I just bought/sold thread (Part 3)

[system]

This thread is a continuation of the comment: Ostin/myin juuri äsken -ketju (Osa 2) - #10317 käyttäjältä moreeuro - Osakkeet - Inderes forum.

Previous threads:

• Ostin/myin juuri äsken -ketju (Osa 1) - Osakkeet - Inderes forum
• Ostin/myin juuri äsken -ketju (Osa 2) - Osakkeet - Inderes forum

[kemmi2020]

First purchase (EKA) and fueling the evolution (evo) from the drop, now in position with 280 shares.

[AnttiM]

Selling day after a long time:

• Harvia -30% @ 59€, still 700 shares left and remains the largest in the portfolio with approx. 20% share
• Trimmed 100 shares from Kamux, still 1000 shares left and an 8% share
• Trimmed 2000 shares from Tecnotree @ 1.05€, 8000 shares left and 4% of the portfolio

On the buying side:

• Zaptec 2nd batch, i.e. 600 shares at 39.5 NOK alongside the previous 1000 shares. Now just under 4% of the portfolio. Strong performance and good results, planning to add 1-2 more batches.
• Better Collective 4th batch, 200 shares at 200 SEK. This brought it into the largest holdings in the portfolio with 2000 shares and nearly a 10% share. I reviewed the previous earnings report again and the outlook seems excellent, considering the strong results from operators in early summer.

After these transactions, cash increased from zero to nearly 10%. I might add Hyzon, Smartt, and Evo later this week.

[Jape16]

I had to refuel Evo @ 1381 since the price went down after I took the opening position.

[Investidotti]

Topped up Nordea after a very good earnings report. @9.58

Finally sold the Puuilo (Finnish hardware store chain) shares I got from the IPO from my OST (Equity Savings Account) @7.60.

I’ll be following Puuilo’s story with interest and very possibly become an owner again later.

[Lerner]

A small addition of Evo to the portfolio.

[nasse-seta1]

Maybe it’s just me messing up, but both Tecnotree and Solteq’s stock prices seemed to be in really bad shape from a technical analysis perspective, in my opinion. Positions in these have been lightened.

PS: We’ll see if Kamux also leaves the portfolio… Hope it holds at €17.23.

Edit: Nah, it doesn’t look like Kamux is breaking through resistance, so the position has been lightened there as well.

[Tulipan]

Glaston opening position bought today. The CEO said H2 outlook is good, management has been topping up throughout the year, the strategy for growth and efficiency has been sharpened and will be unveiled in August.

[poutapilvia]

Contrary to my own expectations, I jumped on the Hyzon bandwagon @7.77. There’s risk involved, and I’ll have to sit on my hands for quite a while before the business materializes (if it ever does), but the stock has been hit hard with a big red hand. My position in the portfolio is about 2%, which forces me to follow the company but doesn’t ruin my sleep. The holding period is initially years, unless something crazy happens like with Lion E-Mobility/Nikola

[Gaagamel]

Finally, more from Nordea, an additional 7.60. This is enough hyzon

[Luuri]

Small Alibaba addition @$209.xx

[Barbarus]

I forgot to post this in the official accounting yesterday, so:

Metso Outotec a few shares @9.192

[Lupiini]

Bought Evolution AB @ 1372 SEK.

[Makura]

I dared to jump on Nvidia yesterday after it had fallen quite a bit from its peak. Even though the demand for Nvidia’s processors temporarily weakened in cryptocurrency mining, I believe the company will succeed on the data center front. Of course, if I had been patient enough to wait, it might still come down even further…

[Ale]

Three weeks ago, I jumped out of EHang, and now I’ve jumped back into the drone with 282 units.

[Antsa]

Buy Nordnet Ab SEK 136.35.

[AnttiM]

Hyzon snatched 1000 shares at $7.56. Now the position is full (approx. 2500 shares / 8% of the portfolio), and the intention is to hold most of it as long as the company’s good track record continues.

[Mansa]

A really tough decision, but I’ve sold all my Sampo shares from my portfolio. The reason is starting university of applied sciences in the fall. Dividends and potential extra dividends might cause issues with student benefits..

[88888]

The Tuscan merger has been completed. I dumped the shares at $11.91. I didn’t stick around to wait for Hyzon’s potential fate. A few hundred in losses there.

[Osa]

Topped up on Nokia and opened a small position in Citycon to motivate a closer look. I believe the changes in consumption caused by the coronavirus will subside over time, which could allow me to gradually accumulate a steady dividend income for my portfolio.