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π Monthly Update
Hi All,
We've reached the end of another turbulent month, but have just about reached the end of the month with a positive final result (pending tomorrow!).
A few changes on the portfolio to report on: Firstly, our largest holding $BAG.L (A.G. Barr PLC) . This has been a great buy for us so far, up 52% from when we opened our position. The company has managed to deliver on our expectations in the final year results and looks to continue that growth in to next year. We have seen the price quickly approaching our target prices and so I have made the decision to reduce our position down to 10% of the portfolio, locking in some of the profits we have made until now.
On the opposite side, $HPQ (Hewlett Packard) has dropped on its earnings report, facing some challenges due to the tariffs and actually dropping to a negative free cash flow for the quarter. Despite this, the core revenue of the business is unchanged and, even with a long-term impact on operating margins, I value the company around $35 per share. This is down from our previous analysis, but I think the market is overcorrecting here. Paticularly when considering the cash reserves on hand, and the drastic decrease in outstanding shares over the last year.
Because of this, we have increased our holding. Since the next chance for good news is really the next earnings report, I plan to build the position gradually, anticipating that it might take time to see the results (growing to a maximum of 20%, triggering at $23 and $22.) We will reduce back to a standard weighting if we see the price rise close to $30.
Take a look at my pinned post to learn more about my investment strategy, which combines value and dividend investing to generate steady income with significant potential for growth! ππ°π
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You seem to be only one of the copy traders that I see respond to comments so I greatly appreciate it. I will joining the @DividendHolding team next month!... Show More
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Fri Nov 14 2025 20:54:04 GMT+0000 (Coordinated Universal Time)
