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In July, Zehnder Group was added to the Obermatt Swiss Pearls Index (OMSP1), replacing Emmi. The Swiss company is a global leader in indoor climate solutions, offering energy-efficient ventilation systems, heating and cooling ceilings, and air purification technologies. Strong growth prospects, solid financials, and a clear focus on sustainability helped Zehnder rise into the top 36 Swiss stocks according to the Obermatt 360° View.

As the AI landscape expands beyond just high-performance graphics processors, savvy retail investors are looking past Nvidia to capture the broader market's potential. This rapidly evolving sector offers diverse opportunities in foundational chips, cloud infrastructure, specialized software, and networking solutions. Our analysis highlights six compelling alternatives, from AMD's strong chip competition and Meta's AI-enhanced social ecosystems to ServiceNow's workflow automation and TSMC's crucial role as a chip manufacturer, each presenting unique investment strengths across value, safety, sentiment, and growth.

Straumann, a global leader in dental implants and solutions, is the latest addition to the Obermatt Swiss Pearls Index due to its robust innovation, strong global market presence, and solid financial performance. While the company faces competitive pressures in a diverse market and potential impacts from international trade dynamics like US tariffs, its consistent investment in R&D, diversified product portfolio spanning premium to value segments, and established brand reputation based on extensive clinical evidence position it for continued long-term growth in the expanding oral healthcare market.

Renewable energy is important to many. This can mean using renewable energy in their homes and businesses or even investing in companies that produce products or services for renewable energy. Some investors look for companies that adopt renewable energy in their business operations as an investment criteria. Without Obermatt, it’s this last group that’s usually not easy to identify.

Belimo, a leading global provider of technologies for controlling the indoor climate in buildings, is the latest addition to the Obermatt Swiss Pearls Index. The company has been developing electric actuators, valves and sensors for heating, ventilation and air conditioning systems since 1975. With a broad product portfolio, high innovative strength and global presence, Belimo serves professional customers in various markets such as office buildings, data centers and hospitals. Its strong market position, solid financials and focus on energy-efficient, smart building solutions make Belimo an attractive investment. OC Oerlikon will be removed from the Obermatt Swiss Pearls Index this month and replaced by Belimo.

Market corrections are a natural part of stock market activity - they occur regularly and mark temporary falls of at least 10 % compared to previous highs. The slump in April 2025 was particularly impressive, triggered by new US tariffs that led to panic selling worldwide. At times, the S&P 500 lost over 12 % within days. Historical examples show: Even severe setbacks such as 2008 or 2020 have been overcome. Long-term investors benefit if they remain calm, diversify and use setbacks as buying opportunities. The key is not to react emotionally, but strategically, with a clear focus on long-term goals.

Investments in moonshot technologies are aimed at investors who are looking for visions - for companies that can change entire industries with ground-breaking technologies such as artificial intelligence, blockchain or quantum computing. The focus is not only on tech start-ups, but also on established companies from traditional sectors such as construction, finance or industry that are providing new drive through innovative solutions such as sustainable infrastructure or digital services. Obermatt specifically identifies candidates with real potential and solid substance on the basis of objective financial figures. Future markets often emerge where tradition meets technology.

Tecan Group, a global leader in laboratory automation solutions, is the latest addition to the Obermatt Swiss Pearls Index. Tecan supports research institutions, diagnostic laboratories, and biopharmaceutical companies with innovative technologies for automating laboratory processes. The company's solutions contribute significantly to increasing efficiency and quality assurance in the life science and healthcare industries. Landis + Gyr will be removed from the Obermatt Swiss Pearls Index this month and replaced by Tecan.

Lithium is a key raw material in the energy transition, as it is indispensable for batteries in electric cars, smartphones and energy storage systems. Global demand is growing rapidly, driven by e-mobility and green technologies. At the same time, the market remains volatile - with strong price fluctuations, political risks and competition from new storage solutions. Companies such as Albemarle, SQM and Rio Tinto are benefiting from the trend, but are also under pressure. In the long term, the lithium sector offers opportunities for investors who focus on sustainable technologies and are prepared to withstand short-term fluctuations. Lithium therefore remains an exciting but challenging investment for the future.

The FTSE 350 forms the backbone of the British stock market, uniting the 350 largest listed companies in the country. As a broadly based index, it represents a significant portion of the British economy, estimated at over 80% of the total market capitalization of the UK stock market. We at Obermatt have addressed this question and analyzed which ten stocks of the FTSE 350 companies truly stand out.

The Dow Jones Industrial Average (DJIA), or simply "the Dow," has been making headlines recently with its dramatic fluctuations, even dipping into bear market territory. Naturally, this raises the question: Is now the time to "buy the dip"? With this in mind, we turned our focus to the Dow's 30 industry giants—some of the most established US companies spanning diverse sectors—to see which ones stand out under Obermatt's analysis.

The issue of appropriate compensation for executives and employees is a critical and increasingly important concern in Europe. At Obermatt, we firmly believe that companies that pursue fair and transparent compensation policies gain a significant competitive advantage. Fair compensation promotes higher employee motivation, reduces fluctuation, and improves a company's reputation. Find out which the top 10 stocks are that meet the criteria for healthy compensation practices in Europe.

Sensirion Holding AG, a leading manufacturer of high-quality sensor solutions, is the newest addition to the Obermatt Swiss Pearls Index. Sensirion specializes in environmental and flow sensor solutions, catering to a wide range of industries, including automotive, medical, industrial, and consumer electronics. The company's innovative technologies play a crucial role in enabling smarter, more efficient, and sustainable applications. VAT will leave the Obermatt Swiss Pearls Index this month and be replaced by Sensirion.

In today's turbulent market, investors seek stability and long-term growth potential. The Dow Jones U.S. Medical Equipment Index offers an avenue for those looking to invest in the resilient healthcare sector. Even during economic downturns, the demand for healthcare remains rather consistent, making these stocks potentially less susceptible to market fluctuations.

Driven by geopolitical factors, Rheinmetall has become a focal point for investors, but Obermatt's analysis reveals a contradiction: strong growth potential juxtaposed with overvaluation. This week, we ran a special analysis of European aerospace & defense companies as alternative investment ideas to Rheinmetall.

The Obermatt Swiss Pearls Index (OMSP1) has recently welcomed SGS S.A. and removed Mobimo, reflecting the index's rigorous monthly review process. This process ensures that the index maintains a portfolio of top-performing Swiss companies, based on objective, quantitative analysis.

Robotics is no longer a futuristic concept; it's rapidly becoming an integral part of our daily lives and industries. From automating manufacturing processes to revolutionizing healthcare and enhancing our homes, robots are transforming how we work, live, and interact with the world. This week's Obermatt's Top 10 list highlights the companies at the forefront of this robotic revolution.

This week's Obermatt's Top 10 list shines a spotlight on the companies that are at the forefront of enabling the crucial shift towards electromobility. These are the innovators and manufacturers whose technologies and solutions are driving the revolution, from battery producers and component suppliers to electric vehicle manufacturers themselves.

The Obermatt Swiss Pearls Index (OMSP1) has undergone its monthly rebalancing, and this month features a significant shift. Inficon Holding AG, a leading provider of innovative instrumentation, joins the index, replacing Bucher Industries. This change highlights Inficon's strong performance and growth potential, as evidenced by its high Obermatt 360° View score.

This week, Obermatt takes a deep dive into the top 10 stocks listed on Switzerland's SMI index.The 20 companies comprising the SMI may represent the giants of the Swiss stock market, but our Obermatt 360° View ranking reveals some surprising insights.

This week on SwissBliss, the podcast of Swissquote with Olga Miler, Obermatt’s Hermann Stern, Jr discussed an often overlooked segment: small and mid cap stocks in Switzerland’s SPI. While many investors focus on the big players, Hermann highlighted the unique advantages these smaller companies offer.

We have recently welcomed Swisscom to the Obermatt Swiss Pearls Index as a new constituent - a decision driven by a comprehensive evaluation of the company's strengths and potential through the Obermatt 360° View. Swisscom's inclusion reflects our commitment to selecting high-quality companies with robust fundamentals and the potential for sustained long-term growth for the index.

Obermatt’s Hermann Stern Jr. sits down to talk with Olga Miler, award-winning fintech entrepreneur, economist and host of the Swiss Bliss podcast on Swissquote, to examine the disappointing performance of Nestle, Novartis and Roche, discuss where the real opportunities in the Swiss market are and why growth in US markets doesn’t look sustainable.

While the FTSE 100 often grabs the headlines, astute investors understand the value of the nuances of the FTSE 250. This index, comprising the 101st to 350th largest companies listed on the London Stock Exchange, offers a unique perspective on the UK's economic landscape and presents compelling investment opportunities. Financial services and real estate dominate this week’s Top 10 list.

Ever walked into a building and admired the stylish, durable flooring beneath your feet? Chances are, you might have Forbo to thank! This Swiss multinational is a global leader in flooring systems and movement systems, yet they often fly under the radar for many investors. Let's uncover why Forbo deserves a place in the Obermatt Swiss Pearls Index (OMSP1).

The solar energy sector is experiencing rapid growth, driven by increasing environmental awareness and the desire for energy independence. Within this dynamic landscape, it's essential to understand the two fundamental technologies that harness the sun's power: photovoltaic (PV) and thermal solar systems, as well as the companies leveraging them to gain competitive advantage.

The world is undergoing a technological revolution. Artificial Intelligence (AI), Big Data, and the Internet of Things (IoT) are reshaping industries and economies. While companies like Nvidia, Microsoft, and Alphabet are undoubtedly leaders in the field, their massive market caps can limit their potential returns. That's why the best investment opportunities in this space may not be the obvious choices. This week’s Top 10 list includes companies that are significantly leveraging AI to gain a competitive advantage.

Interroll just rolled into our Obermatt Swiss Pearls Index (OMSP1). This material handling leader rose above the rest during our monthly portfolio review, thanks to its impressive Obermatt 360° View, and we look forward to adding it to our index.

The S&P 500 Consumer Staples sector presents a compelling opportunity for investors seeking stability, income potential, and long-term growth prospects. The most interesting stocks according to Obermatt’s algorithm-based stock analysis include some household names and some possible surprises.

Diversity is a driving force for business success, bringing innovation, financial strength, and happy employees. This week, we unveil our Top 10 European companies leading the charge in diversity, namely those with cultural and gender diversity at the leadership level and strong employee satisfaction. These companies represent a variety of sectors and demonstrate that prioritizing diversity is a smart move for any business success.

This month's update to the Obermatt Swiss Pearls Index (OMSP1) ETP portfolio brings an exciting addition: OC Oerlikon. Deeply rooted in Switzerland, this company is a global leader in surface solutions, polymer processing, and additive manufacturing, technologies that impact a wide array of industries. As part of the portfolio review, Partners Group was removed due to its weak ranks.

Our latest Top 10 list showcases a collection of companies venturing into the uncharted territories of moonshot technologies. These pioneers are boldly pursuing groundbreaking projects with the potential to reshape industries and create entirely new markets. While near-term profits may not be the primary focus, the allure lies in the possibility of discovering the next transformative breakthrough.

KSB, a leading German manufacturer of pumps, valves, and related systems, has been added to the Obermatt Europe Value Wikifolio. This inclusion is based on KSB's market position and its potential as a value investment.

Guerbet's inclusion in the Obermatt Europe Value Wikifolio reflects the company's strategic prowess and innovative edge in the healthcare domain. As a leader in medical imaging contrast agents, Guerbet's commitment to advancing patient care through cutting-edge research and sustainable practices aligns perfectly with the values of our Wikifolio.

As part of our regular monthly review, dormakaba has been added to our Obermatt Swiss Pearls (OMSP1) ETP portfolio. This Swiss company, a specialist in access and security solutions, not only brings a wealth of strengths to our portfolio but also significantly enhances its representation of the Swiss economy.

Gruppo A2A has been added to our Obermatt Europe Value Wikifolio. As an Italian multi-utility company, Gruppo A2A operates in the sectors of energy, environment, heat, and networks. It's one of the largest utility companies in Italy, providing essential services like electricity generation and distribution, gas distribution, district heating, waste management, and water services.

We are glad to bring yet another addition to the Obermatt Europe Value Wikifolio to our subscribers: Samse, a prominent French home retail company. Samse has demonstrated exceptional performance, achieving a maximum Obermatt 360° View score of 100, indicating its strong position in the market.

We're excited to announce a strategic addition to our Europe Value Wikifolio: the Finnish communications and networking equipment producer, Nokia. Alongside our Obermatt Swiss Pearls Index, we maintain our Wikifolios, which are there for everyone to invest into.

The Obermatt Swiss Pearls (OMSP1) portfolio recently underwent its monthly review process resulting in the addition of the Emmi Group, a leading Swiss producer of dairy and dairy alternative products, while Inficon has been removed.

Continuing our exploration of Obermatt Investment Themes, one of this week's Obermatt Top 10 lists focuses on UN Sustainable Development Goal (SDG) 12: Responsible Consumption and Production. The latest list is led by MEKO, a leading Swedish automotive parts supplier with a strong presence across Northern Europe.

The Obermatt Swiss Pearls (OMSP1) portfolio just underwent its monthly review process. As a result of this analysis, Allreal, a leading Swiss real estate company, was added to the portfolio's holdings, while Swissquote was removed.

VAT Group, a prominent Swiss manufacturer of high-performance vacuum valves and systems, has been incorporated into the OMSP1 portfolio. VAT Group, a global player with approximately 3,000 employees, boasts production plants in three countries, solidifying its position as a leader in the industry. Their expertise in a critical industrial sector positions them as a valuable addition to the index.

One of the latest additions to our Europe Value Wikifolio is E.ON - one of the world's largest investor-owned electric utility service providers. E.ON supplies electricity in several European countries, with over 17 million users.

We’re getting our Europe Value Wikifolio exposed to cutting edge medical therapy with Fresenius, a German leader in the field of dialysis and inpatient and outpatient medical care.

DKSH Holding AG, a company that offers market expansion services, was recently added to the OMSP1 index, replacing the previously held stock, Komax. The company assists firms in expanding into new markets, offering a comprehensive range of services from market research and analysis to sales and marketing, logistics, and customer service. DKSH operates in over 36 markets in Asia, Europe, North and South America, and employs around 30,000 staff.

Heidelberg Materials, one of the world's largest building materials companies, has recently been added to the Europe Wikifolio. The company operates on five continents with core activities in the production and distribution of cement, aggregates, ready-mixed concrete and asphalt.

Today, we dive into the pharmaceutical world for the Swiss Value Wikifolio. Siegfried produces and distributes pharmaceutical active ingredients, intermediate products, and finished products. Based in Zofingen, the company looks back on more than 150 years of history and has developed into a globally active partner for the pharmaceutical industry. The company has a state-of-the-art production network with locations in Europe, North America, and Asia.

Do you already have exposure to the Swiss real estate market? If not, Mobimo Holding, a Swiss real estate company, could be the right choice for you. It owns a diversified real estate portfolio valued at around CHF 3.6 billion, investing in residential and commercial properties.

Are you looking for diversification away from the traditional Swiss financial, insurance, or pharmaceutical titles? Our latest addition to the Obermatt Swiss Pearls Index, Bucher Industries, a machinery and vehicle manufacturer, does just that.

Just a few weeks ago, big changes were announced at ALSO Group, a leading technology provider for the ICT industry. A new management setup is being implemented and the current CEO, Gustavo Möller-Hergt, is stepping down as CEO of ALSO, making way for the new generation to take the lead. The new setup should make it possible for the company to take full advantage of the enticing advancements that come with AI and other technological developments.

With the weather currently giving off spring vibes in Switzerland, we’ve decided to stay true to winter and are going all the way north in this week’s blog. NCC - a market leading construction company from Sweden - has been added to our Europe Value Wikifolio.

Switzerland’s most famous elevator producer Schindler finds its way into the Obermatt Swiss Pearls Index, with the latest stock swap from the end of February. As its Obermatt 360° View reached 75, it was the best overall performing stock not yet included in the OMSP1 portfolio.

Our Obermatt Europe Value Wikifolio received an interesting update: Bilfinger, one of the biggest European industrial services companies based in Germany, was added to the portfolio. With good ranks, recent performance and a diversified palette of services with commitment to sustainability, we think it’s a good buy.

Banking sector is the theme of the week. We have the second largest commercial bank in Germany, Commerzbank, as one of the recent additions to our Europe Value Wikifolio.

It’s been quite some time already since we’ve last added to our Europe Value Wikifolio. This week, however, we’re very excited about Drägerwerk, a German producer of medical equipment - primarily breathing and protection equipment, gas systems and life support systems and technologies.

The end of January saw another change to the Obermatt Swiss Pearls Index holdings: Sonova was added due to its strong Obermatt 360° View and overall performance. At the same time, Holcim was removed from the index as their 360° View was only 20 at the time of the analysis.

Our Swiss Value Wikifolio gets more and more diversified with each addition. This time, it’s all about real estate with PSP Swiss Property, a company that owns more than 160 office and commercial properties in prime locations across Switzerland, especially in its major economic centers.

With an interesting array of products that have a wide variety of uses, such as gas analysis and measurement instruments, leak detection systems, different sensor technologies and software that controls all that, Inficon is one of the most recents additions to our Swiss Value Wikifolio.

The need for connectivity has become one of the most basic human needs worldwide. Internet, media, electricity - the things we consume daily and which are the backbone of the different sectors of society. The most important part of the chain that drives all this is quite an obvious one: a cable. This is where the latest addition to our Swiss Value Wikifolio steps in. Huber+Suhner, a Swiss cable and comms systems manufacturer.

End of 2023 brought an addition to the Obermatt Swiss Pearls Index portfolio: Sandoz Group AG. Even though the pharmaceutical company isn’t new and has been operating for more than a century, Sandoz is new to the Swiss market after its spinoff from Novartis. At the same time, Julius Bär was sold and removed.

Our Swiss Value Wikifolio is going strong into 2024 with new additions. One of them is Bachem: a Swiss chemical and pharmaceutical company. Bachem produces emerging healthcare therapies like peptides and oligonucleotides.

The most recent addition to the Obermatt Swiss Pearls Wikifolio seems like a safe bet with a solid business model, strong Obermatt ranks and good values: SoftwareOne, a Swiss software licensing company. As always, there are a few drawbacks to consider.

At the end of November 2023, a monthly review and adjustment of the Obermatt Swiss Pearls Index ETP holdings was carried out and SFS was added to the portfolio.

The first review and adjustment of the Obermatt Swiss Pearls Index ETP holdings was carried out at the end of October, 2023 and Partners Group has been added to the portfolio.

BASF, the world's largest chemical producer based in Germany, offers products and services that help their clients become more sustainable. Also, they have impressive net-zero goals. For this reason, we included it in one of our most recent Coffee Break Chats and added it to our Europe Value Wikifolio.

With the pandemic and recent wars around Europe, insurance companies have been in focus for a couple of years already. Accordingly, a French multi-line insurance company AXA was the topic of one of Obermatt’s recent Coffee Break Stock Chats, and our guest investors decided to add it to the Obermatt Europe Value Wikifolio.

As soon as the Covid pandemic ended, one of the most affected industries soon became the winner on the market: travel. The guest investors at our Coffee Break Chat predict sturdy growth and that’s precisely why Switzerland’s biggest airport, Zurich Airport is the next addition to our Swiss Value Wikifolio.

Population growth calls for agricultural products demand to grow as well. This, combined with green Obermatt ranks, makes CNH Industrial, a producer of agricultural machinery, currently a good match for our Europe Value Wikifolio.

This week, we’re continuing to review the most recent additions to our Wikifolios with Sulzer: a Swiss industrial engineering and manufacturing company for the Obermatt Swiss Value Wikifolio.

While we’ve been busy working on new things - the Obermatt Swiss Pearls Index - we haven’t forgotten about you and our stock tips and it’s time to revisit our Wikifolios. This time, we’re analyzing a popular car manufacturer that must be doing something right, as their Obermatt 360° View is 97.

It seems as though the world is becoming increasingly uncertain. While unsettling, it may also mean that insurance companies are positioned to profit. Dr. Hermann Stern shares this opinion, so he looked for an insurance company to invest in and discovered Vienna Insurance Group.

This week, we’re back on track with our stock picks, and our experienced guest investors discussed reinsurance companies during the Obermatt Coffee Break Stock chat. They chose Munich Re and we now bring you the reasons we think it’s a good addition to our Europe Value Wikifolio.

When we talk about cars, one of the first names that comes to mind is always Mercedes - and rightfully so. It is one of the biggest and oldest car manufacturers in the world. That’s precisely the reason we discussed it for Obermatt Europe Value Wikifolio during our Coffee Break Zoom stock chat.

Obermatt Coffee Break Zoom chat on May 4th brought us some interesting investment ideas. One of those is Dottikon ES, a Swiss chemical company specialized in dealing with hazardous chemicals.

By hosting the free Obermatt Coffee Break Zoom chats, we at Obermatt always learn the latest news: on April 20th, Dr. Hermann J. Stern, our CEO, discussed Glencore, a Swiss mining company, as well as its recent attempts to take over Teck Resources. Our guest investors talked about buying it for our Europe Value Wikifolio.

Obermatt Coffee break Zoom chats always bring us interesting investment ideas: April 6th was Mikron - a Swiss machining and automation company we decided to buy for our Swiss Value Wikifolio.

This week we report on another stock selection for our Europe Value Wikifolio. The guests of Obermatt Zoom Coffee Break stock discussion talked about construction material companies and Sto from Germany quickly came to their mind.

Galenica is a Swiss pharmaceutical and logistics company and it was the main topic of our Zoom Coffee Break stock discussion. Our guest investors and Dr. Stern decided to buy the company for the Obermatt Swiss Value Wikifolio.

As Obermatt’s guest investors and Dr. Hermann J. Stern constantly add new stocks to the Obermatt Wikifolios, venturing into new markets was imminent. Hence, we start our USA Wikifolio with IBM: a company that brings “sentiment” to our guests’ minds and has good Obermatt ranks.

Not long after Obermatt introduced the new 360° View that takes into account not only the financial performance but also the sentiment of analysts in the market, we now use it daily - especially for finding new investment opportunities. This week, our investors have decided to buy Richemont for the Obermatt Swiss Value Wikifolio.

This week, we’re looking at ENGIE - a French utility company recommended to Hermann Stern by an Obermatt premium subscriber in the Coffee Chat. As ENGIE’s primary focus is on energy transition and developing processes that help transition to renewable energy sources, we instantly like it.

As the climate around Europe doesn’t stop to surprise, and it’s said it’s only going to get worse, we may think about adapting our homes for the future. That’s where producers of modern climatization equipment come in handy and we buy Arbonia.

Obermatt’s Zoom Coffee break stock investing chats always bring out new and interesting investment ideas. Last week, the guest investors decided on Bechtle: a German full service IT company and, interestingly enough, Obermatt’s portfolios don’t have many IT companies on them.

Investments into European infrastructure have never been more crucial and one of the most valuable fields are definitely its railways. Hence, Obermatt CEO Dr. Hermann J. Stern especially loves the Swiss trains producer Stadler Rail.

The time for buying reinsurance shares may as well be as good as it gets. Increased global security risks mean higher premiums and more revenues for this industry and raising yields mean better business. NZZ The Market therefore recommends buying Swiss Re and our CEO, Dr. Hermann J. Stern as well as our guests in the Obermatt Coffee Break chat approve of their opinion.

As many of our followers already know, Obermatt’s CEO, Dr. Hermann J. Stern loves chocolate and already is an investor at Choba Choba, a Swiss chocolate enterprise focusing on people empowerment and organic produce. But, as they say, you can never have enough chocolate, so our Coffee Break Chat investors discussed Barry Callebaut - a Swiss-Belgian chocolate producer. Are controversies and high price worth the investment?

Diversification is key for a good and healthy portfolio, just like diversity is crucial for a healthy society. This week, our stock pick focus is just that: our Diversity Europe Top 10 list and Sodexo on it - a company operating in the restaurant services business, which is a niche we don’t have covered in our portfolios that much.

We believe hunger is a very important issue and that’s the reason we went through the latest SDG 2 (United Nations Sustainable Development Goal: Zero Hunger) Top 10 list and found DSM, a Dutch chemical company focusing on health, nutrition and materials.

During the Obermatt coffee break on November 17, 2022 Peter, Uwe and Hermann decided to buy the three stocks Swiss Life, CFT and Richemont. The stocks were found using the Obermatt stock filter for Switzerland. All of these stocks have combined ranks above 90.

We remain in Germany for yet another week in our blog as we have just received our latest SDAX Top 10 list and immediately stumbled upon a high value car parts manufacturer, Schaeffler. Are they able to cope with what the future in the industry brings?

One name stood out when we analyzed our personalized Top 10 list: The Merck Group with a value rank of 87 and a combined rank of 88. In times of the never-ending pandemic and constant health struggles, a company dealing with healthcare technology, especially one that’s helping create new vaccine types is a must have.

Nuclear energy has always been a taboo, especially for investors looking into renewables and clean energy, with several questions arising. We can’t help but think the same when we look at our Nuclear Energy Top 10 list, especially with all the energy crisis drama that’s been going on throughout Europe recently. Nonetheless, we did look through the list and found a name we know is famous not only for nuclear - Iberdrola.

Everyone likes sweets and sugar, even though they can be rather unhealthy, so when we found Südzucker, world’s largest sugar producer, on the Obermatt Top 10 for Sound Pay in Europe, we had some doubts about taking it into consideration for our weekly stock investment decision. Should we trust our instincts?

Solvay is one of the world's largest chemical companies, so we were rather happy to have stumbled upon them on our Belgian BEL20 Top 10 list for 20th of October. We decided to give it a go, making our stock pick this week a rather conventional one.

Luxury stocks have always been considered safe investment and it may be a good time to buy as the prices have just started going up again after the pandemics recession. That’s why we decided to buy Swatch from our Personalized Top 10 list for European and Swiss Obermatt premium users.

Who likes oil stocks in these times? But oil is important for many modern materials that help us live in a more environmentally friendly way. Aker BP from Norway caught our eye, because we Europeans will want to import less oil from dictatorships, if only for security reasons.

Glencore, which is on the Investment Theme Silver Top 10 list on 29 September 2022, could be a candidate for the Wikifolio. Obermatt, also a proponent of corporate responsibility, has nothing against Glencore and we think the stock would be a good buy now.

Everyone is talking about the interest rate turnaround. The already higher interest rates and the prospect of even higher interest rates frighten many. What is forgotten are the beneficiaries of higher interest rates: the banks. For this reason, we take a closer look at ABN Amro, which appears on the Obermatt Top 10 lists for SDG 13.

BMW, Brenntag, Vesuvius or the Carr's Group? Carr's is winning the race because it stays with the feet on the ground and focuses on security, for which there is more demand today than ever before. What's more, it's inexpensive and still growing nicely.

In the garden of Villa d'Este, the conversation turned to the Italian postal service, Poste Italiane. The share price had fallen, while sales had risen. A good reason to take a closer look. Indeed, the Obermatt ranks speak the same language.

With climate change, energy efficiency takes on a central importance. The top 10 list of energy-efficient stocks is therefore an exciting place for new investment ideas. We found the Denmark transportation company Maersk on the list where several things come together.

Food is paramount to humanity. For this reason, agriculture will be center stage soon, if not already today. For this reason we picked Origin from the Ireland ISEQ Top 10 list August 2022.

New CEO, new Strategy 2030, should you buy OMV? The share price is stagnating. This makes OMV an interesting buy candidate from a value perspective. Uwe from the coffee break discusses the Obermatt Top 10 stock.

In uncertain times, people like to fall back on the tried and true. For this reason, we are selecting the Austrian telecommunications Telekom Austria provider from the ATX Top 10 list. There are three reasons in favor and three against.

Our subscribers have started a Wikifolio in order to benchmark Obermatt method in Value investment strategy and maintain it by participating in our coffee chat online stock discussions. 25th of March was the right time to select the next stock and the topic was ABB - a Swedish-Swiss machine producer.

Investing in another currency: what are the expenses and the downsides? Should you still do it when the cause is right? This week’s online coffee chat stock discussion deals with KGHM: A Polish silver and copper producer.

Our latest online Coffee- (or tea!) Break stock discussion focused on a new company for Dr. Stern’s portfolio: Imerys - a multinational mining company specializing in production and processing of industrial minerals.

Is Credit Suisse a good buying opportunity now that it’s cheap? We discussed the topic of big mainstream banks and how they keep up with new technologies and services during one of our online coffee chat stock investment chats.

One of the topics of our latest weekly online coffee chat stock investing chat was solar power: Dr. Hermann J. Stern, Obermatt CEO and the inventor of our stock search engine and the Obermatt Method decided he would revisit Meyer Burger - a company specialized in producing solar cells for solar modules and panels. Learn why.

A common rule for investors is to be invested in both stocks and bonds because this reduces fluctuations in assets prices. Is it still smart to be invested in bonds? Dr. Hermann J. Stern explains during one of our Zoom coffee chat stock investing chats.

Hermann invests in Choba Choba, a Swiss/Peruvian farmer-owned chocolate producer, with a vertically integrated business model that helps 36 Peruvian cacao farming families improve their living and working conditions and make amazing chocolate.

Obermatt now runs a portfolio on Wikifolio. It is managed by Peter, Uwe and Hermann Stern, the CEO of Obermatt. The model portfolio was started with the acquisition of shares in Comet Holding. Read why.

The topic of insurance came up at one of the weekly Obermatt coffee chats. Watch what Obermatt CEO Dr Hermann J. Stern does in this sector.

Dr Candace Cheng sees eating and gaming an integral part of life at home with two boys, so she decided to invest in an agricultural company Bunge and a games producer Activision.

Dr. Candace Cheng buys two more healthcare stocks: Teladoc, a new player in the field of telemedicine and Hologic, a company focusing on female health.

During one of the weekly Obermatt coffee chats, the topic of the construction sector and Holcim came up. Listen to what Obermatt CEO Dr Hermann J. Stern is doing in this area.

Obermatt’s designer Miloš Plazačić recommends cheese producer Unibel for their reasonably sized and priced portions and good Obermatt ranks.

In the latest stock investing podcast, Obermatt’s editor and designer Miloš Plazačić discusses the steel producer Aperam with a low carbon footprint and good Obermatt Ranks that Hermann decided to buy.

Dr. Hermann Stern and Dr. Candace Cheng decide to buy Credit Suisse shares, despite the bank’s recent multi billion loss. There is more than meets the eye.

Dr. Hermann J. Stern buys more shares of two companies he already has in his portfolio: Eni for hydrogen and Siemens Energy for its clean energy machinery production.

As Dr. Cheng manages the US stocks portfolio, she decides to invest in two companies that are versed in producing equipment for semiconductor fabrication plants: Lam Research and Axcelis. She turns to Obermatt ratings for these companies in order to understand the financials.

For the USA portfolio, Candace Cheng buys the western-oriented commodity producer RockTech Lithium

For the US portfolio, Candace Cheng buys the energy service provider NextEra

For the US portfolio, Candace Cheng buys healthcare provider LabCorp

Hermann Stern discusses the current stock market situation with Candace Cheng.

In this week’s stock investing podcast, Obermatt’s designer and editor, Miloš Plazačić, does the stock research and validates our weekly stock pick. Listen to our podcast to find out why Miloš tells Obermatt CEO Hermann Stern to invest in Vestas.

After more than five years of focusing on European stocks, we are now looking at the US stocks that Dr. Candace S. Cheng, Dr. Stern's American wife, has been choosing.

Obermatt CEO Dr. Hermann J. Stern answers questions by his wife Dr. Candace S. Cheng on stock investing as she begins to manage her own portfolio: “Should investors invest in small stocks?”. Yes and no, explained in this interview section.

Kuehne & Nagel, found on Hermann Stern's Custom Top 10 List, has very good value ranks, which made him decide to get in now. I'm convinced that logistics will still be needed after the pandemic, even if a lot of things are now at a standstill internationally. More in the podcast.

Today Hermann J. Stern has chosen his shares not with the Obermatt Ranks, but on the basis of an article in the Financial Times about NENT, the Nordic Entertainment Group, whose ambition is to become the film streaming platform for Europe.

Hermann Stern discusses the pros and cons of different stock-picking strategies with two experienced investors. They talk about returns, brokers and banks, and other services that help you invest. Stern suggests buying BMW because of its good value and growth ratings.

Tesla is simply too expensive. Obermatt CEO Hermann Stern loves his own Tesla dearly, but Tesla does not have any notable network effects as he explains in detail in this podcast.

In this podcast, Obermatt CEO Hermann Stern explains why he would sell Facebook shares now because the company has many problems. The more important the online networks become, the more closely they are monitored and regulated.

If Obermatt CEO Hermann Stern had shares of Amazon, he would sell them now. The current market value reflects the hope for monopoly profits in the future. This is unlikely, as he explains in the podcast.

Hermann Stern is enthusiastic about Google products. Nevertheless, he now recommends selling Google, i.e. the Alphabet stock. Google must be exposed to competition, which is likely to lead to a drop in its share price. More in the podcast.

Landis+Gyr was already at the top of Obermatt's Swiss Performance Index Top 10 list on April 24, 2020. Obermatt CEO Hermann Stern is convinced of the product and management team under the new leadership of Werner Lieberherr. So he bought the stock.

Strabag is located in the middle of Central and Eastern Europe. This is a fast-growing construction market. Because of Covid and climate change, Obermatt expects that investments in infrastructure will increase. Learn more in the podcast.

The French bank BNP Paribas not only appears repeatedly in Obermatt's top 10 lists. The Obermatt Ranks of the bank are all in dark green in the September Top 10 list of the CAC 40.

The stock roundtable on June 4, 2020, together with Daniel from Hanover and Véronique from London, was the most exciting so far. The key finding of the webinar was that this is by far the most efficient way to decide which shares to buy.

While exchanging COVID-19 related experiences, Dr. Hermann Stern of Obermatt and Douglas Günthardt of Ricola decided upon Hermann’s first stock pick after the stock market crash.

In the second stock-picking roundtable, Obermatt CEO Hermann Stern and his guests look at Swiss, Danish, UK and US firms in the areas of Asset Management, Construction, Energy Efficiency, Semiconductors, Security Logistics.

In Obermatt's first stock-picking roundtable, Dr. Hermann Stern, Obermatt CEO and his guests look at Real Estate, Apparel, Transport, Insurance, Utilities, Construction Materials, and Wind Energy and discuss Intershop, Alstom, RHI Magnesita and Ceconomy.

How and how often do you maintain your portfolio? Here Obermatt CEO Dr. Hermann J. Stern discusses how here at Obermatt we do it ourselves and examine all four of the portfolios we have built up over the past few years. We sell or buy investments that are too small; simply not too often is the most important motto.

Obermatt CEO Dr. Hermann J: Stern buys the Peñoles stock. It is not managed by our broker, but it is possible to buy it as an OTC security on a pink sheet. The usual risk of such shares is minimized by the fact that Peñoles is also listed on the Mexican stock exchange.

Hermann Stern buys Fresnillo stock. Just in time for the gold season, he is investing in a company that specializes in the mining and trading of precious metals and minerals. With its headquarters in Mexico, a strong Executive Board and enthusiastic analyst recommendations, there is much to be said for this stock.

Hermann J. Stern buys UPM (Finland) shares. The wood processing company focuses on sustainability with both biofuels and this is becoming increasingly important in today's world.

Obermatt decides to buy the timber company West Fraser. Similar to gold, wood could also be suitable as a raw material to hedge the portfolio during the recession. The future prospects of West Fraser are distorted: they are not as bad as the low price might suggest.

Portugal, good Obermatt ranks, an award for sustainability and the strategy to invest in renewable energies convince me. Hermann Stern buys 300 Galp shares for his weekly investment budget of around 5,000 Swiss francs.

Plastic is a huge problem. However, the real problem actually isn’t plastic, but the fact that we’re wasteful with it. Obermatt CEO is convinced that we will learn how to manage the plastic waste problem. That’s why he's looking for plastic producers today.

The European steel industry has hit rock bottom. That makes its stocks cheap – and Hermann Stern, in the fashion of Warren Buffet – curious. That’s why he checked the Obermatt rankings for European raw material stocks. The result? The Norsk Hydro stock has excellent rankings.

After buying shares of Salzgitter, Obermatt CEO Hermann J. Stern is investing in SSAB, another steel producer. They are currently experiencing tough times – which is why things are looking good for shareholders. Or, as Warren Buffet said: When everyone is scared, I am buying.

The stock market correction is coming, which is why Obermatt CEO Hermann Stern is buying more gold stocks. After analyzing the Obermatt rankings – and because he believes that Africa has a better future than most people think – he is buying IAMGOLD.

Because of the diesel scandal and because they missed the electric boom, German car brands don’t perform too well. The same can’t be said of German automotive suppliers.

The media is dying? Fatally injured by fake news? Obermatt CEO Hermann J. Stern doesn't see it that way, on the contrary. The biggest asset the media have is their effort for honesty. This will be very valuable in the future. That’s why he's buying 33 shares of Tamedia. And why he's deleting his Facebook account.

Hermann Stern was lucky enough to receive an invitation to breakfast with Swiss chief economist Dr. Daniel Kalt from UBS. The facts he laid out on the table were not only convincing but also highly complex.

A reader recommended looking at H&M. Obermatt CEO did and decided to buy them because the stock has a value rank of 71. H&M is cheap because their sales strategy didn’t work out. It’s unlikely that their management will follow a bad strategy for a long time. That’s why the stock is cheap right now.

Obermatt CEO, Dr. Hermann J. Stern is buying the Italian oil company Eni. Three reasons: 1. Other applications for oil besides road traffic. 2. Technical progress for CO2 problems is conceivable. 3. A black future doesn’t necessarily mean red returns. On the contrary.

If the economy goes bad, people drink more beer. So Anheuser Busch with a value rank of 76 is a good recession insurance. But its security is bad, which turns the argument upside down.

Commodities are not all the same: while the price of oil falls in a recession, the price of gold rises. An ideal hedge against inflation - and too many stocks in the portfolio.

The ranks of Centerra are sensational: a value rank of 74, growth 100, also combined a 100 and good security. In addition, there is twice as much gold in the ground as Centerra costs on the stock market today.

Today, Obermatt CEO Hermann J. Stern buys Swisscom from his personal top 10 list because it has a good value rank. This is surprising since 51% of the Swisscom shares belong to the Swiss Confederation - which is why they are also called "federal bonds" - and should, therefore, be expensive. He buys 10 Swisscom shares for a total of around USD 4,700.

Logitech products have always been a safe bet. In addition, a friend and stock fan told Hermann Stern to buy Logitech stock. The strategy is promising, CEO humble and yet ambitious. Googling the company revealed further good reasons for the stock.

We know that interest rates can barely fall even more. We also know that monetary expansion is inflationary in the long term. We don’t know when it will come, but inflation is bound to hit Switzerland, too. This will also bring down the exchange rates and it will hurt stocks. Does that mean you should refrain from buying them? No, but it means we should build our portfolios in a way that anticipates these developments.

Austria has a few very well-run companies thanks to a sensible management culture. This is also the case with Lenzing, a chemical company that is 50% owned by a foundation. 50% is on the open market. Lenzing extracts wood fibers for functional clothing, even for Patagonia, which Hermann Stern admires very much. In this, they are world market leaders. A good reason to buy Lenzing. He buys 50 Lenzing shares for a total of around USD 5,000.

Today, the Spanish energy provider Endesa makes its energy with coal and nuclear fission. Of course, Hermann Stern is against nuclear energy and even more against burning coal. But he also drives an electric car and Spain is located in the sunbelt of Europe. Quite possible that the majority of Endesa energy comes from the sun ten years from now. Good reasons for a long-term investment. He buys 250 Endesa shares, totaling around 4'500 Swiss francs.

Dr. Hermann J. Stern's personal top 10 for England features the usual suspects: Royal Mail, Aviva, Anglo American and obviously Rio Tinto. Because it’s London, the list has a strong overweighting of financial companies and commodity conglomerates. Naturally, we need resources and also banks and insurances. But do we also have to overweight these sectors like the index funds are doing?

Tesla is not the only company that produces electric vehicles that can move autonomously on roads for extended periods of time. The Finnish transport service provider Cargotec has just launched an electric forklift that can cover a full shift with a single charge.

Many investors aren’t aware of the fact that stock markets don’t do a good job reflecting the real economies. For instance, the markets usually contain too many high-risk industries such as pharma or banks and not enough service providers.

Dr. Stern's personal top 10 stocks only contain large stocks from Europe. In addition, he filters out all stocks that are hard to understand because of financial facts, such as shareholdings and biotech. What’s left are stocks in industries that we can understand, like service providers, product manufacturers, and companies from the industrial sector.

The chocolate company Barry Callebaut is launching a pink chocolate without artificial or natural additives. It's no surprise that Barry Callebaut as a future-oriented company has made it on the Obermatt Premium Top 10 list, despite the low P/E ratio. As an investment for the future, Obermatt CEO Hermann J. Stern bought three of the Barry Callebaut shares.

This week Hermann Stern is buying Saint Gobain, a stock that Obermatt video editor Milos has chosen. Generally, Saint Gobain is a red flag for Stern. The French conglomerate wants to buy the fantastic Swiss company Sika - a long-time customer of Obermatt.

This week, Obermatt video editor Milos couldn’t decide on a stock because he didn’t find an investment that he liked and that would have sufficiently diversified our portfolio. That's a good reason not to invest.

Our earth is called the blue planet because 70 percent of its surface is water. For the same reason, the strategy of the food corporation Marine Harvest is called Blue Revolution. The fishing company from Norway correctly recognizes that we should eat more fish; not only because it's good for the brain, but also because it makes sense ecologically.

Obermatt video editor Milos wanted to choose the stock this week. He found Gemalto on the Top 10 List of the European climate leaders. The Climate Leader Top 10 lists contain companies with CO2 emission levels that are above average for their industry. That alone is a good reason to invest in them.

The people from Switzerland and Sweden have a lot in common. Many Swedish-Swiss couples know this, and since the merger of ABB, so does the whole of Switzerland. Now, there are even stocks with the name "Swedish Match". And Obermatt's CEO Hermann Stern does indeed like the stock because the vision of the company is a society without smokers.

It’s always surprising how many amazing companies in the north are incredibly cheap. Why might this be? This time, Obermatt video editor, who is studying engineering, found the company SKF on the Swedish Top 10 list. Engineering is important, especially because computers are automating more and more jobs. The choice makes sense to the CEO, Hermann Stern, so he's buying SKF for his weekly five thousand Swiss francs.

Obermatt video editor Milos had so much fun choosing the stock last week that he wanted to make another video. CEO Hermann Stern granted him his wish and he chose Carlsberg, which Hermann bought for the usual 5,000 Swiss francs. In addition, Hermann learned something about the beer scene in Belgrade.

Due to an intense seminar, Obermatt CEO Hermann J. Stern didn’t have time to make a stock video. That’s why he asked his video editor Milos in Belgrade to choose the stock himself. The result was amazing. Milos chose the company Philips from Obermatt's Euro Stoxx 50 list, an index of the largest stocks in Europe.

Donald Trump has managed to achieve what many people thought was impossible: eliminating social news. Today Obermatt CEO Hermann J. Stern only reads news that he's paying for or from sources whose editors he knows. Facebook friends and Twitter accounts that send him content from dubious sources are immediately unfollowed. It’s a golden age for media companies!

Besides Switzerland, Germany and the Scandinavian countries, England is one of the most market-friendly countries in Europe. For this reason, Dr. Hermann J. Stern finds it easy to choose a stock from the FTSE 100, because it is the most important stock index of the United Kingdom.

Even those who don’t like investing and think the crash is just around the corner should still invest regularly because regular investors have the best chance at success in the long run. Dr. Hermann J. Stern of Obermatt is now starting his third portfolio. As before, his plan is to invest 100,000 Swiss francs in about twenty stocks over the summer. Gamesa is his first investment this season.

If you have been following this blog for some time, then you will know that Hermann Stern only relies on measurable financial facts when considering equity investments. He ignores all subjective opinions and any and all future projections. This can sometimes lead to major differences in stock analysis, as he explained last week with the Temenos and Kudelski case study.

When Dr. Hermann Stern of Obermatt bought Peugeot stocks last spring, there was a series of negative comments and stories which appeared in an article on Inside Paradeplatz. The commentators did not question whether Peugeot was a good investment, but whether they liked Peugeot as a car. This is a completely different question.

Obermatt CEO Hermann J. Stern is in favor of renewable energy. That’s why he is happy to see Enel on the Italian Top 10 list. His personal research on Enel revealed the usual research commentaries: some recommendations to buy, and others to sell. These commentaries and opposing opinions are useless most of the time.

The pound is falling, but that is actually good news for investors. It makes UK stocks more affordable! It is unlikely that the UK will get a worse deal with the European Union than Switzerland, which has full access to the market but no say in it. In other words, they will get the money but not the vote, just like the Swiss.

The combined Swiss Top 10 List of the SMI contains only one stock: Givaudan. How is this possible? Well, Switzerland is expensive. And since Obermatt only includes companies with value ranks over 50 in the Top 10 lists, some of the lists may contain fewer than 10 stocks.

To date, Obermatt CEO Dr. Stern hasn't bought any oil stocks, and there have been many good reasons not to do so. However, he now has 17 stocks in his two portfolios and feels he needs an oil stock for diversification purposes. Although he recently bought a Tesla, that doesn’t mean that the production of combustion engines is coming to an end anytime soon.

Today, we improved our Obermatt portfolio analysis tool. It now shows the percentage share from each country and each industry group in your portfolio. The CEO Hermann J. Stern just used this function to make this week’s stock purchase.

Today, there were several interesting stocks on the Top 10 List of the French SBF 120 Index. That’s why Hermann Stern, Obermatt CEO had some difficulty selecting just one stock. Over-analysis leads to indecision and prolongs the investment process. This is a problem. Investors who invest regularly have higher returns than the procrastinators.

When is a Norwegian fertilizer company with a "no buy" rating and a recent management reshuffle a better buy than Google or Apple? When you are looking for an investment for the long-term!

Three years ago, Dr. Stern, the CEO of Obermatt sold his iPhone and bought a Nokia phone instead. While most people thought he was crazy, he had good reasons: The Nokia phone is a much smaller distraction than the iPhone. Today, Nokia’s stock is on the Obermatt Top 10 List of Good Value Stocks of the Euro Stoxx 50 Index.

Obermatt’s current Top 10 List of Ireland contains only companies in the size classes medium and large, thus no XL- or XXL-sized stocks. Such companies might be interesting for long-term investors if they know the companies well. If the companies are not well known, the focus should remain on XL and XXL companies.

Everybody is freaking out because of Brexit. The markets are crashing and the banks are recommending a flight to safety. The world’s largest asset manager, BlackRock, sent Obermatt's CEO an email with a recommendation to buy short-term bonds and low-volatility stock indexes. Many will follow their advice, which he finds crazy.

Dr. Stern's time was very limited today. However, a quick glance at our Top 10 List was all he needed to make his stock selection, Electrolux. Not only has he been a happy and satisfied owner of an Electrolux oven for over ten years, but the stock is all green on Obermatt.com.

There are many small companies among today’s Top 10 List of French All Stocks Index (CAC All). That’s not unusual because the more companies there are in the index, the more likely it will be to see smaller companies and their stocks on the Top 10 List.

The Obermatt Top 10 List from June 3, 2016, includes Spain, a country that Dr. Stern, CEO of Obermatt finds interesting for the future. Young Europeans want more sunshine and Spain has an open economic environment, at least compared to Italy and France.

After having bought several stocks already, Dr. Stern of Obermatt questions whether he's diversified enough. His European stock portfolio appears to be quite diversified, with stocks from Switzerland, Germany, France and, the UK, as you can see in the video.

Switzerland is uniquely positioned to be ahead of the world again by passing a vote to guarantee a minimum annual income for all its citizens. Why? The bill will make an important contribution to the future of Switzerland’s social security system.

Yesterday, Dr. Stern went to a performance in Kaufleuten by Julia Engelmann, the German poetry slammer. The show was beautiful and ended with a standing ovation. When he woke up this morning, he was thinking, what stock would he recommend to Julia? He suggests Metro

This morning we had technical difficulties calculating the rankings and Obermatt CEO had very little time deciding which stock to buy. Fortunately, he ran the Swiss Market Index (SMI) Top 10 List today, which he knows well. The third best entry on the list was ABB, a company that he admires.

Why is BMW the opposite of Peugeot? Because BMW has a very different strategy. While the BMW ads are all about "driving pleasure", Peugeot goes a different route and advertises "travel pleasure" instead. Not quite the same, as Obermatt CEO Dr. Stern will explain today.

Today, we’re making a different kind of investment. That’s because last week, Dr. Hermann Stern of Obermatt placed a reservation for a Tesla Model 3. He's a big fan of Tesla and he had already placed his first Tesla reservation back in 2010. Unfortunately, he wasn’t able to make use of this reservation because all his family money went into developing Obermatt Stock Search.

No April Fool’s joke: we calculated the UK Top 10 stocks today; even though Brexit could crash the London exchanges. Who knows what the future will bring? No one can predict it, especially not Dr. Stern of Obermatt. However, thanks to our rule-based stock investment strategy, we don’t have to.

A couple of weeks ago, the Swiss people voted for keeping their borders open. For investors, that’s a good sign because shutting down our borders would have resulted in higher prices, less demand, greater unemployment rates and lower returns for shareholders.