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Dutch Stock Picker

Saturday, December 10, 2005. My portfolio, going strong. Posted by European Stock Picker at Saturday, December 10, 2005. Thursday, November 24, 2005. The European telco landscape is up to a new set of mergers and acquisitions. Recently, Telefonica indicated to make a bid for Brittish mobile operator O2. On top of that TDC (the telco of Danmark) is bound to be taken private again, either by a group of private equity firms or even by competitor Swisscom (the national operator of Switserland). For Endemol a...

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Dutch Stock Picker | dutchstockpicker.blogspot.com Reviews
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Saturday, December 10, 2005. My portfolio, going strong. Posted by European Stock Picker at Saturday, December 10, 2005. Thursday, November 24, 2005. The European telco landscape is up to a new set of mergers and acquisitions. Recently, Telefonica indicated to make a bid for Brittish mobile operator O2. On top of that TDC (the telco of Danmark) is bound to be taken private again, either by a group of private equity firms or even by competitor Swisscom (the national operator of Switserland). For Endemol a...
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2 0 comments
3 european telco landscape
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7 garmin and tomtom
8 teleatlas additional listing
9 teleatlas
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Dutch Stock Picker | dutchstockpicker.blogspot.com Reviews

https://dutchstockpicker.blogspot.com

Saturday, December 10, 2005. My portfolio, going strong. Posted by European Stock Picker at Saturday, December 10, 2005. Thursday, November 24, 2005. The European telco landscape is up to a new set of mergers and acquisitions. Recently, Telefonica indicated to make a bid for Brittish mobile operator O2. On top of that TDC (the telco of Danmark) is bound to be taken private again, either by a group of private equity firms or even by competitor Swisscom (the national operator of Switserland). For Endemol a...

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dutchstockpicker.blogspot.com dutchstockpicker.blogspot.com
1

Dutch Stock Picker: Tom Tom navigating the world

http://dutchstockpicker.blogspot.com/2005/11/tom-tom-navigating-world.html

Saturday, November 19, 2005. Tom Tom navigating the world. One of my favourite stocks since its IPO has been TomTom. The company has become a leader in the European navigation space in only a few years. According to my financial model. Of the company, it trades at 19x 2006 earnings. Underlying compound annual growth is in excess of 100% which makes this a cheap high growth company. Next, TomTom also announced that it will introduce more cheaper devices in order to capture more market share in this Tornad...

2

Dutch Stock Picker: My model portfolio

http://dutchstockpicker.blogspot.com/2005/11/my-model-portfolio.html

Saturday, November 19, 2005. Posted by European Stock Picker at Saturday, November 19, 2005. I have been following a site now for almost 2 years and I have found it to be both reliable and profitable. They post daily and their stock trades have been beating. Take a look at Wallstreetwinnersonline.com. View my complete profile.

3

Dutch Stock Picker: Garmin & TomTom

http://dutchstockpicker.blogspot.com/2005/11/garmin-tomtom.html

Tuesday, November 22, 2005. I found this interesting comparison article on TomTom and Garmin on the MotleyFool. Watch the marketing spend! Posted by European Stock Picker at Tuesday, November 22, 2005. Hi I was surprised at how little TomTom spends in the R and D area. They use outsourced resources. WHo do they use? Does it allow them to move faster than an in-house team? I understand they are adding more resources in engineering. How does it affect profit? View my complete profile.

4

Dutch Stock Picker: Endemol

http://dutchstockpicker.blogspot.com/2005/11/endemol.html

Tuesday, November 22, 2005. The Netherlands based, international producer of (television) entertainment shows will today be relisted after being bought in 2000 bij Telefonica. The company generated 851m in revenues last year on generated an EBITDA of 132.4m. I've build a financial model. For Endemol and my conclusion is that the company trades around 14 times 2006 earnings which is in the middle of the international peer group. I bought some stock at the opening. Groeten en succes,.

5

Dutch Stock Picker: $100bn fund

http://dutchstockpicker.blogspot.com/2005/11/100bn-fund.html

Saturday, November 19, 2005. I ran into this post. On Mr Simmons who has run a hedge fund with an average return of 33% over the past 14 years. let me know if you know any similar ones! Posted by European Stock Picker at Saturday, November 19, 2005. View my complete profile. Tom Tom navigating the world.

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Saturday, December 10, 2005. My portfolio, going strong. Posted by European Stock Picker at Saturday, December 10, 2005. Thursday, November 24, 2005. The European telco landscape is up to a new set of mergers and acquisitions. Recently, Telefonica indicated to make a bid for Brittish mobile operator O2. On top of that TDC (the telco of Danmark) is bound to be taken private again, either by a group of private equity firms or even by competitor Swisscom (the national operator of Switserland). For Endemol a...

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