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14-09-2014
Klik hier om een link te hebben waarmee u dit artikel later terug kunt lezen.BLOG portfolio
Started on Feb.8, 30000€ % Number Cost 13/09/14 Value Gain/Loss Gain% y/y %
ADLER REAL ESTATE 7,5% 250 8,03 EUR 8,89 EUR 2 222,5 EUR +215,0 EUR +10,7% +486,1%
TELIT COMM 7,5% 645 264,97 PNC 276,00 PNC 2 234,5 EUR +86,1 EUR +4,0% +178,4%
UNITED RENTALS INC 9,1% 30 93,47 USD 116,60 USD 2 706,6 EUR +663,6 EUR +32,5% +102,0%
PATRICK 8,5% 77 35,10 USD 42,96 USD 2 536,4 EUR +527,1 EUR +26,2% +47,7%
STAFFLINE REC GRP 7,7% 207 783,42 PNC 881,00 PNC 2 277,5 EUR +280,2 EUR +14,0% +41,2%
DRILLISCH 7,8% 81 24,56 EUR 28,58 EUR 2 315,0 EUR +307,7 EUR +15,3% +30,1%
ASHTEAD GROUP 6,5% 150 951,00 PNC 1 028,00 PNC 1 935,5 EUR +231,9 EUR +11,6% +27,1%
Walker Greenbank 6,7% 785 207,75 PNC 201,50 PNC 1 975,4 EUR -16,9 EUR -0,8% -1,9%
HOWDEN JOIN GRP 6,7% 450 372,00 PNC 353,60 PNC 1 987,2 EUR -44,7 EUR -2,2% -4,5%
JAZZTEL 6,5% 179 10,91 EUR 10,70 EUR 1 915,3 EUR -76,7 EUR -3,8% -12,9%
PLAST.OMNIUM 5,8% 86 25,09 EUR 20,17 EUR 1 734,6 EUR -442,5 EUR -20,3% -34,4%
CALAMP 4,5% 87 31,15 USD 20,18 USD 1 340,7 EUR -648,2 EUR -32,6% -50,6%
Portfolio 84,9%


25 181,2 EUR +1 082,6 EUR +4,4% +11,5%
Cash 15,1% 4 495,1 EUR

29 676,4 EUR -323,6 EUR -1,1% -0
Total 100%


29 676,4 EUR -323,6 EUR -1,1% -2,8%


This week there were no transactions, as we intend to go for the long term.
We gained +1% this week which nearly swept away our early losses from the past.
Not satisfied yet but we think we are on the good way.


This week's runner was Telit Communications (TCM.L),  a global wireless technology company quoted on the London AIM.
It's intrensic value lies around £3.38, a positive potential of more than 20%






14-09-2014 om 08:11 geschreven door wivado  


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06-09-2014
Klik hier om een link te hebben waarmee u dit artikel later terug kunt lezen.BLOG portfolio
Started on Feb.8, 30000€ % Number Cost 06/09/14 Value Gain/Loss Gain% y/y %









ADLER REAL ESTATE 7,4% 250 8,03 EUR 8,66 EUR 2 165,0 EUR +157,5 EUR +7,8% +616,5%
UNITED RENTALS INC 9,3% 30 93,47 USD 118,51 USD 2 718,3 EUR +675,3 EUR +33,1% +111,7%
PATRICK 8,5% 77 35,10 USD 42,94 USD 2 505,2 EUR +495,9 EUR +24,7% +46,5%
STAFFLINE REC GRP 7,8% 207 783,42 PNC 880,65 PNC 2 278,1 EUR +280,8 EUR +14,1% +43,9%
DRILLISCH 8,1% 81 24,56 EUR 29,20 EUR 2 365,2 EUR +357,9 EUR +17,8% +36,8%
ASHTEAD GROUP 6,6% 150 951,00 PNC 1 024,00 PNC 1 929,2 EUR +225,6 EUR +11,3% +27,4%
HOWDEN JOIN GRP 6,9% 450 372,00 PNC 359,50 PNC 2 021,6 EUR -10,2 EUR -0,5% -1,1%
Walker Greenbank 6,4% 785 207,75 PNC 191,00 PNC 1 873,7 EUR -118,7 EUR -6,0% -13,6%
JAZZTEL 6,3% 179 10,91 EUR 10,36 EUR 1 854,4 EUR -137,5 EUR -6,9% -23,6%
PLAST.OMNIUM 6,2% 86 25,09 EUR 21,09 EUR 1 813,7 EUR -363,4 EUR -16,7% -29,6%
CALAMP 4,3% 87 31,15 USD 19,33 USD 1 268,6 EUR -720,3 EUR -36,2% -56,5%
TELIT COMM 7,1% 645 264,97 PNC 256,24 PNC 2 075,8 EUR -72,6 EUR -3,4% -83,3%









Portfolio 84,7%


24 868,8 EUR +770,3 EUR +3,2% +8,5%
Cash 15,3% 4 495,1 EUR

29 363,9 EUR -636,1 EUR -2,1% -0
Total 100%


29 363,9 EUR -636,1 EUR -2,1% -5,8%

This week we cashed in on part of Ashtead Group.
We bought the stock on 29/03/2014 at £9.51 and sold it at £10.24


Return on stocks went up this week from +1.1%  till +3.2%





06-09-2014 om 10:20 geschreven door wivado  


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30-05-2014
Klik hier om een link te hebben waarmee u dit artikel later terug kunt lezen.Judges Scientific (JDG.L)
Judges Scientific plc (formerly Judges Capital) is a United Kingdom-based company engaged in the designing, manufacturing and sale of scientific instruments. The Company operates in two segments: the Materials Sciences group and the Vacuum group. The Materials Sciences group supplies measurement equipment across both public and private sectors. The Vacuum group designs and manufactures instruments to prepare samples for examination in electron microscopes and to create motion, heating and cooling within ultra high vacuum chambers.

         

The stock is a TOP-performer, share prices were rising with 85% on average, year after year. 
Estimated value is £24.50, an 18% upward potential. 
We will consider to buy the stock when it breaks out of the actual consolidation period. 


The company issues 6,500 new Ordinary Shares of 0.05 pounds each in company. Pursuant to the exercise of options under Company's approved share option scheme. Application has been made for new ordinary shares to be admitted to AIM and dealings are expected to commence on May 30. 
The share's price which was moving sideways for quite some time, might be ready to jump shortly.


Judges Scientific plc recommends final dividend of 13.4p per share, a 34% increase against the 2012 dividend. Dividend to be paid on July 4 to shareholders on the register on June 6. Shares will go ex-dividend on June 4. 

30-05-2014 om 12:54 geschreven door wivado  


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20-05-2014
Klik hier om een link te hebben waarmee u dit artikel later terug kunt lezen.Netflix (Nasdaq (NFLX)
Netflix Inc. is an online movie rental service. The Company ships DVDs with no due dates or late fees, directly to the subscriber's address. Netflix also provides background information on DVD releases, including critic reviews, member reviews and ratings, and personalized movie recommendations.

                   

The stock is a market-performer, share prices were rising with 59% on average, year after year. 
Estimated value is $495,  with a 30% upward potential . 


Some time ago Carl Icahn has sold 16% of his stake in Netflix, but we expect stock price to rebound on the company's strong growth prospects.
In the mean time we will sell too and wait for a better occassion to join in (#C4)


On June 9, next annual shareholder meeting will take place.

20-05-2014 om 00:00 geschreven door wivado  


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14-05-2014
Klik hier om een link te hebben waarmee u dit artikel later terug kunt lezen.Is your portfolio a deck of cards?
Klik op de afbeelding om de link te volgen If you are worried about your 30+ different stocks in your portfolio, we can help you to reorganise it at no cost.
Just change your strategy !


14-05-2014 om 00:00 geschreven door wivado  


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