Comments about october moves

  • I SOLD:

ADOCIA (ADOC) & VALNEVA (VLA) which are french Biotechs. I sold in loss but I think that these values can drop much more because there is no important news to wait before long… too long time. I keep 3 french Bio/Medtech with high speculative potential : GENFIT (GNFT), CARMAT (ALCAR) & INNATE PHARMA (IPH).

STANDARD LIFE ABERDEEN (SLA) & SCS GROUP PLC (SCSS) have increased well in recent times and I sold them because even if the yield is interesting (currently 4.7% & 8%) they are British stocks so exposed to Brexit and I prefer to reduce my exposure and take my profits.

BRITISH PETROLEUM (BP) & ROYAL DUTCH SHELL (RDSA) have increased well and are on top point. Concerning oil sector, I prefered selling these 2 stocks and keep only EXXON (XOM) and INTERPIPELINE (IPL) which have a good room for growth.

 

  • I BOUGHT:

WASHINGHTON PRIME GROUP (WPG), ALARIS ROYALTY (AD), ALD (ALD), KLEPIERRE (LI), DINE EQUITY (DIN), SES GLOBAL (SES) and more stocks of AT&T (T) which have 2 commun points: totally undervalued and secure dividend! All what I like!

DILLARD’S (DDS) because I want to create a “Value pocket” in my portfolio.

 

 

 


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