Value for USD

I got interested in Amazon's recent price developments and analysed Amazon from a value investor point of view. EPS - Growth over last 6 Years = 28,7% p.a. EPS 2017: 6,32 USD AAA Corporate Bonds: 3,87% p.a. INTRINSIC VALUE = 6,32 * (8,5 + 28,7*2) * 4,4 / 3,87 = 473,50 USD However as Amazon reinvests everything into expansion the EPS measure is not really a good measure to evaluate this company. The revenue growth is a better measure for this company. Revenue per Share 2013: 160,75 USD     Share Price: 398,79 USD    P/R: 2,48 Revenue per Share 2014: 192,61 USD     Share Price: 310,35 USD    P/R: 1,61 Revenue per Share 2015: 224,34 USD     Share Price: 675,89 USD    P/R: 3,01 Revenue per Share 2016: 280,97 USD     Share Price: 768,66 USD    P/R: 2,74 Revenue per Share 2017: 360,79 USD     Share Price: 1169,47 USD  P/R: 3,24 Average P/R = 2,62 Current Sh...

KHC and KO released their earnings. While Coca Cola exceeded EPS expectations by 1 cent Kraft Heinz missed expectations by 6 cents. Therefore Kraft Heinz share price is down 10%. However I will keep both CFDs for another 3 months to see if they can improve. I do not want to sell them at a loss currently. However in 3 months I will reassess the situation - especially if the FED funds rate will be increased by then. If the FED raises interest rates high enough I might sell those CFDs after their next earnings release because I expect a financial crisis within every hour then.

The FED raised the FED funds rate from 1,15 to 1,41 so already 30 basis points in January 2018. As you can see the results from the S & P 500 index at current shiller P/E rates over a 10 years period are to be expected with an equal chance negative as well as positive. The worst reawl 10 years return at current shiller P/E ratios was -6,10% while the best real 10 years return was 6,30%. In addition I believe in a coming economic crises in the second half of 2018. The banking elite is not talking about years until the next crisis comes but hours. They expect the next crisis to come along every hour now. Also the freemasons and the Rothchild family's prophecy in The Economist of 1988 tells you that there will be ashes of the old world order to rise their phoenix of the new world order. Soon we therefore will have to decide if we take the mark of the beast for buying and selling (chip implant in the hand) or if we take care of our souls (biblical scripture - revelation). ...

Citigroup and Bank of America reported earnings last month. I keep it short, the numbers are looking good enough to keep both stocks in the portfolio for at least the next 6 months. I expect bank stocks to increase in value in 2018 as the FED funds rate increases. Earnings per share were: BAC: 47 cents (44 cents were expected) C: 1,28 USD (1,19 USD were expected)

Today I had some time to do some research and I decided to dedicate my time towards bitcoin. However I found something in the internet that really scares me. On Google the search term "buy bitcoin with credit card money" is at historic peaks. There are all different kind of people who cannot even afford to speculate with bitcoin trying to benefit from the bitcoin speculation on credit money and loans. This is typically the last final stage of stupidity in a bubble. Now lets find out if we are in a bubble with bitcoin. Bitcoin is a similar store of value like gold. All you will ever get back for your bitcoins is what another person is willing to give you for your bitcoins. You are not getting any dividends and Bitcoin is not creating value like a company does. As bitcoin is much too volatile for a currency and is used primarily for speculation I would call bitcoin a special commodity. In 2000 I was too young to be invested in the stock markets and therefore did not partici...

I was very lucky with my portfolio rebalancing decision 5 days ago when I sold my BTC at 20.000 USD. I thought that I have to stay responsible with my portfolio and keep the capital involvement in crypto currencies at a very low level. So I reopened a trade at a fraction of the original capital invested into BTC and look at the prices of BTC today. BTC crashed down to 13.000 USD. The only person I know who was more lucky than me recently was my friend I learned at Etoro, Gordon Roth. He was invested into Ripple and shot up in his performance like a rocket in the last few days. After his dramatic success with Ripple he immediately attracted some copiers and lots of followers at Etoro which tells me a whole lot of a story. It looks like people hunger more and more for the fast and even faster success to become rich over night. I found an even more extreme example with aromesa7 who is copied by my friend Gordon Roth. He has achieved 3218.39% in one year and currently holds only crypto cur...

On 10th of October 2017 I received a Skype Call by Gordon Roth, the first Investor who copies the @Bernhard1979 portfolio on Etoro. We share the same fundamental value investment principles. Gordon Roth worked for Deutsche Bank in the past and told some interesting stories in this call about the credit deals they participated in. Gordon Roth wants to invest more money into the @Bernhard1979 portfolio and waits for the next big trades to act in lockstep with me and invest some more capital to copy these trades. I sent my 77 pages e-book Biography to Gordon Roth because he will write an article about me to publish in the news soon. In this skype call we also discussed my current portfolio and Gordon seems to be very satisfied with the current results with one exception which is Coca Cola. However I agreed that I bought Coca Cola without the typical Margin of Safety. However Gordon thinks that I should keep Coca Cola in my portfolio because Coca Cola currently invests into Cannabis produc...