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phil_Buffett

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About phil_Buffett

  • Birthday 01/16/1991

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  1. http://www.reuters.com/article/us-hershey-m-a-mondelez-intl-idUSKCN0ZG24O i think hershey could be a good fit
  2. http://europe.autonews.com/article/20160518/ANE/160519880/fiat-chrysler-shares-rise-on-report-of-guangzhou-auto-interest MILAN -- Milan-listed shares in Fiat Chrysler Automobiles rose more than 3 percent today after a media report suggested that China's Guangzhou Automobile Group was considering making an offer for a majority stake in the automaker
  3. q1: FCA posts record First Quarter Results with Adjusted EBIT nearly doubled to €1.4 billion, and all segments profitable. Adjusted Net Profit reached €0.5 billion. Full year guidance is confirmed. http://www.fcagroup.com/en-US/media_center/fca_press_release/FiatDocuments/2016/april/FCA_BOARD_OF_DIRECTORS_MEETING_2016_FIRST_QUARTER_RESULTS.pdf spinoff from rcs media in may 2016 (around 0,067 rcs Shares per fiat share) http://www.fcagroup.com/en-US/media_center/fca_press_release/FiatDocuments/2016/april/FCA_announces_plans_for_completing_distribution_of_its_ownership_in_RCS.pdf
  4. http://ir.altisource.com/releasedetail.cfm?ReleaseID=957812 LUXEMBOURG, Feb. 29, 2016 (GLOBE NEWSWIRE) -- Altisource Portfolio Solutions S.A. ("Altisource" or the "Company") (NASDAQ:ASPS) today announces preliminary fourth quarter and full year 2015 results, capping off a year of strong performance with 2015 service revenue of $940.9 million, the best in the Company's history. The Company's preliminary 2015 diluted earnings per share, assuming the $80 million high end of the non-cash impairment charge described below, is estimated at $1.63. Adjusted diluted earnings per share(1) for 2015 is anticipated to be $6.96, near the high end of the Company's 2015 financial scenarios
  5. http://www.gwinvestors.com/wp-content/uploads/FCA-RACE-EXO-What-if-the-Market-is-Right.pdf
  6. since months only good News, and the fu... stock goes down and down >:(
  7. http://www.autonews.com/article/20151203/OEM02/151209936/marchionne-says-fca-does-not-plan-hostile-bid-on-gm-will-focus-on http://www.reuters.com/article/2015/12/03/idUSI6N13B02420151203#dzSSeiRCMyOgjlIQ.97
  8. http://www.economist.com/news/business/21678237-masayoshi-son-has-always-bounced-back-setbacks-his-latest-big-moves-are-raising
  9. http://www.gwinvestors.com/wp-content/uploads/RR-LN-Perfect-Storm-November-2015.pdf update from gw Investors rolls royce the perfect storm.
  10. yeah i think the same. this bank is a Monster. they are earning in bad times Money and will get rewarded big time in the next years. the smaller Banks are out and after the sanctions will be sometime in the future lifted and the economy is growing again this bank will make a ton of earnings. the fact that a lot of People in russia dont even have a bank account or credit does Sound even better. iam very excited
  11. the dutch aig insurance Company from the netherlands. netherlands life insurance, non life insurance, european insurance, Japan life insurance, asset Management globally (around 180billion€ under Management) nn bank spinoff from ing diba. bad managed over the years. forced ipo. ing diba holds still 25% of the equity and have to sell it until the end 2016 bv is at 61€ and the stock is at 32,5€. so around 0,54x bv. the have 332 Million Shares outstanding. this year around 1031million € free cash flow the first nine months of the year. for more here https://www.nn-group.com/Media/Article/NN-Group-delivers-continued-solid-performance-in-3Q15.htm the roe was always bad. they want to improve it. q3 it was around 12% for the year it is lower around 6% i think after my calculation. after the ipo they said they want to cut costs around 200million. they already achieved this. and now want to cut more costs (118million euros 15% until 2018) they paid around 859million out to Investors and this was 500 Million for buyback Shares and 459million for dividends. they are saying they want to give shareholders around 50% of net profits. if you argue they are now earning around 6-8% ROE they are worth around 0,6-0,8x bv so between 36,6€ and 48,8€. if they could improve their operative earnings the Price will rise even more to book value. also solvency II Ratio at 214% very high. here the capital day from last week. very nice! https://www.nn-group.com/Investors/Capital-Markets-Day.htm this could be a aig type Investment. what are your thoughts?
  12. http://hugin.info/147077/R/1967958/719093.pdf q3: dividend again at $0,50
  13. anyone still invested? the stock is up a lot. now bollore(vivendi) is buying more and more Shares and also a new activist with Mr Niel from France Illiad bought a big stake.
  14. http://www.autonews.com/article/20151104/COPY01/311049944/alfa-romeo-will-delay-key-sedan-suv-launches-sources-say
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