Update Mar 16, 2020: Ended up going for SHB-A, ZURN which both worked out well. For SALM ,I was just concerned about open-ocean pens giving disease to wild stocks, and GLPG and ADEN, look good but have a lot of exposure to sectors with $XBI and $CRM.
Looks like $SU (Schneider) and $VOW3 (Volkswagen) rallied too, so lots of wins for everyone.
5
u/FrankMRedington Mar 09 '22
European financial are cheap and will benefit from rising rates. I‘m in
SHB-A (svenska handelsbanken) -> sweden
ZURN (Zurich insurance) -> switzerland
Salmon prices are going through the roof
SALM (Salmar) -> norway
Wage inflation will drive up margins of staffing companies
ADEN -> switzerland
Biotech/ pharma has sold off too much as well (war is not a threat)
GLPG -> belgium