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Non-Tech : petal's Swedish stock picks
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To: petal who wrote (24)8/27/2022 9:36:47 AM
From: Spekulatius1 Recommendation

Recommended By
petal

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Husqvarna is strong in the US with garden tools, lawnmowers and I regard it as peer to SWK and Toro (TTC ). The garden category got a huge boost during COVID-29 that is now normalizing and in addition supply chain and inflation are squeezing profit margins.

I sold the small SWK position I had, since they had such disappointing results. At some point,I am going to get back in the name.

TTNDY (Techtronic) is more expensive, but worth a look. They are very well managed and deep into electrification and own many US and Japanese brands (Ryobi). I don’t own it, but their operations acumen is impressive.
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