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GoldenGecko Portefeuille Update week 16
Geplaatst: April 26th, 2010, 8:57am CEST
Nedap geeft een gunstige trading update en heeft naast de solide dividend uitkeringen nu ook nog een flinke koerssprong te pakken. Daarmee komt de GoldenGecko Porteuille (zonder dividend) op 17,39% uit versus de AEX-R van 6,22%.br / br / Van de 12 gekozen fondsen presteert enkel Crown van Gelder minder dan de index! br / br / iframe frameborder="0" height="400" src="http://spreadsheets.google.com/pub?key=tbHoppPqIVxCDHcgzpNHapQamp;single=trueamp;gid=0amp;output=htmlamp;widget=true" width="500"/iframebr / br / br / span style="font-size: 85%; font-style: italic;"Disclaimer: /span br / br / br / span style="font-size: 78%; font-weight: bold;"© goldengecko.nl/spandiv class="blogger-post-footer"http://www.goldengecko.nlimg width='1' height='1' src='https://blogger.googleusercontent.com/tracker/19483758-5878105970872482387?l=www.goldengecko.nl' alt='' //div -
Aalberts heeft weer 250 man extra in dienst
Geplaatst: April 21st, 2010, 4:44pm CEST
Aalberts geeft geen cijfers maar uit de tekst valt ook al veel te filteren. Er worden weer mensen aangenomen en 'results have improved'. Dat de koers daarom negatief op reageert komt enkel door de zeer ruime run die het aandeel de laatste tijd achter de rug heeft. Blijft zeer goed bedrijf, en de waardering is alweer aardig richting waar het mijn inziens moet staan. span class="Apple-style-span" style=" color: rgb(102, 102, 102); line-height: 18px; font-family:Arial, Helvetica, sans-serif;font-size:-webkit-xxx-large;"b style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; "blockquote style="display: inline !important; "span class="Apple-style-span" style="font-weight: normal; "b style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; "blockquote style="display: inline !important; "span class="Apple-style-span" style="font-weight: normal;"span class="Apple-style-span" style="font-size:medium;"blockquoteThere is an upward trend in the operations of Aalberts Industries in the first quarter of 2010. The orders on hand have increased. This is primarily thanks to the introduction of new products, additional effort put into sales, improvements in the organisation and recovery in some markets. The effects of the measures that have been taken can be seen clearly. Results have improved, partly due to a higher added-value margin and improved efficiency. Around 250 new employees have been taken on. The number of investments remained limited./blockquote/span/span/blockquote/b/span/blockquote/b/spandivspan class="Apple-style-span" style=" color: rgb(102, 102, 102); line-height: 18px; font-family:Arial, Helvetica, sans-serif;font-size:12px;"b style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; "p/p/b/span/divdiv /diva href="http://www.aalberts.nl/en/news_media/news/newsitem/78"Aalberts Industries N.V. - Aalberts Industries trading update first quarter 2010/a span style="font-style: italic;font-size:85%;"Disclaimer: momenteel geen posite in genoemd aandeel/span span style="font-weight: bold;font-size:78%;"© goldengecko.nl/spandiv class="blogger-post-footer"http://www.goldengecko.nlimg width='1' height='1' src='https://blogger.googleusercontent.com/tracker/19483758-7857395429078353474?l=www.goldengecko.nl' alt='' //div -
GoldenGecko Portefeuille Update week 15
Geplaatst: April 19th, 2010, 2:54pm CEST
GoldenGecko Porteuille heeft al bijna 15% te pakken (zonder dividend!)br / Dit ten opzicht van de kleine 5% van de AEX-R.br / br / iframe frameborder="0" height="400" src="http://spreadsheets.google.com/pub?key=tbHoppPqIVxCDHcgzpNHapQamp;single=trueamp;gid=0amp;output=htmlamp;widget=true" width="500"/iframebr / br / br / span style="font-size: 85%; font-style: italic;"Disclaimer: /spanbr / br / span style="font-size: 78%; font-weight: bold;"© goldengecko.nl/spandiv class="blogger-post-footer"http://www.goldengecko.nlimg width='1' height='1' src='https://blogger.googleusercontent.com/tracker/19483758-3958284434684100260?l=www.goldengecko.nl' alt='' //div -
Lies, Damn Lies and Government Statistics
Geplaatst: April 19th, 2010, 2:23pm CEST
We geven zoveel waarde aan deze uitslagen terwijl de waarheid zo onzeker is. br a href="http://www.crossingwallstreet.com/archives/2010/04/lies_damn_lies.html?utm_source=feedburneramp;utm_medium=feedamp;utm_campaign=Feed%3A+Crossingwallstreet+%28Crossing+Wall+Street%29"CrossingWallStreet.com: Lies, Damn Lies and Government Statistics/a blockquoteFor example, when the government tells us how many jobs were created or lost last month, it’s really just an estimate—and a very broad estimate at that. The most recent report said that 134,000 jobs were lost during February, but the Bureau of Labor Statistics really only says that it’s 90% confidence that actual number was somewhere between a loss of 500,000 and a gain of 200,000. That’s an enormous spread./blockquote br a href="http://www.crossingwallstreet.com/archives/2010/04/lies_damn_lies.html?utm_source=feedburnerutm_medium=feedutm_campaign=Feed:+Crossingwallstreet+(Crossing+Wall+Street)"Read more.../a span style="font-style: italic;font-size:85%;" Disclaimer: /spanbr brspan style="font-weight: bold;font-size:78%;" © goldengecko.nl/spandiv class="blogger-post-footer"http://www.goldengecko.nlimg width='1' height='1' src='https://blogger.googleusercontent.com/tracker/19483758-6576036070840249846?l=www.goldengecko.nl' alt='' //div -
CrossingWallStreet.com: Deep Truth about the Markets and Investing
Geplaatst: April 14th, 2010, 6:36pm CEST
a href="http://www.crossingwallstreet.com/archives/2010/04/deep_truth_abou.html?utm_source=feedburneramp;utm_medium=feedamp;utm_campaign=Feed%3A+Crossingwallstreet+%28Crossing+Wall+Street%29"CrossingWallStreet.com: Deep Truth about the Markets and Investing/a divspan class="Apple-style-span" style="font-family: verdana, arial, helvetica, 'sans serif'; font-size: 12px; "b/bblockquotebApril 13, 2010/b bDeep Truth about the Markets and Investing/bpIn his 1988 Baseball Abstract, Bill James listed a number of lessons had had learned so far through his study of baseball statistics. In that vein, I’ll list some observations that I’ve learned over the years:/pblockquoteThe Federal Reserve isn’t nearly as powerful as is commonly believed.pThere isn’t a person or group of people in charge of the market./ppThere’s no such thing as a “healthy correction.”/ppGood stocks can go down for no reason./ppBad stocks can go up for no reason./ppA trend can last much longer than you thought possible./ppStocks don’t know you own them./ppThe market doesn’t care about politics./ppThe most important variable to the stock market, by far, is the direction of long-term interest rates./ppMega-mergers rarely work./ppInvestment bubbles aren’t due to the moral failings of the market participants./ppIgnore anyone who tells you that the Federal Reserve is a private bank./ppCommodities are almost always terrible investments./ppThe stock market hates inflation. The only thing it hates more is deflation. The best environment for stocks is a low stable inflation rate./ppAs an investment tool, P/E Ratios work much better for individual stocks than for the market as a whole./ppThe best three fundamental metrics are (in order) ROE, Debt Ratios and Cash Flow./ppWherever possible, seek out stocks with expanding margins./ppDividends are underrated by investors, especially companies that consistently raise them./ppPortfolio diversity is overrated./ppAs a general rule, IPOs are a bad deal./ppBoring but profitable always beats exciting and unprofitable./ppCAPM and MPT are nonsense./ppNo one can consistently time the market. No one./ppThe Equity Risk Premium (over long-term debt) is probably much smaller than commonly believed./ppThe data showing a return premium for small-cap stocks is probably wrong./ppThe media never questions the bond market. Only stock investors are “greedy.”/ppPerma-bears are never held to account for being wrong so if you want to sound smart, be very bearish and very vague./ppThe market really does “climb a wall of worry.”/ppFollow unfollowed stocks./ppThe market is self-aware. Scary but true./ppIt’s far easier to rationalize selling than buying./ppThe market isn’t efficient—it can be beaten./ppBut it’s very, very, very, very hard./ppMost technical analysis is complete garbage./ppA high P/E Ratio is much better sign of a stock to sell than a low P/E Ratio is a sign to buy./ppIt’s pointless to measure the stock market relative to gold or in euros or pork bellies or whatever else people can come up with./ppIgnore any chart that has seemingly similar lines trying to show how this market is “just like’ the one in 1831./ppExcept at very low levels, volatility is neutral./ppMany gold bugs are quite simply fanatics./ppWhatever the issue, your typical finance professor will blame the investing public and urge more self-denial as the solution. Bank on it./ppNever base an investment decision of demographics./ppThe worst investor in the world is the guy holding on to a small loss waiting for the rally because “they don’t want to take the loss.” Again, the stock doesn’t know you own it./ppVery, very few serious companies are traded on the pink sheets./ppNever stress out about what a stock does after you sell it./p/blockquotep/pdiv id="a005007more"div id="more"/div/divp class="posted"Posted by edelfenbein at April 13, 2010 4:04 PM/p/blockquotep class="posted"/p/span/divdiv span style="font-style: italic;font-size:85%;"Disclaimer: /span span style="font-weight: bold;font-size:78%;"© goldengecko.nl/span/divdiv class="blogger-post-footer"http://www.goldengecko.nlimg width='1' height='1' src='https://blogger.googleusercontent.com/tracker/19483758-4267748752227638237?l=www.goldengecko.nl' alt='' //div -
Long-Term Stock Returns
Geplaatst: April 6th, 2010, 10:42am CEST
blockquoteBased on the above research findings, with the Samp;P 500 Index's current ten-year normalized PE of 20.3 and ten-year normalized dividend yield of 2.1%, investors should be aware of the fact that the market is by historical standards expensive. As far as the market in general is concerned, this argues for unexciting long-term returns, possibly a "muddle-through" trading range for quite a number of years to come./blockquotea bitly="BITLY_PROCESSED" href="http://www.businessinsider.com/and-now-let-us-analyze-likely-long-term-stock-returns-2010-3"And Now Let Us Analyze Likely Long-Term Stock Returns/abr / br / Een zeer goed verhaal met de nodige grafieken waarom we nu niet echt grote verwachtingen moeten hebben van de beurs komende jaren. Zijn natuurlijk een hoop kanttekeningen te maken; huidige rente stand, winstmarge en economische cycli waardoor de PE van 20 verantwoord zou kunnen worden. Zoveel hoeven we de komende jaren misschien niet te gaan verwachten.br / br / br / (via http://daalder.posterous.com/)br / span style="font-size: 85%; font-style: italic;"Disclaimer: /spanbr / br / span style="font-size: 78%; font-weight: bold;"© goldengecko.nl/spandiv class="blogger-post-footer"http://www.goldengecko.nlimg width='1' height='1' src='https://blogger.googleusercontent.com/tracker/19483758-2031770087387380010?l=www.goldengecko.nl' alt='' //div