Dividend estimates for this year promise a record dividend for Finnish listed companies. If these forecasts are even close to the truth, then in Finland investors will enjoy the largest dividends ever. Many years of improved company results have laid the foundation for this. The fall of stock prices towards the end of last year… Continue reading You Can Find a Dividend Investor’s Paradise from Finland
Headquartered in Columbus, Indiana, Cummins (CMI) is an American Fortune 500 company that designs, manufactures, distributes and services diesel and natural gas engines, electric power generation systems and engine-related component products. The company is nearly 100 years old industrial powerhouse. It operates in more than 190 countries (nearly 60 000 employees worldwide) and have a network… Continue reading Cummins Is a Stock for a Long-Term Investor
LHT Holdings Ltd is engaged in manufacturing and trading of wooden pallets and timber related products. Its operating segments are pallet / packaging, timber-related products, Technical Wood products and pallet rental and other services. Established in 1977 as a sawmill in a rural Singapore village, LHT Holdings has been in the timber industry for more… Continue reading Unknown Bargain LHT Holdings is Interesting Company
Aryzta AG is an international specialist food company, originally from Ireland, but nowadays headquartered in Switzerland. It is primarily focused on specialty baking. The Company’s products include Artisan Breads, Sweet Baked Goods and Morning Goods, as well as an array of other Savoury Items, Such As Pizza, Tarts and Pies. It operates through four segments,… Continue reading Aryzta Could be Interesting Bargain
“Trend is your friend” says the old wisdom – whether true or not. Anyway, people have a great need to believe in the continuity of stock price trends. Over-extrapolation or believing a trend will carry on just because it has done so in the past is very deep in people’s herd mentality. While the past… Continue reading Don’t Extrapolate Stock Price Trends
A little while ago I read John Huber’s great article about China. Although for the most part I agree with the text, I would also like to point out other kinds of views. The Bright Side of China China is certainly not a black and white issue. I can share the common opinion that China’s… Continue reading A Different View of China Investing
I will continue from where I finished in the first part. End of March 2017 I analyzed net-net stocks from Hong Kong. Eastern markets have been good bargain hunting area in recent years. I picked up the following companies in my basket: Recommodations given 3/24/17 7/2/18 Annual return Tai Cheung Holdings HK$7.32 HK$8.92… Continue reading How My Recommendations and Analyzes Have Worked Out? Part 2.
I wrote about my previous stock recommondations ‘My Previous Stock Recommendations’ 10th of March 2017. As I said at that time, it was too early to make far-reaching conclusions less than one year after I started. Now more time has passed and it’s a good time to come back. And now there are surely more… Continue reading How My Recommendations and Analyzes Have Worked Out? Part 1.
Axfood AB operates a food retail and wholesale business in Sweden. The company’s operating segments include Willys, Hemkop, Dagab, Narlivs and Joint-Group. The Swedish food retail market has long been dominated by ICA, Axfood and Coop, three chain-store operations with a combined market share of 90%. This oligopoly situation has been rather stable over the… Continue reading AxFood: Should I Stay or Should I Go?
It is well known truth that there has not been many interesting net-nets in US market during recent years. Screening stocks you can find some but most of them are low valued for very good reason. Better bargain markets have been somewhere else, mainly in the Far East. That’s pretty sad for only US investing… Continue reading Put This Stock into Your Watch List: VOXX International