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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, Chinese stocks are out of favor so we revisit the case for 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? – (NASDAQ:JD) | Seeking Alpha

Tags: JD · NNDM