In the last month I have bought some more shares in Weifa at nok 24,80, and yesterday I doubled my shares in Treasure. Weifa delivered another record quarter in Q2, and Treasure looks like they are changing their dividend policy. This fall they will pay another dividend, 0,65 nok. If they change their policy to… Continue reading A little update on the portfolio
Over the years I have also been thinking about what I don’t want to invest in. Since the whole point of investing is to make money, there are some things I simply do not want to make money on. For instance tobacco. This is a stable business with great growth opportunities and a (rational?) investor… Continue reading Ethics in investing
Since last post, Ocean Yield, Wilhelmsen, Weifa and Melhus sparebank have reported their Q3 results. Ocean Yield continues their steady performance with increased dividend and more and more ships delivered to clients. Any news on the FPSO contract will probably push the stock up or down. Wilhelmsen is in the process of merging with Wallenius,… Continue reading Q3 results
I bought 400 shares in Weifa at 25,90 nok a share last week. Weifa is one of Norways leading suppliers of medicines and lifestyle products. They sell brands like Paracet, Ibux and Paralgin Forte. These shares further diversifies my portfolio, but it’s more of a Buffet kind of investment than a valueinvestment. I guess people… Continue reading Weifa
Yesterday I added a small amount of Deap sea supply shares. This doubled my holding in dessc, and I got them for 1,46 nok a share.
Yesterday I bought some more Wil Wilhelmsen (wwasa.ol) shares at 19,00 nok a share. With a P/E of 3,26 and a P/B of 0,36 this looks like a bargain. Wilh. Wilhelmsen ASA is through its operating companies the world leading operator within the rolling cargo segment. It is the only listed company in its niche,… Continue reading Adde some more wwasa shares