2. Goedkeuring verslag vorige vergadering
Boeteboetiek
Portefeuilleverslag door Hans
Dashboard & algemene data
Bespreking van individuele aandelen
Voorstelling nieuwe aandelen
Varia
Beslissingen (aankopen + volgen)
3. Goedkeuring verslag vorige vergadering
Boeteboetiek
Portefeuilleverslag door Hans
Dashboard & algemene data
Bespreking van individuele aandelen
Voorstelling nieuwe aandelen
Varia
Beslissingen (aankopen + volgen)
4. BoeteBoetiek
Geen Dubieuze Debiteuren
Definitie ‘Te Laat’:
Welkom vanaf > 20h45
Start vergadering = 21h
Frowned Upon > 21h15
Te Laat > 21h30
5. Goedkeuring verslag vorige vergadering
Boeteboetiek
Portefeuilleverslag door Hans
Dashboard & algemene data
Bespreking van individuele aandelen
Voorstelling nieuwe aandelen
Varia
Beslissingen (aankopen + volgen)
6. Goedkeuring verslag vorige vergadering
Boeteboetiek
Portefeuilleverslag door Hans
Dashboard & algemene data
Bespreking van individuele aandelen
Voorstelling nieuwe aandelen
Varia
Beslissingen (aankopen + volgen)
7. EXMAR (EXM) - Why
Portefeuille
Punt van 15,59 naar 15,36
398€ in cash
8. EXMAR (EXM) - Why
Profit Loss per Flyer
€49,68 winst per Vliegend Lid
Afgelopen maand €31 verlies per Vliegend Lid
Afgelopen 5 maanden €303 winst per Vliegend Lid
9. Aandeel Owner Status
Novartis Tom Portfolio
Telenet Mark Portfolio
3D Systems Kenny Portfolio
Priceline.com Tuts Portfolio
Starbucks Hans Portfolio
VF Corp Julien Portfolio
BMW AG Bart Portfolio
Organovo Kenny Portfolio
Corticeira Tom Portfolio
Nyrstar Hans Portfolio
BHP Billiton Bart Sold
McDonald’s Tom Sold
Dollar Tree Julien Sold
ETFS Crude Oil Hans Sold
10. Goedkeuring verslag vorige vergadering
Boeteboetiek
Portefeuilleverslag door Hans
Dashboard & algemene data
Bespreking van individuele aandelen
Voorstelling nieuwe aandelen
Varia
Beslissingen (aankopen + volgen)
23. Events
• Duco Sickinghe neemt ontslag; impact
– Korte termijn – nihil (tenzij emotionele reactie)
– Lange termijn – nieuwe CEO is gezant van Liberty Global
• Negatief
– LG is kabelboer – waarschijnlijk niet geïnteresseerd in Mobiel
– Waarschijnlijk wordt Telenet gemolken
– is dit slecht voor de aandeelhouder?
• Positief
– Vervanger John Porter toch wel degelijk track record
• Advies: houden tot uitbetaling dividend
26. 05/03/2013 New beverage expands Macchiato platform – Cliff Burrows (president
Americas, SBUX)
"Starbucks baristas use the world's finest espresso to craft each beverage by hand, with unparalleled passion and
expertise. No beverage better demonstrates this level of craftsmanship than our signature four-layered
Macchiato, and we know customers will love this new member of our espresso beverage family.”
11/03/2013 Starbucks unusually stable – William Blair & Company
“Starbucks stands out as a name that will likely be another strong performer in 2013. Starbucks has had some of
the strongest same-store sales performance in the industry, which is notable because it has 18,000 restaurants
and it is posting all-time-high average unit volumes in the U.S. It’s a strong testament to the brand and labor and
throughput initiatives that Starbucks can be at all-time-high average unit volumes and still lead the industry in
same-store sales growth. Starbucks sales continue to remain healthy, and the company currently has tailwinds
which would help accelerate earnings growth for the company into 2014. She also says the companies initiatives
with new accretive brands would result in double-digit growth.
27. 05/03/2013 – Nieuw mogelijk contract voor Nyrstar
Commodities trader Trafigura said Tuesday it is interested in bidding for a deal to buy zinc from Belgian company
Nyrstar NV (NYR.BT), the top global zinc producer.Read more:
27/02/2013 – Strategische zet Nyrstar
..converted one of its larger zinc smelters into what Junck called “a real business opportunity”..
Variety: ..smelters must capture as much as possible from the concentrates they currently process, such as more
varieties of metals and/or residue products. Nyrstar’s solution to this problem is its Advanced Metal Recovery
Segment, a luxury afforded the company by its acquisition of more mines on several continents..
Decrease Costs: The company also tested an asset optimization strategy through its Mining for Value
program, which reduced costs at its Tennessee Mines in the United States from $2,500 per ton to $1,700 per ton.
The ultimate goal is a cost of $1,500 per ton. The program is just getting underway at Nyrstar’s Mexican
operations and will be expanded to Chile and Peru, according to Junck.
http://www.mineweb.com/mineweb/content/en/mineweb-base-metals?oid=179576&sn=Detail
28. @53,02 EUR - 22,67 % (M-1: @51,75 – 19,74 % profit)
Dividend included, this stock is
18/02: Swiss consternation on exit bonus former CEO
58.5 million euro’s
Condition: don’t work for competition, advize Novartis
Dividend received: 24,61€ net (1,72%)
Bought @ 43,22
29. @2,070 EUR - 10,38 % (M-1: @1,960 – 7,10 % profit)
Begin feb, target stock price was lowered to 1,80€ (1 analyst)
8/3: Dividend announcement: 0,10 per share will be proposed on April 4
shareholder’s meeting (+-5%)
Bought @ 1,83
30. @2,070 EUR - 10,38 % (M-1: @1,960 – 7,10 % profit)
Begin feb, target stock price was lowered to 1,80€ (1 analyst)
8/3: Dividend announcement: 0,10 per share will be proposed on April 4
shareholder’s meeting (+-5%)
Bought @ 1,83
31. Priceline.com
@702,35$ - 4,42 %
Deal with Grandparents.com to offer rooms, cars, airline
tickets, vacation packages via Priceline Partner Network
Russia’s OneTwoTrip Shows Global Ambition to Match Priceline.com
32. Goedkeuring verslag vorige vergadering
Boeteboetiek
Portefeuilleverslag door Hans
Dashboard & algemene data
Bespreking van individuele aandelen
Voorstelling nieuwe aandelen
Varia
Beslissingen (aankopen + volgen)
33. Goedkeuring verslag vorige vergadering
Boeteboetiek
Portefeuilleverslag door Hans
Dashboard & algemene data
Bespreking van individuele aandelen
Voorstelling nieuwe aandelen
Varia
Beslissingen (aankopen + volgen)
35. Goedkeuring verslag vorige vergadering
Boeteboetiek
Portefeuilleverslag door Hans
Dashboard & algemene data
Bespreking van individuele aandelen
Voorstelling nieuwe aandelen
Varia
Beslissingen (aankopen + volgen)
36. Stoploss:
Starbucks 42,50$
Priceline Inc. 570,00$
Corticeira Amorim 1,63€
No Stoploss:
Novartis Binck laat dit niet toe
Telenet ??
BMW AG Binck laat dit niet toe
3D Systems 38,00$ (vervallen door stock split)
VFCorp 125,50 (vervallen door corporate action)
Nyrstar 3,54€ (voorstel – rond de 20% onder AK koers)
“Hope is not a Trading Plan”
Hinweis der Redaktion
* Q1 core EPS $1.41 vs Reuters poll $1.40* Sales up 14 pct at $14.03 blnvs forecast $13.81 bln* Multiple sclerosis pill Gilenya exceeds expectations* Shares rise 2.7 pct, outperform healthcare sector index(Adds shares, background)By Katie ReidZURICH, April 19 (Reuters) - Swiss drugmaker Novartis AG (NOVN.VX) said its key new multiple sclerosis pill was exceeding its expectations as it posted forecast-beating first-quarter sales, thanks to robust demand for its newest drugs.Sales at the group, which has just wrapped up its buyout of U.S. eyecare firm Alcon, rose 14 percent in constant currencies to $14.03 billion, boosted by strong demand for recently launched drugs such as Gilenya, Lucentis, Afinitor and Tasigna.Chief Executive Joe Jimenez told reporters that Gilenya, the first pill to treat the debilitating disease of multiple sclerosis, was already bringing in "significant revenues". First-quarter sales of the drug were $59 million.At 0822 GMT, Novartis shares were trading 2.8 percent higher, outperforming at 0.6 percent rise in the European healthcare index .SXDP.Analysts expect Novartis shares, which have lost over 11 percent of their value so far this year and have lagged the rest of the sector, to rise as the group resumes its share buyback and investors buy in to its strong pipeline."With a good Gilenya number, Alcon synergy expectations edged up and the share buyback now able to restart, we anticipate the shares moving better," Jefferies analyst Jeff Holford said.----Ranibizumab (trade name Lucentis) is a monoclonal antibody fragment (Fab) derived from the same parent murine antibody as bevacizumab (Avastin). It is much smaller than the parent molecule and has been affinity matured to provide stronger binding to VEGF-A. It is an anti-angiogenic that has been approved to treat the "wet" type of age-related macular degeneration (ARMD), a common form of age-related vision loss.Afinitor:tegenkankerTasigna: tegenleukemie
* Q1 core EPS $1.41 vs Reuters poll $1.40* Sales up 14 pct at $14.03 blnvs forecast $13.81 bln* Multiple sclerosis pill Gilenya exceeds expectations* Shares rise 2.7 pct, outperform healthcare sector index(Adds shares, background)By Katie ReidZURICH, April 19 (Reuters) - Swiss drugmaker Novartis AG (NOVN.VX) said its key new multiple sclerosis pill was exceeding its expectations as it posted forecast-beating first-quarter sales, thanks to robust demand for its newest drugs.Sales at the group, which has just wrapped up its buyout of U.S. eyecare firm Alcon, rose 14 percent in constant currencies to $14.03 billion, boosted by strong demand for recently launched drugs such as Gilenya, Lucentis, Afinitor and Tasigna.Chief Executive Joe Jimenez told reporters that Gilenya, the first pill to treat the debilitating disease of multiple sclerosis, was already bringing in "significant revenues". First-quarter sales of the drug were $59 million.At 0822 GMT, Novartis shares were trading 2.8 percent higher, outperforming at 0.6 percent rise in the European healthcare index .SXDP.Analysts expect Novartis shares, which have lost over 11 percent of their value so far this year and have lagged the rest of the sector, to rise as the group resumes its share buyback and investors buy in to its strong pipeline."With a good Gilenya number, Alcon synergy expectations edged up and the share buyback now able to restart, we anticipate the shares moving better," Jefferies analyst Jeff Holford said.----Ranibizumab (trade name Lucentis) is a monoclonal antibody fragment (Fab) derived from the same parent murine antibody as bevacizumab (Avastin). It is much smaller than the parent molecule and has been affinity matured to provide stronger binding to VEGF-A. It is an anti-angiogenic that has been approved to treat the "wet" type of age-related macular degeneration (ARMD), a common form of age-related vision loss.Afinitor:tegenkankerTasigna: tegenleukemie
* Q1 core EPS $1.41 vs Reuters poll $1.40* Sales up 14 pct at $14.03 blnvs forecast $13.81 bln* Multiple sclerosis pill Gilenya exceeds expectations* Shares rise 2.7 pct, outperform healthcare sector index(Adds shares, background)By Katie ReidZURICH, April 19 (Reuters) - Swiss drugmaker Novartis AG (NOVN.VX) said its key new multiple sclerosis pill was exceeding its expectations as it posted forecast-beating first-quarter sales, thanks to robust demand for its newest drugs.Sales at the group, which has just wrapped up its buyout of U.S. eyecare firm Alcon, rose 14 percent in constant currencies to $14.03 billion, boosted by strong demand for recently launched drugs such as Gilenya, Lucentis, Afinitor and Tasigna.Chief Executive Joe Jimenez told reporters that Gilenya, the first pill to treat the debilitating disease of multiple sclerosis, was already bringing in "significant revenues". First-quarter sales of the drug were $59 million.At 0822 GMT, Novartis shares were trading 2.8 percent higher, outperforming at 0.6 percent rise in the European healthcare index .SXDP.Analysts expect Novartis shares, which have lost over 11 percent of their value so far this year and have lagged the rest of the sector, to rise as the group resumes its share buyback and investors buy in to its strong pipeline."With a good Gilenya number, Alcon synergy expectations edged up and the share buyback now able to restart, we anticipate the shares moving better," Jefferies analyst Jeff Holford said.----Ranibizumab (trade name Lucentis) is a monoclonal antibody fragment (Fab) derived from the same parent murine antibody as bevacizumab (Avastin). It is much smaller than the parent molecule and has been affinity matured to provide stronger binding to VEGF-A. It is an anti-angiogenic that has been approved to treat the "wet" type of age-related macular degeneration (ARMD), a common form of age-related vision loss.Afinitor:tegenkankerTasigna: tegenleukemie
