shareholdersunite.com

Opportunities in smallcaps

shareholdersunite.com header image 2

Expensive Market, What To Buy?

September 4th, 2018 · No Comments

  • 11 months into the SHU portfolio and we had some big gains with Trade Desk, Nutanix and Inseego, all more than doubling.
  • But there are also a couple of laggards, a couple of stocks that have gone south a little since we bought them for the SHU portfolio.
  • The most surprising of these is JD.com, Chinese stocks are out of favor so we revisit the case for JD.com shares and think the stock is unreasonably cheap.
  • Less surprising is the little loss in Nano Dimension. This is a small cap stock, which is inherently volatile and news-driven, but we see a big future ahead for this company.
  • If we didn’t have both stocks in the SHU portfolio, we would buy them today.

Source: Expensive Market, What To Buy? – JD.com (NASDAQ:JD) | Seeking Alpha

Tags: JD · NNDM