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Thoughts Of A Private Investor

A blog by value oriented private investor.

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Thoughts Of A Private Investor | thoughtsofaprivateinvestor.blogspot.com Reviews
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A blog by value oriented private investor.
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posted by,ultralong,no comments,email this,blogthis,share to twitter,share to facebook,share to pinterest,labels power generation,sold orion,valued,high p/e 25,labels orion,no bonds,geographical allocation stocks,sector allocation stocks,top 5 positions
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Thoughts Of A Private Investor | thoughtsofaprivateinvestor.blogspot.com Reviews

https://thoughtsofaprivateinvestor.blogspot.com

A blog by value oriented private investor.

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Thoughts Of A Private Investor: Portfolio update: Allocations and Top 5 positions

http://thoughtsofaprivateinvestor.blogspot.com/2015/07/portfolio-update-allocations-and-top-5.html

Thoughts Of A Private Investor. A value oriented investor in search of a balanced investment portfolio in cronic boom-bust world economy. Thursday, July 2, 2015. Portfolio update: Allocations and Top 5 positions. It has bee quite a ride in the markets past 6 months. First 4 months most of our stocks were performing really nicely. In the last two months aggregate gains have been almost wiped out. Our portfolio is currently allocated as follows:. North America 33,6%. Emerging markets 11,9%. Health Care 8,8%.

2

Thoughts Of A Private Investor: Fred Olsen Energy

http://thoughtsofaprivateinvestor.blogspot.com/2010/07/fred-olsen-energy.html

Thoughts Of A Private Investor. A value oriented investor in search of a balanced investment portfolio in cronic boom-bust world economy. Tuesday, July 20, 2010. Deepsea Delta semi-submersible drilling rig in North Sea ( source: Wikipedia. I have been looking more companies in the oil and gas sector to my portfolio and Fred Olsen Energy. Oslo OSE: FOE) looks attractive. Fred Olsen Energy provides exploration and production services to the offshore oil and gas industry. It has 7 drill rigs, 1 acco...Compa...

3

Thoughts Of A Private Investor: The End Of The Golden Age

http://thoughtsofaprivateinvestor.blogspot.com/2010/10/end-of-golden-age.html

Thoughts Of A Private Investor. A value oriented investor in search of a balanced investment portfolio in cronic boom-bust world economy. Sunday, October 24, 2010. The End Of The Golden Age. Oil derrick in Okemah, Oklahoma, 1922 (Source: Wikipedia). Unfortunately, oil is a finite resource and some day we will run out of it if we continue consuming it like we do. Long before this happens we will have serious problems - as soon as demand exceeds the supply. This is the essence of “ peak oil. Crude Oil Cons...

4

Thoughts Of A Private Investor: Increased stakes in Fortum

http://thoughtsofaprivateinvestor.blogspot.com/2015/07/increased-stakes-in-fortum.html

Thoughts Of A Private Investor. A value oriented investor in search of a balanced investment portfolio in cronic boom-bust world economy. Friday, July 24, 2015. Increased stakes in Fortum. I have more than doubled our position in Fortum lately because I think it is now very attractively valued. My seven reasons for holding Fortum. Have not changed much in two years. The reason #7 has now realized and hidden value has been unlocked. Fortum now has liquid funds worth 8,6 billion EUR. Oil and Gas Production.

5

Thoughts Of A Private Investor: April 2015

http://thoughtsofaprivateinvestor.blogspot.com/2015_04_01_archive.html

Thoughts Of A Private Investor. A value oriented investor in search of a balanced investment portfolio in cronic boom-bust world economy. Saturday, April 25, 2015. Orion People like, analyst don't. Over last year I have read many articles that have summed up analyst opinion (or recommendations) on Finnish stocks. In almost all cases, Orion has been one of the stocks that has gathered most "sell" recommendations. On friday, it went up 12,50% after positive guidance for 2015. My original thesis was right.

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Gold ETF Investor: Response to Goldman Sachs slamdunk

http://goldetfinvestor.blogspot.com/2013/10/response-to-goldman-sachs-slamdunk.html

Monday, 14 October 2013. Response to Goldman Sachs slamdunk. I read this today and thought I'd keep a link for future reference: http:/ seekingalpha.com/article/1735872-which-side-of-goldman-sachs-is-right-about-gold? Source=email rt mc focus 0. Subscribe to: Post Comments (Atom). Latest from other gold related sites. Altria Dividend Hike - What You Need To Know. Oil Pivoting to the Upside. Why I Left Canada and Became A Citizen of the Dominican Republic. MARTIN ARMSTRONG'S LATEST BLOG POSTS. United Stat...

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Gold ETF Investor: 10/14/13

http://goldetfinvestor.blogspot.com/2013_10_14_archive.html

Monday, 14 October 2013. Response to Goldman Sachs slamdunk. I read this today and thought I'd keep a link for future reference: http:/ seekingalpha.com/article/1735872-which-side-of-goldman-sachs-is-right-about-gold? Source=email rt mc focus 0. Subscribe to: Posts (Atom). Latest from other gold related sites. Altria Dividend Hike - What You Need To Know. Oil Pivoting to the Upside. Why I Left Canada and Became A Citizen of the Dominican Republic. MARTIN ARMSTRONG'S LATEST BLOG POSTS. Friday: Yellen, GDP.

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Thoughts Of A Private Investor

Thoughts Of A Private Investor. A value oriented investor in search of a balanced investment portfolio in cronic boom-bust world economy. Friday, July 24, 2015. Increased stakes in Fortum. I have more than doubled our position in Fortum lately because I think it is now very attractively valued. My seven reasons for holding Fortum. Have not changed much in two years. The reason #7 has now realized and hidden value has been unlocked. Fortum now has liquid funds worth 8,6 billion EUR. Saturday, July 18, 2015.

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thoughtsofaprof | Just another WordPress.com site

Just another WordPress.com site. Diams; June 4, 2012. Diams; Leave a comment. Great, now I’ve talked myself into an even deeper longing for the world of the dream. No wonder I have it so often. If only the undergrads I teach had any idea how good they have it…maybe they’d stop bitching about the occasional B . I do have an undergraduate degree in physics, so this is not insanely farfetched, but it is weird. Diams; May 22, 2012. Diams; Leave a comment. 2) how can any man in 2012 think this stuff is ok?

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Random Thoughts of a Progressive Muslim – “And that is how change happens. One gesture. One person. One moment at a time.”

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