Articles by Yinon Arieli

BUY Joint Stock Company Kaspi.kz

I bought the payments, marketplace, and fintech services company – Joint Stock Company Kaspi.kz (KSPI) to the portfolio at an average price of $95.0 with 5% of the portfolio worth.



Sell Chico’s FAS

Chico’s FAS (FAS) stock soared more than 60% today after the fashion company said it was being acquired by Sycamore Partners for $1 billion ($7.6 per share) and would be taken private.I don’t see a…


Sell Verde AgriTech

I sold today all the shares of Verde AgriTech (NPK.TO) as I no longer believe the company will return to a growth path in the foreseeable future.


BUY Tutor Perini

Today I bought 5% of the portfolio value in Tutor Perini (TPC) stock. Tutor Perini provides construction and infrastructure restoration services of various types. The coronavirus slowed down its activity, a slowdown that continued this…


BUY American Axle

I bought American Axle (AXL) at an average price of 7.96 at 5% of the portfolio value. American Axle & Manufacturing Holdings designs, engineers, and manufactures driveline and metal-forming technologies that support electric, hybrid, and…


BUY Quad/Graphics

I bought the print and related services company Quad/Graphics (QUAD) at an average price of $3.25 at 2.5% of the portfolio value. Quad is a well-known company with 15,300 employees in 45 printing facilities worldwide,…


BUY Nabors Industries

I bought Nabor Industries (NBR) to the portfolio at $116 with 5% of the portfolio value. Nabors Industries is the world’s largest land oil and natural gas drilling contractor. I foresee a continued expansion of…


BUY Chico’s FAS

I bought Chico’s FAS (CHS) to the portfolio at an average price of $5.39 with 5% of the portfolio worth. Chico’s FAS is a specialty retailer of women’s private branded casual-to-dressy clothing, intimates, and complementary…


SELL Thungela Resources

I decided to sell the coal stock Thungela Resources (TGA.L) at an average price of 985 GBP. I’m selling since coal prices are collapsing. I didn’t expect it to happen so quickly, and that’s why…