Stock bought November 2014: Fugro

The stock that I bought for November became Fugro. In comparison to that it was down below 10 € per share I got a really bad price on it which of course annoys me but on the other hand I was prepared to pay over 20 € per share not that many months ago so the price I ended up paying this time I should still be happy about.

I increased my holding with an additional 75 shares at a total price of 1121.65 € including fees which means that I currently have 120 shares at a total price of 2165.67 € and a per share price of 18.05 € including the fees.

As always this is a long term investment and I hope that I one day can receive the kind of dividends that they used to pay in the past because that would give a very nice interest rate.

To find out more about Fugro please visit analysis of Fugro and  if you want to take a look at my current Stock Portfolio then please click on that link. The portfolio will however not be fully updated until the end of the month.

Fugro operating report Q3 2014

Due to this operating report the share price dropped like a stone and Fugro was even below 10 € per share for a day or so. I am very annoyed that I did not manage to increase my position then... what was then in this report from the underworld?

Analysis of ABF 2014

Company: Associated British Foods

ISIN GB0006731235 | WKN 920876

Business: A British conglomerate with agriculture, agricultural products as well as retail. Currently they have five business segments: Sugar (the old cash cow with current difficulties generating 16% of revenue), Agriculture (10% of revenue), Retail (The fastest growing segment with the EU and soon US expansion of Primark generating 38% of revenue), Grocery (26% of revenue) and Ingredients (less than 10% of the revenue).

Active: Heavily in Europe with the UK and Ireland as home base. Retail is all over EU and will in 2015 expand into the US. They are also present in Australia with Bakery and Sugar is present in Africa as well as in China.

P/E: 30.8

ABF annual report 2014

The day of the announcement of the report the share price dropped a little bur the very next day it jumped up by almost 10%! 10%! have people gone mad I wonder?

The list is complete

It has been some hard work to do it but now the deed is finally done! All the companies that I have analysed can now be found on this list: All company analysis. There you will also find some companies that I did analyse but never wrote a formal report about. When that is the case then there will also be no link from the name of the company going back to the analysis of the company on the blog.

And I once again must bring up that please check the date of the analysis! If that date is too old in your opinion then please ask me for a new analysis so that I can update the data. I will as time goes try to update a couple of the companies that have had negative earnings. Especially if their share price have moved up since the latest analysis since that could indicate that the company have started to get back on their feet again and could potentially be an interesting investment.

I will of course also always keep looking for new investments and I will publish them as they arrive on my desk and I am as always happy about suggestions (if you have suggestions for stocks that I should analyse then please go to the Analysis Requests page.). 

On the agenda now for the next couple of weeks will be reports from the companies that I own. The start of that has as of yet not been very good so I hope that the future will hold a couple of gold coins among the rubble.