APMSF News and Press, Aperam S.A. From 02/12/21

The following slide deck was published by Aperam S.A. in conjunction with their 2020 Q4 earnings call. For further details see: Aperam S.A. 2020 Q4 - Results - Earnings Call Presentation

Investment Case Aperam ( APEMY ; APMSF ) is a solid company that employs its free cash flow in favor of investors. The dividend is well covered by its cash flow and it uses excess cash to repurchase shares. Management executed its business plan very well in the past and can be expected to c...

Last month, I started the 'Belgian Bull' series. Here, I discuss the strategy I employ in my portfolio and the holdings I select. As I explained in this article , my portfolio consists of several segments, with the ultimate goal of minimizing volatility while outperforming the market. In th...

This article will form the basis for the recurring monthly update about the state of my portfolio. A portfolio that, as I like to believe, contains several stocks that should form the basis for all Belgian investors. More important, as I have beaten the BEL20 (Belgian stock market index) eve...

Historical performances of the Covered Call strategy During the period 1987- 2009, a strategy of buying the S&P500 index while at the same time selling 1 month-ATM call on it, tracked by BXM ( BXMX ), outperformed the market by 70 basis points a year. This while only having two-thirds ...

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