Analysis of RWE 2015

RWE, a German electricity and gas company

Company: RWE

ISIN DE0007037129 | WKN 703712  

Business: A German electricity and gas company. This fifth largest electricity producer in EU are using the entire mixture of gas, coal, nuclear and renewable for the production. RWE currently run five business unites: Production (lignite, gas and oil), Power Generation (the generated electricity from all the different sources), Supply & Trading (buying and selling of electricity, gas and oil), Transmission & Distribution (electricity, gas and water grids) and finally Products & Services (sales of electricity to residential and commercial customers). 

Active: Europe, North Africa and Turkmenistan. I have also received RSS feeds informing me that they are stepping into the middle east also.

P/E: 8.1

Fugro operating report Q1 2015

Fugro, Q1, 2015, operating report, front page

Hmmm... I just got a reminder on Twitter that I was behind schedule with my summary from different companies quarter reports. This is indeed very true. The problem comes from owning many companies and all of them release their annual as well as their Q1 reports at more or less the same time. I do not see how I will ever be able to keep up with that in the future unless I decide only to report annual and half year reports but that is not something I want to do. Nay, I will go on as I have and hopefully next year I will then no longer have the extra full-time study burden and will be able to respond quicker  to the massive flow of reports that arrive in spring.

So what was then in this short operating report from Fugro?

Analysis of Merck 2015

Merck, a German pharmaceutical and chemical company

Company: Merck

ISIN DE0006599905 | WKN 659990  

Business: A German bio pharmaceutical and chemical company. They are divided into three business sectors: Healthcare (Merck Serono, Consumer Health, Allergopharma and Biosimilars), Life Science (Merck Millipore) and the third one is Performance Materials.  

Active: World wide with employees in 65 countries

P/E: 36.1

BP report Q1 2015

BP, Q1, 2015, report, front page

 The oil giant British Petroleum arrived with their Q1 report for 2015 and here I will make a brief summary regarding what I found in it which was a bit of a mixture.

Analysis of Lufthansa 2015

Lufthansa, a German aviation company

Company: Lufthansa

ISIN DE0008232125 | WKN 823212  

Business: A German aviation company that are divided into five segments: Passenger Airline Group (transporting over 100 million with Lufthansa, SWISS, Austrian Airlines, Germanwings, Brussels Airlines, edelweiss, jetBlue and SunExpress), Logistics (airfreight to around 300 destinations), Maintenance, Repair & Overhaul (repair services to over 800 airlines), Catering (30% market share with LSG Sky Chefs) and finally IT Services (consultancy to 300 airlines and 150 other customers).  

Active: Over 100 countries world wide.

P/E: 115.9

Dividend from K+S: May 2015

K+S, a German mining company

My German mining company, K+S, made a massive increase in the dividend payment after making a very large cut last year. The reason for the cut was due to all the fears with decreasing prices, weak USD etc. Now those fears are apparently gone and for that reason they made an increase of the dividend payment from 0.25 € to 0.9 €.

So for each of my 152 shares in K+S I received 0.9 € which gave in total 136.8 €. From this I was forced to pay taxes in the size of 36.08 € which gave me 100.72 € as cash on my broker account. This gives me a YoC of 4.4% which is pretty good but I expect it to get much better next year.

To find out more regarding K+S then please click on analysis of K+S 2015.

To see my yearly dividend earnings then please visit the Stock Dividends page that has now been updated.

Analysis of Lanxess 2015

Lanxess, a German specialty chemicals company

Company: Lanxess

ISIN DE0005470405 | WKN 547040

Business: A German specialty chemicals company. They are divided into three segments: Performance Polymers (synthetic rubber and plastic manufacturing), Advanced Intermediates (basic and fine chemicals) and finally Performance Chemicals (organic plastic colourants).

Active: They are now only present in 29 countries world wide so apparently two countries were not very profitable.

P/E: 100.0

Dalal Street: Mohnish Pabrai Q1 2015

Dalal Street, run by Mohnish Pabrai dealing Q1 2015

Mohnish Pabrai remains active with his Dalal Street and there are some surprising moves at least in my opinion. There were no new additions but two companies were kicked out.

For the previous summary please visit Dalal Street: Mohnish Pabrai Q4 2014.

Conclusion: So Berkshire remained for about one year in the portfolio of Mohnish and Bank Amer Corp has had even before I started to follow him so the holding he just sold off were at least three years old. He again increased his Posco holding significantly after cutting it by 1/3 last quarter so let us see if he will remain as a shareholder this time.