Fit Investment Ideas

Fondul Proprietatea will report Q4 on Friday 13 February. The investor call is scheduled for Monday 16 February. The results should be quite good. The company already indicated that 2014  ended with a record net profit of EUR 228 million, up by 48% compared to 2013, when the company’s profit amounted to EUR 151.1 million.Continue reading “Fondul Proprietatea will report Q4 on Friday 13 February”

Franklin Templeton Investment Management informed that the fifth buy-back programme started on 10 February 2015. In the buyback, the fund will buy up to 227,572,250 shares. The Fund will be buying up to 25% of the average daily volume of the Fund’s shares.

Can´t help it, I like Getinge: http://seekingalpha.com/article/2882916-getinge-a-restructuring-play

From Ft.com 29.1.2014 January 28, 2015 5:03 pm Tricks of the mind turned oil into gold Mikhail Fridman In 2007 I made a bet with a fellow Russian businessman. The price of oil, he told me, would never drop below $80 again. This was the consensus among oilmen at the time. And that, I thought,Continue reading “The best oil price analysis I read to date”

I have written here about Getinge before. Today, as predicted, Getinge announced that FDA is concluding its investigation with only symbolic fine. As a result the share is 10% up before the call. I believe there is another 10% on the table. The company announced that they will host an investor day to inform investors on theContinue reading “Getinge up 10% today. Furhter upside on the way”

http://seekingalpha.com/article/2820246-ipo-lockup-expiration-catalent

See my latest article on Value Walk http://www.valuewalk.com/2014/09/paul-singer-increasing-stake-fondul-proprietatea/

January 16, 2015 03:07 pm Fondul Proprietatea posts record profit, on asset sales Romanian investment fund Fondul Proprietatea (FP) ended 2014 with a record net profit of EUR 228 million, up by 48% compared to 2013, when the company’s profit amounted to EUR 151.1 million. Most of this profit came from dividends paid by companiesContinue reading “Fondul Proprietatea posts record profit, on asset sales”

http://seekingalpha.com/article/2824076-getinge-share-decline-on-ceo-resignation-presents-a-buying-opportunity

On 12 January 2015, GETIB announced that the current CEO, Johann Malmquist, had informed the Board that he would like to resign from his current assignment. As a result the Board had decided to appoint Alex Myers as the new President and CEO of the Getinge Group, effective 25 March 2015. Mr Myers is currentlyContinue reading “Getinge – time to profit”