Recent (Short Term?) Swap: Capman Oyj for Fortum Oyj

End of the year cleanups continued. I sold all 3000 shares of Capman Oyj for 1,70 EUR per share and bought additional 300 shares of Fortum Oyj for 13,00 EUR per share. It remains to be seen if this Capman exit is only a short term move. This is now mostly tax related move: I record minor losses and I suspect that the stock might drop further down as people might be making similar moves before the year ends. I have very mixed feeling about Capman as it’s a poor performer on my portfolio and I have already significant exposure in the sector itself without it. Then again valuation can be considered to be relatively cheap and there has been some insider activity. But, there’s a bold question mark next to this assumption. Need to think about it, might buy these back or might not.