1Anno·

Which of my positions do you think I should make bigger (and why)?

On the following months I'd like to go for:

Airlines: $UAL (+3,55%) or $IAG (+2,12%) --> Good momentum, growth ahead, undervalued.

Insurance: $CS (-0,03%) or $ALV (-0,52%) --> Good dividend, good momentum, good perspectives, high dividend.

European Banks:
$ISP (-3,72%) or $CABK (-0,54%) --> Undervalued Vs American banks, better environment than years ago with lower valuations, higher interest and more security... possibility of gaining stock apretiation while receiving high dividends.

Homebuilding: $LEN (-0,37%) --> They have a clear problem with lack of homes in the US, good valuation, good growth prospects.

Also tempted to double with my pharma losers $CAH (+0,69%) and $AMPH (+2,55%) , bought them when they were with good momentum and they've underperformed since, but I still like the future prospects... High growth, small caps, good drug portfolio... If I still like the numbers and they're cheaper now, should I double my bet here?(I hate going against momentum). $PFE (+0,39%) also on the list, but I have it on a small saving plan. Shifting momentum but still early to say so I prefer to buy slow...

I'm not planing on adding stocks that are not currently in my portfolio.

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12 Commenti

fund_whisperer_602@fund_whisperer_602

10Mes

I think you have too many positions opened that you most likely can’t keep up with. If this was mine, I will be getting rid of at least 15 positions asap adding the proceeds to my strongest convictions and trim further over time until overall position significantly shrinks and more manageable.

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Carles@Carles

10Mes

@fund_whisperer_602 I honestly enjoy reading and following the stock market, and specifically the the news on the picks I make for my porfolio. I understand that a smaller portfolio is more manageable, but I’m updated on everything I own, in order to decide if the company is worth keeping.

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Carles@Carles

1Anno

@opus84 How big is your Pfizer position vs your portfolio?

I do think it is probably a winner in the medium therm with high returns on price... And then with dividends.

IF they successfully update their drug portfolio with aprovals that will compensate the patents they're losing soon. Their pipeline for new drugs is good, but there're some risks there.

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Carles@Carles

1Anno

@opus84 That's a big bet on $PFE

I try to have smaller positions, but as Buffet would say, "diversification is protection against ignorance", if you've it clear you go for it. Hope it turns out well

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Carles@Carles

1Anno

@Memo0606 I see $CAH as a hold.
Woudn’t put more money on it, but it is a good stock for the moment of uncertainty, the revenue and eps estimates are good for the future, the valuation is correct, lower than it’s peers (not cheap though compared to it’s historical P/E), and it pay a small correct dividend…
If you’re up 100%, don’t expect this kind of returns on the near future, as revenue and EPS growth are expected to slow down. You could sell a part of the position if you want higher returns

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Carles@Carles

1Anno

@Memo0606 out of curiosity, why $BLD ?

I don’t personally follow the stock so not an expert here, just checking it on SeekingAlpha I see it missed expectations last quarter, valuation is rich compared to the homebuilding sector, and it had a an important revenue growth between 2021 and 2023 that has slowed down significantlly. Price has has lost a bit of momentum (flat last 6 months).

I’m a bit afraid of this sector in the US, but have you checked $LEN or $DHI ? Homebuilders, again not a big fan of the sector but their momentum is good.

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Carles@Carles

1Anno

@Memo0606 At this moment, I'm just doing my weekly investments, as I feel that with the 0,5 cut on interest rates in the US, recession could be on the near therm horizon and don't want to grow my portfolio a lot... What I do is just put a small amount weekly to S&P, REITs (just switched from $O to $ADC, as my position in $O is big enough in proportion to my portfolio, and I see $ADC as a smaller business that can mantain growth on the future), and $PFE which is a personal long therm bet, I like the pipeline they have, the dividend, the fact that it fell a lot to a level where I feel comfortable starting a position, and Pharma being a defensive sector against recession...

But answering your question. I like airlines, $IAG specially now that the deal with Air Europa is off, the fact that gass price is low, and that valuation are still way lower than pre-covid. I like $UAL too, both of them in my porfolio.
Also like banking in Europe, but... With interest rate cuts, risky pick, I'm up a lot on banking and dividends are super nice too.
I would be recomending $APP as my wife is in ADD-TECH business and there is a lot of money to be made... but I'm up 200% and at this point even I'm afraid of growing the position. Don't get me wrong, I think it will keep growing long therm, but valuation is rich for the actual numbers and any bad news can lead to a big correction.

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