Maintenance purchase time once again with Lassila & Tikanoja as I bought additional 20 shares for 9,29 EUR per share. Building up defences slowly as total share count now stands at 250 shares. Plan is to build this up to 400-500 shares by the end of the year but impact and timing of split into two listed companies might have a say on that.
Month: May 2025
Recent Buy: Bristol-Myers Squibb
After lengthy consideration I decided to buy back my original 100 Bristol-Myers Squibb shares plus additional hundred shares for 47,99 USD per share. Sure, tariff hassle will likely cause all kinds of short term issues depending on the daily swings by Agent Orange. Company should be in good enough shape and position to navigate this turmoil well enough, hence to purchace and willigness to ignore reasonable short term fluctuations. However, I’ll keep monitoring the changes and adjust stop loss triggers as seen fit.
Recent Buy: Lassila & Tikanoja Oyj
Sampo paid dividends today and made a boring choice by slowly building up my position on Lassila & Tikanoja Oyj. Bought additional 70 shares for 9,32 EUR per share. Didn’t redeploy all dividens paid by Sampo just yet as Trump is once again floating the concept of pharma tariffs within the next two weeks or so which I might use as an opportunity to buy back Bristol-Myers Squibb shares I sold recently and then some on top of it.
See: https://www.cnbc.com/2025/05/05/trump-order-us-drug-manufacturing.html