Today I bought the graphite electrodes producer GrafTech (EAF), at an average price of $11.87 at 5% of the portfolio value. This is a medium-level risk investment with tremendous upside (my target price is $24…
NN Group, again, allows us to receive the interim dividend in cash (about 0.76 euro per share) or by receiving new units from the share at the same value (Ex-date is on August 19th). As usual, the…
According to Bloomberg’s report on Friday, the data-centers provider CONE apparently received a bid to acquire the company’s operations, and the stock soared. Among the entities mentioned are giants such as KKR & Co., Stonepeak…
Once again we are experiencing a period of market declines. Not easy, especially when you know that your portfolio is composed of shares of high-quality companies that trade deeply below their fair price, both absolute…
Retail Value: The liquidation process continues successfully RVI continued to sell assets during the quarter in accordance with its liquidation plan. So far, the company has been able to realize only commercial centers located in…
It’s frustrating to see a share goes down after the company publishes a relatively good financial report. But this is the probable nature of the new investment era – investors read only the headlines and…
Vistra Energy: Strong growth continues despite pressure on energy prices The electricity producer VST continues to grow and diversify its operations. Sales grew 10% and adjusted EBITDA increased 6.6% to $707 million. During the quarter,…
The tension between the US and China has risen again. This time, the Chinese president has made a significant depreciation at the Yuan rate in response to Trump’s threat to impose tariffs on more goods…
President Trump pressure pushed the Fed to cut rates yesterday by 0.25% for the first time since 2008. In my opinion, no interest rate reduction was required at this point as the US economy is…
The turbochargers maker – Garrett Motion (GTX), released weak Q2 results in light of the slowdown in the global auto market, particularly in China, and investors sent the stock down sharply. Sales shrank by 9%…