Articles by Yinon Arieli

BUY Jackson Financial (JXN)

The current portfolio stocks have been working very well since the beginning of the year, but I’m sure you’ve been waiting patiently for a long time for a new stock, so here it comes: The…


SELL Geo Energy Resources

Coal prices are still higher than historical values, but it’s decreasing quickly recently. We’re just at the beginning of the winter in Europe, but currently, the reserves there are 100% full, so prices can go…


Sell Gannett

After the sharp declines in the market, today is more of a time to buy than to sell, but it is also a good time to check your current holdings. Remember that a price decline…


Sell Powerband Solutions

Powerband Solutions (PBX.V) posted another weak report, as expected. Sales in Q2 were the same as last year and the net loss continued (net profit was very negative due to write-offs of intangible assets, not…


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…