British Petroleum (BP) report Q2 2014


BP, front page, Q2, 2014, release

BP arrived also this week with their Q2 report for 2014. If you want to read the full report from which I have taken the information please go to the full Q2 2014 report of British Petroleum. The share price was slightly down around -1% upon the release of the report. For my previous BP report Q1 2014 please click on this link. What was then in the report?

Deutsche Bank (DB) report Q2 2014


DB, Q2, 2014, report, front page

The second quarter report from DB came out recently and the market did not respond much to it. Initially the share price jumped up but then it went quickly down again and start to fluctuate around the zero change from the previous trading day. What was then in the report?

Analysis of Fugro


Fugro, a Dutch geotechnology company

Company: Fugro

ISIN NL0000352565 | WKN A0ET3V

Business: A Dutch geotechnology company. They are divided into four subunits: Geotechnical (resolve geotechnical problems offshore, nearshore and onshore), Survey (all kind of offshore and geospatial surveys for the development of oil and gas platforms), Subsea Services (repair, construction etc.) and Geoscience (seismic and seabed databases for the exploration of new projects).

Active: They are active world wide in over 60 countries.

P/E: 5.6

Analysis of Bongrain


Bongrain, a French cheese and dairy products producer

Company: Bongrain

ISIN FR0000120107 | WKN 865541

Business: A French cheese and dairy producer. They have an amazing portfolio of cheese brands and for the full list of products please go to Bongrain brands.

Active: Present on every continent even though main focus is still France and Europe.

P/E: 17.8

Intel report Q2 2014


Intel, Q2, 2014, report, front page
I am a little late on the summary of the quarter 2 report from Intel. When I started to look back I also discovered that I have completely missed to write a report concerning Q1 so that is indeed sloppy of me. Lately the share price of Intel has climbed a lot higher so why is that?

Analysis of Catlin


Catlin, a Bermuda/UK insurance company

Company: Catlin Group

ISIN BMG196F11004 | WKN A0B93K

Business: A Bermuda / UK insurance company. The are dealing with niche insurance and reinsurance and have three primary functions: Underwriting Insurance & Reinsurance, Investing Assets and the third one is Managing & Paying Claims (so what they try to avoid as much as possible).

Active: They have six regional hubs: Asia Pacific, Bermuda, Canada, Europe, London/UK and the US.

P/E: 8.8

In the summer heat


Summer, hot, Portugal, 2006

At the moment we are having a strong heat wave in the Nordic countries and I was among the lucky ones having vacation at the absolutely best moment to enjoy the sun, the sea and of course plenty of BBQs.

Now it is high time to start thinking a little as an investor and to ask ourselves: who make money during a warm summer which will be seen during the Q3 reporting for 2014?

Ice cream producers will definitely earn some money! So maybe one should start to take a closer look at analysis of Nestlé and why not analysis of Unilever to look at some ice cream producers? Any other of interest that I have missed and should analyse?

I guess to that comes that people are going even more cafés to drink, maybe not a warm coffee or hot chocolate but something cold that all of them offer also today! Here is the analysis of Starbucks which might come in handy.

People will also consume more sodas so Coca Cola and PepsiCo will for sure do well and with the BBQ people like to drink beer so all the big beer producing companies will make larger sales during these hot summer weeks.

It may become the occasion that pushes people over to decide that they need to buy a pool for their garden. Who produce those? People might be pushed over to install AC-units to have a more evenly temperature control all year round. this will not only be beneficial to the producers of those units but also to the electricity producers. See analysis of E.On. 2014, analysis of Fortum, analysis of RWE 2014, analysis of Enel 2014, analysis of BKW Energy, analysis of Cez 2014, analysis of EDF, or why not analysis of Iberdrola.

Which other companies will benefit from a hot summer? Especially second line of benefiters would be of interest!
 

Kernel operating report Q4 2014


Kernel, operating report, Q4, 2014, front page

One of the few companies that I like but that is also having a tough time. The share price has once again dropped down to levels close to what it was down to when Russia stepped into Ukraine and most likely the drop is also based on this however there are other concerns that should not be forgotten...