty $HMWO (+1.17%)
Posts
4After my basic framework (after buying the house in September) with $AVGO (+5.48%) , $COST (-1.07%) , $APH (+5.25%) , $PH (+2.08%) , $CVX (+1.35%) , $EXENS (+2.95%) & $NOC (-2.35%) stands again,
Now go buy something in the almighty $HMWO (+1.17%)
$EXENS (+2.95%) I hold 500 shares and see a company still in construction. They are hiring people to build up some strategic functions and the board of directors will have to shape the CEO's message to the investors community. Still very young as a public company but I see it as a mid term investment with solid earnings and reasonable cash performance.
Small purchase in the evening.
Exosens is a customer of mine that produces optics for night vision devices in France, target optics (rifles) in Holland and optics for Javelin anti-tank missiles in Wales.
Unfortunately, the stock market listing was completely under the radar.
And there is a bit of sentimentality in the purchase, the staff at the French plant are always so incredibly friendly despite the language barrier.
I'm always on the lookout for interesting possibilities and came across the following latecomer. $EXENS (+2.95%) Anyone else on the list?