The latest news from the region does not bode well, in fact there has been no progress in the talks and from the day the ceasefire began to date nothing has been done, no opening of Hormuz, no agreement in sight, representatives of the two nations have seen each other only once and then communicated through Pakistan, and today come reports of attacks on civilian and military vessels in addition to the UAE.

In mid-March I bought Eni and then sold it on April 10 and at that time the ceasefire had been announced, I made about 9% gross on it between dividend and the price increase, after the sale I decided to make an entry on $NWL (+1,22 %) a company that I think has enormous potential given the recent acquisitions, and a first entry on $STLAM (+3,38 %) given all that the automotive market has undergone and the early data of this 2026 give a resumption of sales, to the money left over I added more cash and bought Eni again when the U.S. naval blockade began, in the meantime since its sale the stock had dropped 10/11% because of the truce.

Next move? Wait. As long as the situation does not hint at showing signs of de-escalation I will hold the stock, in the meantime I will monitor the performance of the stocks on the watchlist, the only thing certain for the time being is that I will go and increase the position on Stellantis since it is currently down 11% pt, the rest still remains an unknown.

What have you guys done or not done in these last two months of war?

Hi, for this month I decided not to buy anything but I still loaded €750 into the account, I have many companies on my watchlist and for this month I decided not to make any rash moves and take some time to analyze them, next month I will make up for it with a €1750/1850 purchase, what have you done or what will you do this month? What have you bought or sold?

In any case, the companies I am keeping an eye on are. $STLAM (+3,38 %) , $NOVO B (-0,1 %) , $ORS (+0,58 %) , $NWL (+1,22 %) , so an industrial, a pharmaceutical and 2 small caps in the food sector, these are the main ones but I also watch a lot of American consumer staples.

The sharp drop in $BC (+1,17 %) motivated by more political than economic issues regarding the company's balance sheet, is practically a penalty kick given away for retail investors like us, a solid company put at a discount, the liquidity was not there to seize the opportunity, I had to sell my small stake in $NWL (+1,22 %) but no regrets, I cashed in that +30% gain made in 2 months to get, albeit with a small size, a luxury gem, did you take this opportunity? Otherwise, catch up in two weeks for the next purchase, this time almost certainly an ETF.

$NWL (+1,22 %) Plasmon becomes Italian again, with Newlat's entry into the British stock exchange and the purchase of the Plasmon plant in Latina by $KHC (+0,9 %) ,the Reggio Emilia-based company continues its policy of growth and acquisitions to increase its market share, although it is not a company that bestows dividends I fell in love with it right away. Still under a billion in capitalization but at this rate I expect a lot of satisfaction from this company, at the moment it seems intent on reinvesting all resources to grow, as soon as it stabilizes it will surely start to distribute like all food companies