Dear Investor no 1,Thanks for your comment. yes H & M and Trent are different , but you can compare some metrics. Valuation often involves some degree of subjective assessment, especially regarding future prospects. Every investing choice (like most other choices in life) is a leap of faith. We choose something based on present evidence. We review periodically and change if things don’t work out – no harm, no foul. As with life, we live and learn. There is no magic path that we know beforehand will always work. The only comfort is we will know where and how to correct the course if we have a goal and a target. So, I must not be smug about my investment choices and stop assuming they are the best. Trent has a significantly higher P/E ratio, suggesting higher growth expectations from investors. After Q2 result which was below the market expectations, I chose to reduce my allocation and book profit. I did not sell at the peak as the growth was good in Q1, I booked profit after Q2 results as growth reduced compared to valuation. I may be completely wrong cutting my allocation just by looking at Q2 result. Still Trent is the largest holding for me. If in Q3 the growth picks up again, I will keep my allocation as it is and may be add some more, depending on cash availability.
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