NOVEMBER INVESTMENT PORTFOLIO: A LINE IN THE SAND

November is approaching, a month that can dramatically change the situation both in politics and in the economy. The US presidential election will take place on November 3. At the moment, according to the Western media, the Democratic candidate is in the lead. But that doesn't mean anything yet.

In 2016, the Democrats also led the polls, but in the end, Donald Trump won. This victory was the impetus for the growth of stock markets around the world. The S&P 500 broad market index rose nearly 40% in the post-election year.

What the bottom line will be this year remains to be seen. There is a tough political struggle in the States, and in our opinion, the Republican will win again. These elections may go down in history as the most scandalous. And now one thing is clear - stock markets will react to any outcome.

In anticipation of this event, we have prepared a stock portfolio, that will benefit regardless of who wins. We took 5 directions that are rapidly developing in the modern world. And if Trump wins, this development could also accelerate. The moment has come to profit from the events taking place in the world

Comtech Telecommunications

Through its subsidiaries, Comtech Telecommunications operates in three divisions: mobile data communications, telecommunications transmission, and radio-frequency (RF) microwave amplifiers. Comtech makes equipment used largely by the US government and related defense contractors. Other customers include satellite systems integrators, communications service providers, and oil companies. Its transmission equipment includes modems, frequency converters, very-small-aperture terminal (VSAT) satellite transceivers and antennas, and microwave radios. Comtech's RF amplifiers enable wireless instrumentation and medical systems and provide satellite-based messaging services and location tracking.

Maxar Technologies

Space technology company headquartered in Westminster, Colorado, United States, specializing in manufacturing communication, Earth observation, radar, and on-orbit servicing satellites, satellite products, and related services.

DigitalGlobe and MDA Holdings Company merged to become Maxar Technologies on 5 October 2017. Maxar Technologies is the parent holding company of Space Systems Loral, headquartered in Palo Alto, California, US; DigitalGlobe, headquartered in Westminster, Colorado, US; and Radiant Solutions, headquartered in Herndon, Virginia, US.

Maxar Technologies is dual-listed on the Toronto Stock Exchange and New York Stock Exchange as MAXR.

ChannelAdvisor

E-commerce company based in Morrisville, North Carolina. The company provides cloud-based e-commerce software. From 2010 to 2019, the company’s revenue increased from $36.7 million to $130 million. In 2018, ChannelAdvisor customers processed more than $10 billion in gross merchandise value (GMV).

ChannelAdvisor is traded on the New York Stock Exchange under the symbol ECOM

VIAVI Solutions

Formerly part of JDS Uniphase (JDSU), is an American network test, measurement and assurance technology company based in San Jose, California. The company manufactures testing and monitoring equipment for networks. It also develops optical technology used for a range of applications including material quality control, currency anti-counterfeiting and 3D motion sensing, including Microsoft's Kinect video game controller.

The company was spun off from JDSU when the company divided itself up in August 2015.

Home Depot

The largest home improvement retailer in the United States, supplying tools, construction products, and services. The company is headquartered in unincorporated Cobb County, Georgia, with an Atlanta mailing address. It operates many big-box format stores across the United States (including the District of Columbia, Guam, Puerto Rico and the U.S. Virgin Islands); all 10 provinces of Canada; and the 31 Mexican states and Mexico City. MRO company Interline Brands (now The Home Depot Pro) is also owned by The Home Depot, with 70 distribution centers across the United States.