HRI is now a Very-Strong BUY
2018 began with a strong positive trend of the markets and later they made a U-turn and introduced sharp declines, which also affected the shares in the portfolio. Unfortunately, 2018 wasn’t a good year for…
Articles by Yinon Arieli
How to invest smartly during a market collapse
Inexperienced, shortsighted investors are afraid of the market collapse, sell their stocks and lose money, while smart, long-term investors, see this collapse as a unique opportunity to buy stocks at deep undervaluations and make tons…
Sell LEAI, APVO and DTVL
When the markets are in a negative trend it is usually the best time to buy stocks as prices get cheaper, but for the following stocks, I think this is the right time to sell….
Why undervalued stocks are going down in 2018?
The last time (and only since the launch of the portfolio in 2004) that we saw a negative annual return in the portfolio was in 2008 (the portfolio went down 16.5%, much less than the…
is BioTime spinoff – AgeX Therapeutics, too expensive?
Everyone wants to stay young forever, and that’s exactly what AgeX Therapeutics (AGE), which has recently separated from the biomedical company BioTime (BTX), is aiming for. Each shareholder of BioTime received 10 shares of AGE,…
HRI, CEIX, and VST Q3 2018 Updates
Herc Holdings is improving so why the stock goes down? The equipment rental supplier (HRI) is a good example of the irrationality in the stock market. The company continues to grow (revenue in the third…
Is APVO still a BUY?
Aptevo (APVO) continued to grow in the third quarter. It currently has an expected annual sale of $22.5 million for 2018, double the sales of 2017. The Hemophilia market, where the company’s IXINITY technology is…
Resideo Technologies spinoff – is the stock attractive enough?
Summary Resideo Technologies (REZI) is a leading provider of convenience and security products for home and business. It operates in a very competitive area, which appears to be close to the end of its positive…
Garrett Motion keep growing in Q3
Garrett (GTX), the Turbocharger maker, has released an excellent report for the third quarter. As expected, the company posted a 5% growth in sales and profits and reduced interest rates on the debt (from 3.9%…
Are investors unfairly punishing CNDT?
Naturally, companies that are separated from their parent company and go out to independence are reorganized and get more efficient in a year or two after the spinoff, and this sometimes generates significant one-time expenses…