Transaktioner i Porteføljen

Idag kom Fortum med regnskab. Det var præget af et selskab i omstilling og lave energipriser. Selvom man fik gode penge for sin svenske energidistribution sidste år. er selve driften meget uimponerende. Man har et eventyr i Rusland som er præget af valutabekymringer, man har en transition mod vedvarende energi med deraf følgende opkøb af solenenergi i Indien og nu …

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Valtessa salg

Et Lundbeck moment for amerikansk biotekselskab?

D. 11. Juli kom der salgstal igen for et forholdsvis lille amerikansk biotekselskab som jeg har fulgt i en periode. De annoncerer salgstal hver måned så der er rigeligt lejlighed til at føre regnskab over deres uptake i et lægemiddelmarked som kan have blockbuster salg på over en 1 milliard dollar om året. Selskabet har fået godkendt en Kalium nedsættende pille i et …

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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.