Briefcase for 35 million. Why not buy these shares?

24 сентября, 2021 от fake Выкл

«Green Vinograd»

(c) Basni Grandpa Krylov

But today’s analysis will be much more «controversial.» Those issuers about which we will talk about today look very and very attractive guys. Why do we come to the conclusion on the mature reflection, we do not stand such beautiful issuers to take a portfolio (or at least take right now)?

To begin with, we recall the reader, for which three criteria we agreed in principle to select paper in the portfolio. Briefly, everything was brought to three positions:

What is wrong with our today’s «guests of the studio»? Most often, the situation with them is:

A. Price Zes in Heaven

B. are not suitable for one of the criteria for the selection of shares in the portfolio.

B. There is a «poisoned pill», a kind of problem hanging over the company right now.

Before starting the analysis of specific companies, I want to repeat the reader once again — today I will talk about the companies that I like, but to buy them right now — the hand does not rise. I’m trying to stop the attempt in advance to throw me in the comments of tomatoes with the words «you have raised your hand?!» To my favorite «Gasyaspromsbyt ????» So I repeat — I love all the issuers today and I think and consider them very promising.

So, let’s disassemble on specific examples.

A. Price Zes in Heaven

I will start with the guys, the absence of which in my dividend (sort of like) a portfolio could have been confused by the insightful reader —

Nlmk

In short, I sit in ambush. How will someone from handsome metallurgists cheaper — I’m here like here))

And — yes — if you choose —

B. are not suitable for one of the criteria for the selection of shares in the portfolio.

Yandex.

Sovcomflot

B. There is a «poisoned pill», a kind of problem hanging over the company right now.

Tinkoff

So with the purchase, in my opinion, you should wait until the final clarification of the situation after the pandemic. The end of 2021, at a minimum.

Qiwi

Probably, you can buy now — «with a long sight». But here is the question: what is the «end of the pandemic»? How will it look and when will it happen? So far, it is increasingly reminiscent of the line of the horizon, which, according to the school definition, «moves away from the observer as the approximation.» What will be the world after a pandemic? Will QIWI find there

Enel

But what a combination can be beautiful. Come in. You get a couple of years 9% of guaranteed dividends (they already have payments to the launch of windmills in the case). And then the windmills will do. Shares will fly up a rocket. And you tell everyone how the rich in such an excellent environmentally friendly project. Beauty, and only.

Here, here we have turned out to be an interesting set of companies that you need to look at to choose the moment when their «little problems» disappear and the moment to buy them. It seems to me that exactly such excellent companies in the portfolio can make an investor with a real millionaire))