5Lun·

Opinion on the positions

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$TSM is very undervalued for me. So a buy
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None of them appeal to me at the moment.
$AI. Since 1991, the share price has basically been drawn like a ruler from bottom left to top right, plus a dividend that has been paid out without interruption since 1907. Alongside $LIN, which is roughly the same size, it is the second largest supplier of gases and gas products of all kinds on the planet. Basically, there's no getting around the company, which is why the business model is rock-solid: Air Liquide runs, operates safely, always in the long term.
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