Momentum-Juul @Momentum-Juul: "𝗙𝗲𝗯𝗿𝘂𝗮𝗿𝘆 𝗦𝘁𝗮𝘁𝘂𝘀: 𝗛𝗮𝗹𝗳𝘄𝗮𝘆 𝗧𝗵𝗿𝗼𝘂𝗴𝗵 𝘁𝗵𝗲..."

Norway

𝗙𝗲𝗯𝗿𝘂𝗮𝗿𝘆 𝗦𝘁𝗮𝘁𝘂𝘀: 𝗛𝗮𝗹𝗳𝘄𝗮𝘆 𝗧𝗵𝗿𝗼𝘂𝗴𝗵 𝘁𝗵𝗲 𝗠𝗼𝗻𝘁𝗵 At the beginning of February, the portfolio has struggled somewhat and lagged behind the S&P in returns due to an naturally adjustment following a very strong January. The portfolio is currently down 1,45%, while the S&P is up 1,23%. The lagging is due to certain individual companies reporting weaker figures and future outlooks than expected. Although 10 of the companies in the portfolio have delivered positive returns so far in February!, four companies have disappointed the market through their quarterly reporting: The shoe manufacturer $SKX (Skechers USA Inc) is down as much as 15% in February due to weaker-than-expected Q4 results, driven by reduced revenue. However, Skechers demonstrated strong year-over-year growth, with full-year constant currency sales reaching $9.04 billion—a 13% increase. The company also increased its EPS by 26% on an annual basis! Both $MOH (Molina Healthcare Inc) and $RGA (Reinsurance Group America Inc) are down 12% due to weaker-than-expected quarterly results. Molina is showing strong revenue growth but has suffered a decline in earnings due to higher medical costs. Reinsurance reported weaker revenue and EPS results. Another company, $ATKR (Atkore Inc.) is down 11% in February due to weaker-than-expected quarterly results. Lower average selling prices and reduced sales volume across Atkore's product lines have pressured the stock price. The company faces headwinds in the competitive landscape and is adjusting its strategy accordingly. I plan to make several adjustments to the portfolio to ensure it is well-positioned for the market throughout 2025 and has a strong chance of outperforming the S&P. I have started the analyse to identify new high-quality companies and which companies will retain their place in the portfolio and be granted renewed confidence. This will be an exciting period and I am sure the portfolio will be great rigged for the next year!

4 Mentioned

SKX

Skechers USA Inc

MOH

Molina Healthcare Inc

RGA

Reinsurance Group America Inc

ATKR

Atkore Inc.

Strictly Necessary Cookies

Performance Cookies

Functional Cookies

Targeting Cookies