March 2015

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Short Interest in Transocean (Symbol/Ticker RIGN RIG)

One of the reasons Transocean is so volatile: Short Interest; currently over 10 days would be needed to cover the short interest in Transocean.    Another reason Transocean shares are so volatile: Oil Price This makes Transocean an interesting candidate for an investor looking for exposure to the oil price and a change in sentiment (based for example on Transoceans financing becoming more solid, capital increases out the way etc)….


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BNP Switzerland Advertising: 325% Participation on Dividendstocks (Dividend Pearls)

BNP_Outperformance two pager v5 – DE This ad was published on the cash.ch website today. The ad leads to the website http://www.bnpparibasmarkets.ch/DE/Showpage.aspx?pageID=601   What surprised me was this payoff diagramm published in the two-pager for the 325% product. What the investor needs to understand with this type of product: BNP will use the dividends to buy calls. This means that in a down market or one with sinking volatility, the…


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Züblin Immobilien (ZUBN) – A play on ECB QE for 2015-2016

Züblin Immoblien has a large part of its property portfolio in France, Holland and Germany (next to Switzerland). As the company has announced it wants to sell the commercial properties in France, which are in somewhat of a slump, it can be expected that ECB QE will lead to more liquidity and therefor a higher probability of being able to sell the properties. As it’s currently not clear where the…


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High Yielding Swiss Dividend Stocks (SMI and below Mid & Small Cap) – Top 20

Often prospects will enquire about what ideas I have for investments; one of the first places I look is in the dividend yield list. Then liquidity and free float to eliminate unattractive companies. Company Yield % Historic % Ex-Date Swiss Re 8,1 8,08 27.04.2015 Zurich 5,5 5,47 09.04.2015 UBS 4,4 2,89 13.05.2015 Swisscom 4,0 3,99 15.04.2015 Transocean 3,6 3,11 18.03.2015 SGS 3,5 3,51 18.03.2015 Syngenta 3,3 3,33 05.05.2015 Roche 3,1…


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Zenit Fund – Brummer & Partners – Long/Short Hedge Fund

Over 10 years ago this Brummer and Partners fund caught my eye, as it had a performance record that was over 300% at the time already. Now, by chance, I checked on it again. It has since trebled. This must be one of the most amazing franchises in the hedge fund sector at the current moment in time. And they are based in Stockholm. This could be an indication that location must…


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Depotgebührenvergleich

Depotgebührenvergleich     Excel: Gelb markierte Felder ausfüllen Depotgebühren International %   LUX Dexia BIL 0.25 5’000 CH UBS 0.35 7’000 CS 0.30 6’000 ZKB 0.25 5’000 Swissquote 0.10 2’000 Postfinance 0.00 0 Corner Trader * 0.00 0 UK HSBC InvestDirect 0.00 0 D ING Diba 0.00 0 Deutsche Bank Maxblue 0.00 0 Einsetzen: Vermögen 2’000’000 Aktuelle Depotgebühr 0.21 4’200 Bemerkungen Inland-Verwahrung von Werten z.B. Schweizer Aktien * achtung Auszahlungsgebühr:…