PF: I like stock buybacks. But do my companies’ managers?

I read YAVB’s recent post and liked his two questions making me think about which companies that I own buy back their own shares … and which don’t?

Quick thought on Krka (Rus/Ukr)

Feeling some indirect Rus/Ukr pain.

On Oriental Watch (pre FY’22, ending March’22)

I bought Oriental Watch when it was very cheap on an asset base …

Quicky on Cherry (C3RY GR)

E-gaming, home office and digitalization might all be good trends for Cherry.

P&C Insurance Economics 103: Decomposition of ROE, Growth, and P/B

I quickly look at three insurane companies decomposing ROE drivers …

Quick pass on Hazama Ando (1719 JP)

a typical Japanese cash hoard …

Quicky on Cewe (CWC GR)

Photobooks are great … for (wierd) people like me …

Protector Forsikring (PROT NO), March 2022

I was casually reading about hte company for some time and finally took a closer look. Judging from the recent share price development, taking so long was rather expensive …

Quicky on Computershare (CPU). Hoping for a revisit

The central processing unit or CPU is a fundamental component of any personal computer enabling the efficient processing of data between all other involved network components (certainly someone can correct me here). In a sense, so is CPU …

Quicky on Ansys (ANSS US): simulation software

Ansys was within a group of stocks with the very best performance in this century (acc to company in ’19), which became possible through the combination of scalability, profitability, and growth (and I’d like to add valuation) …

Quicky on Fire Rock Hold. (1909 HK) – interesting year end ahead!

I recently (March 2020 😀 ) run a stock screener on high returns on equity or RoE (and some other metrics: net cash, P/E, yield it was, I believe) and ended up with a list of a few hundred company names. I quickly read through the first about one hundred names and noted ten stock tickers to take a further look. Frome these ten, I already knew four ticker symbols.

Quicky on ZIM Integrated Shipping (ZIM US)

Global supply chains are still in disorder and shipping rates are ‘sky high’, providing record profits for container liners operating at sea …

Quicky on Bauhaus International (483 HK)

I stumbled over Bauhaus Int’ using some filter on Hong Kong stocks for high dividend yield, low valuation multiples and considerable net cash some time ago. I only wrote down the ticker at that time. What a pity …

Launch of my Thesis Tracker: Q3 2021

Oriental Watch released results a few dasy a go, so I can finally publish this piece.

Quicky on Japan Petroleum Exploration (1662 JP)

I stumbled over Japan Petroleum Exploration Co., Ltd. or Japex via Inpex (1605 JP) …

Quicky on Talanx AG (TLX GR)

I own a tiny position in TLX since July 2013. Time to take a look.

Q(uicky) on Saigon Traffic (GTS VN) – help wanted!

I did not find this copany with a systematic screener, that is for sure. I found GTS when …

Quick look at Bed Bath Beyond (BBBY)

When selling BBBY early 2021, unfortunately before the big pop, I deleted it from my watch list to not get distracted but set a reminder. Today I got a pop-up that BBBY hit €12…

Mo-BRUK (MBR PW), Oct 2021

I wanted to take a closer look for some time. Finally started some weeks ago and already bought a (starter?) position …

Quadients H1 2021 resulst

QDT earnings for six months ending JUly 31, 2021 were released on Sept 27.

Quicky on Inpex (1605 JP)

With current developments within the energy markets and energy crisis looming in Europe (and elsewhere), it might be worth to take another look …

Quick thoughts on Oriental Watch (398 HK)

As of Monday, the stock (398 HK) is down to HKD 3.32 from its June 22 high at 4.55 (-27%). And who knows, Chinese/HK stocks might go a lot lower with Evergrande/property developers/debt -stories unfolding.

Quicky on Uranium / Kazatomprom

The uranium thesis was there for a long time, now there are catalysts and the potential for reflexivity

My Old Gazprom write-up

In the early days of my more serious investing journey, I wanted to publish write-ups on Seeking Alpha, but unfortunately …

Quicky: L’Occitane (973 HK) after the pandemic

The company released its AR report for the FY 2021, ending March 31, 2021.