{"id":1084,"date":"2019-07-18T12:19:20","date_gmt":"2019-07-18T12:19:20","guid":{"rendered":"http:\/\/www.dwelldone.fi\/?p=1084"},"modified":"2019-07-18T12:19:20","modified_gmt":"2019-07-18T12:19:20","slug":"q2-2019-results-strategy-update","status":"publish","type":"post","link":"https:\/\/www.dwelldone.fi\/?p=1084","title":{"rendered":"Q2\/2019 Results &#038; Strategy Update"},"content":{"rendered":"<p>Q2 is over and not much has changed. The very same problems in world economy are still in place. Markets are close to all time high valuations but there&#8217;s increasing discussion about recession or worse. I&#8217;ve successfully eliminated effectively all debt within the portfolio and the question remains: should I keep building cash reservers or look for investment opportunities? There are some interesting possibilities such as <strong>W\u00e4rtsil\u00e4<\/strong> corporation (dropped today on earnings but long term energy mega trend story is still there) or <strong>EPR properties<\/strong> (new REIT position with monthly and relatively high dividend). On the speculative growth side there&#8217;s the <strong>Second Sight Medical Products<\/strong> which I&#8217;ve been looking at as a speculative brain-machine-interfacing position.<\/p>\n<p>Q2 results didn&#8217;t contain any major surprises. Dividend income was <strong>3047 EUR<\/strong> before taxes which can be compared to 1824 EUR year before. Solid growth mostly fuelled by additional investments.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Q2 is over and not much has changed. The very same problems in world economy are still in place. Markets are close to all time high valuations but there&#8217;s increasing discussion about recession or worse. I&#8217;ve successfully eliminated effectively all debt within the portfolio and the question remains: should I keep building cash reservers or [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,7],"tags":[],"class_list":["post-1084","post","type-post","status-publish","format-standard","hentry","category-dividendresults","category-strategy"],"_links":{"self":[{"href":"https:\/\/www.dwelldone.fi\/index.php?rest_route=\/wp\/v2\/posts\/1084","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.dwelldone.fi\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.dwelldone.fi\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.dwelldone.fi\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.dwelldone.fi\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1084"}],"version-history":[{"count":1,"href":"https:\/\/www.dwelldone.fi\/index.php?rest_route=\/wp\/v2\/posts\/1084\/revisions"}],"predecessor-version":[{"id":1085,"href":"https:\/\/www.dwelldone.fi\/index.php?rest_route=\/wp\/v2\/posts\/1084\/revisions\/1085"}],"wp:attachment":[{"href":"https:\/\/www.dwelldone.fi\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1084"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.dwelldone.fi\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1084"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.dwelldone.fi\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1084"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}