tag:blogger.com,1999:blog-2949218657849719987.post8248222738307089758..comments2024-02-10T10:35:20.557+00:00Comments on My contrarian adventure: Analysis of FugroFredrik von Oberhausenhttp://www.blogger.com/profile/10924238593055161520noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-2949218657849719987.post-16379018994911144792014-07-31T10:07:44.439+01:002014-07-31T10:07:44.439+01:00Well, Berkshire and many other investment and hold...Well, Berkshire and many other investment and holding companies keep beating index without going for smaller companies so both options are possible.<br /><br />What you say about potential revenue growth is definitely true and a small company growing big will enjoy several years of steady growth that one can enjoy to profit from as a shareholder.<br /><br />Have you managed to look closer at Fugro to make up your own opinion about it?Fredrik von Oberhausenhttps://www.blogger.com/profile/10924238593055161520noreply@blogger.comtag:blogger.com,1999:blog-2949218657849719987.post-14652125299581263792014-07-30T23:45:28.101+01:002014-07-30T23:45:28.101+01:00Yes well, I think it will be hard to beat the inde...Yes well, I think it will be hard to beat the index without this smaller "undervalued" companies, they have an higher potential growth. its easier for them to increase their revenue with 10 % than it is for GE. Anonymoushttps://www.blogger.com/profile/02188010282269378960noreply@blogger.comtag:blogger.com,1999:blog-2949218657849719987.post-42153670319836801292014-07-30T22:52:01.427+01:002014-07-30T22:52:01.427+01:00Hi Carl!
Thanks for your comment!
Hmmmm... I do ...Hi Carl!<br /><br />Thanks for your comment!<br /><br />Hmmmm... I do not really care about the market and for a strange reason I look upon Fugro as a small company.... but 2.5 billion € in revenue and 275 million € in profit for the last five years is neither small or indicating a troubled company. So it is simply a problem with my thoughts.<br /><br />I still find big companies that are being traded cheaply and currently I seem to prefer to buy them in comparison to a smaller one. My last investment was for instance IBM and I am still not happy with the size of that position.<br /><br />On the other hand... the deeper and more unfriendly environments that the oil and gas industry are going to the more profit Fugro & Guidoline Geo will make with their products and services... I could imagine that the shale oil and gas will decrease their revenue growth to some extent but those kind of thoughts are pure speculation. <br /><br />I will think about it a little longer and see what I will do. I need to make a major revision on the stocks of interest page so I will definitely bring Fugro in there.<br /><br />Once again thanks for your comment and I hope your investments are going working out better than mine!Fredrik von Oberhausenhttps://www.blogger.com/profile/10924238593055161520noreply@blogger.comtag:blogger.com,1999:blog-2949218657849719987.post-16038804735445549512014-07-30T20:19:30.737+01:002014-07-30T20:19:30.737+01:00You have found a great company according to your i...You have found a great company according to your investment strategy, so i would like to know why not you should buy it? Are you only afraid that you have missed something that the market knows about?<br /><br />I do understand you, when I find an company that looks good and cheap, then I think i have missed something, but I want to create more confidence, I have missed opportunities because of this, and will again, one thing I say to myself is that to be an investor you need to have confidence in your self, if not, you will sell when the stock drops 10 % instead of keep buying. I want to be a calm investor, but to be calm, i need knowledge :) I think the company looks great, but have not looked into it anything :)<br /><br />Nice blog, and thanks!Anonymoushttps://www.blogger.com/profile/02188010282269378960noreply@blogger.com