Itochu: Best In Class But Now Fully Valued (Rating Downgrade)

Group 1 - ITOCHU Corp is noted for being the least dependent on the five major sectors in its operations [1] - The company has a long-term investment strategy, focusing on maximizing total return by purchasing undervalued assets [1] - The author has a beneficial long position in ITOCHU Corp shares, indicating confidence in the company's future performance [2] Group 2 - The article emphasizes the importance of long-term holding unless compelling reasons arise to sell [1] - The author has experience in the energy industry and has managed a personal investment portfolio since 1998, achieving returns that match the S&P 500 [1]