Quick Update
I am adding three names to each of my POTS today.
The market has been spooked by fears of inflation. Now, expectations are getting better, and likely the worst in terms of numbers are behind us. If so, the market will recover over the next few months. If inflation gets worse instead, we may see more turbulence till the numbers will show a clear sign of deceleration.
On the other hand, it looks like the real risk of a war between Russia and Ukraine is low, despite what the press is telling everybody.
BTW, I picked names with a low risk/reward ratio, with companies that are very profitable, growing, expanding, and at the same time, the market is pricing them too pessimistically.
I'll share the rationale behind my new picks shortly in a separate post/email. In the meantime, I wanted to share them with you as soon as I'll add them to my POTS.
THE PICKS
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