Recent content by Burkina2008

12nd of October Today a new stock was added to the portfolio SAP (SAP:GY) - Market leader in enterprise application software, it is a company based in Germany, but present worldwide Market Cap: 66,4B euro Profit: 3,438 B euro PE: 18,21 Yeald last year: 2,03% Revenue: 14,23 B euro Next...

4th October 2012 So, today I will not talk about my portfolio, but I will just say my mind about the economic policies of my country. Portugal, just announced extra measures, that put the IRS for people earning over 153,000 euros at 54,5% (on top of that, you’ll pay 11% Social Security)...

1st of October Today a new stock was added to the portfolio Richemont (CFR:VX) - Swiss luxury goods company (Cartier; Chloe; Montblanc; IWC Schaffhausen). Second largest luxury goods company by Turnover. Market Cap: 32,9 B Chf Profit: 2,04 B Chf PE: 16,82 Yeald last year: 0,96% Revenue: 8,87...

28th September 2012 I know, I know. I havent wrote for ages now...but the problem is very simple...I thought that after my company started to make profit and I could just step a bit aside...it just doesnt. And allways some problems arise here and there, so I dont have all the time to dedicate...

13th October 2012 I am very very sorry for not posting here recently but due to the new establishment of economical politics in Portugal and a car crash, I had little time to write. I promise latest next Monday, Ill have a further longer analysis... - New Portuguese measures to reach a deficit...

7th October 2012 Today a new stock was added to the portfolio: Inditex (ITX: MAD) - Spanish textile group and the biggest one of the industry worldwide; owner of brands like Zara, Bershka, Pull and Bear, Maximo Dutti and other; present worldwide Market Cap: 59,6 B euro Profit: 1,9 B euro PE...

5th October 2012 Back from vacations and after a morning of reading e-mails and trying to solve some problems in the office, it is back to the markets and reproducing now what is and will be my trading philosophy, constituted into 9 principles: 1 - Having a Plan : define a period (traget) for...

30th August 2012 Reading Market Wizzards at the beach can be quite entertaining but, some of those stories seem a bit wierd and a lot of luck...I wished the guy would make a book so we can see how all the interwied back in the 80s and 90s are doing today...did they keep being market wizards or...

28 August 2012 Just spending a lot of time on the beach, mostly reading as the atlantic coast where I am at is very cold and the micro climate from the region makes it even worse, but most of all walking and semi-running with my girlfriend who is ultra-fit, as I gain too many kilos after...

Jack the "tools" I use are advfn and yahoo.finance...there are still some concepts that I find some difficulty, can you explain me what is the difference between net dbt to EBITDA and debt to profit ratio? And why the 3x? Any article you might have on the subject?

26 August 2012 Making the beach vacations I was urging for quite long, I took my parents beach house till the 4. of September. But this does not mean that I am going to forget about stocks and al that, time at the beach is time to read not just have fun... I will be in NY on the 30.November...

22 August 2012 I am sometimes quite astonished by the market readings from some brokers, that comment on mining companies stocks going up as signal that investors have more appetite for risk. If I make a clear picture in my mind I can see that both can be correlated, but I can also make a...

First of all thank you for your comments and remarks, they are highly useful and I am happy that someone is also interested in the topic. The 20% is just a figure that makes for the 20,000 GBP I want to make a year on this venture, so not really a scientific or highly calculated number I am...

thanks, your comments will be very helpful to help me achieve my results

Yes, i gather that, but I also have a lot of free time on my hands now and my background will help me analyze it "my way" (which doesnt mean the correct way until proven right!). Anyway Diageo is a FTSE100, but I will look forward into "lower" levels where a lot of research hasnt been done. On...