Med solskinn, blå himmel, nye varer som skal pakkes opp og legges ut, innkjøp hos Hay, et spennende lunsjmøte og blomster på bordet... Ja, da kan jeg ikke annet enn å smile. Ønsker deg en herlig fredag!
Ps. Vasen er en av nyhetene fra House Doctor. Er den ikke fin?
Foto // Linda Elmin
Denne vasen er kjempefin :))
SvarSlettGod helg til deg.
Blir spennende og se hva du får inn for noe gøy fra HAY:)
SvarSlettGod helg!
Vel.... ALT :) Legger ut fortløpende etterhvert som det kommer inn.
SlettNydelig vase og vakre blomster gir ekstra god energi! Kanskje du vil bli med på seminaret kvinner i fokus 31. mai? les mer om det her www.facebook.com/pages/Kvinner-i-fokus/1374235716186593 klem Siv:-)
SvarSlettWhich brings us to Vale (VALE) and the question of why this has been such a laggard over the past few months. Yesterday we heard a talking head on one of the financial news networks discussing how the shares were going to go to the low teens which we found as a bold statement. We see a few things working out for the company moving forward, most importantly being the fact that the industry is shying away from the multi-billion dollar investments of years past and instead looking to wring efficiencies out of their current producing mines. Should companies begin to mothball or delay plans to develop new iron ore mines we think that the outlook gets much better for the company. One thing to watch however is the dividend yield which is approaching that level where it becomes less of a good thing and more of a topic of chatter regarding whether the company will be able to maintain it. Many are worried about the stagnation here, but we look at it as a consolidation. Shares still move between 3-10% on what seems a daily basis, but for the most part we see many in the industry hanging around their current levels which they achieved on the rally after the most recent lows. We are following Alpha Natural Resources (ANR), Arch Coal (ACI) and Peabody Energy (BTU) closely here although as we have previously stated we will stick to buying only the blue chips in the industry when we do initiate buys. To update readers on our thinking, we think next quarter shall be weak too which is not news as many of the companies indicated this much replica wathces during their conference calls but much of that shall be priced in. If we can continue to consolidate here and build a base and maintain that gucci replica base moving into next earnings season then we think that is when one should initiate positions assuming economic growth and chanel replica world economies have not fallen off that fiscal cliff everyone is discussing these days.
SvarSlett