I am retired apart from managing family investments - mostly equities. I live near Zurich, Switzerland. I keep physically fit by walking and mentally fit with an art hobby and by writing on philosophy, economics and politics as related to cleaning up our polluted planet. My writings are published ...
moreI am retired apart from managing family investments - mostly equities. I live near Zurich, Switzerland. I keep physically fit by walking and mentally fit with an art hobby and by writing on philosophy, economics and politics as related to cleaning up our polluted planet. My writings are published internationally.
As a retired businessman with a passion for drawing, who has lived on four continents, I long ago started to appreciate the natural beauty that surrounds us - the enormous variety of colours, flora, fauna and topography and the impact that has had on cultures and peoples. Most of us view that beauty without really seeing it and for thousands of years artists have tried to capture it and thus, teach us the art of seeing. My email address is jbhanshaw@gmail. com
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Latest Comments
MasTec In The Connected Age
Carol and David and other readers,
Thank you for reading and the comments. I am looking at "connecting" Amphenol, APH, into my portfolio soon and maybe American Towers, AMT, too.
Housing Market Review – Lumber Issues Loom Over Another Series Of Strong Data
I live in Europe and the seasonally strong period is now in spring time. I did not know it comes later in the year in the US. I also do not know why the lumber companies have not done better along with the house builders and assume it is because WY and CTT are REITs and most of those have been hit by fear of higher interest rates. I do not share that fear. I like this 2013 link to timber and although a bit old now it has information that remains valid seekingalpha.com/.../1600072-timberland-investing-what-you-need-to-know-now?
Housing Market Review – Lumber Issues Loom Over Another Series Of Strong Data
Good article, I sold out of TOL fairly recently and replaced it with Lennar, LEN. My best performer, by far, in house builders has been LGI Homes, LGIH. It is an entry level builder and stands to gain more than most others as people manage to get into the housing ladder. In lumber I have WY and CTT
Here’s What Oil Did The Last Time OPEC Cut Production
Good article. I have a stake in this via Pioneer Natural Resources, $PXD, who have a large area in the Permian Basin
Can Oil Markets Survive An OPEC Implosion?
If #OPEC implodes - it is hardly an effective body anymore, anyway - then its member states do more damage to themselves when many including Saudi Arabia need prices at around $100 bbl to break-even on their budgets. Many are in a bad shape since the mid 2014 when Saudi declared war on US shale producers. Any further damage like that could lead to a middle east war and if that happens oil prices will soar
Global Roundup: Roche, Vale, Novo Nordisk, Teva, Benitec Et Al
NVO dropped 15% on Friday 28th!!
The UK Housing Market Has Become More Interesting After Brexit
Whatever the effects of #Brexit, Britain has a major shortage of homes to buy or to rent. This shortage has been building up for years and it continues as new home building lags population growth by so much. I do not know about the short to medium term future but long term UK house builders must be a good bet. I am staying with those I own $BVS, $PSN and $BWY.
Bear Of The Day: Chart Industries (GTLS)
Just checking through old reports on GTLS and would like to know if you have updated your views?
Three Reasons I Bought A New Home
We are ancient and did not buy our first instantly. I can only say keep trying and saving a bit - in this not easy to save world - until you can afford the deposit. We did not have kids until after we had bought our first house so did not have that cost. They came later….and how!!!
Three Reasons I Bought A New Home
My wife and I bought our first house in 1977 and have had many moves since that required selling and buying at the next stop. Over that time, there have been price increases and falls but we are way out in front so I encourage all to get on the housing ladder as soon as practical including our daughters, one of whom has done so. My view of rent is that it is 100% interest. James