Japanese stocks are having a strong year, with the Nikkei up ~16%. Some positions in my basket of Japanese stocks have seen large price swings as well. This week I’ve sold two positions in the basket. One of them is Soft99 Corp(TYO:4464), which is up 83% since publication. Back in April, the company was trading […]
Updated VIB.net terms
I have updated the Disclaimer and Terms of use. The changes are mainly important for users of VIB premium. I realized that I needed to add a section about what will happen if/when I decide to quit the premium section of this website. Since credits have no set expiration date on VIB premium, any unspent […]
TABS Holland: a Dutch stock trading at 6.8x earnings
This post is mainly for Dutch readers. I’m writing it in English, because I’m much more familiar with English accounting terms than the Dutch terms. Perhaps the post is of some interest to non-Dutch readers as well. I think you need a Dutch bank account to be able to buy this stock. Also, trading in […]
VIB Premium: Company 7
Preview: Company 7 is a micro-cap community bank that has been earning a 1.0%+ return on assets in the last few years. The company is trading over the counter and is currently selling very close to its book value and at a reasonable earnings multiple. I think it is probably cheap at the current price, […]
Sold two Japanese positions, bought two
Just a quick update on my Japanese holdings. I’ve sold Kikusui Electronics (TYO:6912). The share price has jumped higher over the last couple of weeks. I’ve not been able to find a reason for this rise. Perhaps some traders have become interested in the stock, given its “strong momentum” or something, I don’t know.