2024-02-05 01:24:33 ET
Summary
- Legal & General has seen a 25% increase in value since October, but its current valuation may be an overreaction and it may be time to consider rotating investments.
- KION has experienced a significant surge in pricing, with a 32% increase since November, and its potential for growth justifies holding onto the investment.
- Enel has seen a 60%+ return on investment and its performance and low leverage make it a solid investment with clear upside potential.
Dear subscribers,
In this article, I'm going to take a somewhat different tact than usual. Rather than reviewing a single company, I'll be reviewing 3 investments I have guided to, that have done extremely well since I wrote about them. It shouldn't be a surprise to anyone who follows my work that I'm valuation-oriented. Sometimes it takes time for investments to reach their potential.
Sometimes growth comes faster than we expect.
In this article, I'm going to choose a few companies that I went incredibly long in and really staked out, and that have since outperformed. Sometimes they've outperformed too much, and it's time to look if it's time to re-evaluate their upsides....
Read the full article on Seeking Alpha
For further details see:
Revisiting 3 Successful Investments And Their Targets