Peter: Hi Marcus! Better to be out early than to miss the train! Five winners in 2021? Happy bland big and mid-cap!
Marcus: Hey! Evolution Gaming and Catena Media can give rise to openings in the US, be deregulated and become legal with gaming. Nothing works to be able to stop Norwegian Tomra, so that share will probably continue to rise. The investment company Vostok Emerging Finance should get another boost when the pandemic is over and the economies recover while at the same time their fine tech benefits from the digitalisation trend. For investors who want a little lower risk, I recommend the monthly distributor Cibus, which can still simmer on and give returns in the future as well.
Bobo .: Hey! Can you name 5 good and reasonably safe high distributors to extend your pension with.
Marcus: Hey! SBB D and Klövern Pref are two safe dividend shares, as you iofs do not receive dividend increases but the safer dividend instead. The monthly distributor Cibus also attracts, but now we are already up in three real estate shares. Safe but boring Telia gives 6.8 percent in direct return calculated on this year’s total dividend. The exchange-traded fund Xact Högutdelande provides good risk diversification over a number of value shares with a stable dividend.
Class: Hi Marcus! Which company believes that you can only buy values in the short term, which means that in the medium term and ultimately in the long term?
Marcus: Hey! In the short term, I can not intrum climb once or twice more on the stock market. In the medium term, SBB B will probably continue to deliver. In the really long term, the medical technology company Cellavision, with its large market shares and growth conditions, has a good chance of growing into the valuation suit and more. Jerky demand, but long-term bright future.
PO: Hey! Should you subscribe for Nordnet shares at the IPO and abandon major banks.
Marcus: Hey! Better Nordnet than the big banks in the long term, even though Avanza, despite the valuation, is the favorite in the sector.
Marcus: Hey! Nordnet has its strengths, but Avanza is the most successful to date. Plus the factors you mention. With that said, it is the right banking niche to invest in the long term, Nordnet also faces growth opportunities. If the share is listed available cheaply then.
Tord: Hi Marcus! What do you think about Angler Gaming if you want to invest in the gaming industry. Is it a disadvantage that the head office is located in Malta?
Marcus: Hey! No, Malta’s headquarters have many tax reasons. Angler Gaming’s problem for a long time was the minimal information about their business. I think it looks a little better now when I look in a hurry, but for a long time I can not figure out which countries have operations in and how important places are there. I still wonder, but have not sounded so careful this year.
Nils: Hey! Do you think the pandemic will lead to more people sharing more times a year?
Marcus: Hey! I think that can fuel that trend. Smoother cash flows are a distribution for companies or some.
Eric: How do you view Handelsbanken at the moment?
Marcus: I would not dare to invest in SHB. To suddenly change such an old organization by adding almost half of the offices, it is to stir in the anthill. Probably right in ten years’ time, but when it does, compared with competitors and then suddenly I wonder how easy it is to get all the new pieces of the puzzle in place.
K: Hey! Do you have any favorites among drug / health care funds?
Marcus: Hi, there are several good ones, but my favorite for several years now is Rhenman Healthcare. The manager can take positions in both ups and downs, so to speak. So it’s not just ordinary investments in healthcare companies. One problem is that the fund is traded monthly, but it is on the other hand and advantages that they do not have to change the portfolio daily to adapt to deposits and withdrawals.
Sven: Hi Marcus! Your opinion on technology companies that have been dipping lately? Storytel, Embracer and more.
Marcus: Hey! Do not know when the recoil will end, but in the long run, the growth concept will continue to deliver.
Anita: Hi NetEnt – Offer from Evolution Gaming AB. Thank you Yes or No?
Marcus: Hey! I say “thank you”. Evolution is a better company because the development of recent years and the new group will be very well positioned.
Ingo: Hi. How is your view of Clas Ohlson? The retail trade is really tough overall. I hold a large position in Clas Ohlson at a loss and am confused about the company’s future. Thanks for a nice chat.
Marcus: Hey! I avoid everything in that sector. Wrong industry simply. I am happy to be a customer with them, but the challenges when it comes to converting customers to online and converting the stores make it a difficult case. Sell on the coolers.
Jan Ericsson: Hey! What do you think about Xact Norden Högutdelande, which has lagged far behind since the corona crash last spring? Almost strange that it went so weak. Will there be a comeback once the corona is added to handling or is it a sales mode?
Marcus: Hey! I think the differences will start to level out now in the future. The fund has been around for a long time, but different industries and types of companies have their different periods.
Henric: Hey! Now that the rest of Europe is testing the proven Swedish corona models, they have led to KAOS! They have not yet affected the stock market but what happens at and second wave of lockdowns? Will it be red Thursday as the last?
Marcus: Hey! The rebound we saw at the end of October was probably due to the second wave of coronavirus. With vaccines underway, the market is probably looking more towards 2021 and the even better economy in 2022. Total lockdowns I think can not be anywhere this time.
Kjell Öhman: Hi Marcus! How do you view SBB’s real estate deal with Oscar Properties? The company does not have the best reputation, and with questions about business or financing, no straight answers can work! Does this change your view of SBB and its future?
Marcus: Hey! For SBB, this is not a crucial deal. So it does not change my view of them, even if they get some Oscar shares in the balance sheet. If Oscar P survives, the share will be valued.
Lars: What do you think weighs down Alfa Laval and is it a buy?
Marcus: Weak economy for a cyclical company such as Alfa has put pressure on prices. There will be better times in the coming years.
Beam: Hey! Finally Friday! Do you think Bure’s magical upward journey continues in a 5-10 year perspective?
Marcus: Hi, yes I think so. Premium or not, the substance learns to grow into the valuation so the price can rise in ten years’ time.
Kim: Hi Marcus! How do you feel about infrastructure assets like Enbridge and Oneok in the long run? If you draw parallels to the rapid technological shifts that took place at the beginning of the 20th century when crude oil replaced, among other things, whale blubber as an energy source, today’s rapid development of renewables can destroy today’s infrastructure giants.
Marcus: Hey! Unfortunately, humanity is dependent on oil and gas for a long time to come, I do not know the prices, but the volumes that are primarily dependent on teachers themselves until 2030, when demand is expected to peak and begin to show long-term. When it comes to power and performance, we have nothing that outclasses petrol or plastic and rubber. Oil products are used a lot and we are more dependent on this than many people think. Too bad for the environment, but that’s it. Without oil as we do plastic and rubber of no healthcare and no mobile phones, etc. The shares do not seem to have any long-term brilliant growth, but that and more is already included in the prices. The risks are also high when it comes to environmental aspects and regulatory requirements.
Dani: What are your thoughts on E-Commerce stocks like Boozt and Lyko? Is it something for a long-term saver?
Marcus: Hi, and why not? Rather more pure e-retailers than those who come from the store side. High risks in shares, plus that payment solution companies are a more secure winning sector, but e-traders are certainly investments for the future.
Andreas: What do you think about the electric car shares Nio and Xpeng on the US stock market? They are doing very well.
Marcus: Unfortunately have not looked at them before. Difficult to value companies like Nio that make losses, but which seem to grow faster over time.
Start: Have you got a second chance in EVO now, time to step on?
Marcus: If you want a chance share in recoil, then yes. But who knows how deep the recoil goes.
ZZ Top: Fortinova? How do you see the company and is it worth subscribing or should you wait to buy in at lower prices?
Marcus: Fortniva is a good company and will be one of the few pure real estate players with only apartment buildings. The valuation is not a find but feels more average. If you want a company with very secure demand and which benefits from low interest rates, Fortnova is interesting. I dislike drawing intervals, so it is acceptable to say draw when we do not know what it costs.
Danne: Hey! If you want to invest a larger sum to be able to receive dividends in the future but do not have the strength / want / can build a dividend portfolio containing several shares but instead only want to choose and thing, what should you choose then? Where do you think, for example, about Nordea’s Sweden Index Fund, which pays dividends?
Marcus: Hey! Xact High distributor in that case. It is an exchange-traded index fund with dividends.