My Top 10 Investments - 11/20/19

cakemonster (56)in #steemleo • 5 years ago

NPSNY/PROSY - Naspers/Prosus
MU - Micron
CLF - Cleveland Cliffs
PK - Park Hotels REIT
RIGD.IL - Reliance Industries
VTR - Ventas REIT
SEB - Seaboard
CMCSA - Comcast
CSNVY - Corbion
VZ - Verizon

Notes:

Continuing to formulate my portfolio for companies with competitive advantages and strategic posturing.

India should gain against the backdrop of a trade war between China and the US, and Reliance essentially is India on its own.

Seaboard should experience long term value gains as African Swine Fever devastates the global market supply for pork.

Micron and Cleveland Cliffs remains sensitive to trade, but have valuation advantages too large to ignore. Balancing their risk with the relative safety of telecommunications, REITs, and food has become my priority.

#palnet #sct #zzan #investing

5 years ago in #steemleo by cakemonster (56)

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sct.notice (41) 5 years ago

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