Recent content by Jan81

I would agree APA is maybe preferable for a really long term investment (ALX presents more risks with the new French tax just passed by law, and significant end of concessions in 8-9years that might weight on capitalisation as we get closer to the date). The 2 stocks have logically gone down...

Hi Skate, I also have a concentrated portfolio, even if I am mostly in cash for the moment. I recently entered into APA Group (last month) and ALX (this month), mostly for the current and growing dividend, as well as playing the coming reversal of the rate cycle, these two stocks being kind of...