Investing to become financially independent
Investing to become financially independent
In a tumultuous economic environment, price fluctuations and market arbitrage remind us of the importance of making informed decisions. As traders get excited, staying focused on company balance sheets and results is essential to navigating these uncertain waters.
No, nothing's changed Read More »
Dividends represent a strategic advantage for investors, offering not only better stock performance but also a source of regular and tangible income. This approach allows to focus on the fundamentals of the company rather than on market fluctuations, thus avoiding impulsive decisions based on panic or greed.
Dividends protect the investor against his own mistakes Read More »
Asset allocation update: moving bonds to cash while other asset classes remain unchanged. The portfolio maintains its exposure to equities (70%), Swiss real estate (15%) and gold (5%), with a cash position of 10%.
Monthly Asset Allocation Read More »
Learn how SHINNIHON CORPORATION, a Japanese construction company, managed to quadruple its stock in five years while maintaining solid cash reserves. Despite a slight decline in gross margin, the stock remains attractive, offering the potential to double its intrinsic value and a promising dividend.
Analysis of Shinnihon Corp (1879:TYO) Read More »
Swiss Life Holding AG, the largest life insurance group in Switzerland, offers a full range of financial and insurance services across Europe and Asia. Despite a modest net margin, the company demonstrates solid performance with a share price that has doubled over the last five years, making it a potentially attractive investment.
Allianz SE, Europe's leading insurance and asset manager, is performing strongly, with its share price nearly doubling in five years. While its business model is simple and resilient to technological risks, a closer look at its current undervaluation could offer interesting opportunities for investors.
Analysis of Allianz SE (ALVX:GER) Read More »
IVF Hartmann, a company specializing in medical supplies, stands out for its heritage and quality products, such as wound dressings. With a solid investment strategy and continuous growth, it is establishing itself as a key player in the healthcare sector, while benefiting from the aging of the population.
Analysis of IVF Hartmann (VBSN:SWX) Read More »
Check out Mitsui Sugar Co Ltd, a successful Japanese company specializing in the manufacture of sugar and sugar products, with solid financial results and comfortable cash reserves. The stock is trading at an attractive level and still has interesting growth potential, as the stock has not yet reached its all-time highs from 1989.
Analysis of Mitsui Sugar Co Ltd (2109:TYO) Read More »
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