Good afternoon!
Monthly portfolio report - in Intelinvest and google tablet
What was interesting:
On March 4 there was a Baozun report, in short, it is better than I expected, we’ll talk more about the company later.
The growth of TCS, the total profit on the bank’s stocks at the time of writing was ~185tr, with a total position value of ~283tr. I feel like the company is now overvalued, but we’ll still wait for the 2020 report. and after March 20, when by the way it turns 1 year my forecast, we will definitely look at everything from scratch, analyze both the forecast and the current prospects for the stock.
In general, March marks 6 birthdays 🎉🎂 my forecasts for 2020 are Yandex, TCS, Momo, Sberbank, Baozun, Baidu and I will definitely re-analyze each company like a year ago. For all positions, the goals were given for a long-term period of 2-3 years, but I will definitely summarize the interim results (especially if the goals have already been achieved).
Zynex also had a report, the company earned $80 million in 20 versus $45 million in 19, and profits decreased slightly $9.49 --> $9.07 million. Perhaps that’s why the stock dropped back below $15, although the company’s management and analysts Since the last quarter, forecasts have been given that turned out to be very close to actual values, that is, the report was not unexpected. According to my current position in ZYXI stocks, nothing has changed; in general, the price is now quite tasty. If I increase my position, I will definitely let you know. I recommend taking it, but not more than 5-7% of the portfolio.
Also, your humble servant opened an account with the American broker Interactive Brokers, the reason is a huge selection of securities and many exchanges that are inaccessible from Russian companies without obtaining the status of a qualified investor. So far, I have acquired 2,000 stocks of TIMES NEIGHBORHOOD HOLDINGS (traded on the Hong Kong exchange HKEX, ticker 9928), set a limit on ~1,500 stocks of the Australian RED RIVER RESOURCES LTD (ASX exchange), and plans to purchase another Chinese company SHIMAO SERVICES HOLDINGS LIMITED (also Hong Kong exchange, ticker 873). Well, there are a few more candidates on the pencil 😏 I will definitely make traditional reviews of each company about all purchases.
In March-April, the number of blog posts will increase, so don’t forget to subscribe to the channel and like 🚀🚀😅
Congratulations to my dear girls on the upcoming spring holiday 🌷, guys, happy February 23rd, be healthy and invest with IV-Invest 💪
P.S. By the way, who has accounts with foreign brokers?
Ideas
March 6, 2021