tag:blogger.com,1999:blog-8311693978290818221.post1278792922110662647..comments2024-01-07T20:25:15.032+01:00Comments on defensiven: Analys av Hudson - En konservativ amerikansk bolånebankdefensivenhttp://www.blogger.com/profile/14075285925801254437noreply@blogger.comBlogger13125tag:blogger.com,1999:blog-8311693978290818221.post-67871968329124593562011-03-02T13:07:27.118+01:002011-03-02T13:07:27.118+01:00Jag fick utdelningen igår (den 1a) ser jag.
Huds...Jag fick utdelningen igår (den 1a) ser jag. <br /><br />Hudson, Exelon och Total har jag hos avanza medan övriga innehav ligger hos Aktieinvest. Aktieinvest har lägre courtage vid mindre ordrar medan Avanza har större utbud.defensivenhttps://www.blogger.com/profile/14075285925801254437noreply@blogger.comtag:blogger.com,1999:blog-8311693978290818221.post-76948654163120347962011-02-28T21:31:53.166+01:002011-02-28T21:31:53.166+01:00Har du fått utdelningen från Q1 ännu och isf hos v...Har du fått utdelningen från Q1 ännu och isf hos vilka har du ditt innehav? :)Arbetande Pengarhttp://arbetandepengar.blogspot.comnoreply@blogger.comtag:blogger.com,1999:blog-8311693978290818221.post-3377304984804283282011-01-17T18:06:41.355+01:002011-01-17T18:06:41.355+01:00Yes, the operating efficiency will be mentioned. I...Yes, the operating efficiency will be mentioned. It's one of their best mentions. In contrast, I'll also be mentioning their low net interest margin. <br /><br />By the way, HCBK announces Q4 2010 results on January 19. Their third quarter wasn't particularly good, so it'll be interesting to see the Q4 results and how the stock price may be affected.Dividend Monkhttp://dividendmonk.comnoreply@blogger.comtag:blogger.com,1999:blog-8311693978290818221.post-23384130065325697902011-01-17T12:36:29.519+01:002011-01-17T12:36:29.519+01:00(..from the investor presentation)(..from the investor presentation)defensivenhttps://www.blogger.com/profile/14075285925801254437noreply@blogger.comtag:blogger.com,1999:blog-8311693978290818221.post-78073275251941830372011-01-17T12:34:13.006+01:002011-01-17T12:34:13.006+01:00Good news, will be interesting to read your analys...Good news, will be interesting to read your analysis and its also good to hear that you share my confidence in the company. <br /><br />If I could suggest something to include it would be something about its "Industri-leading operating efficiency ratio" (see page 30-32).defensivenhttps://www.blogger.com/profile/14075285925801254437noreply@blogger.comtag:blogger.com,1999:blog-8311693978290818221.post-36168456530746566302011-01-17T02:05:25.599+01:002011-01-17T02:05:25.599+01:00I've got my HCBK analysis scheduled for this w...I've got my HCBK analysis scheduled for this week coming up. People have been asking about it. I've had the framework written for months now but have been putting off the finished product for a while, coming back to it from time to time, as deciphering all the details and drawing conclusions has been time consuming. <br /><br />I'll be initializing a position in the company as wellDividend Monkhttp://dividendmonk.comnoreply@blogger.comtag:blogger.com,1999:blog-8311693978290818221.post-3895217886644517172010-11-09T08:22:43.440+01:002010-11-09T08:22:43.440+01:00Har lagt till en skön bild från fabeln om haren oc...Har lagt till en skön bild från fabeln om haren och sköldpaddan:)defensivenhttps://www.blogger.com/profile/14075285925801254437noreply@blogger.comtag:blogger.com,1999:blog-8311693978290818221.post-23051322348733445882010-10-25T08:12:09.452+02:002010-10-25T08:12:09.452+02:00Very good points there d-monk! Its nice to see the...Very good points there d-monk! Its nice to see their conservative lending in reality with the high minimum down payments. <br /><br />Good investor presentations there, I havent seem em. I will ad a few words about this when ive looked a bit at those. <br /><br />To be honest I havent looked at ownership of Hudson. Dont know why, it is something I usually do..defensivenhttps://www.blogger.com/profile/14075285925801254437noreply@blogger.comtag:blogger.com,1999:blog-8311693978290818221.post-62738873201125122142010-10-25T05:15:34.110+02:002010-10-25T05:15:34.110+02:00The thing that delayed me from really focusing on ...The thing that delayed me from really focusing on this company was their lack increasing the quarterly dividend in 2010. With the high yield, this is somewhat forgivable. <br /><br />I've decided I'm definitely going to do a do a stock analysis, though I already have several written so it probably won't be published for a couple weeks. <br /><br />Have you looked at some of their Dividend Monkhttp://dividendmonk.comnoreply@blogger.comtag:blogger.com,1999:blog-8311693978290818221.post-65087698102278243732010-10-24T21:00:51.623+02:002010-10-24T21:00:51.623+02:00Bolånemarknaden är helt klart oroande, jag har ing...Bolånemarknaden är helt klart oroande, jag har ingen bra koll på hur stor andel av Hudsons lån som har defaultat. Vad jag förstår är Hudson betydligt mindre utsatt mot riskfyllda lån än konkurrenter. Fokuserad mot "Prime borrowers", dessutom inga CDOs. <br /><br />Men visst kan det komma en del kreditförluster. Precis som du säger känner jag att det finns en marginal i värderingen om nudefensivenhttps://www.blogger.com/profile/14075285925801254437noreply@blogger.comtag:blogger.com,1999:blog-8311693978290818221.post-57431379392112715042010-10-24T20:29:26.947+02:002010-10-24T20:29:26.947+02:00Hur ser du på att andelen non-performing loans for...Hur ser du på att andelen non-performing loans fortsätter öka och öka?<br /><br />Ser dock onekligen ut som ett mycket lovande företag! Räknade lite och det finns ju marginal för att kreditförlusterna ska kunna öka en del, utan att P/E stiger över 15, som jag tycker är en vettig siffra för företag som inte växer så mycket. Lägger man då till möjligheten att företaget växer (samt att marknaden i Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8311693978290818221.post-854865671197273162010-10-23T07:48:17.970+02:002010-10-23T07:48:17.970+02:00Thanks! It sure looks like an amazing company to m...Thanks! It sure looks like an amazing company to me. Especially at this valuation. <br /><br />I will be looking forward to a future analysis by dividend monk on Hudson:)defensivenhttps://www.blogger.com/profile/14075285925801254437noreply@blogger.comtag:blogger.com,1999:blog-8311693978290818221.post-54108993919915186712010-10-23T03:09:10.573+02:002010-10-23T03:09:10.573+02:00Thanks for the analysis. I've been particular...Thanks for the analysis. I've been particularly looking forward to this stock analysis of yours, as its dividend and low valuation has been appealing to me and I've yet to seriously look into it. I'd like to eventually add a bank to my portfolio rather than relying strictly on insurance stocks for my finance diversification. <br /><br />One of these days I'll have to give it a Dividend Monkhttp://dividendmonk.comnoreply@blogger.com