My Top 10 Investments - 11/20/19

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  1. NPSNY/PROSY - Naspers/Prosus
  2. MU - Micron
  3. CLF - Cleveland Cliffs
  4. PK - Park Hotels REIT
  5. RIGD.IL - Reliance Industries
  6. VTR - Ventas REIT
  7. SEB - Seaboard
  8. CMCSA - Comcast
  9. CSNVY - Corbion
  10. 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.



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Hi
It would be very interesting to see what your holdings are today, and any reasoning you would share. Its a tricky time for investing now and insights are valuable.

Posted Using LeoFinance Beta

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