A.f.f.e has a 11,2% over-exposure in the Consumer Cyclicals (durable & non-durable) sector. In this category we have Electrolux, which has a 72% ROI (return on investment). Current market price is SEK171,50:-, which is higher than recommended average target level.
I recommend a decrease by SEK8.000:- (28.000:- to 20.000:-).
Patrik
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4 comments:
I agree. Let us follow the plan with finding a good balance.
Maybe we should wait until after the dividend pay-out?
The sell will only decrease our dividend by SEK200:-. I am willing to sacrifice that. The stock price may also fall during a waiting period.
Ok.
So, let us realize 8000 SEK in E-lux a.s.a.p.
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