Handler i porteføljen

Der har idag igen været turbulens på aktiemarkedet og vi har som tidligere benyttet os af muligheden til at supplere i en position og tager vores første position i en anden. Vi har solgt vores position i DAB i 2,64. Vi har købt 784 DHT til 6,17 og 230 Euronav i 10,2. Vi betragter begge disse 2 køb som absolut …

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Double turnaround in the tanker business

The endless oil price decline is devasting for a lot of oil related industries. However there is one exception: The tanker business. The more oil on the market, the more attractive it is to ship oil over longer distances. The market has for quite some time been strong and the crude oil shipping companies are earning tons of money at …

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Analyse Bet-at-home.com

Bet-at-home.com minder mig meget om da jeg købte Protector Forsikring i kurs 11-12 NOK og som steg til 70 NOK. Aktien er en god vækstindustri (hvilket Protector faktisk ikke er) - selskabet har en moat om sin forretning via de klart laveste omkostninger. Aktien er langt billigere end konkurrenterne på trods af at deres vækst er langt højere. Jeg har …

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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.