Treasure ASA is a spin-off from Wilh. Wilhelmsen. They own 12.05% of Hyundai Glovis, a Korean logistics company. On the Oslo stock exchange you can buy Treasure shares, and receive a discount compared to buying H.G shares in Korea. Today H.G closed at 137000 krw, about 1011,50 nok. 12.05 % equals 4 518 750 shares.… Continue reading Increasing in Treasure ASA
A quick update on my watchlist: Essity A share. This share is quite boring, but in a business with a steady but somewhat slow growth. A spin off from swedish SCA. Buy range 216-220 sek. Heimstaden Pref: Apartements for rent in Norway, Sweden and Denmark. Their properties is considered to be of high quality. The… Continue reading Current watchlist
There has been some small changes in the portfolio lately. Yesterday I sold my position in Heimstaden (heim.st). The shareprice had a nice development since i bought them early this year, and I also had a positive contribution from the currency fluctuation. For taxreasons, I have also sold some of my shares in Solstad Farstad… Continue reading Results from 2017
Ocean Yield have been my largest holding in my portfolio of public stocks. I have been an owner since 2013, and I have received a steady increase in dividends. Now I have reduced my holdings to 3/7 of the original investment. A large part of the cash flow comes from the FPSO. This contract is… Continue reading Reducing the exposure in Ocean Yield
Alm Equity issued more preference shares to selected investors, at 107 sek a share. After this the shares has dropped to around 105-106 sek a share. I used this opportunity to increase my holdings. With a price of 105,50 and a yearly dividend of 8,40 this investment yields 7,9% a year.
In Q3 I have sold all my shares in Weifa, due to the bid from Karo Pharma. I have also done some rebalancing, and sold 200 shares in OCY. As a consequence my cash position has increased. But I have also bought some shared in ALM-Pref. I plan on increasing this further. Here is the… Continue reading Status Q3 2017
My position in ocy was a little to heavy innrelation to the rest of my positions. I therefore sold 200 shares, and the proceeds will be reinvested in something else. This will unfortunately reduce my quarterly dividends, due to the high dividends received from this stock. I sold at 72 nok a share.