Lopazz's Wallet

[birdienumnum]

I have to say that at the moment I'm not very inspired by the mood of the markets either.
During the last “correction” I took the opportunity to strengthen myself on DG, RAL and SGO.

There, I am also waiting for a correction of the style 10-20%….well, it's been a long time since we talked about Greece on a daily basis….Greece
usually comes up every 3 months…and then there’s Spain…so I’m waiting for all these great financial people to come back from vacation and for them to
everyone starts to freak out….the end of the world is getting closer again….and bang…I pull the trigger…

If there is a correction, I will look at cyclical stocks and even US Growth stocks which have already corrected quite a bit. My favorite growth stocks are COH, CMG and SBUX.
Otherwise every time FCX, ETN reach 4% dividend yield, I support…

[Lopazz]

This is all rather exotic.

The last part of 2012 is going to be full of shocks… Greece, Spain, US elections, fiscal cliff… I’m ready

[Jerome]

let the return from the holidays arrive, the cold, the night, the general depression... ah how beautiful it all is
on the way to red october

[Lopazz]

With such low yields today…

Should you still buy KO?

[Jerome]

KO's price has risen well, the yield is low, the PE is high...
In short, it is not the best time to buy.
however it seems that the dollar wants to go down again these days, encouraged by the possibility of a new accommodating policy from the FED… and let's remember that KO loves it when the greenback breaks its neck, with 3/4 of its income coming from outside the USA

[Lopazz]

After today's drop (I should point out that I am in the US), I will still strengthen KO... in the long term, no risk!

[Lopazz]

Good morning,

Lopazz's Portfolio latest report (I'm showing off, I admit):

PORTFOLIO VALUATION AS OF 10/17/2012

Code:

~Discretionary consumption (17.6%):
150 McDonald's Corp (USD)__________________10.6%
175 Lowe's Cos Inc (USD)________________________4.3%
46 Wal-Mart Stores Inc (USD)_________________2.7%

~Basic consumption (67.7%):
1000 Coca-Cola Co/The (USD)____________________28.6%
300 Clorox Co/The (USD)________________________17.1%
100 Colgate-Palmolive Co (USD)_________________8.3%
150 Procter & Gamble Co/The (USD)______________7.9%
50 Philip Morris International Inc (USD)______3.5%
105 Hormel Foods Corp (USD)____________________2.4%

~Energy:
n / A

~Financial services:
n / A

~Health (14.7%):
213 Johnson & Johnson (USD)________________11.4%
64 Abbott Laboratories (USD)__________________3.3%

~Industry:
n / A

~Basic materials:
n / A

~Information Technology:
n / A

~Telecommunication services:
n / A

~Community services:
n / A

~Listed real estate companies:
n / A

~Funds/Trackers:
n / A

~Liquidity:
__________________________________________________0,1%

[Jerome]

very confident in KO my word
Well, this is starting to tickle me... it's been more than nine months since I last bought anything!

[Lopazz]

Indeed very confident, maybe even too much. I will not strengthen this line in the coming months, there are better opportunities at the moment. I continue to fund my CTO, and I have returned to the European markets with the opening of a PEA for France and Germany:

PORTFOLIO VALUATION AS OF 10/18/2012

Code:

~Discretionary consumption:
n / A

~Basic consumption (48.6%):
209 Danone SA_________________________________48.6%

~Energy (25.2%):
128 Total SA__________________________________25.2%

~Financial services:
n / A

~Health:
n / A

~Industry (26,2%):
150 Vinci SA__________________________________26.2%

~Basic materials:
n / A

~Information Technology:
n / A

~Telecommunication services:
n / A

~Community services:
n / A

~Listed real estate companies:
n / A

~Funds/Trackers:
n / A

~Liquidity:
__________________________________________________0,0%

PS: I would like to point out that I have just doubled my position on Danone today, almost at the lowest point of the session (it fell to €46.21 and closed at €47.33).

Big investments are also planned for 2013! I am working hard… to be able to invest

[Jerome]

I would even say more, I work hard, to stop working

more nice titles

[Lopazz]

Hello

Update of my US port on 02/12/12

~Discretionary consumption (15.3%):
150 McDonald's Corp (USD)______________________8.8%
175 Lowe's Cos Inc (USD)________________________4.2%
46 Wal-Mart Stores Inc (USD)_________________2.2%

~Basic consumption (71.9%):
1000 Coca-Cola Co/The (USD)____________________25.6%
300 Clorox Co/The (USD)________________________15.4%
155 Colgate-Palmolive Co (USD)________________11.4%
235 Procter & Gamble Co/The (USD)__________11.1%
100 Philip Morris International Inc (USD)______6.1%
105 Hormel Foods Corp (USD)____________________2.2%

~Health (12.9%):
213 Johnson & Johnson (USD)________________10.1%
64 Abbott Laboratories (USD)__________________2.8%

~Liquidity:
_______________________________________0,3%

…and meanwhile in France…

~Discretionary consumption:
n / A

~Basic consumption (40.6%):
209 Danone SA________________________________40.6%

~Energy (19.6%):
128 Total SA__________________________________19.6%

~Industry (20,3%):
150 Vinci SA__________________________________20.3%

~Basic materials (19.4%):
52 Air Liquide SA____________________________19.4%

~Liquidity:
__________________________0,6%

[Jerome]

you reinforce basic consumption and vice

[Lopazz]

you reinforce basic consumption and vice

 

Surely because I think that vice is a basic consumption 😉

[Jerome]

ah well done, great mentality Lopazz! 😉

[guy71]

Good morning,

 

I am new to the site and I have a question related to the message from " birdienumnum » from 03.06, see the sentence below:

 

For Swiss securities, it is true that the withholding tax of 35% (called anticipated tax in Switzerland) is very high. On the other hand, there are Swiss securities whose dividends are tax-free, if the distribution comes from reserves (agio). This year, I was able to enjoy tax-free dividends from ABB, ZURN, RIEN, SQN, SREN, KOM to name just a few examples.

 

The Swiss Re (SREN) share whose dividend arrives at the beginning of April should be paid without the 35% withholding tax, can someone confirm this for me. And since this year the dividend is CHF 7.50 (CHF 3.50 dividend + CHF 4 special payment), do you think that part of this dividend will be subject to the 35% withholding tax or if the entire dividend of CHF 7.50 will be paid per share?

 

Thank you in advance for your answers.

[Author]

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