My Top 10 Investments - 11/20/19

[cakemonster]

1. NPSNY/PROSY - Naspers/Prosus
2. MU - Micron
3. CLF - Cleveland Cliffs
4. PK - Park Hotels REIT
5. RIGD.IL - Reliance Industries
6. VTR - Ventas REIT
7. SEB - Seaboard
8. CMCSA - Comcast
9. CSNVY - Corbion
10. VZ - Verizon

Notes:

Continuing to formulate my portfolio for companies with competitive advantages and strategic posturing.

India should gain against the backdrop of a trade war between China and the US, and Reliance essentially is India on its own.

Seaboard should experience long term value gains as African Swine Fever devastates the global market supply for pork.

Micron and Cleveland Cliffs remains sensitive to trade, but have valuation advantages too large to ignore. Balancing their risk with the relative safety of telecommunications, REITs, and food has become my priority.

Comments

[sct.notice]

• 스팀 코인판 커뮤니티를 이용해주셔서 감사합니다.
• 2019년 10월 15일부터는 스팀코인판에서 작성한 글만 SCT 토큰을 보상받을 수 있습니다
• 스팀 코인판 이외의 곳에서 작성된 글은 SCT 보상에서 제외되니 주의 바랍니다.
• Thanks to everyone who continues to participate in SteemCoinPan community.
• From Oct 15, 2019, we will provide SCT rewards for postings published on SteemCoinPan.
• You won't get SCT rewards at all if you create a posting on other Steem Dapps after Oct 15, 2019.

[steemitboard]

Congratulations @cakemonster! You have completed the following achievement on the Steem blockchain and have been rewarded with new badge(s) :

You distributed more than 4000 upvotes. Your next target is to reach 5000 upvotes.

_{You can view your badges on your Steem Board and compare to others on the Steem Ranking
If you no longer want to receive notifications, reply to this comment with the word STOP}

Vote for @Steemitboard as a witness to get one more award and increased upvotes!

[hivebuzz]

Congratulations @cakemonster! You have completed the following achievement on the Hive blockchain and have been rewarded with new badge(s) :

You distributed more than 7000 upvotes. Your next target is to reach 8000 upvotes.

_{You can view your badges on your board and compare to others on the Ranking
If you no longer want to receive notifications, reply to this comment with the word STOP}

Do not miss the last post from @hivebuzz:

HiveBuzz - Hive Gamification Experience

Vote for us as a witness to get one more badge and upvotes from us with more power!

[shortsegments]

Hi
It would be very interesting to see what your holdings are today, and any reasoning you would share. Its a tricky time for investing now and insights are valuable.

Posted Using LeoFinance ^Beta