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| TORSDAG Har haft en svacka de senaste dagarna, trött och allmänt ur fokus. Dessa dagar måste ju också finnas i en liv för att uppskatta de dagar som är mer energiefyllda. |
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| Vi syns imorgon igen! Kram Sandra |
27 mars 2014
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Du har så rätt, ibland har vi sämre dagar men utan dem skulle vi inte alls uppskatta de bra dagarna. Gillar den ruffa dörren du har...
SvaraRaderaI love the old stool!! love greetings from angie from Germany
SvaraRaderaWhich brings us to Vale (VALE) and the question of why this has been such a laggard over the past few months. Yesterday we heard a talking head on one of the financial news networks discussing how the shares were going to go to the low teens which we found as a bold statement. We see a few things working out for the company moving forward, most importantly being the fact that the industry is shying away from the multi-billion dollar investments of years past and instead looking to wring efficiencies out of their current producing mines. Should companies begin to mothball or delay plans to develop new iron ore mines we think that the outlook gets much better for the company. One thing to watch however is the dividend yield which is approaching that level where it becomes less of a good thing and more of a topic of chatter regarding whether the company will be able to maintain it. Many are worried about the stagnation here, but we look at it as a consolidation. Shares still move between 3-10% on what seems a daily basis, but for the most part we see many in the industry hanging around their current levels which they achieved on the rally after the most recent lows. We are following Alpha Natural Resources (ANR), Arch Coal (ACI) and Peabody Energy (BTU) closely here although as we have previously stated we will stick to buying only the blue chips in the industry when we do initiate buys. To update readers on our thinking, we think next quarter shall be weak too which is not news as many of the companies indicated this much during their conference calls but much of that shall be priced in. If we cartier replica can continue to consolidate here and build a base and maintain that base moving into next earnings season then we think rolex day date watches that is when one should initiate positions assuming economic growth and world economies have not fallen off that fiscal cliff omega replica everyone is discussing these days.
SvaraRaderaSandra,
SvaraRaderaGostei do banquinho com palha, antigo. A madeira de demolição é muito utilizada na criação de novas peças, e o melhor, ecologicamente correto..rs