Jeroen's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/123716/comments http://seekingalpha.com/article/133456/comments?source=feed#comment-493378 493378
Jay]]> Thu, 07 May 2009 06:48:59 -0400
Jay]]> http://seekingalpha.com/article/129287/comments?source=feed#comment-466188 466188 Fri, 17 Apr 2009 05:46:49 -0400 http://seekingalpha.com/article/122608/comments?source=feed#comment-404241 404241
It's not about weights, imo, but about normalized earnings vs non-normalized earnings. ]]> Thu, 26 Feb 2009 08:47:33 -0500
It's not about weights, imo, but about normalized earnings vs non-normalized earnings. ]]> http://seekingalpha.com/article/119356/comments?source=feed#comment-380867 380867
www.powersharesetns.co.../]]> Mon, 09 Feb 2009 09:48:58 -0500
www.powersharesetns.co.../]]> http://seekingalpha.com/article/114366/comments?source=feed#comment-353588 353588
See stockcharts.com and fill in $gold:$plat for the ratio chart.





]]> Mon, 12 Jan 2009 13:55:41 -0500
See stockcharts.com and fill in $gold:$plat for the ratio chart.





]]> http://seekingalpha.com/article/107177/comments?source=feed#comment-311476 311476 Fri, 21 Nov 2008 06:17:27 -0500 http://seekingalpha.com/article/106152/comments?source=feed#comment-307767 307767
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. ]]> Mon, 17 Nov 2008 09:06:35 -0500
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. ]]> http://seekingalpha.com/article/98895/comments?source=feed#comment-276027 276027
-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.
]]> Tue, 07 Oct 2008 14:37:00 -0400
-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.
]]> http://seekingalpha.com/article/94629/comments?source=feed#comment-249353 249353
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]]> Tue, 09 Sep 2008 11:16:44 -0400
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]]> http://seekingalpha.com/article/86704/comments?source=feed#comment-213076 213076 Thu, 24 Jul 2008 08:21:20 -0400 http://seekingalpha.com/article/65791/comments?source=feed#comment-119243 119243 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. "

]]> Tue, 26 Feb 2008 11:14:54 -0500 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. "

]]> http://seekingalpha.com/article/65791/comments?source=feed#comment-119144 119144 ]]> Tue, 26 Feb 2008 08:05:36 -0500 ]]> http://seekingalpha.com/article/63744/comments?source=feed#comment-115202 115202 Fri, 08 Feb 2008 08:27:57 -0500 http://seekingalpha.com/article/63744/comments?source=feed#comment-115201 115201 Fri, 08 Feb 2008 08:27:20 -0500 http://seekingalpha.com/article/54569/comments?source=feed#comment-102302 102302
www.afm.nl/registers/r...]]> Mon, 19 Nov 2007 05:54:51 -0500
www.afm.nl/registers/r...]]>