vilist @vilist: "Hi fellow investors, I had..."

Slovenia

Hi fellow investors, I had quite busy weeks so I had a little time. Now I'm here with some updates... I open positions in $BABA (Alibaba-ADR) and today $ERF.PA (Eurofins Scientific SE) because market is scared of impact by bad news from Muddy Waters Attack. Shares fell hard yesterday and may be volatile in the next few weeks but I think this is a nice entrance price for such a quality company. I trimmed position in $PYPL (PayPal Holdings) where I trimmed one third of position, mostly what was bought last year. I'm waiting for some better news to see where this one will go. I also thinking about closing position in $CP (Canadian Pacific Railway LTD) as I don't see any major news that will put this stock in at least slight up momentum. And if there is recession, these kind of stocks are hit quite hard. On my watchlist I have some other companies, thinking about Lululemon, Nike, and also about Nutrien Ltd and Mosaic Company. Will see in the next few weeks what to do regarding these companies. Otherwise, sitting nice and steady with my portfolio. Kind regards, Vili

4 Mentioned

BABA

Alibaba-ADR

ERF.PA

Eurofins Scientific SE

PYPL

PayPal Holdings

Canadian Pacific Railway LTD