Master in the Stockmarket
a stubborn view on the markets
The only blog with free stockmarket tips.
03-11-2014
Klik hier om een link te hebben waarmee u dit artikel later terug kunt lezen.If you only buy 10 stocks, ...
Best performers in the long run:

PHARMACYCLICS
AKORN, INC.
TELIT COMM
STAFFLINE REC GRP
GREEN MOUNTAIN COFFEE ROASTERS
ASHTEAD GROUP
AMERICAN AIRLINES GROUP INC.
WESTERN FOREST PR
RADIANT LOGISTICS, INC.
UNITED RENTALS INC

Remember: in the long run, we are all dead.

03-11-2014 om 00:00 geschreven door wivado  


>> Reageer (0)
02-11-2014
Klik hier om een link te hebben waarmee u dit artikel later terug kunt lezen.BLOG portfolio 141101
Started on Feb.8, 30000€ % Number Cost 01/11/14 Value Gain/Loss Gain% y/y %
Bitauto Holdings Limited Ameri 5,0% 25 81,06 USD 83,72 USD 1 659,8 EUR +72,9 EUR +4,6% +343,6%
GREEN MOUNTAIN COFFEE ROASTERS 10,9% 30 133,60 USD 151,75 USD 3 610,2 EUR +519,1 EUR +16,8% +233,8%
UNITED RENTALS INC 7,9% 30 93,47 USD 110,06 USD 2 618,4 EUR +575,4 EUR +28,2% +58,7%
ASHTEAD GROUP 6,0% 150 951,00 PNC 1 044,00 PNC 1 986,6 EUR +283,0 EUR +14,2% +25,8%
DRILLISCH 6,8% 81 24,56 EUR 27,69 EUR 2 242,9 EUR +235,6 EUR +11,7% +17,7%
STAFFLINE REC GRP 6,5% 207 783,42 PNC 819,00 PNC 2 139,8 EUR +142,5 EUR +7,1% +14,2%
Akorn, Inc. 29,9% 280 37,24 USD 44,55 USD 9 892,1 EUR +1 746,5 EUR +21,4% -0
ADLER REAL ESTATE 3,3% 150 8,03 EUR 7,25 EUR 1 087,5 EUR -50,0 EUR -2,5% -16,9%
TELIT COMM 5,9% 645 264,97 PNC 236,50 PNC 1 935,1 EUR -213,3 EUR -9,9% -44,9%
Portfolio 82,2%


27 172,4 EUR +3 311,7 EUR +13,2% +62,1%
Cash 17,8% 5 871,2 EUR

5 871,2 EUR


Total 100%


33 043,6 EUR



No transactions this week.
Our best-performing stock was Ashtead Group plc, a supplier of rental equipment to industrial and commercial users. 


Portfolio's overall return became: +10% in 3 quarters.


We keep an eye on the index for small- and midcap stocks: RUSSELL 2000:


02-11-2014 om 00:00 geschreven door wivado  


>> Reageer (0)
26-10-2014
Klik hier om een link te hebben waarmee u dit artikel later terug kunt lezen.BLOG portfolio 141025
Started on Feb.8, 30000€ % Number Cost 25/10/14 Value Gain/Loss Gain% y/y %









GREEN MOUNTAIN COFFEE ROASTERS 10,5% 30 133,60 USD 145,24 USD 3 444,7 EUR 0,00 EUR +11,4% +168,6%
UNITED RENTALS INC 7,8% 30 93,47 USD 107,96 USD 2 560,5 EUR 15,96 EUR +25,3% +54,7%
STAFFLINE REC GRP 7,1% 207 783,42 PNC 892,50 PNC 2 330,1 EUR 40,54 EUR +16,7% +36,2%
ADLER REAL ESTATE 3,7% 150 8,03 EUR 8,10 EUR 1 215,0 EUR 0,00 EUR +3,9% +34,4%
ASHTEAD GROUP 5,8% 150 951,00 PNC 995,50 PNC 1 892,8 EUR 29,20 EUR +9,5% +17,6%
DRILLISCH 6,6% 81 24,56 EUR 26,81 EUR 2 171,6 EUR 17,90 EUR +8,2% +12,7%
Akorn, Inc. 29,9% 280 37,24 USD 44,38 USD 9 824,0 EUR 0,00 EUR +20,6% -0
Bitauto Holdings Limited Ameri 4,8% 25 81,06 USD 80,00 USD 1 581,2 EUR 0,00 EUR -0,4% -28,3%
TELIT COMM 5,9% 645 264,97 PNC 236,91 PNC 1 937,0 EUR 0,00 EUR -9,8% -48,5%
Portfolio 82,1%


26 956,9 EUR 103,60 EUR +12,4% +62,9%
Cash 17,9% 5 871,2 EUR

5 871,2 EUR


Total 100%


32 828,1 EUR






We had a nice turn around this week: portfolio's value increased with 8%.
Movements:
On 22/10/2014 we bought Bitauto Holdings Limited Ameri @ 81,06 USD  


Since we started the portfolio in Februari we gained some 9%, not bad.




26-10-2014 om 17:49 geschreven door wivado  


>> Reageer (0)
22-10-2014
Klik hier om een link te hebben waarmee u dit artikel later terug kunt lezen.Couldn't resist betting again
Klik op de afbeelding om de link te volgen Although our fear for a crash on the stock markets isn't over yet, we bought a small part in Bitauto Holdings (BITA).
It's against one of our main rules: never buy a stock which is not listed for at least 5 years.

But half the price of his estimated value ($160) was too much to resist.

%%%FOTO1%%%

22-10-2014 om 12:26 geschreven door wivado  


>> Reageer (0)
19-10-2014
Klik hier om een link te hebben waarmee u dit artikel later terug kunt lezen.BLOG portfolio 141018



Started on Feb.8, 30000€ % Number Cost 18/10/14 Value Gain/Loss Gain% y/y %









GREEN MOUNTAIN COFFEE ROASTERS 10,6% 30 133,60 USD 137,71 USD 3 227,3 EUR 0,00 EUR +4,4% +63,5%
UNITED RENTALS INC 8,0% 30 93,47 USD 103,27 USD 2 420,2 EUR 15,77 EUR +18,5% +40,7%
STAFFLINE REC GRP 7,5% 207 783,42 PNC 890,19 PNC 2 293,2 EUR 39,97 EUR +14,8% +33,6%
ADLER REAL ESTATE 3,9% 150 8,03 EUR 8,00 EUR 1 200,0 EUR 0,00 EUR +3,1% +30,5%
ASHTEAD GROUP 5,9% 150 951,00 PNC 960,39 PNC 1 801,9 EUR 28,81 EUR +4,9% +9,3%
DRILLISCH 6,7% 81 24,56 EUR 25,26 EUR 2 046,1 EUR 17,90 EUR +1,9% +3,0%
Akorn, Inc. 26,8% 280 37,24 USD 37,24 USD 8 145,6 EUR 0,00 EUR +0,0% -0
TELIT COMM 5,9% 645 264,97 PNC 223,00 PNC 1 799,1 EUR 0,00 EUR -16,3% -73,3%
Portfolio 75,5%


22 933,4 EUR 102,45 EUR +2,8% +13,3%
Cash 24,5% 7 458,1 EUR

7 458,1 EUR


Total 100%


30 391,5 EUR



Sometimes stop-loss can give you a bad feeling, as seen below:


It has been a hectic week, not for weak-hearted investors.
Finally it turned around with losses of about -1.5%

 

Due to stop-loss trespassing, we sold this week:
Walker Greenbank GB00030615 PNC Stock
06/04/2014 Buy 785 207,75 PNC 83,0000 EUR 1 992,37 EUR
Walker Greenbank GB00030615 PNC Stock 14/10/2014 Sell 785 186,50 PNC 78,5600 EUR 1 863,58 EUR
PATRICK PATK USD Stock 14/10/14 Sell 77 39,59 USD 1,2633 EUR 2 413,07 EUR
PATRICK PATK USD Stock 07/02/2014 Buy 77 35,10 USD 1,3548 EUR 2 009,27 EUR



We gained this week a fair +0.6%.



19-10-2014 om 09:12 geschreven door wivado  


>> Reageer (0)
11-10-2014
Klik hier om een link te hebben waarmee u dit artikel later terug kunt lezen.BLOG portfolio 141011
Started on Feb.8, 30000€ % Number Cost 11/10/14 Value Gain/Loss Gain% y/y %









GREEN MOUNTAIN COFFEE ROASTERS 10,9% 30 133,60 USD 140,16 USD 3 303,1 EUR +211,9 EUR +6,9% +163,3%
STAFFLINE REC GRP 7,6% 207 783,42 PNC 879,64 PNC 2 300,9 EUR +303,6 EUR +15,2% +36,2%
ADLER REAL ESTATE 4,0% 150 8,03 EUR 8,00 EUR 1 200,0 EUR +62,5 EUR +3,1% +34,2%
PATRICK 7,9% 77 35,10 USD 39,99 USD 2 396,2 EUR +386,9 EUR +19,3% +29,9%
UNITED RENTALS INC 7,3% 30 93,47 USD 93,74 USD 2 209,1 EUR +166,1 EUR +8,1% +17,8%
ASHTEAD GROUP 5,8% 150 951,00 PNC 917,70 PNC 1 748,2 EUR +44,7 EUR +2,2% +4,3%
DRILLISCH 6,7% 81 24,56 EUR 25,00 EUR 2 025,0 EUR +17,7 EUR +0,9% +1,4%
Walker Greenbank 6,2% 785 207,75 PNC 189,50 PNC 1 879,7 EUR -112,6 EUR -5,7% -10,7%
TELIT COMM 6,0% 645 264,97 PNC 222,75 PNC 1 824,7 EUR -323,7 EUR -15,1% -75,8%
Portfolio 62,5%


18 886,9 EUR +757,1 EUR +3,9% +10,7%
Cash 37,5% 11 327,1 EUR

11 327,1 EUR


Total 100%


30 214,0 EUR




It was a busy week and there were some good reasons for it.
All European and some American indices went short during the past week.
The VIX as well as the VDAX started a wild climb.

We managed to decrease the amount of stocks in favor for cash by selling Calamp and Plastic Omnium:

PLAST.OMNIUM FR00001245 EUR Stock 10/10/2014 Sell 86 17,03 EUR 1,0000 EUR 1 464,58 EUR
PLAST.OMNIUM FR00001245 EUR Stock 28/02/2014 Buy 86 25,09 EUR 1,0000 EUR 2 177,16 EUR
CALAMP CAMP USD Stock 06/10/2014 Sell 87 16,50 USD 1,2516 EUR 1 146,93 EUR
CALAMP CAMP USD Stock 21/02/2014 Buy 87 31,15 USD 1,3724 EUR 1 988,90 EUR



On a weekly base we lost 4.7%, nearly as much as the benchmark Russell 2000.
Our total gains diminished till 0.7%, where the R2000 lost more than 5% in the same time.


If markets continue shrinking, we might well sell some more stuff;


11-10-2014 om 18:02 geschreven door wivado  


>> Reageer (0)
09-10-2014
Klik hier om een link te hebben waarmee u dit artikel later terug kunt lezen.Swedish stock market trespassed its stop-loss level
Klik op de afbeelding om de link te volgen You'd better start running to the emergency exit:

%%%FOTO1%%%

09-10-2014 om 17:24 geschreven door wivado  


>> Reageer (0)
07-10-2014
Klik hier om een link te hebben waarmee u dit artikel later terug kunt lezen.We are on the selling-side
Today we get rid of Globalstar and Burelle


07-10-2014 om 20:47 geschreven door wivado  


>> Reageer (0)
06-10-2014
Klik hier om een link te hebben waarmee u dit artikel later terug kunt lezen.We feel bearish as from now
Klik op de afbeelding om de link te volgen
October 6, 2014

We took our losses on Calamp.
We really have a bad feeling about the markets.

%%%FOTO1%%%

06-10-2014 om 22:58 geschreven door wivado  


>> Reageer (0)
05-10-2014
Klik hier om een link te hebben waarmee u dit artikel later terug kunt lezen.BLOG portfolio 141004
Started on Feb.8, 30000€ % Number Cost 04/10/14 Value Gain/Loss Gain% y/y %









ADLER REAL ESTATE 4,0% 150 8,03 EUR 8,38 EUR 1 257,0 EUR 0,00 EUR +6,0% +83,6%
UNITED RENTALS INC 8,2% 30 93,47 USD 109,16 USD 2 589,8 EUR 15,97 EUR +26,8% +67,4%
PATRICK 8,3% 77 35,10 USD 43,35 USD 2 616,0 EUR 39,13 EUR +30,2% +49,4%
GREEN MOUNTAIN COFFEE ROASTERS 10,0% 30 133,60 USD 133,02 USD 3 155,9 EUR 0,00 EUR +2,1% +48,9%
STAFFLINE REC GRP 7,5% 207 783,42 PNC 900,75 PNC 2 372,7 EUR 41,01 EUR +18,8% +47,8%
ASHTEAD GROUP 6,2% 150 951,00 PNC 1 018,00 PNC 1 952,9 EUR 29,46 EUR +12,5% +25,9%
DRILLISCH 6,6% 81 24,56 EUR 25,75 EUR 2 085,8 EUR 17,90 EUR +3,9% +6,6%
Walker Greenbank 6,5% 785 207,75 PNC 204,50 PNC 2 042,8 EUR 39,51 EUR +2,5% +5,1%
TELIT COMM 6,5% 645 264,97 PNC 248,99 PNC 2 054,0 EUR 0,00 EUR -4,4% -36,6%
PLAST.OMNIUM 5,2% 86 25,09 EUR 19,00 EUR 1 634,0 EUR 19,42 EUR -24,9% -38,0%
CALAMP 3,7% 87 31,15 USD 17,03 USD 1 154,6 EUR 32,56 EUR -41,9% -58,5%
Portfolio 72,4%


22 915,3 EUR 234,96 EUR +2,6% +6,6%
Cash 27,6% 8 715,6 EUR

8 715,6 EUR


Total 100%


31 630,9 EUR




No actions in the portfolio this week.
We can't make up our mind if the markets are bearish or bullish. It isn't simple clear.


This graph presents small cap stocks.


Return was slightly down to 5.4% 






05-10-2014 om 09:03 geschreven door wivado  


>> Reageer (0)
28-09-2014
Klik hier om een link te hebben waarmee u dit artikel later terug kunt lezen.BLOG portfolio 140928

Started on Feb.8, 30000€ % Number Cost 27/09/14 Value Gain/Loss Gain% y/y %
ADLER REAL ESTATE 4,1% 150 8,03 EUR 8,60 EUR 1 290,0 EUR 0,00 EUR +7,6% +138,7%
UNITED RENTALS INC 8,4% 30 93,47 USD 112,50 USD 2 646,9 EUR 15,83 EUR +29,6% +79,9%
PATRICK 7,9% 77 35,10 USD 41,60 USD 2 489,0 EUR 38,33 EUR +23,9% +39,9%
STAFFLINE REC GRP 7,3% 207 783,42 PNC 871,50 PNC 2 296,5 EUR 40,64 EUR +15,0% +39,2%
ASHTEAD GROUP 6,3% 150 951,00 PNC 1 036,00 PNC 1 988,2 EUR 29,47 EUR +14,2% +31,0%
DRILLISCH 6,9% 81 24,56 EUR 27,01 EUR 2 187,8 EUR 17,90 EUR +9,0% +15,9%
Walker Greenbank 6,4% 785 207,75 PNC 202,00 PNC 2 018,6 EUR 39,40 EUR +1,3% +2,8%
GREEN MOUNTAIN COFFEE ROASTERS 9,7% 30 133,60 USD 130,63 USD 3 073,4 EUR 0,00 EUR -0,6% -16,1%
TELIT COMM 6,7% 645 264,97 PNC 256,65 PNC 2 118,0 EUR 0,00 EUR -1,4% -16,4%
PLAST.OMNIUM 5,2% 86 25,09 EUR 19,00 EUR 1 634,0 EUR 19,42 EUR -24,9% -39,0%
CALAMP 3,8% 87 31,15 USD 17,91 USD 1 204,7 EUR 32,56 EUR -39,4% -56,6%









Portfolio 72,5%


22 947,1 EUR 233,56 EUR +2,8% +7,3%
Cash 27,5% 8 715,6 EUR

8 715,6 EUR


Total 100%


31 662,7 EUR




Due to the market's downtrend we decreased our stock position in favor of cash.
As Howard Join Grp went trough its stop-loss, we took our losses.


We now have a return of 5.5% in 8 months, market conform.






28-09-2014 om 00:00 geschreven door wivado  


>> Reageer (0)
20-09-2014
Klik hier om een link te hebben waarmee u dit artikel later terug kunt lezen.BLOG portfolio 140920
Klik op de afbeelding om de link te volgen
Started on Feb.8, 30000€ % Number Cost 20/09/14 Value Gain/Loss Gain% y/y %
GREEN MOUNTAIN COFFEE ROASTERS 9,8% 30 133,60 USD 134,96 USD 3 143,0 EUR +51,8 EUR +1,7% +356,0%
ADLER REAL ESTATE 4,2% 150 8,03 EUR 8,95 EUR 1 342,5 EUR +205,0 EUR +10,2% +291,1%
UNITED RENTALS INC 8,5% 30 93,47 USD 116,70 USD 2 717,7 EUR +674,7 EUR +33,0% +97,5%
STAFFLINE REC GRP 7,2% 207 783,42 PNC 888,00 PNC 2 316,6 EUR +319,3 EUR +16,0% +44,9%
PATRICK 7,8% 77 35,10 USD 42,12 USD 2 494,7 EUR +485,4 EUR +24,2% +42,1%
ASHTEAD GROUP 6,3% 150 951,00 PNC 1 059,00 PNC 2 012,0 EUR +308,5 EUR +15,4% +35,3%
DRILLISCH 7,2% 81 24,56 EUR 28,77 EUR 2 330,4 EUR +323,1 EUR +16,1% +30,4%
HOWDEN JOIN GRP 6,2% 450 372,00 PNC 352,60 PNC 1 999,7 EUR -32,2 EUR -1,6% -3,2%
Walker Greenbank 6,0% 785 207,75 PNC 195,50 PNC 1 934,1 EUR -58,3 EUR -2,9% -6,3%
TELIT COMM 6,6% 645 264,97 PNC 260,25 PNC 2 126,2 EUR -22,2 EUR -1,0% -16,5%
PLAST.OMNIUM 5,3% 86 25,09 EUR 19,66 EUR 1 690,8 EUR -486,4 EUR -22,3% -36,4%
CALAMP 3,9% 87 31,15 USD 18,82 USD 1 253,7 EUR -735,2 EUR -37,0% -55,0%









Portfolio 78,9%


25 361,2 EUR 1033,5 +4,1% +11,1%
Cash 21,1% 6 784,1 EUR

6 784,1 EUR


Total 100%


32 145,3 EUR




This week was busy and profitable.
On 40% of our position in ADLER we took profit.
We also sold our position in Jazztel, due to take-over rumors.
We welcomed KEURIG in the portfolio.
At the end, this turned our portfolio positive after 7.5 months.



20-09-2014 om 10:15 geschreven door wivado  


>> Reageer (0)
16-09-2014
Klik hier om een link te hebben waarmee u dit artikel later terug kunt lezen.Buy: Keurig Green Mountain (Nasdaq:GMCR)
Klik op de afbeelding om de link te volgen Today we bought GMCR on the Nasdaq.

%%%FOTO1%%%

16-09-2014 om 16:20 geschreven door wivado  


>> Reageer (0)
Klik hier om een link te hebben waarmee u dit artikel later terug kunt lezen.We sold Jazztel today
Klik op de afbeelding om de link te volgen Today we sold our participation in Jazztel on Bolsa de Madrid.

%%%FOTO1%%%

Bijlagen:
JAZZTEL (B6m0916).GIF (21.8 KB)   

16-09-2014 om 15:53 geschreven door wivado  


>> Reageer (0)
15-09-2014
Klik hier om een link te hebben waarmee u dit artikel later terug kunt lezen.Portfolio: profit taking on ADLER
Klik op de afbeelding om de link te volgen
%%%FOTO1%%%


Today we took partly profit from ADLER REAL ESTATE (ADL.DE) on Frankfurt.


Bijlagen:
ADLER REAL ESTATE (B3m0915).GIF (18.4 KB)   

15-09-2014 om 00:00 geschreven door wivado  


>> Reageer (0)
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  


>> Reageer (0)
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  


>> Reageer (0)
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  


>> Reageer (0)
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  


>> Reageer (0)
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  


>> Reageer (0)


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