durobinet schreef op 3 augustus 2014 22:21:
Je kunt zelf iets met huizen doen maar je kunt het ook laten doen!
En kijk dan eens naar KW (Kennedy Wilson)en Brookfield Asset Management.
Hier een stukje uit een artikel:
Tom Phelps’ study of stocks that went up 100-fold led him to one conclusion: “Buy right and hold on.” Stocks, like wine and cheese, need aging to really pay off. Not giving them a chance to mature is like pulling up your garden plants before the veggies come in.
Buying right is key. You need stocks that compound capital surely and inexorably over time. And you can’t pay absurd prices for them.
If executed correctly, the coffee can portfolio can help you enjoy the fruits of the original American dream — free time!
Kennedy Wilson (NYSE:KW) is one of my favorite “Coffee Can Portfolio” stocks.
KW buys real estate mostly from banks. These often represent deals gone bad for the banks eager to get rid of the assets KW buys. This creates a natural setting for picking up bargains. In the past, Kennedy Wilson has bought property in Japan after its great bust and U.S. property in the post-2008 rubble.
Right now, Kennedy Wilson is busy in Europe. There is a lot on sale in Europe, which, as you know, has gone through (and is still going through) some tough economic times. With the huge pile of debts the European banks must still work off, KW should have plenty to do for a very long time.
I love the story here. Kennedy Wilson reminds me a lot of another company called Brookfield Asset Management, which has proven a durable investment in tough times. KW follows the same kind of model.
But, owing to its smaller size and tighter focus, I think KW will deliver returns even better than Brookfield Asset Management over the next 10 years.
This is one to sock away for the long haul.
To the American dream,
Chris Mayer
for The Daily Reckoning
Succes!