Tanker update July
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Øger i Tank - igen

Frem til regnskabet imorgen har der været meget lidt handel i DHT. Vi tror på at DHT vil overraske markedet med sin stærke indtjening og sin øgede kapacitet. Vores forventning til udbyttet på det typisk svageste kvartal for året er mellem 15-20 cent per aktie. Vi har købt 675 stk til 4,96.

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Europæisk Godkendelse på vej til Cabometyx

Der er gang i biotek delen af porteføljen som indtil videre har været årets positive overraskelse. Exelixis er steget 110% og fortsætter med at sætter year highs på næsten daglig basis. Dn trend vil nok fortsætte med den nylige meddelelse om at Cabometyx fik positiv CHMP anbefaling til europæisk godkendelse.  Stoffet er i Europa i samarbejde med Ipsen som investerer …

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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.