Transaktioner i porteføljen

Raterne for Suezmax er begyndt at vise en smule svaghed og eftersom VLCC raterne stadig er meget stærke har vi ønsket at tage lidt mere eksponering her. Vi har solgt 400 stk. Nordic American Tankers for at omrokere lidt og drage fordel af EuroNavs store udbyttebetaling i maj måned, hvor man ved nuværende kurs udbetaler næsten 10%. Raterne for VLCC …

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Danske Andelskassers Bank (DAB) købes til porteføljen

Jeg har i dag valgt at tilføje Danske Andelskassers Bank (DAB) til porteføljen til kurs 4,04. Jeg vil indenfor 14 dage komme med en analyse af aktien som jeg mener der er betydelig upside i.

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Valeant Pharmaceuticals i store problemer

Valeant aktien er styrtdykket i både 2015 og i 2016. Selskabet er løbet ind i store problemer med en høj gæld, problemer med ledelsen som skal udskiftet og generel elendig medieomtale. Jeg havde ved købet af Valeant ikke set alle disse faktorer ramme selskabet på en gang. Selskabet største investorer i Valueact og Pershing Square har nu sat sig tungt …

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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.