TJX report Q2 2015

This was my latest investment from August and it is always a bit more exciting to see in the quarter report after the buy if the decision was sound or not. Already on the front page I could see that there was no cause for concern. As with almost every other company the share price have been dropping as of late.

Tessenderlo report Q2 2015

The chemical company Tessenderlo arrived with their half year report last week and in between the desperation and fear regarding China and investors still not being able to keep the fingers away from the cookie jar so the share prices are jumping all over the place. This said... on the day of the release the share price dropped significantly.

Protect the shareholders or yourself?

This reflections will be based more on gut feeling than actual proof and as always anything I say should be taken with a large grain of salt.

I will go over two thoughts that I currently have:

Why do you make an IPO?

Which managers will protect the shareholders and which will protect employees?

Gerry Weber report Q2 2015

My German fashion retail chain Gerry Weber arrived with their Q2 report and the reading was not very good to be honest and I can directly say that I kind of knew this by observing the amount of customers entering and being inside their stores.

Analysis of AMS

Company: AMS

ISIN AT0000A18XM4 | WKN A118Z8

Business: An Austrian technology company. They are working with sensors and are involved in sensors that are mimicking all the human senses. Their products more specifically are: Audio, Chemical Sensors, Light Sensors, Lighting Management, Sensor Driven Lighting, Position Sensors, Flow Sensing, Precision Time Measurement, Power Management, NFC/HF RFID, UHF RFID, RF Transmitters & Receivers, Lightning Sensor, Sensor Interfaces, ASICs, Full Service Foundry and EoL Notifications.

Active: Present in 20 countries but are making sales world wide.

P/E: 22.6