The flying numbers_130312

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  • * Q1 core EPS $1.41 vs Reuters poll $1.40* Sales up 14 pct at $14.03 blnvs forecast $13.81 bln* Multiple sclerosis pill Gilenya exceeds expectations* Shares rise 2.7 pct, outperform healthcare sector index(Adds shares, background)By Katie ReidZURICH, April 19 (Reuters) - Swiss drugmaker Novartis AG (NOVN.VX) said its key new multiple sclerosis pill was exceeding its expectations as it posted forecast-beating first-quarter sales, thanks to robust demand for its newest drugs.Sales at the group, which has just wrapped up its buyout of U.S. eyecare firm Alcon, rose 14 percent in constant currencies to $14.03 billion, boosted by strong demand for recently launched drugs such as Gilenya, Lucentis, Afinitor and Tasigna.Chief Executive Joe Jimenez told reporters that Gilenya, the first pill to treat the debilitating disease of multiple sclerosis, was already bringing in "significant revenues". First-quarter sales of the drug were $59 million.At 0822 GMT, Novartis shares were trading 2.8 percent higher, outperforming at 0.6 percent rise in the European healthcare index .SXDP.Analysts expect Novartis shares, which have lost over 11 percent of their value so far this year and have lagged the rest of the sector, to rise as the group resumes its share buyback and investors buy in to its strong pipeline."With a good Gilenya number, Alcon synergy expectations edged up and the share buyback now able to restart, we anticipate the shares moving better," Jefferies analyst Jeff Holford said.----Ranibizumab (trade name Lucentis) is a monoclonal antibody fragment (Fab) derived from the same parent murine antibody as bevacizumab (Avastin). It is much smaller than the parent molecule and has been affinity matured to provide stronger binding to VEGF-A. It is an anti-angiogenic that has been approved to treat the "wet" type of age-related macular degeneration (ARMD), a common form of age-related vision loss.Afinitor:tegenkankerTasigna: tegenleukemie
  • * Q1 core EPS $1.41 vs Reuters poll $1.40* Sales up 14 pct at $14.03 blnvs forecast $13.81 bln* Multiple sclerosis pill Gilenya exceeds expectations* Shares rise 2.7 pct, outperform healthcare sector index(Adds shares, background)By Katie ReidZURICH, April 19 (Reuters) - Swiss drugmaker Novartis AG (NOVN.VX) said its key new multiple sclerosis pill was exceeding its expectations as it posted forecast-beating first-quarter sales, thanks to robust demand for its newest drugs.Sales at the group, which has just wrapped up its buyout of U.S. eyecare firm Alcon, rose 14 percent in constant currencies to $14.03 billion, boosted by strong demand for recently launched drugs such as Gilenya, Lucentis, Afinitor and Tasigna.Chief Executive Joe Jimenez told reporters that Gilenya, the first pill to treat the debilitating disease of multiple sclerosis, was already bringing in "significant revenues". First-quarter sales of the drug were $59 million.At 0822 GMT, Novartis shares were trading 2.8 percent higher, outperforming at 0.6 percent rise in the European healthcare index .SXDP.Analysts expect Novartis shares, which have lost over 11 percent of their value so far this year and have lagged the rest of the sector, to rise as the group resumes its share buyback and investors buy in to its strong pipeline."With a good Gilenya number, Alcon synergy expectations edged up and the share buyback now able to restart, we anticipate the shares moving better," Jefferies analyst Jeff Holford said.----Ranibizumab (trade name Lucentis) is a monoclonal antibody fragment (Fab) derived from the same parent murine antibody as bevacizumab (Avastin). It is much smaller than the parent molecule and has been affinity matured to provide stronger binding to VEGF-A. It is an anti-angiogenic that has been approved to treat the "wet" type of age-related macular degeneration (ARMD), a common form of age-related vision loss.Afinitor:tegenkankerTasigna: tegenleukemie
  • * Q1 core EPS $1.41 vs Reuters poll $1.40* Sales up 14 pct at $14.03 blnvs forecast $13.81 bln* Multiple sclerosis pill Gilenya exceeds expectations* Shares rise 2.7 pct, outperform healthcare sector index(Adds shares, background)By Katie ReidZURICH, April 19 (Reuters) - Swiss drugmaker Novartis AG (NOVN.VX) said its key new multiple sclerosis pill was exceeding its expectations as it posted forecast-beating first-quarter sales, thanks to robust demand for its newest drugs.Sales at the group, which has just wrapped up its buyout of U.S. eyecare firm Alcon, rose 14 percent in constant currencies to $14.03 billion, boosted by strong demand for recently launched drugs such as Gilenya, Lucentis, Afinitor and Tasigna.Chief Executive Joe Jimenez told reporters that Gilenya, the first pill to treat the debilitating disease of multiple sclerosis, was already bringing in "significant revenues". First-quarter sales of the drug were $59 million.At 0822 GMT, Novartis shares were trading 2.8 percent higher, outperforming at 0.6 percent rise in the European healthcare index .SXDP.Analysts expect Novartis shares, which have lost over 11 percent of their value so far this year and have lagged the rest of the sector, to rise as the group resumes its share buyback and investors buy in to its strong pipeline."With a good Gilenya number, Alcon synergy expectations edged up and the share buyback now able to restart, we anticipate the shares moving better," Jefferies analyst Jeff Holford said.----Ranibizumab (trade name Lucentis) is a monoclonal antibody fragment (Fab) derived from the same parent murine antibody as bevacizumab (Avastin). It is much smaller than the parent molecule and has been affinity matured to provide stronger binding to VEGF-A. It is an anti-angiogenic that has been approved to treat the "wet" type of age-related macular degeneration (ARMD), a common form of age-related vision loss.Afinitor:tegenkankerTasigna: tegenleukemie
  • The flying numbers_130312

    1. 1. 12/03/13
    2. 2.  Goedkeuring verslag vorige vergadering Boeteboetiek Portefeuilleverslag door Hans Dashboard & algemene data Bespreking van individuele aandelen Voorstelling nieuwe aandelen Varia Beslissingen (aankopen + volgen)
    3. 3.  Goedkeuring verslag vorige vergadering Boeteboetiek Portefeuilleverslag door Hans Dashboard & algemene data Bespreking van individuele aandelen Voorstelling nieuwe aandelen Varia Beslissingen (aankopen + volgen)
    4. 4. BoeteBoetiek Geen Dubieuze Debiteuren  Definitie ‘Te Laat’:  Welkom vanaf > 20h45  Start vergadering = 21h  Frowned Upon > 21h15  Te Laat > 21h30
    5. 5.  Goedkeuring verslag vorige vergadering Boeteboetiek Portefeuilleverslag door Hans Dashboard & algemene data Bespreking van individuele aandelen Voorstelling nieuwe aandelen Varia Beslissingen (aankopen + volgen)
    6. 6.  Goedkeuring verslag vorige vergadering Boeteboetiek Portefeuilleverslag door Hans Dashboard & algemene data Bespreking van individuele aandelen Voorstelling nieuwe aandelen Varia Beslissingen (aankopen + volgen)
    7. 7. EXMAR (EXM) - WhyPortefeuille Punt van 15,59 naar 15,36 398€ in cash
    8. 8. EXMAR (EXM) - WhyProfit Loss per Flyer €49,68 winst per Vliegend Lid Afgelopen maand €31 verlies per Vliegend Lid Afgelopen 5 maanden €303 winst per Vliegend Lid
    9. 9. Aandeel Owner Status Novartis Tom Portfolio Telenet Mark Portfolio 3D Systems Kenny PortfolioPriceline.com Tuts Portfolio Starbucks Hans Portfolio VF Corp Julien Portfolio BMW AG Bart Portfolio Organovo Kenny Portfolio Corticeira Tom Portfolio Nyrstar Hans Portfolio BHP Billiton Bart Sold McDonald’s Tom Sold Dollar Tree Julien SoldETFS Crude Oil Hans Sold
    10. 10.  Goedkeuring verslag vorige vergadering Boeteboetiek Portefeuilleverslag door Hans Dashboard & algemene data Bespreking van individuele aandelen Voorstelling nieuwe aandelen Varia Beslissingen (aankopen + volgen)
    11. 11. 120.00% 80.00% 110.00% 40.00% 50.00% 100.00% 70.00% 90.00% 60.00%Jan-08Feb-08Mar-08Apr-08May-08Jun-08 Jul-08Aug-08Sep-08Oct-08Nov-08Dec-08Jan-09Feb-09Mar-09Apr-09May-09Jun-09 Jul-09Aug-09Sep-09Oct-09Nov-09Dec-09 Jan-10Feb-10Mar-10Apr-10May-10 Jun-10 Jul-10Aug-10Sep-10Oct-10Nov-10Dec-10 Jan-11Feb-11Mar-11 Apr-11May-11 All Time Performance Jun-11 Jul-11Aug-11Sep-11 Oct-11Nov-11Dec-11 Jan-12Feb-12Mar-12Apr-12May-12 Jun-12 Jul-12Aug-12Sep-12Oct-12Nov-12Dec-12 Jan-13Feb-13Mar-13 Punt % Bel20 % S&P500 %
    12. 12. Year To Date 2013 Performance110.00%105.00%100.00% Punt %95.00% S&P 500% Bel20 %90.00%85.00%80.00% Jan-13 Feb-13 Mar-13 Apr-13 May-13 Jun-13 Jul-13 Aug-13 Sep-13 Oct-13 Nov-13 Dec-13 Jan-14
    13. 13. 1M3M
    14. 14. 1M3M
    15. 15. 1M3M
    16. 16. 1M3M
    17. 17.  Goedkeuring verslag vorige vergadering Boeteboetiek Portefeuilleverslag door Hans Dashboard & algemene data Bespreking van individuele aandelen Voorstelling nieuwe aandelen Varia Beslissingen (aankopen + volgen)
    18. 18. •25/02: Q4-results didn’t meet analyst expectations•25/02: ‘three-for-two stock split, 50% stock dividend•HOLD
    19. 19. Q4-results • 45.4% revenue growth • Revenue 2.2% below analyst estimates • 101.6 versus 103.9 milj $ • Lower growth expectations 2013 versus 2012 • sales 24-37% • earnings 38%
    20. 20. Q4-results
    21. 21. Q4-results
    22. 22. Telenet 3m
    23. 23. Events• Duco Sickinghe neemt ontslag; impact – Korte termijn – nihil (tenzij emotionele reactie) – Lange termijn – nieuwe CEO is gezant van Liberty Global • Negatief – LG is kabelboer – waarschijnlijk niet geïnteresseerd in Mobiel – Waarschijnlijk wordt Telenet gemolken –  is dit slecht voor de aandeelhouder? • Positief – Vervanger John Porter toch wel degelijk track record• Advies: houden tot uitbetaling dividend
    24. 24. Johnny
    25. 25. Organovo + 15%  No news at all so HOLD
    26. 26.  05/03/2013 New beverage expands Macchiato platform – Cliff Burrows (president Americas, SBUX)  "Starbucks baristas use the worlds finest espresso to craft each beverage by hand, with unparalleled passion and expertise. No beverage better demonstrates this level of craftsmanship than our signature four-layered Macchiato, and we know customers will love this new member of our espresso beverage family.” 11/03/2013 Starbucks unusually stable – William Blair & Company  “Starbucks stands out as a name that will likely be another strong performer in 2013. Starbucks has had some of the strongest same-store sales performance in the industry, which is notable because it has 18,000 restaurants and it is posting all-time-high average unit volumes in the U.S. It’s a strong testament to the brand and labor and throughput initiatives that Starbucks can be at all-time-high average unit volumes and still lead the industry in same-store sales growth. Starbucks sales continue to remain healthy, and the company currently has tailwinds which would help accelerate earnings growth for the company into 2014. She also says the companies initiatives with new accretive brands would result in double-digit growth. 

    27. 27.  05/03/2013 – Nieuw mogelijk contract voor Nyrstar  Commodities trader Trafigura said Tuesday it is interested in bidding for a deal to buy zinc from Belgian company Nyrstar NV (NYR.BT), the top global zinc producer.Read more: 27/02/2013 – Strategische zet Nyrstar  ..converted one of its larger zinc smelters into what Junck called “a real business opportunity”..  Variety: ..smelters must capture as much as possible from the concentrates they currently process, such as more varieties of metals and/or residue products. Nyrstar’s solution to this problem is its Advanced Metal Recovery Segment, a luxury afforded the company by its acquisition of more mines on several continents..  Decrease Costs: The company also tested an asset optimization strategy through its Mining for Value program, which reduced costs at its Tennessee Mines in the United States from $2,500 per ton to $1,700 per ton. The ultimate goal is a cost of $1,500 per ton. The program is just getting underway at Nyrstar’s Mexican operations and will be expanded to Chile and Peru, according to Junck.  http://www.mineweb.com/mineweb/content/en/mineweb-base-metals?oid=179576&sn=Detail
    28. 28.  @53,02 EUR - 22,67 % (M-1: @51,75 – 19,74 % profit)  Dividend included, this stock is 18/02: Swiss consternation on exit bonus former CEO  58.5 million euro’s  Condition: don’t work for competition, advize Novartis Dividend received: 24,61€ net (1,72%) Bought @ 43,22
    29. 29.  @2,070 EUR - 10,38 % (M-1: @1,960 – 7,10 % profit) Begin feb, target stock price was lowered to 1,80€ (1 analyst) 8/3: Dividend announcement: 0,10 per share will be proposed on April 4 shareholder’s meeting (+-5%) Bought @ 1,83
    30. 30.  @2,070 EUR - 10,38 % (M-1: @1,960 – 7,10 % profit) Begin feb, target stock price was lowered to 1,80€ (1 analyst) 8/3: Dividend announcement: 0,10 per share will be proposed on April 4 shareholder’s meeting (+-5%) Bought @ 1,83
    31. 31. Priceline.com @702,35$ - 4,42 % Deal with Grandparents.com to offer rooms, cars, airline tickets, vacation packages via Priceline Partner Network Russia’s OneTwoTrip Shows Global Ambition to Match Priceline.com
    32. 32.  Goedkeuring verslag vorige vergadering Boeteboetiek Portefeuilleverslag door Hans Dashboard & algemene data Bespreking van individuele aandelen Voorstelling nieuwe aandelen Varia Beslissingen (aankopen + volgen)
    33. 33.  Goedkeuring verslag vorige vergadering Boeteboetiek Portefeuilleverslag door Hans Dashboard & algemene data Bespreking van individuele aandelen Voorstelling nieuwe aandelen Varia Beslissingen (aankopen + volgen)
    34. 34.  Locatie volgende vergadering
    35. 35.  Goedkeuring verslag vorige vergadering Boeteboetiek Portefeuilleverslag door Hans Dashboard & algemene data Bespreking van individuele aandelen Voorstelling nieuwe aandelen Varia Beslissingen (aankopen + volgen)
    36. 36. Stoploss: Starbucks 42,50$ Priceline Inc. 570,00$ Corticeira Amorim 1,63€No Stoploss: Novartis Binck laat dit niet toe Telenet ?? BMW AG Binck laat dit niet toe 3D Systems 38,00$ (vervallen door stock split) VFCorp 125,50 (vervallen door corporate action) Nyrstar 3,54€ (voorstel – rond de 20% onder AK koers) “Hope is not a Trading Plan”

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