Thoughts Of A Private Investor: Exit from Telia

Tuesday, November 29, 2016

Exit from Telia

Decided to exit from Telia, which was our last position in the Communication Service Provider -segment. I do not see that segment nor companies in it as attractive from investment perspective as our other focus segments:

Information Technology
Health Care
Renewable energy
Low-Emission Power Generation
Forest Industry
Metal Industry
Oil & Gas Production
Mining & Exploration

Information technology is heavily overweight in our portfolio currently compared to rest of the segments.

No comments:

Post a Comment

Disclaimer

The information provided in this blog is for informational purposes only and is not intended as investment, financial or any other kind of advice.

The author does not guarantee the accuracy, completeness, or usefulness of the information provided in the blog. Readers are advised to evaluate, and bear all risks associated with, the use of any content in the blog. The author does not assume any responsibility or liability for any loss that may be incurred as a result of reliance upon the content provided in the blog.

The author does not make any recommendation or endorsement as to any investment, product or service or to any material linked to this blog. Neither information, nor any opinion contained in this blog constitutes a solicitation or offer by the author to buy or sell any securities or other financial instruments.

Statements or comments made in this blog are merely opinions. Readers are advised to conduct their own independent research into individual stocks before making a purchase or sale decision. Additionally, readers are advised that past performance of the financial instruments discussed is no guarantee of future price appreciation.

This blog contains links to other websites which are not under the control of and are not maintained by the author. The author is not responsible for the content of those sites. The author provides these links for your convenience only but does not necessarily endorse the material on these sites.

The information provided in this blog is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation.