As the takeover of Inphi by Marvell Technology contains a cash element of over 45% at current values, this will be reflected in lower share price volatility. So it makes sense to start building a holding in Marvell before completing the switch by selling Inphi and adding more Marvell. The combined company should do well I am told.
When I noticed that the U.K. is going into lockdown for a month, I added to supermarket group Morrison who have greatly expanded their home delivery services this year. I also noticed that commentators are warning of higher food prices after Brexit. This would be beneficial to profits, bearing in mind that supermarket margins are always low and would most likely be maintained.
I was thinking of increasing some American holdings, but prices jumped – so I’ll wait and see.