Our Blogs

Browse our blogs and videos for more about our stock tips, popular stock themes, the stocks in our Obermatt Swiss Pearls Index and our investing philosophy.

Time to buy in Belgium - Steel company Bekaert

Time to buy in Belgium - Steel company Bekaert

2016-03-11

The current Obermatt Top 10 list now covers Belgium. That’s good news because the Belgian stock market is undervalued, as Obermatt shows in its current stock index research. As a matter of fact, Belgium has the cheapest stocks in all of Europe.

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Open country needs cheap furniture - buying Hornbach

Open country needs cheap furniture - buying Hornbach

2016-03-04

A lot of important developments are happening in Europe. Some countries are shutting their doors, while others are staying open. This is very relevant for investors. It seems to me that a country that closes its borders will suffer from it. Goods become more expensive, unemployment increases and growth stagnates.

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Stern benefits from the refugee crises with RWE

Stern benefits from the refugee crises with RWE

2016-02-05

Today, Obermatt CEO Dr. Hermann J. Stern is buying RWE from the Euro Stoxx 50 Top 10 list. He likes to invest in Germany because he thinks that prices are depressed from negative news about the automobile scandal and the refugee crisis. In his mind, both are - correctly assessed - actually economic blessings for Europe’s strongest economy.

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Fruity returns with Total Produce

Fruity returns with Total Produce

2016-01-29

This time, picking a stock was easy. On the Obermatt Top 10 list of Ireland, Dr. Hermann Stern found a produce distributor with a presence in all of Europe. This appeals to him. He likes fruits and vegetables in his food and he thinks more and more people will do so in the future.

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Leoni with good value

Leoni with good value

2016-01-22

The Obermatt Top 10 stocks for the provided indexes didn’t inspire Dr Stern today. So he had a look at the Sound Incentives Top 10 list. Sound Incentives is a group of stocks where the executive incentive system makes sense. On January 15, we calculated the best stocks in the mid-sized European companies with sound incentive systems.

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Sanofi not Pernod Ricard

Sanofi not Pernod Ricard

2016-01-08

It looks like it will be a scary 2016. At least you would think so if you listen to the forecasters. They think stocks will stay flat at best. And on the first Monday of the year, it actually looked like they were right.

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Climate Leader Atlas Copco - not Nokia

Climate Leader Atlas Copco - not Nokia

2015-12-11

The Obermatt Top 10 Climate Leaders stock list from December 11, 2015, contains a number of industrial conglomerates that are all solid businesses with a worldwide presence. For this reason, they are all good picks for a long-term, passive stock portfolio like the one that Obermatt CEO Dr. Hermann J. Stern maintains for his video blog.

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Meyer Burger because Stern knows them

Meyer Burger because Stern knows them

2015-12-04

For once, Dr. Stern of Obermatt is not going strictly by the Obermatt method. Admittedly, the stock of Meyer Burger is ranked no. 1 on the Swiss Performance Index for December 3, 2015. However, there are also question marks, like its relatively poor stock values that only result in a good value rank when seen as a whole.

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Siemens because of 2020 strategy, not Volkswagen

Siemens because of 2020 strategy, not Volkswagen

2015-11-27

Germany currently has a number of favorable stocks, especially, those from the automobile industry. All German top brands like Volkswagen, Daimler and BMW are on the Obermatt List of Top 10 Value Stocks for November 27, 2015.

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Vodafone: Returns from Africa Eastern Europe and India

Vodafone: Returns from Africa Eastern Europe and India

2015-11-06

Dr. Stern bought 1500 stocks of Vodafone (UK) for his European stock portfolio using the Obermatt Top 10 List for Stocks with Sound Incentives from November 6, 2015. The Obermatt focus market Sound Incentives includes stocks where the incentive system for the executives isn't impaired.

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Umicore of Belgium: Recycling Batteries

Umicore of Belgium: Recycling Batteries

2015-10-23

Dr. Hermann J. Stern of Obermatt bought 100 stocks of Umicore (Belgium) for his European stock portfolio using the Obermatt Top 10 List of the Bel20 index from September 11, 2015. The rationale: The Belgian chemical conglomerate Umicore is in the business of recycling batteries, which has a good future with the world going electric.

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BAE Systems less affected by Brexit

BAE Systems less affected by Brexit

2015-07-17

Weapons manufacturers are highly technological companies. Boeing in the US is one of them, their stocks are near the all-time high. However, Obermatt CEO Hermann Stern opts for the English BAE Systems. He explains how and why in his weekly video.

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Cheap Schneider Electric

Cheap Schneider Electric

2015-07-10

It‘s Schneider Electric. Dr. Stern explains his weekly stock tip and shows why he chose the French industrial giant Schneider Electric.

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Portugal Jeronimo Martins

Portugal Jeronimo Martins

2015-07-03

Jeronimo Martins is a better-known company than you might think. At least in Portugal, where the retailer is based. In his weekly video, Obermatt CEO Dr. Hermann J. Stern explains why he chose the Portuguese stock for his European stock portfolio.

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Iberdrola for Spain's recovery

Iberdrola for Spain's recovery

2015-06-26

Dr. Stern is adding the Spanish energy giant Iberdrola to his stock portfolio. Why? There is a lot of wind and sun on the Iberian peninsula, so there should be plenty of know-how about modern methods of producing energy. In addition: They probably have close relationships with the government, which makes the Iberdrola stock feel a little bit like bonds – with higher returns.

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Merck Health

Merck Health

2015-06-19

This week Dr. Hermann J. Stern is buying Merck, a German pharma company. In his video, Obermatt CEO explains this decision and how he goes about buying the stock.

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Luxottica because Italy will be back

Luxottica because Italy will be back

2015-06-12

In his weekly video, Dr. Stern of Obermatt shows why and how he is buying Ray Ban mother company Luxottica.

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ABB's sister Sandvik is cheap

ABB's sister Sandvik is cheap

2015-06-05

This week, Obermatt CEO Dr. Hermann Stern is buying Swedish construction company Sandvik for his European stock portfolio.

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Nestlé because all do

Nestlé because all do

2015-05-29

This week, Dr. Stern of Obermatt is showing why he's buying Nestlé and how he goes about buying the stock.

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LVMH for luxury returns

LVMH for luxury returns

2015-05-06

In his weekly video, Obermatt CEO explains why he chose French luxury manufacturer LVMH and how he closes the deal.

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