Can APVO go much higher?
APVO has more than doubled since it entered the portfolio. This is not surprising in view of its success in realizing its holding in its three profitable drugs for about $75 million and as a…
Articles by Yinon Arieli
Take some profits from CEIX
After the recent price jump, take some profits from CEIX. Keep a value of 5% from your portfolio – the ride is not over yet… CEIX released an excellent Q1 2018 report, which spurred the…
Apergy: a quality business trading at fair value
Apergy Corporation is a provider of oil and gas drilling technology solutions. It has large growth potential combined with very high profitability. But the stock is currently not undervalued enough to justify a BUY. After…
Why did CARS decline 9% yesterday?
The owner of the digital automotive marketplace business CARS published mixed results for the first quarter. On the positive side, it showed a 4% growth in revenue, which was accompanied by a 9% increase in…
Colony NorthStar Credit Real Estate (CLNC) is a BUY
Today I bought Colony NorthStar Credit Real Estate (CLNC) to the portfolio at an average price of $19.07. CLNC is the second largest US commercial credit real estate investment trust and it’s traded 30% below…
SELL Armstrong Flooring (AFI)
Today I sold all the positionĂ‚Â in AFI (at an average price of $12.33), at a loss of 27%. Despite the great potential, the company’s management disappointed me both in the absence of growth and in…
NN Group dividend – choose cash or stocks?
NN Group, again, allows us to receive the annual dividend in cash (1.04 euro per share) or by receiving new units from the share at the same value (Ex-date is on June 4th). As usual,…
Why is HRI down? and also – DishTV debuts on LSE
The equipment rental supplier Herc Holdings (HRI) fell 8.1% on Friday because Goldman Sachs analyst Jerry Reich issued a Sell recommendation for the stock. According to him, the construction rental market is already recovering for…
When will DishTV shares appear in our broker account?
VDTH merged with DishTV and therefore VDTH shares were delisted from US trading (as of April 4). Instead, DishTV is awaiting approval from the London Stock Exchange to begin trading the unified company shares on…
Increase in market risk level? Is it time to sell stocks?
The short answer is NO. If you look for a more detailed explanation, here it is: Sometimes people feel that stocks have moved into a negative trend, although in practice there has been no substantial…