Reply To: Brødrene A&O Johansen

Home Forums Discover Stocks Brødrene A&O Johansen Reply To: Brødrene A&O Johansen


Sorry for the late reply, @Markus_Enge! I think A&O is ticking along rather nicely indeed!

For a fresh DCF of the company I would read this Analysis (just came out now after Q1):

I am contemplating on increasing my position, since I view A&O as a rather «defensive» play compared to other companies in my portfolio. I still think it has ample room to grow and offers good R/R, even though the stock price soared during 2020, and also so far in 2021.