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The little saver: Hears! What five stocks would you choose for 2021? Greetings little savers
Marcus: Hears! Five stocks before 2021 are the management companies VEF (Vostok Emergin Finance) and VNV Global, the game developer Embracer, the IT company Bahnhof and the US IT company Broadcom. There are four Swedish companies with good growth prospects and a large but growing dividend machine from the US.
Anna: Good Morning! What do you think of SBB real estate?
Marcus: Hears! It is one of the industry favorites. Good company, probably the share can go up next year.
Henrik: Hi Marcus! What do you think of the IT company Softronic? The company appears to be doing well under the crown.
Marcus: Hears! In general, I see light on Softronic in the long term. A little guy with a good IT consultant. They will likely start a new stable dividend trend in the future.
The book listener: Hears! You have a lot of Storytel, what do you think of the future of him? It has done well in the past year and what do you think about the probability that it will be bought by a dragon from the USA that wants to expand in that market? It feels like a secure card …
Marcus: Hears! It’s a good company, but they still have losses as they prioritize growth, so it’s a bit difficult to value the stock. The long trend is still up and maybe it’s time for a new rally in the stock now.
In a: Hi Marcus! I have read about having foreign stocks with dividends in KF or ISK and understood that it is an advantage with ISK only if you have a mortgage and have a capital deficit on the return. Otherwise, ISK is simpler and the withholding tax is adjusted on the return. Did I do it right or did I do it on my hind legs? Sincerely!
Marcus: Hears! Well, if you have a surplus of capital, you can get back all the taxes withheld even through ISK, I think only in the case of a deficit will it reach the ceiling. At KF, you recoup most of your withholding tax on foreign stock dividends regardless.
Johan: Hi. How to value equity in relation to the share price? Is it important / good with a lot of capital in relation to the valuation?
Marcus: Hears! A large amount of capital per share compared to the share price can be interpreted in different ways. Investment companies and real estate companies and also banks can be valued quite well based on this so-called P / B ratio. On the other hand, operating companies that do not immobilize so much capital, but where everything is about brands that may not exist in accounting and production of goods and services is more difficult.
Thong-Tony: Hears! Latour is a stock that many of us regularly watch, but it never becomes a position to buy. A bit like the luxury clothing brand that’s never for sale, no matter how long you wait. After the insider sale, the price dropped dramatically and the premium by 50-30 percent, which in itself is still pretty high, but historically acceptable in any case. Although sales were large, they were still quite small in percentage terms, from the perspective of the Douglas family, which is still larger. And, some big player bought the stock and probably made a good deal at a big discount. So my question is is it still not a good place to go in? What are your thoughts?
Marcus: Hears! In the long run, it is at least a much better position now that the stake is less and the substance has not changed. The rating is simply lower. Insider sales like this can sit like a wet blanket over stocks for a shorter period of time, so I don’t believe in a quick recovery. Especially not when it’s the first insider sale at a time and it’s priced so high that we had and still have.
Fredrik: Hi Marcus! Today I am a bit touched because the Douglas family sells many shares of Latour about 10 percent below market price, with a big drop as a result. Are Latour’s glory days over? He sits down with a fairly large object on them. Everything is fine
Marcus: Hears! You don’t feel like a big pole in Latour after all the climb. It’s quite telling that they had to sell at such a discount. The action is still very expensive. Reduce your properties by selling to a small neighbor anyway.
Smoothcat: Hears! What is your opinion on SAS in the short and long term?
Marcus: Hears! Avoid in all perspectives.
Chefs: Hi, do you think it’s time to join SSAB now? They were quite enraged.
Marcus: Hears! SSAB generally does well when the economy changes and there may be a driver up again in the future. In the long term, that is, seen in five years, truly an industry and a company to avoid.
An “old” fan of Marcus: Gomorron … Maybe you missed it, but you are missing your position regarding the purchase of Tesla shares? Future?
Marcus: Hears! Tesla clearly has the best brand in its industry and the fact that they develop most of the car themselves makes it so much easier when it comes to the software. The stock, on the other hand, is probably a full stock bubble, but it could easily double in price next year because of that. Better to follow the long trend in price, but keep your finger close to the sell button if you are the owner.
Jonas: Hi Marcus, what about dividend deferred preferred stocks? For example, if I buy a preference that has not been distributed in a year, but then resume the dividend, will I receive the dividend even for the year the dividend was deferred, even if I did not own the stock at the time?
Marcus: Hears! Yes, as a general rule, you should get it and with interest too. It usually says exactly what is applied in the bylaws. An exception may be if a general meeting decides on an offer in which the prefects of the company in difficulty must be exchanged for ordinary shares and nothing else. In eg. The Volati case, on the other hand, has a good chance of accumulating dividends once they start to be distributed again.
Orvar: Astra Zeneca has been riding a roller coaster lately, despite vaccine development and other things. In addition, they have a stake in Moderna, among other things. How do you see this development and what can you expect a year from now, do you think?
Marcus: Within a year, the Astra may continue to pull up again. If you have the core business, the valuation is not that high compared to your portfolio and forecasts. However, they have said they should not have high prices on vaccines during the pandemic.
Andreas: Marcus, you speak fondly about Investor, but isn’t that very expensive, 590 SEK? Or is it okay to buy now?
Marcus: Yes I think so. The substance is more than 700 SEK per share for the investor, so 590 SEK is not that expensive.
Hanna: Hears! I save in, among other places, Spiltan Aktiefond Investmentbolag but I also buy shares of investors. That’s stupid?
Marcus: Hears! It may not be stupid, but it will be a little cake on a cake, so to speak.
Daniels: Hears! I will save half of the child allowance for my newborn daughter and I want, for the sake of simplicity, to choose only one fund for this (not Spiltan Aktiefond Investmentbolag), which one should I choose? It can also be cheap. A small business fund like AMF Aktiefond Småbolag? Or maybe a regular Swedish index fund? You want a safe choice.
Marcus: Hears! AMF Aktiefond Småbolag is not a stupid choice. If you are saving for children for many years, growth capital funds may also be an option. World Tech by Tin or any fund called something with New Technology or Technology. They are global, but focused on growth. Otherwise, something global where managers are at least active in stock selection, like Coeli Global Selective R, which has both growth and value in the portfolio.
Sven: Hi I have an old post on Sound and now I see the earnings on which I am starting to fade. Is it time to take home the small profits I have left, or do you see an advantage in the stock in the future?
Marcus: Hears! The Sound has been unlucky for a long time. On the one hand, it should turn around, on the other hand, perhaps the magic has disappeared from the administration. They also don’t have a folder that I think is very interesting, after the Bilia explosion.
Flexible: Hears! The Triboron was raised at the IPO with Leif GW and Carl Henrik Svanberg was proclaimed as major investors in the company. The stock has plummeted and now is the time for a reissue. Recently, Triboron came out and said they had a pacifier for a major player in the fuel segment. It turned out to be an order for SEK 60,000, an order hardly worth writing a press release for a publicly traded company. Now to the question: I am a shareholder of Triboron, do you think I should sell or participate in the new share issue?
Marcus: Hears! Triboron was a lottery ticket in the presentation if you ask me. https://www.privataaffarer.se/lottsedeljagare-tecknar-kandistata-triboron/ It’s still there. Doubtful if you are going to invest more, consider selling the rights to subscribe units that you get later in the month.
Torbjörn 75: It has put capital into copper and nickel. Boliden, Epiroc, Drillcon have ended up in the portfolio and a bit of Lundin Mining. They all deliver too, quite well. What is your opinion?
Marcus: It feels completely good to have part of the portfolio against commodities through stocks. There could be a new strong commodity cycle in the coming years.
Yvonne: Hi Marcus, Do you think Sdiptech Pref is worth buying? As an alternative to real estate preferences?
Marcus: Hears! Yes I think so. The only downside is that the stock is trading above its rescue price, but there will probably be no rescue, so not long ago. But keep that risk in mind anyway. It could be a 10% decrease if they decide to redeem.
Pierre: Would you buy Nextera Energy at today’s price or would you expect a rally?
Marcus: I would start buying a small to medium size item now and be ready to go up if it goes down. Otherwise, be happy with what I bought.
Rune: Hi Marcus! How do you see Estea Omsorgsaktier’s share subscription offer? Should you draw or not?
Marcus: Hears! It’s a perfectly acceptable offer to switch from the old link to the new one.
Hagman: Hi Marcus, how come I redeemed all but five Estea Kapitalvevis 3s? Are they left on the account until the last profit sharing is made in January and then redeemed?
Marcus: Hears! They will eventually be redeemed too.
Karlsson: Hi Marcus, what do you think of Embracer two years from now? Should it keep growing after all the acquisitions?
Marcus: Hears! One may wonder how many brands they really need and can keep track of, but so far it has been going well and the economies of scale in terms of risk diversification are clear. I think the group continues to grow.
Hagman: Hi Marcus, How much risk do you see in Akelius D compared to preferred stocks with corresponding direct returns like Corem or Sdiptech? How do you know that Akelius continues to distribute when they are not forced in the same way as for a preferred share?
Marcus: Hears! The risk is higher, of course. On the other hand, the market would probably react quite similarly if they cut the dividend on Stock D because it means weak earnings, so it would be a red flag even for lenders etc. The dividend on Akelius D feels safe.
