HRI is poised to grow again in 2021
It was a very challenging year for the rental equipment company Herc Holdings. The lockdown in the US led to a sharp slowdown in commercial real estate activity (a decrease of 23%) and a corresponding…
Articles by Yinon Arieli
Sell half of SEDG position to free up some cash
The markets have recently risen quite significantly, it’s no secret. I continue to argue that the direction of the stock market in the foreseeable future should continue to be up, both because of the continued…
Why Gannett is a strong buy?
Gannett is the largest newspaper company in the US, which runs a number of leading print and digital press brands, the most popular being USA Today. The transition of readers to digital media caused the…
BUY Gannett – A turnaround story that investors are missing out
I bought the print and digital media company Gannett (GCI) at an average price of $5.0 at 5% of the portfolio value. I predict the stock will at least double in the next 2 years….
After Q1 2021 Micron is worth $100
The memory chip maker – Micron, continues to improve its financial results. In the quarter ended December 2020 (called Q1 2021 at Micron), revenue grew to $5.8 billion, an increase of 12.2% compared to the…
Buy CDON AB
Today I bought CDON stock (CDON on the Stockholm stock exchange) at a price of 440 SEK at 6% of the portfolio value. The stock is running higher recently as more and more investors hear…
FCAU is now STLA
The Fiat Chrysler merger with PSA Group (Peugeot) is now official and created the fourth largest car manufacturer in the world – Stellantis. The stock began trading today on the Milan and Paris stock exchanges,…
Investment idea abroad: Menif Financial Services
Today I bought Menif Financial Services (MNIF:IT) stock at an average price of 1,450 NIS cents (it represents 8% of my portfolio). MNIF trades only on the Tel-Aviv stock exchange so I won’t make it…
FCAU completes the merger with PSA and distributes a special dividend
Fiat Chrysler has announced that it plans to complete the merger with the PSA Group (Peugeot) this coming Saturday, and distribute to its shareholders a special dividend of 1.84 euros per share (about $2.23 per…
49.3% for the LongRunPlan Portfolio in 2020
2020 was a very challenging year. It opened with the outbreak of the corona in February, which knocked the markets down 35%. Fortunately, the portfolio had a strong cash balance at this time, so I…