Einhorn and Apple

This evening I read an article that stated that Einhorn with his Greenlight Capital have increased their shares in Apple. They are apparently expecting a or several new blockbusters from Apple.
I find it very strange... since I follow each quarter what he buys and sells and in the third quarter he decreased in Apple and in the fourth he made an increase during 2012.

Next week I will get access to the new filings so I will check if Einhorn puts his money where his mouth is or if it is just a show for the masses to try to push up the share price.

Analysis of Amazon

Company: Amazon

Business: I´m sure all of you know it and buy by them. The sell everything over post (also electronic). It is interesting to see how a market that was almost dying due to email etc. have now increased again due to these type of companies.

Active: They currently have retail websites for the following countries: United States, Canada, United Kingdom, France, Germany, Italy, Spain, Brazil, Japan, and China. They keep expanding and fast.

P/E: -2928.9

Dividend from E.ON.

Today E.ON. paid out the dividends for 2012. It was a substantial amount for probably the last time in a longer period. 1.10 € per share which represents almost 8% and for the future they will pay 50-60% of the earnings as I have mentioned before. The sum (264 €) will be added and the Stock Dividends page has now been updated.

Analysis Wal-Mart

Company: Wal-Mart

Business: Food and retail. They have several different brand names. As an example in the UK they go under the name of ASDA.

Active: Very well established in North America, they are expanding in South America and Asia. Have some presence in Europe and Africa. Plenty of space to grow into though since they are currently present in only 27 countries.

Interesting fact: They employ over 2 million people! 2 million! They are like a small country no only in terms of work force but also in terms of revenue. Only difference is Wal-Mart makes a profit.

P/E: 15.5

New stock added in May: Kernel

I´ve been looking at this stock for a little bit over a month now and since the salary had arrived I decided to buy it. It turned out to be more difficult than expected to buy this stock and due to that it is such a small company and little trading activity here in Germany the spread is of course to my disadvantage.

The stock is Kernel Holding SA. and I bought 115 shares at a price (including trading fee) of 13.97 €. For what ever reason the stock was blocked so I was unable to buy it online and I was forced to call the brokers to make sure that they opened up the trade in the company. I will show a more proper analysis of it during next week. The stock can be seen in my Stock Portfolio.