Obermatt’s Stock Buys and Sells
We put our money where our mouth is. We use our own data to build an Obermatt portfolio of stocks. Each time we add a stock to our portfolio, we share our thinking with you (all insights available here).
Stock tip: MEKO
2024-07-11
2024-07-11
![](https://www.obermatt.com/00/img/blog/en/2024-07-11.png)
OMSP1: Allreal
2024-06-27
2024-06-27
![](https://www.obermatt.com/00/img/blog/en/2024-06-27.png)
OMSP1: VAT Group
2024-05-30
2024-05-30
![](https://www.obermatt.com/00/img/blog/en/2024-05-30.png)
Stock tip: E.ON
2024-05-09
2024-05-09
![](https://www.obermatt.com/00/img/blog/en/2024-05-09.png)
Stock tip: Fresenius
2024-05-02
2024-05-02
![](https://www.obermatt.com/00/img/blog/en/2024-05-02.png)
OMSP1: DKSH
2024-04-25
2024-04-25
![](https://www.obermatt.com/00/img/blog/en/2024-04-25.png)
German Industrials: Heidelberg Materials
2024-04-18
2024-04-18
![](https://www.obermatt.com/00/img/blog/en/2024-04-18.png)
Swiss Value Wikifolio: Siegfried
2024-04-11
2024-04-11
![](https://www.obermatt.com/00/img/blog/en/2024-04-11.png)
Swiss Real Estate: Mobimo
2024-04-04
2024-04-04
![](https://www.obermatt.com/00/img/blog/en/2024-04-04.png)
OMSP1: Bucher
2024-03-28
2024-03-28
![](https://www.obermatt.com/00/img/blog/en/2024-03-28.png)
Swiss Tech: ALSO Group
2024-03-14
2024-03-14
![](https://www.obermatt.com/00/img/blog/en/2024-03-14.png)
Stock tip: NCC
2024-03-07
2024-03-07
![](https://www.obermatt.com/00/img/blog/en/2024-03-07.png)
OMSP1: Schindler
2024-02-29
2024-02-29
![](https://www.obermatt.com/00/img/blog/en/2024-02-29.png)
Stock tip: Bilfinger
2024-02-22
2024-02-22
![](https://www.obermatt.com/00/img/blog/en/2024-02-22.png)
Stock tip: Commerzbank
2024-02-15
2024-02-15
![](https://www.obermatt.com/00/img/blog/en/2024-02-15.png)
Stock tip: Drägerwerk
2024-02-08
2024-02-08
![](https://www.obermatt.com/00/img/blog/en/2024-02-08.png)
OMSP1: Sonova
2024-02-01
2024-02-01
![](https://www.obermatt.com/00/img/blog/en/2024-02-01.png)
Stock tip: PSP Swiss Property
2024-01-25
2024-01-25
![](https://www.obermatt.com/00/img/blog/en/2024-01-25.png)
Stock tip: Inficon
2024-01-18
2024-01-18
![](https://www.obermatt.com/00/img/blog/en/2024-01-18.png)
Stock tip: Huber+Suhner
2024-01-11
2024-01-11
![](https://www.obermatt.com/00/img/blog/en/2024-01-11.png)
OMSP1: Sandoz Group
2024-01-04
2024-01-04
![](https://www.obermatt.com/00/img/blog/en/2024-01-04.png)
Stock tip: Bachem
2023-12-28
2023-12-28
![](https://www.obermatt.com/00/img/blog/en/2023-12-28.png)
Stock tip: SoftwareOne
2023-12-21
2023-12-21
![](https://www.obermatt.com/00/img/blog/en/2023-12-21.png)
OMSP1: SFS
2023-11-30
2023-11-30
![](https://www.obermatt.com/00/img/blog/en/2023-11-30.png)
OMSP1: Partners Group
2023-11-02
2023-11-02
![](https://www.obermatt.com/00/img/blog/en/2023-11-02-2.png)
Stock tip: BASF
2023-11-02
2023-11-02
![](https://www.obermatt.com/00/img/blog/en/2023-11-02-1.png)
Stock tip: AXA
2023-10-26
2023-10-26
![](https://www.obermatt.com/00/img/blog/en/2023-10-26.png)
Stock tip: Zurich Airport
2023-10-19
2023-10-19
![](https://www.obermatt.com/00/img/blog/en/2023-10-19.png)
Stock tip: CNH Industrial
2023-10-12
2023-10-12
![](https://www.obermatt.com/00/img/blog/en/2023-10-12.png)
Stock tip: Sulzer
2023-10-05
2023-10-05
![](https://www.obermatt.com/00/img/blog/en/2023-10-05.png)
Stock tip: Stellantis
2023-09-28
2023-09-28
![](https://www.obermatt.com/00/img/blog/en/2023-09-28.png)
Stock tip: Vienna Insurance Group
2023-07-13
2023-07-13
![](https://www.obermatt.com/00/img/blog/en/2023-07-13.png)
Stock tip: Munich Re
2023-06-22
2023-06-22
![](https://www.obermatt.com/00/img/blog/en/2023-06-22.png)
Mercedes for the innovations
2023-05-18
2023-05-18
![](https://www.obermatt.com/00/img/blog/en/2023-05-18.png)
Dottikon ES: Good 360° View
2023-05-11
2023-05-11
![](https://www.obermatt.com/00/img/blog/en/2023-05-11.png)
Glencore: high dividend
2023-05-04
2023-05-04
![](https://www.obermatt.com/00/img/blog/en/2023-05-04.png)
Mikron: a good performer
2023-04-27
2023-04-27
![](https://www.obermatt.com/00/img/blog/en/2023-04-27.png)
Sto: Well positioned
2023-04-13
2023-04-13
![](https://www.obermatt.com/00/img/blog/en/2023-04-13.png)
Galenica: safe
2023-03-23
2023-03-23
![](https://www.obermatt.com/00/img/blog/en/2023-03-23.png)
IBM: good sentiment
2023-03-16
2023-03-16
![](https://www.obermatt.com/00/img/blog/en/2023-03-16.png)
Richemont: good 360° View
2023-03-09
2023-03-09
![](https://www.obermatt.com/00/img/blog/en/2023-03-09.png)
ENGIE for renewables
2023-02-16
2023-02-16
![](https://www.obermatt.com/00/img/blog/en/2023-02-16.png)
Arbonia climate change
2023-02-02
2023-02-02
![](https://www.obermatt.com/00/img/blog/en/2023-02-02.png)
Bechtle: IT, yet safe
2023-01-26
2023-01-26
![](https://www.obermatt.com/00/img/blog/en/2023-01-26.png)
Stadler Rail for the quality
2023-01-12
2023-01-12
![](https://www.obermatt.com/00/img/blog/en/2023-01-12-1.png)
Agree with Swiss Re
2022-12-22
2022-12-22
![](https://www.obermatt.com/00/img/blog/en/2022-12-22.png)
Expensive - Barry Callebaut
2022-12-15
2022-12-15
![](https://www.obermatt.com/00/img/blog/en/2022-12-15.png)
Sodexo: controversial & interesting
2022-12-08
2022-12-08
![](https://www.obermatt.com/00/img/blog/en/2022-12-08.png)
No hunger: DSM
2022-12-01
2022-12-01
![](https://www.obermatt.com/00/img/blog/en/2022-12-01.png)
Swiss Life | Richemont | CFT
2022-11-24
2022-11-24
![](https://www.obermatt.com/00/img/blog/en/2022-11-24.png)
Schaeffler: future of cars
2022-11-17
2022-11-17
![](https://www.obermatt.com/00/img/blog/en/2022-11-17.png)
Merck for healthcare
2022-11-10
2022-11-10
![](https://www.obermatt.com/00/img/blog/en/2022-11-10.png)
Iberdrola: Clean energy
2022-11-03
2022-11-03
![](https://www.obermatt.com/00/img/blog/en/2022-11-03.png)
Südzucker (not) sweet
2022-10-27
2022-10-27
![](https://www.obermatt.com/00/img/blog/en/2022-10-27.png)
(Safe) Solvay
2022-10-20
2022-10-20
![](https://www.obermatt.com/00/img/blog/en/2022-10-20.png)
Swatch - a safe bet
2022-10-13
2022-10-13
![](https://www.obermatt.com/00/img/blog/en/2022-10-13.png)
Aker BP: Oil rebels
2022-10-06
2022-10-06
![](https://www.obermatt.com/00/img/blog/en/2022-10-06.png)
Glencore: Rights <-> Value?
2022-09-29
2022-09-29
![](https://www.obermatt.com/00/img/blog/en/2022-09-29.png)
ABN AMRO: sustainable at interest hike
2022-09-22
2022-09-22
![](https://www.obermatt.com/00/img/blog/en/2022-09-22.png)
Carr: Food and Shelter
2022-09-15
2022-09-15
![](https://www.obermatt.com/00/img/blog/en/2022-09-15.png)
Poste Italiane = low price & good growth
2022-09-08
2022-09-08
![](https://www.obermatt.com/00/img/blog/en/2022-09-08.png)
Maersk = energy efficient + cheap
2022-09-01
2022-09-01
![](https://www.obermatt.com/00/img/blog/en/2022-09-01.png)
Origin Ireland = 🌱
2022-08-25
2022-08-25
![](https://www.obermatt.com/00/img/blog/en/2022-08-25.png)
NOMV - No OMV
2022-08-18
2022-08-18
![](https://www.obermatt.com/00/img/blog/en/2022-08-18-2.png)
Telekom Austria = good Value + Dividends
2022-08-18
2022-08-18
![](https://www.obermatt.com/00/img/blog/en/2022-08-18-1.png)
ABB for Wikifolio
2022-04-14
2022-04-14
![](https://www.obermatt.com/00/img/blog/en/2022-04-14.png)
Poland is safer: KGHM
2022-04-07
2022-04-07
![](https://www.obermatt.com/00/img/blog/en/2022-04-07.png)
Imerys: modern mining
2022-03-31
2022-03-31
![](https://www.obermatt.com/00/img/blog/en/2022-03-31.png)
Credit Suisse is cheap
2022-03-17
2022-03-17
![](https://www.obermatt.com/00/img/blog/en/2022-03-17.png)
Meyer Burger revisited
2022-03-10
2022-03-10
![](https://www.obermatt.com/00/img/blog/en/2022-03-10.png)
Only short-term bonds
2022-03-03
2022-03-03
![](https://www.obermatt.com/00/img/blog/en/2022-03-03.png)
Obermatt ♥ Choba Choba
2022-02-10
2022-02-10
![](https://www.obermatt.com/00/img/blog/en/2022-02-10.png)
Comet Holding for Wikifolio
2022-01-27
2022-01-27
![](https://www.obermatt.com/00/img/blog/en/2022-01-27.png)
Swiss Re | Helvetia | Zurich
2021-11-04
2021-11-04
![](https://www.obermatt.com/00/img/blog/en/2021-11-04.png)
Bunge | Activision
2021-10-28
2021-10-28
![](https://www.obermatt.com/00/img/blog/en/2021-10-28.png)
Teladoc | Hologic
2021-10-14
2021-10-14
![](https://www.obermatt.com/00/img/blog/en/2021-10-14.png)
Holcim | CRH
2021-10-07
2021-10-07
![](https://www.obermatt.com/00/img/blog/en/2021-10-07.png)
Affordable cheese: Unibel
2021-06-04
2021-06-04
![](https://www.obermatt.com/00/img/blog/en/2021-06-04.png)
Green steel: Aperam
2021-05-28
2021-05-28
![](https://www.obermatt.com/00/img/blog/en/2021-05-28.png)
Buying Credit Suisse
2021-05-14
2021-05-14
![](https://www.obermatt.com/00/img/blog/en/2021-05-14.png)
Eni and Siemens Energy
2021-05-07
2021-05-07
![](https://www.obermatt.com/00/img/blog/en/2021-05-07.png)
US semiconductors: Lam Research and Axcelis
2021-04-30
2021-04-30
![](https://www.obermatt.com/00/img/blog/en/2021-04-30.png)
US raw earth RockTech Lithium
2021-04-16
2021-04-16
![](https://www.obermatt.com/00/img/blog/en/2021-04-16.png)
US energy NextEra
2021-04-09
2021-04-09
![](https://www.obermatt.com/00/img/blog/en/2021-04-09.png)
US health LabCorp
2021-04-02
2021-04-02
![](https://www.obermatt.com/00/img/blog/en/2021-04-02.png)
Forecast spring 2021
2021-03-26
2021-03-26
![](https://www.obermatt.com/00/img/blog/en/2021-03-26.png)
Buying Vestas Wind
2021-03-19
2021-03-19
![](https://www.obermatt.com/00/img/blog/en/2021-03-19.png)
Quest | Seneca
2021-02-05
2021-02-05
![](https://www.obermatt.com/00/img/blog/en/2021-02-05.png)
Small stocks?
2021-01-29
2021-01-29
![](https://www.obermatt.com/00/img/blog/en/2021-01-29.png)
Kühne+Nagel Opportunity
2021-01-15
2021-01-15
![](https://www.obermatt.com/00/img/blog/en/2021-01-15.png)
NENT = “Netflix” Europe
2021-01-08
2021-01-08
![](https://www.obermatt.com/00/img/blog/en/2021-01-08.png)
BMW is good Value
2020-11-13
2020-11-13
![](https://www.obermatt.com/00/img/blog/en/2020-11-13.png)
Selling Tesla
2020-10-30
2020-10-30
![](https://www.obermatt.com/00/img/blog/en/2020-10-30.png)
Selling Facebook
2020-10-23
2020-10-23
![](https://www.obermatt.com/00/img/blog/en/2020-10-23.png)
Selling Amazon
2020-10-16
2020-10-16
![](https://www.obermatt.com/00/img/blog/en/2020-10-16.png)
Selling Google
2020-10-09
2020-10-09
![](https://www.obermatt.com/00/img/blog/en/2020-10-09.png)
Landis+Gyr electrifying
2020-10-02
2020-10-02
![](https://www.obermatt.com/00/img/blog/en/2020-10-02.png)
Strabag Construction Boom Estern Europe
2020-09-25
2020-09-25
![](https://www.obermatt.com/00/img/blog/en/2020-09-25.png)
BNP Paribas: Profit in Investment Banking
2020-09-18
2020-09-18
![](https://www.obermatt.com/00/img/blog/en/2020-09-18.png)
Roundtable: quicker, better
2020-06-12
2020-06-12
![](https://www.obermatt.com/00/img/blog/en/2020-06-12.png)
Corona stock: BASF
2020-05-22
2020-05-22
![](https://www.obermatt.com/00/img/blog/en/2020-05-22.png)
Second Stocks Roundtable
2020-01-10
2020-01-10
![](https://www.obermatt.com/00/img/blog/en/2020-01-10.png)
First Stocks Roundtable
2019-12-06
2019-12-06
![](https://www.obermatt.com/00/img/blog/en/2019-12-06.png)
Obermatt Portfolio Review
2019-09-20
2019-09-20
![](https://www.obermatt.com/00/img/blog/en/2019-09-20.png)
Peñoles on Pink Sheet
2019-07-05
2019-07-05
![](https://www.obermatt.com/00/img/blog/en/2019-07-05.png)
Mexico Gold Fresnillo
2019-06-21
2019-06-21
![](https://www.obermatt.com/00/img/blog/en/2019-06-21.png)
More Wood: UPM
2019-06-07
2019-06-07
![](https://www.obermatt.com/00/img/blog/en/2019-06-07.png)
Wood Stock West Fraser
2019-05-24
2019-05-24
![](https://www.obermatt.com/00/img/blog/en/2019-05-24.png)
Upswing in Portugal
2018-11-30
2018-11-30
![](https://www.obermatt.com/00/img/blog/en/2018-11-30.png)
Plastic out? Great!
2018-11-09
2018-11-09
![](https://www.obermatt.com/00/img/blog/en/2018-11-09.png)
Aluminum is taking off
2018-10-25
2018-10-25
![](https://www.obermatt.com/00/img/blog/en/2018-10-25-1.png)
Steel convinces - bought SSAB
2018-10-11
2018-10-11
![](https://www.obermatt.com/00/img/blog/en/2018-10-11-1.png)
Africa moves - IAMGOLD, too
2018-09-27
2018-09-27
![](https://www.obermatt.com/00/img/blog/en/2018-09-27-1.png)
Cars need suppliers – buying Hella
2018-09-20
2018-09-20
![](https://www.obermatt.com/00/img/blog/en/2018-09-20-1.png)
Fake-News ≠ tamedia
2018-07-05
2018-07-05
![](https://www.obermatt.com/00/img/blog/en/2018-07-05.png)
UBS Boom → Buying Fortum
2018-06-28
2018-06-28
![](https://www.obermatt.com/00/img/blog/en/2018-06-28.png)
Buying H&M - not Zara
2018-06-21
2018-06-21
![](https://www.obermatt.com/00/img/blog/en/2018-06-21.png)
Buying Oil: Eni of Italy
2018-06-14
2018-06-14
![](https://www.obermatt.com/00/img/blog/en/2018-06-14.png)
Anheuser Busch ≠ liquid
2018-06-07
2018-06-07
![](https://www.obermatt.com/00/img/blog/en/2018-06-07.png)
Safra Sarasin: Commodities ✓
2018-05-31
2018-05-31
![](https://www.obermatt.com/00/img/blog/en/2018-05-31.png)
Gold → Money
2018-05-24
2018-05-24
![](https://www.obermatt.com/00/img/blog/en/2018-05-24.png)
Swisscom
2018-05-04
2018-05-04
![](https://www.obermatt.com/00/img/blog/en/2018-05-04.png)
Logitech keyboard & stock
2018-04-20
2018-04-20
![](https://www.obermatt.com/00/img/blog/en/2018-04-20.png)
Gold Fields Hedge
2018-04-06
2018-04-06
![](https://www.obermatt.com/00/img/blog/en/2018-04-06.png)
Lenzing Functional Clothes
2018-03-30
2018-03-30
![](https://www.obermatt.com/00/img/blog/en/2018-03-30.png)
Endesa Solar
2018-03-23
2018-03-23
![](https://www.obermatt.com/00/img/blog/en/2018-03-23.png)
G4S
2017-12-08
2017-12-08
![](https://www.obermatt.com/00/img/blog/en/2017-12-08.png)
Cargotec
2017-11-10
2017-11-10
![](https://www.obermatt.com/00/img/blog/en/2017-11-10.png)
Adecco
2017-10-27
2017-10-27
![](https://www.obermatt.com/00/img/blog/en/2017-10-27.png)
Securitas
2017-10-06
2017-10-06
![](https://www.obermatt.com/00/img/blog/en/2017-10-06.png)
Barry Callebaut
2017-09-15
2017-09-15
![](https://www.obermatt.com/00/img/blog/en/2017-09-15.png)
Saint Gobain
2017-07-14
2017-07-14
![](https://www.obermatt.com/00/img/blog/en/2017-07-14.png)
Diversification
2017-06-30
2017-06-30
![](https://www.obermatt.com/00/img/blog/en/2017-06-30.png)
Marine Harvest
2017-06-23
2017-06-23
![](https://www.obermatt.com/00/img/blog/en/2017-06-23.png)
Gemalto
2017-06-16
2017-06-16
![](https://www.obermatt.com/00/img/blog/en/2017-06-16.png)
Swedish Match
2017-06-02
2017-06-02
![](https://www.obermatt.com/00/img/blog/en/2017-06-02.png)
SKF
2017-05-26
2017-05-26
![](https://www.obermatt.com/00/img/blog/en/2017-05-26.png)
Carlsberg
2017-05-19
2017-05-19
![](https://www.obermatt.com/00/img/blog/en/2017-05-19.png)
Philips
2017-05-12
2017-05-12
![](https://www.obermatt.com/00/img/blog/en/2017-05-12.png)
RTL & Axel Springer stocks
2017-04-07
2017-04-07
![](https://www.obermatt.com/00/img/blog/en/2017-04-07.png)
Meggitt stock
2017-03-31
2017-03-31
![](https://www.obermatt.com/00/img/blog/en/2017-03-31.png)
Gamesa stock
2017-03-24
2017-03-24
![](https://www.obermatt.com/00/img/blog/en/2017-03-24.png)
Obermatt rankings
2017-03-17
2017-03-17
![](https://www.obermatt.com/00/img/blog/en/2017-03-17.png)
Peugeot
2017-03-03
2017-03-03
![](https://www.obermatt.com/00/img/blog/en/2017-03-03.png)
Buying clean energy from Italy: Enel
2016-10-28
2016-10-28
![](https://www.obermatt.com/00/img/blog/en/2016-10-28.png)
Switzerland role model for the UK - Buying Debenhams
2016-10-21
2016-10-21
![](https://www.obermatt.com/00/img/blog/en/2016-10-21.png)
The last Swiss stock with value: Givaudan
2016-10-14
2016-10-14
![](https://www.obermatt.com/00/img/blog/en/2016-10-14.png)
TOTAL is not my first choice but still a good pick
2016-10-07
2016-10-07
![](https://www.obermatt.com/00/img/blog/en/2016-10-07.png)
Needing Real Estate, buying store chain Ahold
2016-09-30
2016-09-30
![](https://www.obermatt.com/00/img/blog/en/2016-09-30.png)
Simply diversify! I’m buying Arkema
2016-09-23
2016-09-23
![](https://www.obermatt.com/00/img/blog/en/2016-09-23.png)
Fertilizer-Stock Yara better buy than Google or Apple
2016-09-16
2016-09-16
![](https://www.obermatt.com/00/img/blog/en/2016-09-16.png)
Buying the cleaned up Nokia stock
2016-07-15
2016-07-15
![](https://www.obermatt.com/00/img/blog/en/2016-07-15.png)
IT-Services in Spain: Stern buys Amadeus
2016-07-08
2016-07-08
![](https://www.obermatt.com/00/img/blog/en/2016-07-08.png)
Brexit, so what? Buying Sainsbury's
2016-07-01
2016-07-01
![](https://www.obermatt.com/00/img/blog/en/2016-07-01.png)
New record with Electrolux stock
2016-06-24
2016-06-24
![](https://www.obermatt.com/00/img/blog/en/2016-06-24.png)
Airbus is a non-brainer
2016-06-17
2016-06-17
![](https://www.obermatt.com/00/img/blog/en/2016-06-17.png)
No attractive stocks in Spain - Stern buys Conzzeta
2016-06-03
2016-06-03
![](https://www.obermatt.com/00/img/blog/en/2016-06-03.png)
Stern buys diversification with BASF
2016-05-27
2016-05-27
![](https://www.obermatt.com/00/img/blog/en/2016-05-27.png)
Universal Basic Income: good for stocks and Valora
2016-05-20
2016-05-20
![](https://www.obermatt.com/00/img/blog/en/2016-05-20.png)
Stern would recommend Metro stocks to Julia Engelmann
2016-05-06
2016-05-06
![](https://www.obermatt.com/00/img/blog/en/2016-05-06.png)
Stern bought ABB in 3 minutes and 7 seconds
2016-04-29
2016-04-29
![](https://www.obermatt.com/00/img/blog/en/2016-04-29.png)
After BMW - Stern buys what’s contrary: Peugeot
2016-04-22
2016-04-22
![](https://www.obermatt.com/00/img/blog/en/2016-04-22.png)
Stern buys the Tesla car and the BMW stock
2016-04-08
2016-04-08
![](https://www.obermatt.com/00/img/blog/en/2016-04-08.png)
Because of Brexit Stern buys Smith & Nephew
2016-04-01
2016-04-01
![](https://www.obermatt.com/00/img/blog/en/2016-04-01.png)
Open borders good for Novartis
2016-03-25
2016-03-25
![](https://www.obermatt.com/00/img/blog/en/2016-03-25.png)