Watchlist

Current watchlist

A quick update on my watchlist:

Essity A share. This share is quite boring, but in a business with a steady but somewhat slow growth. A spin off from swedish SCA.

Buy range 216-220 sek.

Heimstaden Pref: Apartements for rent in Norway, Sweden and Denmark. Their properties is considered to be of high quality. The current pricing is to high in my opinion, with a current yield around 6%.

Buy range 280-300.

Flex Lng: Not my typical investment. They have a newbuilding program with deliveries in 2018. I was hoping they would go for a pure spot strategy, but they seem to bet on longer contracts, and wait for the anticipated good market mid 2019. It is not easy to value this business when they have just a small current income, based on hired ships.

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