RTX leverer flot årsregnskab

RTX A/S leverede i sidste uge et flot årsregnskab. Hovedpunkterne følger den investeringscase vi har lagt ud. Der var et par negative ting jeg først vil nævne: Forventninger til det nye år var lave. Dette gjorde at aktien faldt lidt. Jeg syntes også de var lave. Jeg kender dog en til RTX og ved hvor konservative de er. De er …

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Tankrater November

Tanker rater stadigt stærke

November raterne for henholdvis VLCC og Suezmax viste fortsat styrke, hvilket understreger vores bullish view på hele Tank-sektoren i almindelighed - og på DHT og Nordic American Tankers i særdeleshed. Spotraten for VLCC blev 57.500$ per dag og gennemsnittet for kvartalet er indtil videre december 61.000$ per dag, hvilket er 45% over Q3 gennemsnittet. Det betyder også for vores model …

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Analyse Mols-linjen

Lidt utraditionelt har jeg her valgt at lade min analyse af Mols-Linjen være frit tilgængelig for alle online. Mols Linjen 8.12.15 Public Dette skyldes den store offentliggøre debat om aktien hvor jeg føler det er vigtigt at få alle facts på bordet.

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Salg 100 stk. BoConcept - køb Valeant

Jeg har lavet en lille balancering af porteføljen. Efter BoConcept er steget over 100 % og Valeant faldet over 50 % har jeg solgt lidt ud af BoConcept for at købe op i Valeant. Dette afspejler ikke et negativt syn på BoConcept men udelukkende en rebalancering af porteføljen.

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The gateway to small- and midcap stocks in Scandinavia. Steen has more than 15 years hands-on expericence in analysing and investing in stocks. He is a weekly contributor and analyst in “Aktieugebrevet”, one of the leading sources of independent analysis in Denmark.

Peter Hildebrandt, also known as “Akademikeren”, has been investing for more than 17 years. Mainly invests in Undervalued technology and biotech stocks and is currently rotating towards dividend stocks in energy and shipping.

I’m a ten year veteran of biotechnology, and currently pursuing my MBA from UCLA.  I use my knowledge of the industry and business to make my investing decisions.  I look for small to mid-cap biotech companies with innovative research and buy into their company during clinical trials.

Andreas is providing stock tips with deep fundamental research behind each stock he recommends. He is privately a portfolio manager at his own Investment company where he Invest in stocks, options, CFD’s etc. with a balanced long/short approach.

Jacob’s approach is to search for that which is undervalued and where the discount to the intrinsic value provides a large margin of safety. He believes sectors that are either out of favor or in distress typically offer the best opportunities.