tag:blogger.com,1999:blog-2949218657849719987.post4090245819347801559..comments2024-02-10T10:35:20.557+00:00Comments on My contrarian adventure: Analysis of NordexFredrik von Oberhausenhttp://www.blogger.com/profile/10924238593055161520noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-2949218657849719987.post-23143807696172164622013-07-24T18:29:18.554+01:002013-07-24T18:29:18.554+01:00Yeah K+S is good. RWE is also good. Today I would ...Yeah K+S is good. RWE is also good. Today I would probably have gone for RWE instead of E.On because RWE seems to be better run by the management. Still it is not too late to invest also in RWE for me and it is on the analysis list since a long time back... So many companies to own... so many companies.Fredrik von Oberhausenhttps://www.blogger.com/profile/10924238593055161520noreply@blogger.comtag:blogger.com,1999:blog-2949218657849719987.post-61155971274213676892013-07-24T07:43:20.017+01:002013-07-24T07:43:20.017+01:00Yes, I started buying last week. K+S is a clear bu...Yes, I started buying last week. K+S is a clear buy from my point of view, and so I put 8 percent of my portfolio in it. If it is getting even cheaper I will increase the position to 10 percent.<br /><br />I also will not step into the wind energy industry, there are a lot of uncertainties and regulations. Instead I put some money in RWE last month because you get old but also new energy production by that...Falknoreply@blogger.comtag:blogger.com,1999:blog-2949218657849719987.post-63558221540305920872013-07-23T10:41:30.263+01:002013-07-23T10:41:30.263+01:00Good suggestion Falk! I will analyse it for tomorr...Good suggestion Falk! I will analyse it for tomorrow. I am still certain though that I will not step into that industry even if one of them are making some money but it will be good to have also them in the database!<br /><br />Did you start buying K+S or are you holding on the investment?Fredrik von Oberhausenhttps://www.blogger.com/profile/10924238593055161520noreply@blogger.comtag:blogger.com,1999:blog-2949218657849719987.post-49817652786487220902013-07-23T09:48:59.182+01:002013-07-23T09:48:59.182+01:00Thank you Fredrik for your interesting analysis of...Thank you Fredrik for your interesting analysis of the german wind energy business. Perhaps you should also have a look at PNE WIND AG (DE000A0JBPG2). At least the company is earning some money :)Falknoreply@blogger.com