To tilføjelser til porteføljen

Jeg har tilføjet Peab til min lange portefølje og er samtidig gået kort i Netflix. Peab - voldsom boligmangel i Sverige Priserne på boligmarkedet i Sverige er galoperet de seneste år. Dagligt kan man læse om bekymringer for en boble fra IMF, politikere og ejendomsmæglere. Lavrentemiljøet, gavnlige rentefradragsregler og manglende amortingskultur er blandt årsagerne, men den største faktor er mangel …

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Skærmbillede 2015-10-05 15.30.10

Jul, januareffekt og aktier for 2016

Julen kom tidligt i år for os og andre investorer, hvor Genmab igen tog syvmileskridt i sin værditilvækst. Hvor aktien begyndte året i 380 er den idag over 900. Selskabet er nu valueret til 55 milliarder kroner, hvilket eksempelvis er mere end Lundbeck. 2016 begynder så den kommercielle del af festen for selskabet, forhåbentligt. Og vi forudser at der bliver …

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Valeant guidance + Walgreen samarbejde

Valeant Pharma er i går og i dag kommet med to gode nyheder. I går kom nyheden om at selskabet havde indgået en aftale med Wallgreens om at distribuere deres produkterne igennem alle Wallgreens apoteter. Dette var rigtig godt da det netop var anvendelsen af apotekerkæden Philidor som forvoldte Valeant store problemer tidligere. Flere short sellers anførte at Valeant aldrig …

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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.