Use access key #2 to skip to page content.

portefeuille (99.61)

Henkel

Recs

2

April 14, 2010 – Comments (10)

Henkel is currently one of my largest positions and today made a new all-time high. yeay!!!

Henkel in Düsseldorf trading.



enlarge

 

a few Henkel brands.











 

I think I might sell a few shares this week ...

10 Comments – Post Your Own

#1) On April 14, 2010 at 5:45 AM, portefeuille (99.61) wrote:

http://caps.fool.com/Ticker/HENOY.PK.aspx (8 calls so far, 2 by me ...)

Henkel gains on Commerzbank upgrade

 

analyst cinsensus estimates.

dictionary (hehe ...).

Umsatz - revenue
Gewinn je Aktie - earnings per share
KGV (Kurs-Gewinn-Verhältnis) - PER (Price-Earnings-Ratio)
Nettoverschuldung -net debt

Report this comment
#2) On April 14, 2010 at 6:13 AM, portefeuille (99.61) wrote:

still by far my largest position is good old EMC.



enlarge

Report this comment
#3) On April 14, 2010 at 9:23 PM, NYCFOOLIO (< 20) wrote:

Hi Port,

Largest holding as in real portfolio; real money? You must really like EMC.

Whats your outlook and strategy on EMC? I own EMC shares; do you think it's still worth buying more at todays price?

and where do you see it going in terms of stock price?

And finally, I will try again...I own IDT and its been doing well. I think i remember in the past you talking about IDT as well. Are you still a fan? Where do you see it going?

Thanks Port!

nyc

 

Report this comment
#4) On April 15, 2010 at 5:33 AM, portefeuille (99.61) wrote:

An update on IDT is in comment #10 here. I really don't know all that much about IDT and I did take some profit. I still hold the larger part of my IDT position. And yes, EMC and IDT are "real" positions of mine, the "fund" is just a "virtual fund" showing how I would act as a fund manager.

The EMC story is really simple I think if you feel "comfortable" with the VMW exposure you get (you still hold around 0.16 VMW shares via each EMC share you hold, I think). Unless there is some major takeover (hopefully of VMW or EMC with a decent "premium", hehe ...) you can probably keep your EMC shares for a few years.

So if you are "in the green" with your EMC position just sell a few shares today ...

Report this comment
#5) On April 15, 2010 at 1:48 PM, NYCFOOLIO (< 20) wrote:

thanks Port..but you wouldnt feel adding to EMC positions today?

 

 

Report this comment
#6) On April 15, 2010 at 1:57 PM, portefeuille (99.61) wrote:

No. But I guess my advice mostly depends on how much EMC exposure you currently have. Having a few % of the stock portfolio in my favourite stocks like EMC, ATPG, QGEN, AIXG, ... should turn out to be a good idea.

Report this comment
#7) On April 15, 2010 at 9:14 PM, NYCFOOLIO (< 20) wrote:

thanks port

Report this comment
#8) On October 25, 2010 at 4:42 AM, portefeuille (99.61) wrote:

Henkel in Düsseldorf trading

Henkel in Frankfurt trading

 

Henkel in Frankfurt trading.



enlarge

Report this comment
#9) On October 25, 2010 at 4:42 AM, portefeuille (99.61) wrote:

It might be a good idea to "take some profit" ...

Report this comment
#10) On November 10, 2010 at 3:44 PM, portefeuille (99.61) wrote:



enlarge

Report this comment

Featured Broker Partners


Advertisement