Category: Fundamental Analysis

Will I outperform the UK stock market, as I did in Greece?

Dimitrios Koutsoubos explains how he outperformed the Greek stock market and why he thinks he can outperform the UK stock market as well over the following years.

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Equities: The Power of Predicting What, Ignoring When

By Dimitrios Koutsoubos

As the saying goes, “make me a prophet and I will make you rich”. It reveals the great importance of a prophecy, but deeply implies that very few are the things that we can predict with accuracy and certainty. So, why can’t we focus on those that we can predict with relative certainty? The easiest way to become a successful prophet is not to define time. Read More

FF Group: The Moment Of Failure…

by Dimitrios Koutsoubos

From time to time, I have presented investing ideas that have proven to be extremely successful. In addition, my personal portfolio has significantly outperformed the Greek market, as the newsletter subscribers better know. So, the story of FF Group (ATH:FFGRP) with the Chinese accounting fraud and the collapse of the stock looks like a dark spot. However, this is an opportunity for highlighting the fact that even a good investing course is not without mistakes or failures. Conversely, failures are gifts and elements for the long-term success and progress.

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5 Greek Stocks for Intelligent Investors

By Dimitrios Koutsoubos

Dear Investorblog’s friends, I received the above message from a student. Like in similar cases, I prefer to answer in public, so that more of you can reach these thoughts, and for the opportunity of discussion.

We have given a homework about Greek stocks and we would like you to tell us 5-6 that an intelligent investor would choose and why. “Why” is more important for us. Thank you in advance.

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Karatzis Group: Growth, Extroversion, Diversification

By Dimitrios Koutsoubos

In Athinon Avenue—where Athens Stock Exchange is located—, prices have gone up this year, bringing even the small and micro cap stocks higher. Thus, finding profit making and growth firms in low prices has become difficult now, despite intense research. Only very few, abandoned by investors and little known stocks, meet those criteria. Occasionally, this happens when the growth of such stocks lack the growth of their fundamental figures, as retail investors do not recheck and evaluate. Karatzis SA (KARTZ), seems to be one of them. Read More

Perseus: Next to Aquaculture…

by Dimitrios Koutsoubos

Stock-market media have been focusing in aquaculture, now that Nireus (NIR:ATH) & Selonda (SELO:ATH) are about to be sold to new bosses. On the contrary, small Perseus (PERS:ATH), indirectly related to the sector, by producing fish feed, is unexplored and in low valuation. Below, we will see that the company is cheap due to some factors that lead to uncertainty and risk for investors. Though, undervaluation seems to be extreme, compensating for those dangers, making Perseus an interesting alternative option in the broader industry of aquaculture.

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OPAP: Better Off Without such a Dividend…

by Dimitrios Koutsoubos

OPAP (OPAP:ATH) announced the distribution of €0.60 per share, the rest of its Annual Dividend. By adding a €0.12 that has already been distributed and the special dividend of €0.57, the total goes to €1.29 per share. Investors have positively reacted sending the stock above €9. There are a lot of references about the importance and the value of dividends in Investorblog, like lately by Miltiadis here (in Greek). Generally, I agree with this reasoning, but we have always the exception that confirms the rule. Dividend of OPAP is such an exception. Namely, I have a negative opinion for such a large dividend.

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