28 января 2025
I had my doubts about picking up X5 right after its listing, but I decided to go for it last Monday when the price dipped slightly. Happy to see some solid gains today after their annual report. A part of me is tempted to lock in the 8% premium and sell, but for now, I’ve decided to hold on and see where it goes. Even if the momentum slows in the next couple of weeks, it’ll likely pick up as we get closer to a dividend announcement.
Another stock I’ve decided to hold onto is WUSH. I sold part of my position about a week and a half ago to enjoy the satisfaction of taking a profit, but I kept some shares. I’m confident it’ll hit over 190 rubles soon, and I think things could get even more interesting as we head toward summer, so I’m holding for now.
ROSN looks like it’s starting to climb back up, but it’s too early to tell if it’ll persist or just stay stuck in the 515-535 corridor—or even dip closer to 500, as some users have been predicting. I’ve been buying on the dips, but not as systematically as I could have. If I’d been more patient, I could have had a better average price by now.
Another recent pick for me is HNFG. Their positive and transparent report has definitely boosted the stock price. After all, retail is retail—people are going to keep shopping no matter what.
And finally, just for fun, I picked up ELMT last week to speculate a bit. It seems to be on a downward trend right now, but who knows.
Do you think X5 and Henderson will maintain their momentum, or is now the time to take profits?