This is the shares they are betting on in the years – Today’s Business

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the Stock market will further up. Here are the shares the two aksjeekspertene Geir Tjetland and Peter Hermanrud think you should buy this year.

Published: 05.01.2017 — 13:25 Updated: 05.01.2017 — 13:44

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In the 12 years old chief strategist Peter Hermanrud in Swedbank competed with Skagenfondenes aksjeplukkere to find vinneraksjer for the coming year.

Also in years was Stavanger Næringsforenings premises in Stavanger city centre chock full of big and small investors who hoped to snatch up the good input. In the ten years was Kristoffer Stensrud of Skagen To the duellant, but the role left him in the year to the portfolio manager Geir Tjetland in Skagen Vekst.

Hanens years

But Stensrud arises not out completely. From one of the back benches, he followed the lectures, Hermanrud and Tjetland.

Stensruds fascination for feng shui has also Tjetland taken forward. This year, there are hanens years, and Tjetland warned them not taking it in to the opinions.

One should not fuck with feng shui, said Tjetland.

In addition to that 2017 is a haneår get a also the number seven which, according to Tjetland, a number many in the stock market fear. On the more fundamental side, pointing him on the fact that the market fears remain rising interest rates, the outcome of the elections in Europe, more protectionism and increased inflation, think Tjetland it on the Oslo stock Exchange are great opportunities to pick vinneraksjer.

In Wilhelm Wilhelmsen looks Tjetland huge value in the land-based logistikkorganisasjonen. Norwegian to increase earnings sharply in the langdistansesatsingen, while in Bonheur are large hidden values, including in the company’s more renewable energy investments. According to Tjetland is the values for the 235 million behind each of the Bonheur-share, while the stock is priced at around 70 million on the stock Exchange.

• Norsk Hydro
• Yara
• the Golden Ocean
• Storebrand
• Rec
• Diamond Offshore if he gets to choose the foreign share, alternatively, Norwegian

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• Wilhelm Wilhelmsen A (the holding company)
• English
• Bonheur
• the Golden Ocean
• TTS

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Afraid to be beaten in years

– I’m worried. I liked the portfolio, said Hermanrud when he entered the scene after Tjetland.

for several years, Hermanrud been the winner of the aksjedysten in oljebyen.

According to Hermanrud is 2017 characterized by two things, the continued cyclical upturn and renteoppgang.

But I do not think it is dangerous for the shares, is Hermanruds analysis of the still renteoppgang.

– the Supply is minimal and demand will surprise positively because of China, said Hermanrud when he pulled out aluminiumsprodusenten Norsk Hydro.

the Golden Ocean shares think Hermanrud will rise because of little new construction which in turn will provide increased skipsverdier with subsequent increasing share price.

Whatever shall gjødselprisene up, said Hermanrud about Yara.

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