Today, I will be looking at the list below.
I erased the stocks that were speculative (such as SUNE), too far from their trade zone (SNI) or with incompatible EV patterns (SQM).

I do not intend to trade much, but I will enter positions on an opportunistic way, trying to keep a balanced portfolio.

As promised, to those who asked to receive them, I will send emails of the positions I take. I will also post here what I do.


Pascal

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