Analysis of AMS

AMS, an Austrian sensor company

Company: AMS

ISIN AT0000A18XM4 | WKN A118Z8

Business: An Austrian technology company. They are working with sensors and are involved in sensors that are mimicking all the human senses. Their products more specifically are: Audio, Chemical Sensors, Light Sensors, Lighting Management, Sensor Driven Lighting, Position Sensors, Flow Sensing, Precision Time Measurement, Power Management, NFC/HF RFID, UHF RFID, RF Transmitters & Receivers, Lightning Sensor, Sensor Interfaces, ASICs, Full Service Foundry and EoL Notifications.

Active: Present in 20 countries but are making sales world wide.

P/E: 22.6

Enel report Q2 2015

Enel, Q2, 2015, report, front page

And those energy companies keep coming with their reports. Actually this has been out for a while but I have just not gotten around to take a closer look at it. Now I did and I am not that unhappy.

Dividend from ETF Russia: August 2015

Russian ETF, HSBC, logo

By the look of it my ignorance is even one level higher. Not only didn´t I expect the dividend payment in February please see dividend from ETF Russia: February 2015 but to make things worse I did not know that they would pay out a dividend twice per year: one major and one minor payment by the look of it. Now I know... so at least that is something.

For my 270 parts I received 10.58 USD that got converted into 9.35 €. From this I paid 2.46 € in taxes and I ended up getting 6.89 € cash on my broker account. Since the last dividend payment I have made an additional investment so my total invested capital is 2019 € which then gives me a total YoC of 2.6% which was significantly pushed down due to the second investment. I therefore look forward to the dividend payments in 2016!

The Stock Dividends page has now been updated if you want to follow my dividend progress.

Aquamarine Capital: Guy Spier Q2 2015

Aquamarine Capital run by Guy Spier

Aquamarine Capital is Swiss based investment partnership that is run by the South African born Guy Spier (this link goes to Wikipedia). One of Guy Spiers'  buddies are Mohnish Pabrai and both of them are famous for paying a large amount of money for having a dinner with Warren Buffett.

Mr. Spier is a copycat investor and I see directly that he is looking at / communicating a lot with Mohnish Pabrai as well as having a big eye on Berkshire Hathaway. What I find interesting is that Guy seem to remain in investments that Mohnish has already left.

Cez report Q2 2015

Cez, Q2, 2015, front page

Cez arrived with their Q2 report for 2015. The share price hardly ever moves for Cez unless it is the day that they pay out the dividend so I really do not know how the market accepted the report.

Pershing Square: William Ackman Q2 2015

Pershing Square run by William Ackman

This used to be the final investor that I followed but I have decided to add one more to the group that I follow. William have not had an exciting quarter based on the movements by him.

For the previous report please visit Pershing Square: William Ackman Q1 2015.

There were no new investment made in the US.

Holdings, Pershing Square, Q2, 2015

Conclusion: The only thing happening in the US was that William sold off Actavis that was a new investment for Q1 2015 so a very short holding time on that one.

Greenlight Capital: David Einhorn Q2 2015

Greenlight Capital run by David Einhorn

The swiftest mover of all the investors that I follow is David and here I will report what he has been up to during the second quarter of 2015.

There has been several new additions to his portfolio:

E.On report Q2 2015

E.On, Q2, 2015, front page

The Q2 report from E.On is also out and since their IT department have still not managed to sort out the RSS feed (even thought I have complained on them) I obviously do not get a heads up when the report arrives. Very annoying. Share price on the day of release should have been down according to me and what the market responded I do not know.