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September 2018 Watchlist

It’s time for the monthly watchlist report. As always, you can check the updated info any time on the Dividend Income Spreadsheet and the Portfolio Spreadsheet. Here’s my current portfolio. All data on Nordic companies are gathered from Borsdata.se. I highly recommend them.  Summary The following watchlist contains my comments about the value Read more…

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August 2018 Watchlist

It’s time for the monthly watchlist report. As always, you can check the updated info any time at the Dividend Income Spreadsheet and the Portfolio Spreadsheet. Summary Few stocks look interesting right now, but there are still some attractive candidates Analyzed the past “watchlist recommendations” Asked my twitter followers to give me their Read more…

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July 2018 Watchlist

It’s time for the monthly watchlist report. As always, you can check the updated info any time in the Dividend Income Spreadsheet and the Portfolio Spreadsheet. Summary Enbridge is my best buy Swedish investments firms trade at an attractive discount Intrum Justina and Oaktree Capital seem like good choices Swedish banks are priced Read more…

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May 2018 Watchlist

Not much has changed since the Watchlist from April was posted. I’ve seen increased doubt and stress from market participants that indicate we are close to a huge correction. Some people argue that the recent selloff in the smart money index is a sign of a coming bear market. Here at Stockles, Read more…

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April 2018 Watchlist

Volatility is back and that’s good. Finally, we get some action! Still, the future returns from stocks as an asset isn’t that great and it’s understandable that some people go for bonds or other “safe” assets. However, with my time horizon, I can’t afford to try to time the market Read more…

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January 2018 Watchlist

Stocks are currently trading at high premiums and it’s hard to find companies where there is a reasonable margin of safety. When looking at the Cyclical Adjusted Price to Earning (CAPE) ratio, the likely future returns from equities over the timescales of 10 to 20 years is low. Only energy seems like a reasonable investment, and maybe telecom. Both have been lagging the S&P 500 for a while, but so what? Does that mean it’s time to invest? (more…)