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Merry Christmas from the Nordic Investor team

Merry X-mas & Happy New Year

StockholmWinter

Thank you for following us through this exiting year. We are certain that 2013 will hold just as much thrill and prosperity for our readers.  G5 Entertainment continues to be our top-pick also for the coming year, following a nice >130% run so far this year (since our first article on the company, the G5 share is up some 450%).

The app developer is debt free and consequently pursuing its strategy to become a SEK 300m revenue company in a few years time by aggressively expanding its portfolio. Earnings are set to grow from around SEK 3 per share in 2012 to around SEK 5 in 2013, which means that current share price levels imply a valuation of less than 10x forward looking earnings. We believe that share price levels between SEK 75 – 100 are realistic during the course of next year.

One of the New Year’s resolutions that the Nordic Investor team has for 2013 is that we want to broaden our offer by expanding our research work. At every time with one goal in mind: Finding interesting investment opportunities, primarily on the Nordic stock markets. We believe that companies like Jays, Arcam or Cavotec could be worth a closer look in the coming months, but the list does certainly not stop there.

What are your top-picks going into 2013? Let us know, we are always curious to find the next big winner!

Nordic Investor

 

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