Monday and Tuesday I was very optimistic about two of my investments. An Ex-Dividend date released with a 5% yield in just under 2 months for Vianet (VNET.L) and then there is Starbucks. Starbucks is a long term investment, as it wont make you rich overnight. With a sound structure, the demand will always be there and the position in the market is spot on. The only coffee company that can hurt Starbucks is Starbucks itself. Entering the alcohol and food market can make or break the confidence of the investors. Being an optimist, I think the transition period will be tough, but ultimately it will thrive. I have a lot of faith in the Starbucks board and marketing approach, after all , it has become one of the most recognisable brands in the world, even with their ridiculously long names for drinks. SBUX <- Take a look if you haven’t already.
Tesco, who knows what investors are thinking about that. Could it be a bargain? or a slippery slope downwards. I chose to invest at a relative low price with a long term intention. Currently its my worst performing stock in my portfolio and is making it look quite sour. Sound problematic? I do not think so, It is too big of an organisation, with a sound structure and market acumen to not bounce back after what has been a terrible 18 months. Ultimately the question is not if, but when will Tesco bounce back. I certainly think they will, hence the investments. I stand by my wins and losses, so if you take my advice, we are in it together!