News & Insights #54; Slowly and then Suddenly
Titbits on Open Lending, SUTL Enterprise, etc., and the usual HK ingredients; a monster dividend, absurd-cheap stocks, profit alerts, and more
Most of the things I looked into for this post were Hong Kong related. That’s also where I will shortly introduce a new portfolio holding, which is a new absurd-cheap HK 第部分 that I believe will sport a 10%+ dividend yield in the not too distant future.
Lots of the better quality and higher divi stocks have had quite the run since early 2024, and particularly in recent months.
Funnily (and frustratingly), first nobody seemed interested in stocks like Natural Food 🏷️ and PW Medtech 🏷️ … and then all of a sudden they rise dozens of percentage points in some weeks. The latter, I certainly did not see coming considering the trade war escalation.
The downside of the fast share price increases is that this does make it particularly challenging for me to do more extensive write ups before they start to fly.
The good news is that there are still lots of interesting stocks out there… and fascinatingly, I actually see quite a number of interesting stocks trading very close to multi-year lows in…