Olive2022 @Olive2022: "Good day everyone. We've had a..."

@Olive2022

South Africa

Good day everyone. We've had a bumpy ride to start the year of. $NYCB (New York Community Bancorp Inc.) made us some quick gains in 3 days. I had to sell off due to the uncertainty in the bank. We had a terrible drop with $ASLE (AerSale Corporation) and management looks to have fumbled so I had to pull out from that investment immediately. I will be looking to take profits on a few stocks and rotate into undervalued stocked to build a good portfolio for the rest of the year. My highest conviction stocks are $SOFI (SoFi Technologies Inc) and $TSEM (Tower Semiconductor Ltd) for medium term. I am looking to add $TX (Ternium SA-ADR) to our portfolio. Their Pe is around 4 giving us a nice margain of safety especially seeing that this will be their best year in terms of revenue. My Goal is still 50% return by year end and I'm hoping the market moves in our favour soon

5 Mentioned

NYCB

New York Community Bancorp Inc.

ASLE

AerSale Corporation

SOFI

SoFi Technologies Inc

TSEM

Tower Semiconductor Ltd

Ternium SA-ADR