Articles by Yinon Arieli

Sell Orient Overseas

Tonight I sold the entire position in Orient Overseas (0316.HK) at an average price of 251 HKD. Why did I decide to sell? Just a month ago I wrote that “Orient Overseas  0316.HK or OROVY)…


BUY Thungela Resources

I bought shares of the South African coal company Thungela Resources (TGA.L) at an average price of 1,296 GBp at 5% of the portfolio value. The stock is traded on the Johannesburg Stock Exchange under…



SELL Prosus and IWG

The markets continue to decline. The S&P500 is already minus 17% from its peak and the Nasdaq is 27% below the peak. In my opinion, Nasdaq shares are expected to continue to fall sharply in…


Buy more from Stellantis stock

Auto manufacture Stellantis (STLA) is one of the cheapest stocks I know in the market today, and this is why I increased the position in the stock by 1% of the portfolio value at a…



BUY Ferrexpo

The war in Ukraine continues, but all signs hint that we are close to its ending. This means that this is probably the last opportunity to take advantage of the strong declines in stocks related…


Sell Facebook and BUY Gazprom

It’s hard to see 7 million Ukrainians fleeing their homes in the freezing cold following the Russian invasion, hoping someone will help these millions of refugees on the Polish border. However, history proved that when…


Petrobras detailed review

Yesterday I updated you that I bought Petrobras (PBR traded in the New York Stock Exchange). Petrobras is a Brazilian oil giant that produces about 3% of the world’s daily oil output. After many years…


BUY Petróleo Brasileiro – Petrobras

I bought the Brazilian oil stock Petrobras (PBR traded in the New York Stock Exchange) at an average price of $13.5 at 5% of the portfolio value. Summary Petrobras is a Brazilian oil giant that…