Showing posts with label tips. Show all posts
Showing posts with label tips. Show all posts

March 11, 2016

Park Plaza Hotel

PPH.L

PPHE Hotel Group Limited is a United Kingdom-based international hospitality management company. The Company's primary activity is owning, leasing, developing, operating and franchising full service upscale and lifestyle hotels in gateway cities and regional centers primarily in Europe. The Company's activities are divided into Owned Hotel Operations and Management Activities.


Fair value: £6.80
Overvalued
Average yearly return: 49%
Outperformer
Wish-list

March 07, 2016

Dycom Industries

DY

Dycom Industries, Inc. is a provider of specialty contracting services, including engineering, construction, installation and maintenance services, to telecommunications providers throughout the United States.


Fair Value: $81
Discount: 30%
Average yearly return: 42%
Outperformer

March 04, 2016

Drillisch

DRI.DE

Drillisch AG is a Germany-based provider of telecommunications services. The Company operates two business segments: Telecommunications and Software Services.


Fair value: 44.50€
Discount: 15%
Average yearly return: +55%
Outperformer
Yield: 5%
BUY

Prometic Life sciences

PLI.TO

ProMetic Life Sciences Inc. (ProMetic) is a bio-pharmaceutical company offering technologies for large-scale drug purification, drug development, proteomics, clinical diagnostics, and the elimination of pathogens


Fair value: CAD 2.85
Actually fairly priced
Average annual return: 50%
Outperformer
Buy on a dip

March 03, 2016

Patrizia Immo

PIZ.DE

Patrizia Immobilien AG (Patrizia) is a Germany-based real estate company. The Company engages in the acquisition of residential and commercial real estate.


Fair value: 29.25€
Discount: 35%
Average yearly return: +48%
Outperformer

March 02, 2016

Hypoport

HYQ.DE

Hypoport AG is a Germany-based company that provides Internet-based financial products and services in Germany.


Fair value: 151€
Average yearly return: 45%
Discount: huge
Outperformer
Buy

August 29, 2015

INCY

We are bullish again on INCY


Fair value: $127.5
Discount: 6%
Average yearly return: +46%
Outperformer

Sorry for not telling you a week ago: +15% gain we missed.

August 03, 2015