Stock trader, Owner and Administrator of "the-wiseguy.com". . . "TA is like surfing. You don't have to know a lot about het physics of tides to catch a good wave. You just have to be able to sense when it's happening and have the drive to act at the right time"

STEDIM – Sartorius Stedim Biotech

We like all Sartorius companies at the moment. Sartorius Aktiengesellschaft (SRT) Sartorius AG (SRT3) and Stedim (DIM.PA) all perform really well the last few years. They make it to our Wiseguys list. Today we highlight Stedim. Sartorius Stedim Biotech S.A. produces and sells instruments and consumables for the biopharmaceutical industry…

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GLOBANT

Globant S.A. operates as a technology services company worldwide. The company offers transformational programs, ROI and cost efficiency, new revenue streams, E-mission, sustainability today, up with climate, organizational design, leadership mindset and organizational upskilling, cultural strategy, talent journeys, change management, delivery management, agile consultancy, management consulting, user experience, visual and…

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The chipmaker machinemaker

In short: “Buy ASML quick” Offcourse we already bought them last year but still we think it is a good buy. We are proud of our dutch company ASML. A spin-off of Philips and now world leader in chipmaker machines. We also have two major chipmakers in our protfolio NVIDIA…

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AMEDISYS

Amedisys, Inc., together with its subsidiaries, provides healthcare services in the United States. It operates through three segments: Home Health, Hospice, and Personal Care. The Home Health segment offers a range of services in the homes of individuals for the recovery of patients from surgery, chronic disability, or terminal illness,…

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Update to our ETF

After the big drop in proffits this year we are finally going up again. That is a small surprise. If things continue like this I’m afraid we are not going to make the 40% profit this year. I hope we’ll get 30%. We still have 3 months to go. It…

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NVIDIA CORPORATION

NVIDIA (NVDA) Corporation operates as a visual computing company worldwide. It operates in two segments, GPU and Tegra Processor. The GPU segment offers processors, which include GeForce for PC gaming and mainstream PCs; GeForce NOW for cloud-based gaming; Quadro for design professionals working in computer-aided design, video editing, special effects,…

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ENPHASE ENERGY INC

Enphase Energy, Inc., (ENPH) together with its subsidiaries, designs, develops, manufactures, and sells home energy solutions for the solar photovoltaic industry in the United States and internationally. The company offers semiconductor-based microinverter, which converts energy at the individual solar module level, and combines with its proprietary networking and software technologies…

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Sector Rotation

In short: ” It is the movement of money invested in stocks from one industry to another as investors and traders anticipate the next stage of the economic cycle. Based on the idea that the economy moves in reasonably predictable cycles.” We as long term investors know that some stock will go out…

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MSCI Inc

MSCI Inc., together with its subsidiaries, provides investment decision support tools for the clients to manage their investment processes worldwide. The company operates through four segments: Index, Analytics, ESG, and Real Estate. The Index segment primarily provides equity indexes for use in various areas of the investment process, including index-linked…

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The Estée Lauder Companies

Sector: Consumer DefensiveIndustry: Household & Personal ProductsFull Time Employees: 48,000 The Estée Lauder Companies Inc. manufactures and markets skin care, makeup, fragrance, and hair care products. The company offers a range of skin care products, including moisturizers, serums, cleansers, toners, body care, exfoliators, acne care and oil correctors, facial masks, cleansing devices, and…

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