Jeroen

http://monsterfinance.wordpress.com
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9 Comments

    • Mon Nov 17th 09:06 AM | Rating: 0 0
      Commented on:
      Is Hansen Natural a Value Trap?
      Alexander, nice analysis. I believe your duopoly remark is key in how HANS is/should be perceived.

      Another shortcut to valuation: even in a status quo/ no growth, without any international expansion, HANS could pay out an annual dividend of about $2 per share, without harming the business. Applying a 5% dividend yield (which not many strong stocks are yielding, even now) implies a price of around $40.
      View article »
    • Tue Oct 7th 14:37 PM | Rating: 0 0
      Commented on:
      Big Troubles for the Euro
      Talin,

      -the Dutch government bought a decent bank (ABN AMRO/Fortis Netherrlands) at a decent price, which can be privatized in a couple of years. The dividends will pay for the interest payments, and it's unlikely tax payers will have to take a loss.
      -the Belgian government will own 10% of BNP Paribas (large European bank, through a stock swap, in which BNP took over Fortis Belgium.

      With all the government intervention we will never know what the cost to the taxpayer would have been without intervention. It's probably choosing for the lesser of two evils, no perfect solutions.
      View article »
    • Tue Sep 9th 11:16 AM | Rating: 0 0
      Commented on:
      Energy Drinks Are a Business, Not an Empire
      condoguy,

      What Inbev's intentions are going forward is hard to say, and I don't have any special knwoledge about it. All I can say that the business case for selling these high margin and popular products seems compelling. The challenging part probably will be the entrenched position of Red Bull, especially in the on-premise channel.

      The fact that Anheuser-Busch, as it is still in the process of being taken over by Inbev, already set up a non-alcoholic beverage unit (9th Street) seems interesting. Through this venture, and obviously with Inbev's backing, they're going to capitalize on the market for waters and energy drinks (including Monster). So this would imply that these products, and Monster, do have their attention. I wrote a post about this, which you can read here:

      monsterfinance.wordpre.../

      Hope this helps, feel free to ask,

      All the best,

      Jeroen
      View article »
    • Thu Jul 24th 08:21 AM | Rating: 0 0
      Commented on:
      Fannie And Freddie Only $25 Billion! Act Now While Supplies Last
      Uncle Sam to U.S. taxpayers: "uhhm, yeah.. we're gonna need those rebate checks back...Little glitch in the system, it wasn't supposed to happen. Oh yeah, Fred and Fan say "hi" ..."
      View article »
    • Tue Feb 26th 11:14 AM | Rating: 0 0
      Commented on:
      Shorting the Homebuilders as Their Stocks Surge
      news.bbc.co.uk/1/hi/pr...

      "Average annual earnings in Germany and Britain are similar: £20,981 (euro30,984) in Germany compared to £22,950 in the UK. "

      "The average house price in Germany is £148,971 (euro220,000), whereas in Britain it is £196,893. "

      View article »
    • Tue Feb 26th 08:05 AM | Rating: 0 0
      Commented on:
      Shorting the Homebuilders as Their Stocks Surge
      Although the relative value (Europe/US) argument might have some merit at first sight (yes, real estate is expensive everywhere, and e.g. Spain/UK are in trouble), if you want to do a realtive bubble comparison you also have to take into account savings rates, tax law, quality of construction, job market, debt service ratios. And the resulting prices in dollar-terms, might say more about the relative value of the dollar, than the property market per se.
      View article »
    • Fri Feb 8th 08:27 AM | Rating: 0 0
      Commented on:
      Remember The 3-Alarm Sell Signal?
      According to your article the MS Sell Signal came in at June 4th 2007, but you put it in the chart on June 4th 2006, from which you draw your conclusions. So your comments don't make any sense. On June 4th 2007 the S&P 500 closed at 1539, close to the top (1576, October 11th 2007), so MS was pretty much spot on.
      View article »
    • Fri Feb 8th 08:27 AM | Rating: 0 0
      Commented on:
      Remember The 3-Alarm Sell Signal?
      According to your article the MS Sell Signal came in at June 4th 2007, but you put it in the chart on June 4th 2006, from which you draw your conclusions. So your comments don't make any sense. On June 4th 2007 the S&P 500 closed at 1539, close to the top (1576, October 11th 2007), so MS was pretty much spot on.
      View article »
    • Mon Nov 19th 05:54 AM | Rating: 0 0
      Commented on:
      Garmin: The Master Negotiator
      Also note that, before GRMN made their counterbid for Tele Atlas, they had accumulated 5% of Tele Atlas shares. So they made a nice trading profit as well.

      www.afm.nl/registers/r...
      View article »
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