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Write a Squawk to s.mikkelsen
  • 3y
    SierraPt. SierraPt.
    For those who's not following closely, can you please explain the difference between Alpha picks and your model portfolio? I.e. you included Moody's in Alpha Picks, but...
    Peter Garnry Peter Garnry
    It's a very good question. Our Alpha Picks model is very much a structured portfolio framework that anyone can follow. It can also be viewed as an...
  • 3y
    peter peter
    Missing RDS on the list. Shell has got best financials in oil industry now (based on saxo stock screener).
  • Article / 19 October 2015 at 10:13 GMT

    Alpha Picks: Can IBM reinvent itself again?

    Head of Equity Strategy / Saxo Bank
    Alpha Picks: Can IBM reinvent itself again?
    IBM reports Q3 earnings tonight after the US market close and macro headwinds from stronger USD, a slowdown in EM countries and pressure on its IT legacy businesses will dominate headlines. But the true gem of IBM lies in its strategic focus towards a future dominated by machines. With historically low valuations the current levels represent an attractive entry point for long-term investors.
    Read the article
    Peter Garnry Peter Garnry
    IBM's Q3 result was more of the same with weak revenue generation and outlook. As a result the stock has become cheaper. The underlying growth in its...
    s.mikkelsen s.mikkelsen
    I find Alpha Picks very useful and appreciate your work. It has been more than two weeks now since the latest release, when will we see the...
  • 4y
    Martin O'Rourke Martin O'Rourke
    An excellent addition to the TradingFloor roster. Looking forward to seeing more!
  • Editor’s Picks / 03 February 2015 at 5:57 GMT

    Apple to build $2 billion data centre in Arizona

    Apple will invest $2 billion to build a data centre in Mesa, Arizona writes Everett Rosenfeld for CNBC. The new facility, which will serve as a command centre for the company's global networks, is expected to employ 150 full-time Apple employees and will supply 300 to 500 construction and trade jobs. The tech giant said it would be one of the largest investments it has ever made. Apple has pledged to completely power the facility with renewable energy, building out solar projects in the process.
    Read article on CNBC
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  • Squawk / 11 June 2014 at 16:43 GMT
    Real Estate Agent / Ejendomsmægler MDE / Butikschef / home Amager - Kastrupvej
    Just bought some Continental AG stocks. The company produces a lot of components for modern cars. Higher demand for active security systems and improvements in technology makes this stock very interesting. The stock is not priced higher than similar companies even though it has a lot of potential for growth.
    Read the Squawk
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