A.f.f.e has a 4,7% over-exposure in the Material sector. In this category we have SCA, which has a 47% ROI (return on investment). Current market price is SEK388,50:- with a next target level at SEK420:-.
I recommend a decrease by SEK16.000:-.
Patrik
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3 comments:
SCA has been a great investment for AFFE, and I agree that we ought to realize some of the profit.
But, should we wait to sell until after the dividend is paid out?
The sell will only decrease our dividend by SEK500:-. I am willing to sacrifice that. The stock price may also fall during a waiting period.
Ok.
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