Stocks for a ***-portfolio: NEL.OL

Nel ASA, a hydrogen company, delivers various solutions to produce, store, and distribute hydrogen from renewable energy worldwide. It operates through three segments: Nel Hydrogen Fueling, Nel Hydrogen Solutions, and Nel Hydrogen Electrolyser. The return of this stock was better than 30%, on average, during the last 5 consecutive years.

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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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