Just Bought/Sold Thread (Part 1)

Forum readers can update their latest purchases and sales. From here you can get ideas for companies worth exploring.

I’ll start, my latest purchases in May 2018 are: Qt and Efecte. Both new papers for me.

9 Likes

Qt also here at the beginning of the month. :wink:

3 Likes

I last bought Evli Bank after reading Sauli Vilén’s report :open_mouth: I sold Martelas :sweat_smile::sweat_smile:

5 Likes

Too many “dinosaurs” in the portfolio, so I had to buy some digital stocks to not fall behind. So, I bought Digia and Efecte (from the offering).

Most recently, I lightened up my long-held Kone shares.

4 Likes

Telia was added basically for the dividend, and of course, there’s strong belief in Telia’s rise too.

3 Likes

I sold Martela on April 30th and added Remedy (the timing of the purchase was pretty spot on :slight_smile: ). After that, I added Nokia, Renkaat and most recently Raute to my portfolio today.

2 Likes

I bought it from Verkkis a while ago too, forgot to mention it above. :smiley:

4 Likes

I just sold Teva. It has given good returns (though it has managed to do a couple of round trips in < 100% in less than a year), but it might be time to take a breather. Warren Buffet has been fueling up and now owns closer to 5% of the company. Setting up some lures..

3 Likes

I sold my long-held Adidas shares for a small profit. I had a hunch that I wouldn’t be able to follow the company closely enough, even though its strategy still seems quite promising. With this sale and Nokia’s dividends, I added to my Kotipizza position. (Will the first No Pizza open in the city center soon..?)

Since I’m still fluent in Swedish, perhaps next I’ll try to pick out an interesting story from Sweden.

Last week, I bought some Talenom and a tiny bit more Efecte :stuck_out_tongue:

3 Likes

I’ve been waiting for the Inderes effect to extend to Yu’s and Verneri’s personal purchases. Then it’ll probably be time to sell everything. So not yet. :stuck_out_tongue_winking_eye:

1 Like

Haha, hopefully not! :smiley:

Should I buy Talenom? I just watched such a good video about them where their head of digitalization talked about Talenom’s technology.

3 Likes

I bought some Remedy after the trailer dip.

2 Likes

I sold my small slice of Nokian Tyres. Replaced it with a small additional slice of Remedy. Remedy clearly has a higher expected return as of this date.

With a portion previously reduced from Kone (Konecranes), I bought a small piece of Suomen Hoivatila (Finnish Care Property) into the portfolio.
The case is so good that I can’t not be involved!

That cash doesn’t seem to last long in the till. :sweat_smile:

2 Likes

I bought Remedy on a teaser dip!

2 Likes

I sold my Nokias. Reasons:

  • I cashed out my profits…
  • Increased cash position. Monitoring the US-China situation.
  • At the same time, ready to add Remedy if the price falls. Higher return expectation than Nokia.

A little more remedy added

Ålandsbanken @13.35.