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Takeover candidates opportunity / risk. Rebalancing at " Tenbagger Holding "

Hello my dears,

At the end of the month there was another rebalancing at "Tenbagger Holding".


The two companies that will be taken over next year have now been sold at a profit.

$IVG (-0,65%) Iveco and $AWE (-2,04%) Alphawave.

I have noticed that there has been hardly any movement in the share price for weeks. And that's why I want to use the capital for new investments at the end of the year.


One new addition already took place yesterday.

Once again, we are going to the USA, with one foot in the future-oriented sector of "quantum technology". Through the investment in $FEIM (-4,84%) Frequency Electronics Inc.


Many will now be thinking "Why buy at an all-time high? For me, an ATH is a sign of strength. And in the past, I have often not found the entry point for such shares by waiting. For me, Frequency is a long-term investment, and with quantum technology we are only at the beginning.

If there is another correction, I will buy more.


There was also an additional purchase in $CAMX (-3,95%) Camurus. I see pent-up demand in the pharmaceutical sector. And anyone who knows me knows that I go for the small but mighty.


Ladies and gentlemen, what do you think of the sale of the two takeover candidates?

Was it perhaps a mistake and should I have waited a little longer? Should I have waited for the price to improve? Or was it right to redeploy the capital at the end of the year?


By the way $IRBT (-6,37%) iRobot in terms of the takeover. When the company was to be taken over by Amazon, the EU did not give its approval at the end. And the gamble ended up in a dead stock.


What do you think of my investment in Frequency Electronics? @EpsEra

I look forward to many comments.


Frequency Electronics, Inc. (FEI) was founded in 1961 and is a public company headquartered in Long Island, New York. FEI is traded on the NASDAQ Stock Exchange under the symbol FEIM. The Geschäftsführung of the company is managed by Dr. Thomas McClelland managed by

FEI and its subsidiaries are major global providers of precision time and frequency (PT&F) products for ground, sea, air and space terminals and platforms used by commercial and government/military system suppliers. For more information on our Fähigkeiten finden Sie unter diesem Link.

The company has four wholly owned subsidiaries Tochtergesellschaften. FEI Communications Inc. and FEI Government Systems Inc. are located in Mitchel Field, New York; FEI-Zyfer Inc. based in Garden Grove, California; and FEI-Elcom Tech Inc. headquartered in Northvale, New Jersey.

The company looks back on eine lange Geschichte and has evolved from a defense contract manufacturer to a high-tech provider of precision timing and frequency products used to synchronize voice, data and video transmissions in wireless communications systems. More Informationen zum Werden eines Anbieters finden Sie unter diesem Link.

FEI and its subsidiaries support the United States government with custom time and frequency solutions and products for defense and space applications.


Über uns - Frequency Electronics

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4 Comentários

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I took a closer look at the company and I have to say it's a really exciting discovery. Hardly anyone talks about it, but in my opinion it has enormous potential. Frequency Electronics is a real quality company with decades of experience in precision time and frequency technologies. This is an area that is becoming increasingly relevant due to quantum communication and defense technologies. I find the technological moat particularly strong: in-house development and production capacities, long-standing partnerships with government clients and a stable position in the high-tech segment. For me, this is definitely a stock that anyone with an eye for quality should have on their watchlist.
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@EpsEra
My dear, thank you for your assessment. That means a lot to me.
I also find the field of microwave electronics exciting. It's all about recognizing objects and weather conditions. That could be exciting for drone defense.
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@Tenbagger2024
Microwave technology for drone defense is definitely an extremely exciting area, I agree. In terms of the chart, the share has already performed really strongly this year, up around 178% since the beginning of the year, i.e. almost tripled. Nevertheless, there still seems to be room for improvement. I took a look at the fair value via ChatGPT and TraderFox, and both see further potential. According to TraderFox, the fair value on a 5-year basis is around EUR 65. So it could still be interesting, I'm actually thinking about buying my first tranche or starting a savings plan.
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@EpsEra
I also see it as a long-term investment. Precisely because I recognize a certain moat. Even if profits fall slightly next year. I simply find the areas exciting, such as space travel, satellites and of course quantum technology. I feel better here than with the quantum hype stocks, which are not profitable.
If there is a correction, I will probably buy again
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