¿Qué Acciones seguirán Subiendo? Esto es lo que dicen los Datos.

Hello guys, welcome to a webinar with Investing, you know, the channel sponsor, a platform tremendously useful for the analysis of companies, especially for those of you who like to buy shares. And in this case, Carlos, once again, representing Investing, is going to tell us, in fact, we are going to review

those predictions that the IA made about six months ago. We'll see how it has gone and we'll even see if there are any more predictions for the future and thus be able to determine if these new technologies are partly used to predict actions with potential or not. Carlos, thank you, welcome.

Hello, how are you doing, Andrés? Well, let's see, it's what you've mentioned, right? I don't know if many people remember that in December 2025

We did a webinar similar to what we are doing now, right? And in which our artificial intelligence of Investing Pro selected five actions with potential for this 2026. In December 2025, our artificial intelligence selected five actions. Andrés selected five more. And today we can see a little bit what is

those actions that have worked better those actions where artificial intelligence because it has really had more success and in others where well, you may have clicked a little more not as you know in investing pro what we have is a tool focused on fundamental analysis but also has part of technical analysis to make graphics for those who like it and where we have a very powerful artificial intelligence where every month

through the ProPix functions, selects shares, right? It makes a balance of different portfolios. There are 88 portfolios in 25 different countries, so there will always be a portfolio that can fit more with your profile, right?

The elections we made in December 2025, remember, in the Investing Pro portfolio, we chose ON Semiconductor, Zenex, Repsol, Molina, Helke and Zentec.

For your part, you selected Noble, Landbeg, Global Sibleys, Alibaba and New Textile Expression. What happened with these shares? Let's start with the InvestingPro IA. They have blown it up. It's not for nothing, but the truth is that they have worked quite well. No, it's just that, out of the question, look at the average of mine, if it were a 20, which is amazing.

but but everything else is and these are yours only these are the five and the value of the variation is what has happened in the period, that is, I took the price of closing yesterday, it is worth it today, there are some that for example

and in the case of alibaba today it is rising if there are some improvements in the case of good that if it does not matter if here we do not grow and molina gel that is also rising but well so at least we get a certain way an idea of ​​how the evolution is until yesterday and on yesterday 11 my driver you see here the prices that were selected from the 11th of 12 that was when we did the

the webinar and yesterday's prices and it has a 69% variation with a semiconductor, only a 57% always helped and supported in a certain way by the energy issue but well these two health actions that were like the most doubtful when selecting them, a 38% and a 63% the one that has been more punctured is in Celnex and with only a negative -0.4, that is, practically we are the same.

paradoxically Carlos in my real wallet I bought one and you know which one I bought, right? Celnex, but hey, that was, well, I guess the luck I have in other things or that it has gone well in the wallet of the channel, well, here it did not happen, but it surprised me. Then we can see that it is true that at the beginning

of years and that had a rise, but that in the last few months has lost all that profit, with which it has been practically. It's a pass, especially because it's recorded. The other thing is not that I mean, no, no, this was said and to me they were companies that for what so be it in a book, from what you can see in a book, you would never buy them or some of them would never buy them. Others, others were not bad. Repsol, I remember it was a company that was totally valid, for example.

and then of course, getting into semiconductors and such, which is always overheated, because you say hey, will I be the last one going up? Well, no, because look, having gone up by then is a plus 70 today, right? I see that all of them still have, according to Investing, a percentage of revitalization still available, which is a bit what you say. According to the reasonable value, the fair value, the intrinsic value, according to the 17 investment bundles, which is the reasonable value,

in a semiconductor it still gives an 8.1 percent to the rise a 24 percent in the case of celnex repsol one plus 17 percent Molina plus 19 and centen plus 23 percent with which taking into account that it has also risen an average of almost 40 percent 30 percent it still has a long way to go let's put in a case in the middle of 10 percent

It's not bad, the selection that artificial intelligence has made, let's remember, is practically 6-7 months ago. It's surprising because, luckily, today you can tell us about other companies to look at them again in the future, but it's surprising because they are companies that if you look at them from a

more common, without going too far towards the product, towards knowing about their technology, about what they do, etc. but more towards their multiples and how

their financial health or whatever we can see, maybe they were doubtful companies, many of them, perhaps Repsol the most attractive, if I remember correctly, but there were others that were not playing according to what could be seen a bit of firsts, and it is like the AI does not care, it has said no, this has potential and without a doubt, well look, there the truth is that it has nailed it.

And the truth is that there were a few confusing sectors, right? And a little saying, well, I had already uploaded all the chips, all the chip companies, he was still on the way to the top. Well, we're seeing that yes, in this case, right? And here we see, I put the wallet on the blackboard, the five selections you made, which are not bad either. No, no, in fact, I was going to tell you, I mean, the Alibaba thing is difficult to explain. In the end, it is the Chinese risk that has what it has.

almost everything else, I mean, look, I mean, pretty good. It is true, then, that in the end, as I say, when it comes to putting money, it is easier to put money in something that

you understand more than anything that I tell you a machine maybe if hey if more and more the machine comes and gives us things and every time the machine hits well maybe in two years it will be the opposite it will be hey what am I going to think about a product in a company in a advisor in a whatever if I have a machine that does nothing more than to hit no but first

It is true that many of these companies are companies that have been around for a while, many of them have been bought with my own money, etc. And it is true that putting your money is something more than following what a machine tells you. But what I say, that's who I am. Maybe in three years it's the other way around. The one who buys based on his foundations is the crazy one. And the one who doesn't follow the machine is...

We are in the beginning and we don't know how this technology will develop over time. It is possible that the machine sees things that we don't know and that based on numbers and fundamental data, it can give the reason for a subsequent revalorization.

I also tell you that today, for example, Alibaba was going up, so this minus 23... Yes, but well, in the end, if you do the average, if you do a portfolio here, put those three, I invent it, okay? You do 40 plus 37, that's 87, plus 25, that's 92, 112. 112, you take 25, more or less, you'll have something around...

80 or 80 and a little and an 80 and a little you divide it between five shares, maybe you get a 16 year annulment in this portfolio. I say that to make big numbers, right? Hey, if you have a 16 year annulment in six months with the markets going up a 7 or an 8 that will be going up, I don't know how much they are going up. Maybe you have made double than a normal rental portfolio, that is to say,

I don't know what I was supposed to do here, because we all get wet here, but where do I have to sign for such a surprise? The other, the surprising, I mean, something that if someone tells you, hey, I'm going to choose six shares and I'm going to do a 16% annualized, as I say, you tear off a finger and sign it with blood. But yes, of course, it's the other thing that doesn't make any sense. So, if you take five shares, one of which is flat, which is Celnex, and the other four go up on average, I don't know, on average, how much will it be? It will be 50 on average.

50, probably, right? Well, the average of that is that the annualized of that, of course, we are talking about six months, you will have made in the portfolio, putting the flat, a 40, maybe. So, that annualized is an 80, that is not viable. I mean, that is very far from being something achievable by an irrational analysis, I think, at least, I don't think...

.

No, well, it doesn't matter, one way or another, when you are having that... Here, what is missing to see, which we will see in the future, is, hey, when the market becomes a little more pessimistic, if those actions, maybe so... Because I imagine that to achieve those returns, I don't know why I don't follow them, to achieve those returns, probably the implicit volatility of all those values is much higher than, maybe, the volatility of more consolidated values that I have been able to choose.

But I don't know, I don't have any data either. But maybe there is a part that we can't get away from because of course, doing a 40% increase in 6 months or 7 months, that doesn't make any sense.

I don't think there is any European or world fund that is 45% higher in the middle of the year. There will be some, because there are many, but it is curious that with only five shares the result has been so good. It's amazing, really.

And here, for example, let's see, it offers a little comparison with the three actions that have hit me a little, so to speak. And yes, here are the 10, okay? Yes, yes, yes. And the revaluation of the rest. It's amazing. In summary, if we had taken the 10, it would be a plus 31% of average revaluation.

7 out of 10, plus 69 is the best and minus 23 is the worst. Yes, but well, it's amazing, it's amazing. That's what I'm saying. I'm very happy. Well, as you well know, I manage my portfolio in real time. I'm very happy with the results. And hey, I try that people don't base all their investment in shares and that they also have funds and other things where such. But hey, I've said it a thousand times, that if I don't believe in something,

I don't use it for anyone who wants to buy shares. I don't say...

to use the investing idea that surprised me. I didn't know it was going to be here today and it surprised me. But above all, hey, either to support you from the idea of investing or for yourself, as I have done, to buy companies because I give you an example, GSL, Noble, things like that. I know them, I know more or less what they do, but don't you think I've taken more than a look at 10, 15 minutes at what Investing Pro takes from its multiples and so on. So don't think that I've opened balances here and asked what this HGPT game means. No, no, no.

And with that, more or less, you can get things that, I insist, if it weren't for the debacle of China, which Alibaba I don't think is a company to quote what it quotes today, because the mixture of both wallets or one or another or a little of each, as I said, well, for whoever really wants to invest in shares, they will not have a better option than a tool of this style, which we have not said, because with the code of the blackboard it comes out to you.

60 or 70 euros a year with the investors with the summer 6 these that you have now on if I remember correctly all this and that you put there the

No, but it's not a bad thing, that's what I always say. If it's for the one who invests in SP500 and forgets, investing may not be useful for them at all, but for the one who wants to invest in shares, it's not that you're going to do it better, it's that you'll probably learn along the way or you'll lean on, who knows, new tools that are coming here to...

and that apart from if you like to analyze actions if you like to look for new opportunities investing pro has tools where you can look for real data and find actions or based on the elections of propix there are many functions not just see the data of the

Yes, no, no, totally. It's a tool that depends on the profile you have, it can serve you at a certain moment or it depends on your investor profile, if you are starting, if you are medium or if you are going to a higher level. Carlos tells me a little chat that if we can have new shares like this instead of even, let's see, so that it's not

I mean, since we're like this, instead of 5, let's take 10. Let's forget about Andrés, that everyone knows what I like, what I don't, what I have bought and so on. But maybe AIA will tell us 10 or maybe instead of being, let's imagine,

that the IATA is 5 but 3 are from the same sector, in case the market goes out tomorrow, it will be in one of the sectors to see a little how it projects or how it estimates in different sectors so that tomorrow it has told you about 5 or 4 of the semiconductors, the semiconductors fly, it will be incredible and if tomorrow they fall, well, to see a little more. Correct, what would be a diversified portfolio, well, a little of each, maybe a couple of

four or five different niches, right? I do know that it is true that I have selected only five, okay? Three American and two Spanish based on obviously always in the artificial intelligence of Investing Pro but I know that my colleagues from eh Investing.com in the United States have selected ten shares. Ah, okay. They are from the United States. With which one of two or I can put because if they did the the the

the same webinar we are doing now, I know they did it yesterday or before yesterday, right? So I can pass the link or I can quickly see which actions they have chosen and... Yes, take out if you want on the screen the ones they have said and then if you want we can see yours and so, hey, instead of 10 there are 18. Yes, no, maybe I do it a little backwards, okay?

but that way I have time to look for what we do and we talk a little about the actions that we have selected of the five actions that we have selected for now and while I can go looking and I select the others, maybe we have agreed on some, but at least there are ten more from the United States so that you can

see, right? And we already entered if you want, eh, not to waste much more time, in the number five choice, Spanish company, the we know it, yes. Until today, plus twelve percent approximately in revalidation and here the catalysts, right? What does it say for the second semester of two thousand twenty-six? Well, I don't know, renewable energies as a motor, okay? A growth, a beta of zero fifty-six, which is to say that when the market has a lot of ability, well, he is

the situation is more stable, it is ideal when there are uncertainties. And a free class flow of 426, a performance of 20, well,

which is quite good right now and with the result it can have. Yes, it gets 25% upside. That's right. And it also has a geographical diversification as a positive point. It's not just present in one country, two or five that may have problems now, geopolitical issues are very important, but it is present in a large number of countries.

That would be the position, the position number 5. Yes, but the first one doesn't have to be more interesting than the fifth one. No, that's why we saw it a bit in the previous selection in December, that the ones we chose in number 1 and number 2 were those in the health sector, but number 3 or number 4, which was a semiconductor, is the one that has obtained the most profitability.

The position is relative. I base myself on the probability that the IA gave us of an improvement in the revalidation, which is more or less beyond 1.80 and that every time we get closer to 1.00, it is closer to 1.95. In theory, the IA does think that at the best position, the probability of it coming out well.

Well, it has some probabilities and statistics. I think the Ignor was given an 82, I don't remember correctly, and the last one was given a 95, to improve its current price based on its data, on the catalysts, etc. But well, it's a bit of the five actions, after all, as we've seen in the two thousand that we've seen before.

Number four, IMSS. It has also been punished a bit, plus 1% in what we have been doing for the year. Travel sector, right now at the peak of summer reserves, it has a subscription prime model, which has recurring income, a 21% roll, margin of 7.8%.

a fall and dreams is very punished is very punished I think it is between within the whole idea of ​​the artificial intelligence as it was going to destroy software companies in good part and others well it has also caught it in the middle here it is something it is something simple no no no put the upside that they give it no then we see it in

The third one, HCA Healthcare. This has been a pretty big drop in the past year. The performance is 11 or almost 12, it is the largest hospital operator in the United States.

relatively

Here we would have to see if the IAEA is able to understand what it is that has led the company, I understand that yes, to fall so much and if that is safe, because when it falls 93%, I imagine that the market is discounting in a good part the possibility of bankruptcy. It is very close to worth zero, right? Yes, then if you want we will go into a little detail in some data from Investing Pro to see a little more in depth, right? The second one.

Jefferies, okay? It's a banking investment. Yes, Jefferies Bank. Yes. That's it. A growth record of income, growth...

with net margin, a solid profitability, it also has a European diversification, a banking entity that supposedly has been, look, less than 7% in what it has been this year and that has potential to improve its numbers. And in position number one we have Kindrill, which is a software-derived company. I don't know it.

It has a drop of 13% right now. It has renewed the management team, which is always depending on where it goes, it is positive. How does the IA interact a little? That is, when you tell them, hey, look for the best options, what do you think? Do they take into account only data? I imagine that the investing valuation, etc. etc. Or do they also take into account something that has to do with the history of the company?

Yes, it integrates everything. After all, it is the same engine that we ask to select the shares for a longer period, perhaps the second semester of 2026. It is the same engine and the same characteristics that we ask to select shares with Propix for the rebalance of each month. Simply, obviously, changing those details of shorter term and longer term.

The truth is that seeing it like this a little, then we will arrive in six months and they will blow it up, right? In fact, in the next six months we could see the ones of...

Probably for the IAEA they are not as attractive as they were in their day. Because after having gone up 50-60, I mean, I mean the previous ones, the first ones. But we'll have to see these because they are interesting, they are companies that many times I have known them, maybe I would not have noticed either. No, let's see, it is true that maybe the one that can hit the most is just the first one, which is after all Kindrill, which is what

um

and we see not only the elections now but also the previous ones and here we can see that what you told me before, right? Well, the results here have a 45 percent, the price is from two days ago, July 13, 11.78, 56.31, 1 + 14 percent

HCA +30, eDreams +35 and the XNOR +25. All of this could have varied, maybe 1% up or down, but these are the numbers in general. And I tell you, here is the potential that really, on paper, is not bad at all.

We'll see in a while if these percentages really do not reach, if they exceed or... I also tell you, Carlos, let's be realistic. If tomorrow the market, I invent it, in the next six months it goes up by 6% and these companies on average go up by 12%, it's already an incredible job. I mean, what is not fair, I think, is to ask the IAEA to give you 30% in six months, you know? Or 20% or 25% or 40%, you know? I mean, they told me that MSC World is going up by 12% in the year.

Well, whatever it is, doing more than 12 with a selection of 5, 6, 7 companies is already an important achievement. Well, then you would have to see what risk those companies have, etc. etc. If you are a 13 and you have chosen companies that will be distressed, then you say, hey, they earn 1% more, but with a much higher risk than MSCI World. But taking the risk issue away, if these companies in the next six months do better than MSCI World, for example, since they are world companies,

It would be a good idea to take this a little more seriously because it would be two consecutive semesters doing it. Well, the first one was spectacular.

Of course, we'll have to see how the evolution is in a year of those shares to complete what would be the first half. I'm sure that at least in the first half, the first six shares, if that operation wins 40 or 50%, you have a lot of companies very close to their fair value, etc., etc.,

And you haven't sold anything. I would submit it as a success. To say, hey, I won the last penny, another one. They have 10% more upside, 15%. But if you have 60% or 50%, what do you want to get from there? You want to make a 3x3. No, but that money is precisely the one you would take out and put in these. That's where the IA is refreshing you to say, hey, those no longer, now these.

I have here the list of shares to complete with these five that we have said, there are some that coincide, but we can see the rest. If you want, we can see it with Investing Pro, which we see that now it rises by 3%. This is the share that we have selected too, from the five.

Look, we see here a 25% rise. Then we can see if perhaps a little more detail or if it has any other question. Okay? Okay. In number 9 we also have Fischer. Ah, Fischer. This one has been known. This one has hit a good chestnut too. Yes, that's right. It's in currency, it's worth in dollars. And we can see here in the chart the chestnut that you say how it is.

It fell in the last year by 74%. In the last year it fell by 79%. Here we see that it has a potential for the rise of 64%. So it has bet on the rebound. And it has 82%. In number 8 we have ADECERS. It has frozen again. It is the shoe company, right? Yes.

of exactly yes of outdoor and well here we see the daily change is already rising 108 and average of 134 with which the rise a 24% that we are talking about number 8 in number 7 this one if I do not know it, I do not know it either, aerospace and defense

Well, centered a little bit too, I suppose. But it's weird, isn't it? Because the value they give you here is lower. Yes, here they give you a 4.9% disadvantage. There are times that the...

The AI has a disadvantage over the small one and it also gives it a more important rivalizing power for... I imagine for other things that have nothing to do with... It's not just about fundamental data, but it also includes the issue of aerospace, everything that is emerging with SpaceX and the potential of here, let's not forget, six months away, right now.

So, "component supplier for aircraft, commercial service in military aircraft". Well, there could be a geopolitical problem, there could be higher contracts, etc. And that could change the overvaluation that it has right now. Number six is the one that we have already chosen before, Jefferies, okay?

that has a 15% potential. With this we have 8 shares that AI has selected in the Spanish market and above all in the US market. In number 5 is Meta. In Meta there are many optimistic people, even so, for valuation here they give it more or less well.

Yes, and that in the end has gained, I think, a 1% in what we have been doing for a year and that it is also looking for that change of trend, as it also happens with the rest of the shares. We also see some data here that has fallen by 3% in a year. Well, that is the prediction.

In number 4 we have Texas Instruments, also one of the ones that many people are talking about. It's semiconductor, but it's surprising because this time the IAEA is giving investment alternatives that are perhaps even expensive or not cheap.

Yes, no, look, he's talking about an action that has risen by 30% in the last three months. It usually tends to have more attempts to take actions that have fallen by 10, 20, 30% as more secure than a remodeling. In this case, it is the opposite, it is saying that the 30% that has been gained in the last three months can be greater in the coming months.

Here we have trip.com, similar to eDreams, travel sector, very punished, close to software. Here at the top, 52%, right now 40 dollars.

and the reasonable value of 62 dollars. This one is cheap, things as they are. Maybe because they come very punished, all these with the IAS. Yes, in one year a 50%. In three months, an 18%. In a month, a 10%. And in the last week, well, it has practically remained. In number two, if I told you a software company... Ah, Oracle. ...in the market.

- So, is Oracle optimistic? - Yes. It's the eternal question, right? What's going to happen with Oracle? Here we are... Well, there are many people who are obviously aware of all these types of companies, of whether there can really be a change of trend in all these companies. Look, it gives a 21% rise, even though today it's falling by 4%.

the drop is also a little in a year 46% is another yes yes yes and also the markets of bankruptcy coverage

They are taking for granted that the risk of the company for the first time in a long time is latent, you know? That is to say, that it is a good company, but be careful what is happening with the debt, right? That is also seen out there in Investing Pro, I have come to see it. I don't remember, but they are indebting a lot to try to stand out in the world, right?

Yes, and if you notice what our artificial intelligence is betting on, it is that in this type of companies the ground is close, if not already touched, to bet on them, I mean, and to have a potential revitalization that the market can no longer discount, supposedly, more negative things. And in number one we have...

Yes, it's a chips. And in this case, it has a rise rate, it's practically at a fair value. No, but it's at a fair value because today there is a 3.70. Yes, but if it wasn't a 3.40, it would be more or less an action of this kind, it's quite... It's at the same level, so to speak.

It's similar, right? There has been an important revalidation in the last year and a small drop. The IA estimates that there may be another revalidation in the coming months. These are the actions that our IA, remember that we have selected five, two Spanish companies, three from the United States, plus we are here making the selection of the ten from Spain.

that my colleagues from Investing.com have chosen in the United States. They have also done a webinar similar to what we are doing. If you want, Andrés, I can pass the link in case someone is interested. Yes, pass it to me and I'll take a look at it at some point to see what they think, what information they have, etc. It's very good, Carlos. In fact, I want to see it in January, if God wills it.

see what this is, especially if the market is not as positive as it is now, because in the end, if you bet on high bets or bet on risky companies, with alt-based markets you benefit much more, we have already seen it. So maybe with a less alt-based market, maybe

the AI doesn't work as well, or maybe it does, or maybe with a smaller market this is still giving very bad returns. It's important because in the end these are new technologies and although I'm a bit skeptical that the market can be predicted, hey, who knows if the AI is as powerful today as to see things that a person doesn't see with the human eye, right? I mean, you don't have to be a hooligan to be taught and after two years we make decisions.

And I don't know if you want to... Yes, Carlos, they ask me if you can teach us how to see Investing Pro recommendations within Investing Pro. Okay, with Investing Pro, in the end, the easiest thing is to see the recommendations of ProPix's artificial intelligence. For those who don't know, they are investment strategies, stock selection strategies,

that are present in more than 88 countries. Here we have the whole list. More than 25 countries, 88 different strategies. The one that has the most is the United States, which has 11 or 12 strategies.

and that each one understands a sector or a different approach. If we put, for example, the best than the S&P 500, all strategies more or less work the same. I'll show you this one and from there, whichever one you choose will work in the same way. In this case, it's 20 shares, in some cases it's 15 and every month

Artificial intelligence does what we are doing right now, right? Selecting actions that have a better realization or a better prediction to improve the market or to have a growth in the price of that action. Here we see that on July 1st it selected these actions. For example, here it also selected Oracle on July 1st.

and eliminated 4, 5 or 7 actions. The mechanics are quite simple. Here we can see those that have had better performance throughout the history of this strategy, those that have had worse performance,

say and those that have been incorporated this month and how they are right now, for example, he will pack up more 7% and now with what goes from the selection since the selection on July 1 is losing 6% this is like

All the other strategies work in the same way, if you take the Spanish market, at the end of this month Inditex, Admiral and Acciona selected me in a total of 20 shares and Iberdrola, Acerinox and Gestap were eliminated. Right now the incorporations are very good for us. I also tell you that there are

actions of better performance within the selection of this strategy that have worked very well. How can you make a smart use of all these strategies? It is good of all the strategies that there are right now, all the approaches, all the countries, every day one of the month, to see those that we call attention, we believe that we have more power

more power or good that fits better with us see what actions has selected the artificial intelligence analyze them we and from there take very well you want to take some actions of mine or passing that as you want to approach them we are going to see if

No, if I, I, as I always say, I, with, with the ones I buy, they win. I don't care that others win more, you know, it can't be said. I, luckily, uh, and that's why in general the channel goes very well and so on. What has been bought has gone well. I'm still being skeptical with the investment, but hey, it's that I, I, I'm going with facts and facts. And if the facts and facts are that every time we come here, uh,

investing comes and bursts it, there will be a moment when I will say hey, why am I going to warm up my head? If this tells me 10, then I choose 5 of those 10, but I don't start from scratch choosing what I want, but the part to start with is maybe the IA. So, who knows? Those that have, what we have said, a higher percentage of chance of success. It is true that if you look at all the pro-pick strategies, there is always some action that

No, it's normal. Here you can value the portfolio, not... If you fail two out of five shares, but the other three go to the moon, where do you sign? This is about making money, not about making the photo look better with green. If it's all green, but it's a 3% retailer, what good is that? You know? Yes. Okay, well, if you want... The ones I have bought today, which we can put back in there, are Ampere, Nextil and OHL.

There are three Spanish companies, small companies, for capitalization. I think that according to Investing, well, Nextil we have already seen that it is overvalued because it does not manage to understand the catalysts that come, if God wants, hopefully.

Well, it's a lot of data and since it's a smaller company, just like Ampere, it doesn't know if there's a bigger power supply. Yes, well, in the end, Ampere, as I said,

It's a shame that they didn't say it in the past because I had it bought anyway. In the end, the difference between now and the past is that in the past I had to defend it a bit with fundamentals. So, of course, I can't say that in a company where I believe that catalysts are good, but the fundamentals are not. So that's why I only said Nextil before. Ampe recently, maybe in the last six months,

I don't know if you can see it there. If you can put year to date or whatever. For example, in a year I've done 51, maybe in the last 6-7 months I've done 40. I've bought it since then too, but what I say, in the end, it's not...

It doesn't matter. We're not looking to see who does it better. I mean, I hope that AI does it better than me, but my actions are still going well. The combination must be the best option, right? Or at least what I say, yes. ...artificial intelligence actions and one also with human analysis, we're seeing in Nextit, in Amper, that maybe...

Only three analysts have it. Yes, no, and here they are. They are such small companies that change you all of a sudden. You get a contract from X or Y or you get something and the company suddenly rises 30% and that can't be done. They are things that I know, I know that things are being done right and I think they're going to keep doing it. From there, well, I don't know. I mean, OHL has corrected 15% or 10% in two days.

With no news, as you say, you know? So, well, we know what we're doing. When someone puts money in an action, you must be very, very, very clear that it is a personal personal bet and that, both if it goes well or if it goes wrong, the only responsibility is yours, you know? I mean, here we are already old, right?

And then the last two, let's see what the chat says. I have several options that I follow often. For example, I think it would be interesting to say one of the punished ones. You have already said Oracle, so I would say Adobe, for example. Adobe is another company that is a bit that binary to equalize your bet.

In the end, it is a hyper good company, hyper punished, where, look, Investimpro gives it a 54% increase. And here there are many, they mentioned in the chat, SAP, SAP, SAP is the same, it is another one that comes hyper punished. Maybe we are not going to put two of the same ones, we can stay with Adobe or with SAP, I don't care.

Yes, I think it's the second one. I imagine that one will also have a... Yes, we'll keep Adobe, I think it's because of the name and the percentage of revaluations. Then there are others that are at the top right now, that I like a lot, but of course we go a little behind the price to say it in these things. For example, Monster, the drink.

It probably has the most beautiful graphic of all the SP500. It only has one, but that's what I'm telling you. It has taken such an acceleration in what is the... Look, in a year 72. And well, if you put five years...

Well, there you have it, a 120, that is, as if it has never stopped rising, with which I would not say it because it is still a little behind the price and the same happens with Shark Ninja, which is the company of mainly of household appliances, of kitchen, of home in general, Shark Ninja.

It's another company that is doing incredibly well but it gives the feeling that we are also going a little behind the price, so I wouldn't say any of these two. Look, another one that they put overvalued, just like Monster, perhaps because of the traction it has already taken. And the chat says that the last one should be Grifols. In this case it would be Ampero HL Nextil, Grifols also from Spain and then Adobe.

And well, between Adobe and Shapps, we're going to stick with Adobe, although I think they both play the same thing, which is to see how much real there is in the AI and how much rebound there can be in what is punished. I imagine that Grifols is a company that is theoretically cheap. Yes, it has been punished recently by different news.

But apparently it's not a bad company. I don't know if in the next six months it will rise to the head. I don't personally buy it, but I've followed it a little bit and it doesn't seem like a bad company. For example, the company's financial health, which determines a score from 1 to 5, those...

actions in certain criteria, health, cash flow, growth, prices, profitability of health and relative value, gives you a 4 out of 5, so... Yes, the company is not bad, the company is not bad, the company is difficult to understand the punishment it carries, but hey, anyway, what I say, that we are here, I have money in three of them, so with those three going on average well, I would be happy and if later the IAEA passes you on the right, well, hey, I'm delighted, right?

Well, nothing happens, right? Keep doing things right and who knows if I'll be the first one tomorrow before choosing a company, I'll come here to Propeeks and start choosing from there, right? No, I had already said, we've seen Ampere, we've seen Nextil, we've seen Grifols, Adobe and what was the other one? OHL, OHLA is the ticket. OK, OK. OHLA, let's see. No, no, all together, OHLA. Ah, yes, yes, they changed the name. There.

I guess so, correct. No, no, it's that OHL, even by analysts, the target price is 0.60. Now it has dropped, it was 0.48, it has dropped to 0.43, almost without coming into account. And more than that, I find that the company is doing it more or less well. So, from there, well, look, three months ago it bounced 1.40, even so, or a month ago it bounced whatever.

In the last 3 months, it has corrected a little. But still, I think the target price of 0.60 is a milestone that has to be achieved. I insist, we will see all this. It remains for them to get results and see if they give the size or not.

I don't think they are the same because they are from different sectors, but they all have a similar price composition. Nextil, I remember perfectly when... Yes, but what I'm telling you, in Ampere it's more or less good, in OHL...

Apparently it is undervalued and Nextil tells you that it is undervalued because it is not able to understand. Perhaps it is more if you take the thesis of Nextil, you give it to an AI as such, you tell it, value this, value this, such and such, I don't know what it can tell you. Recently, analysts have come out further and further, putting the target price of the company between 1.20 and 1.40 depending on the analyst and it is 1 euro or 1.05 euros or something like that. So even the analyst who is with all the updated information, yes,

If you know the company, you do believe it has potential. Now, Investing Pro probably doesn't have what it has currently to justify those prices, right? Yes, it's a company that is a little smaller and that looks for other types of things, right?

We'll see in a few months. Very well, Carlos. Hey, I hope we come here, that's what I say. And mine, yours, all of them here and such. And people are happy, right? Because in the end, I think I'm the first one who tries to tell people how difficult it is to try to beat the market by buying shares and that at least they should use some kind of analysis

either from scratch with more or less updated data or even if it is not from scratch, something that makes sense, that is not your neighbor or your cousin. That's it, and if we can support ourselves with tools of this kind, our life will be a little simpler when it comes to looking for this data and having everything on a single platform, everything we consider important when it comes to taking university decisions.

- Very good, Andrés. - Very good, Carlos. Well, it's been a pleasure. We'll wait for you in a few months. Let's see if we get the same results. I'll sign it. I hope so. Carlos, thank you very much. Thank you from the chat as well. Thank you all. - Bye. - Bye.