Just Bought/Sold Thread (Part 1)

Stocks
1388

I bought some more Kamux for my wife. I thought €5.3 was a perfectly reasonable price for this, considering today’s excellent result in a very difficult market. It’s hard to see it going down easily from here, but instead, I consider a share price correction upwards at some point to be very likely…

A price of €5.30 after today’s results feels like a very cautious and subdued reaction… I believe Kajaani will update the target to around €7, which would already provide a safety margin of 32%… I am very satisfied with this purchase at this price on a day like this.

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1389

After a long time of following from the sidelines, I also opened a position in Kamux. Caution has been a good move considering the stock’s performance, but at this point, I agree with @Aston_Livingstone that the stock’s reaction was muted given the report’s numbers, and I certainly didn’t expect such strong numbers myself.

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1390

Today, I bought Neste for €28.54 and some Dax bear x15 as a popcorn substitute for my fun portfolio :euro_banknote::united_states::china:

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1391

I bought some Kamux and the price was about the same as what I sold part of it for earlier. Good performance, and frankly, I was expecting a 10+% price correction.

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1392

I also bought a batch of Siltronic again; I had sold it at 65 euros and bought it back at 57 euros.

It might have been a bad idea, given those messages from Trump I read afterwards.

1393

Bought more JNJ and opened a position in MMM :money_mouth_face:

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1394

Metsä Boards, bought from a peak of 4€, sold with a 12% quick profit. Waiting for future dips. Lightened Remedy a bit as risk management. Gaming companies are too risky for me, but Remedy is still in the portfolio with a 7% weighting.

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1395

Likewise, I also added a significant amount at 5.3 euros.
As a result, the average price settled at 4.97 euros.
I don’t want to buy any more Kamux. This is enough.
The overweight is significant, but that’s often how it goes for me: I’m not afraid of even a significant overshoot of critical mass if the opportunity feels good.

I can certainly lighten that overweight when the price tag reaches levels that start to seem more challenging.

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1396

Added Nokia (Nokian Renkaat) shares at a price of 25.17. Of course, the big boys’ short positions and the macroeconomic situation are concerning, but tires will still be needed under cars, won’t they? :slight_smile:

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1397

Sold off a portion, the rest after Q3 or Q4 results

1398

I exited my VWO lot bought on 25.8.2008. The return in dollar terms was -3.32% + dividends. Even a longer hold doesn’t always guarantee returns…

1399

Buy order placed for Sampo at €35.870, hopefully someone sells :slight_smile:

1400

Shares sold (again :smiley: 1100 pcs) at a price of 10.035€. A 2% increase realized from there. RSI’s are high again, on the other hand OMXH25 is still in a downtrend.

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1401

Long shopping pants on despite the heat :smile:
A small slice of Nokia at €4.5.
Raises the average price a bit, as the previous one was €4.2, if I remember correctly.

Whether Noksu is 1st, 2nd, or 3rd, 5G is coming and N will profit. Those networks are not given away for free.

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1402

I’ll have to check if uncle’s legendary lure at 3.95 euros is still alive, since even Ellu is already slipping over the edge. :slight_smile:

Uncle Masse,FA,Noksu ok under 4 euro price:mechanical_arm::eye::eye:

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1403

I bought a little more Kamux. If the CEO likes it at these prices, then why shouldn’t I too.

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1404

I guess the patented 3.95€ is still valid.
Of course it’s a shame if the fish aren’t biting :shark:

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1405

Added Kamux. It’s starting to be ridiculously overweight.

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1406

Wärret left, too cheap. Bought Tyres.

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1407

Let’s kick off September with some serious shopping - Bought an additional slice :briefcase: of “siskokset” (sisters), Nokia and Nokian Renkaat :slight_smile:

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