Ostin/myin juuri äsken (Osa 8)

From the scanner’s advent calendar, something like Q/C Technologies Inc QCLS popped out.

Entry $4.11, exit $4.76. After a long time, a pretty good intraday trade.

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As an early week activity and to fade the greyness, small additions to Capman (500 pcs @ 1.836) and Elisa (20 pcs @ 36.98).

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Terveystalo added based on @Needles’ factual post.

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I added a second British member, alongside Domino’s Pizza, to my OST.in Suomi dividend portfolio.
The weather there is similar to November in Finland all year round, so that’s acceptable.

A small trial position under consideration: Legal & General Group @249 GBX.

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The 56 units obtained from the Framery offering are being sold, and the proceeds will be moved to the more profitable (hopefully) Detection Technology.

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Add to portfolio:

Unusual Machines

Ondas

UIPath

Drone megatrends are looming on the horizon. Or we’ll crash and burn.

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Bought more Taaleri and Tokmanni for the blog portfolio as they are so cheap. You can read more from the link: November publication: outcasts added to the portfolio

@Haddock I believe that in this case, the management and insiders have a good understanding of the stock’s fair value, as the undervaluation is exceptionally easy to observe (in my opinion, the company’s fair value per share is around €15). No one can know how ridiculously low the price will be kicked before it starts to rise again (case Neste), but shares should be bought as soon as the price is low relative to its “true/intrinsic/fair value”.

Below is a picture of an investor I follow and respect, who has also been adding Tokmanni for a longer time and still seems to see the company’s market value as too low with 57 years of investment experience.
IMG_0736

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Really nice picks, after which one doesn’t really need to justify Terveystalo purchases oneself :chart_increasing:

I’ve had Terveystalo in my portfolio for a long time, and it’s nice to add again at a price of @9.20 :finland:

Also adding Meta Platforms :united_states:

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Yesterday, I sold 5% of Nordea shares at 15.68, as they had grown to such a large weight in my portfolio. This has proven to be quite a good decision today, sometimes it works out this way :smiley:. With the freed-up funds, I added Terveystalo to the portfolio.

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Even though I feel stupid and poor when I shop at Tokmanni, I bought a small position following the insider. I realized that the aforementioned feeling is with me anyway, not just when I’m doing business at Toku.

Got rid of Huhtamäki for tax technical reasons. Let’s see if the trend would turn. Feeling that others are rising except Huhtis.

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A leading financial media outlet and investment influencer highlighted Faron and SSH Communications Security as 2026 stock picks.

These will therefore be my own January rally picks, meaning an addition of Faron and a purchase of SSH.

Let’s see where the algorithm drives and if there will be any surprises.

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Tokmanni was added to the index investor’s portfolio. With mixed feelings of fear, we await an eternal rise.

Also for monthly saving/investments:

NN Norway, NN Sweden, America + Europe ETF €1500

OP America, OP Europe, OP Nordics €500

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Sold off old junk from Nordnet. Spinnova, a small position I’ve held since the offering, was dumped with a -94% loss plus transaction costs. Tax-loss selling at the end of the year.

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FUCHS from Germany. The name isn’t particularly fortunate from a Finnish perspective, but its dividend history and business development have been excellent.

It manufactures lubricants, hydraulic oils, etc., for various industrial segments. Its ordinary share has risen from around 1€ to 30€ in the 2000s. P/E 13, no debt. Has raised dividends for 23 consecutive years. Just under 4% yield

div hist

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Framery shares sold off. I managed to add more at the 8.9e level. Average cost was 8.28e. The profit was enough for a couple of coffee packages. Framery certainly has impressive hype, but the stock price is still falling, my own faith ran out.

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I bought a trial position in Neste at 17.23e/share. Technically, it looks like after that pullback, we could start continuing the uptrend towards the beginning of the year. But who knows about these things :slight_smile:

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I previously sold 40% of my Inderes position from my AOT account because I was young and needed money, and because this was one of the few positions I had at a loss.

Today I bought a mini-batch to add to my small OST position with an average down strategy. It’s not worth selling from here, as the loss would just be realized.

Additionally, a minimum mini-position of Ilkka’s first series for the OST account, to make it easier to follow the share price development. My limit orders are still waiting clearly lower.

And a mini-addition of Sanoma for the OST account as well. The average price was previously 6.xx€, but after the peaks have subsided, I thought I’d gradually add to this one too. Dividend yield over 4% and the cash flow looks good. The media side is completely unrivaled in quality in Finland.

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LeadDesk out, as it didn’t really move anywhere for me!

In its place, more Tokmanni and IREN

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The scanner’s fourth slot showed something like UiPath Inc. with ticker PATH. I took some for a test at $17.25.

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Sold Harvia bought at the end of September with approx. 20% profit @ 42.1 EUR.
Added more to an already large position in Evolution @ 625 SEK. The plan is to further lighten the lots bought in 2021 by the amount bought now, before the turn of the year, so that the tax authority would be left empty-handed.

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