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).
AI stocks: Hidden gems
2024-11-14
2024-11-14
OMSP1: Interroll
2024-10-31
2024-10-31
Obermatt Top 10: S&P 500 US Consumer Staples
2024-10-24
2024-10-24
Top 10: Diversity Europe
2024-10-10
2024-10-10
OMSP1: OC Oerlikon added
2024-10-03
2024-10-03
Obermatt Top 10: Moonshot Tech
2024-09-26
2024-09-26
Stock tip: KSB
2024-09-12
2024-09-12
Stock tip: Guerbet
2024-09-05
2024-09-05
OMSP1: dormakaba
2024-08-29
2024-08-29
Stock tip: Gruppo A2A
2024-08-22
2024-08-22
Stock tip: Samse
2024-08-15
2024-08-15
Stock tip: Nokia
2024-08-08
2024-08-08
OMSP1: Emmi added
2024-08-01
2024-08-01
Stock tip: MEKO
2024-07-11
2024-07-11
OMSP1: Allreal
2024-06-27
2024-06-27
OMSP1: VAT Group
2024-05-30
2024-05-30
Stock tip: E.ON
2024-05-09
2024-05-09
Stock tip: Fresenius
2024-05-02
2024-05-02
OMSP1: DKSH
2024-04-25
2024-04-25
German Industrials: Heidelberg Materials
2024-04-18
2024-04-18
Swiss Value Wikifolio: Siegfried
2024-04-11
2024-04-11
Swiss Real Estate: Mobimo
2024-04-04
2024-04-04
OMSP1: Bucher
2024-03-28
2024-03-28
Swiss Tech: ALSO Group
2024-03-14
2024-03-14
Stock tip: NCC
2024-03-07
2024-03-07
OMSP1: Schindler
2024-02-29
2024-02-29
Stock tip: Bilfinger
2024-02-22
2024-02-22
Stock tip: Commerzbank
2024-02-15
2024-02-15
Stock tip: Drägerwerk
2024-02-08
2024-02-08
OMSP1: Sonova
2024-02-01
2024-02-01
Stock tip: PSP Swiss Property
2024-01-25
2024-01-25
Stock tip: Inficon
2024-01-18
2024-01-18
Stock tip: Huber+Suhner
2024-01-11
2024-01-11
OMSP1: Sandoz Group
2024-01-04
2024-01-04
Stock tip: Bachem
2023-12-28
2023-12-28
Stock tip: SoftwareOne
2023-12-21
2023-12-21
OMSP1: SFS
2023-11-30
2023-11-30
OMSP1: Partners Group
2023-11-02
2023-11-02
Stock tip: BASF
2023-11-02
2023-11-02
Stock tip: AXA
2023-10-26
2023-10-26
Stock tip: Zurich Airport
2023-10-19
2023-10-19
Stock tip: CNH Industrial
2023-10-12
2023-10-12
Stock tip: Sulzer
2023-10-05
2023-10-05
Stock tip: Stellantis
2023-09-28
2023-09-28
Stock tip: Vienna Insurance Group
2023-07-13
2023-07-13
Stock tip: Munich Re
2023-06-22
2023-06-22
Mercedes for the innovations
2023-05-18
2023-05-18
Dottikon ES: Good 360° View
2023-05-11
2023-05-11
Glencore: high dividend
2023-05-04
2023-05-04
Mikron: a good performer
2023-04-27
2023-04-27
Sto: Well positioned
2023-04-13
2023-04-13
Galenica: safe
2023-03-23
2023-03-23
IBM: good sentiment
2023-03-16
2023-03-16
Richemont: good 360° View
2023-03-09
2023-03-09
ENGIE for renewables
2023-02-16
2023-02-16
Arbonia climate change
2023-02-02
2023-02-02
Bechtle: IT, yet safe
2023-01-26
2023-01-26
Stadler Rail for the quality
2023-01-12
2023-01-12
Agree with Swiss Re
2022-12-22
2022-12-22
Expensive - Barry Callebaut
2022-12-15
2022-12-15
Sodexo: controversial & interesting
2022-12-08
2022-12-08
No hunger: DSM
2022-12-01
2022-12-01
Swiss Life | Richemont | CFT
2022-11-24
2022-11-24
Schaeffler: future of cars
2022-11-17
2022-11-17
Merck for healthcare
2022-11-10
2022-11-10
Iberdrola: Clean energy
2022-11-03
2022-11-03
Südzucker (not) sweet
2022-10-27
2022-10-27
(Safe) Solvay
2022-10-20
2022-10-20
Swatch - a safe bet
2022-10-13
2022-10-13
Aker BP: Oil rebels
2022-10-06
2022-10-06
Glencore: Rights <-> Value?
2022-09-29
2022-09-29
ABN AMRO: sustainable at interest hike
2022-09-22
2022-09-22
Carr: Food and Shelter
2022-09-15
2022-09-15
Poste Italiane = low price & good growth
2022-09-08
2022-09-08
Maersk = energy efficient + cheap
2022-09-01
2022-09-01
Origin Ireland = 🌱
2022-08-25
2022-08-25
NOMV - No OMV
2022-08-18
2022-08-18
Telekom Austria = good Value + Dividends
2022-08-18
2022-08-18
ABB for Wikifolio
2022-04-14
2022-04-14
Poland is safer: KGHM
2022-04-07
2022-04-07
Imerys: modern mining
2022-03-31
2022-03-31
Credit Suisse is cheap
2022-03-17
2022-03-17
Meyer Burger revisited
2022-03-10
2022-03-10
Only short-term bonds
2022-03-03
2022-03-03
Obermatt ♥ Choba Choba
2022-02-10
2022-02-10
Comet Holding for Wikifolio
2022-01-27
2022-01-27
Swiss Re | Helvetia | Zurich
2021-11-04
2021-11-04
Bunge | Activision
2021-10-28
2021-10-28
Teladoc | Hologic
2021-10-14
2021-10-14
Holcim | CRH
2021-10-07
2021-10-07
Affordable cheese: Unibel
2021-06-04
2021-06-04
Green steel: Aperam
2021-05-28
2021-05-28
Buying Credit Suisse
2021-05-14
2021-05-14
Eni and Siemens Energy
2021-05-07
2021-05-07
US semiconductors: Lam Research and Axcelis
2021-04-30
2021-04-30
US raw earth RockTech Lithium
2021-04-16
2021-04-16
US energy NextEra
2021-04-09
2021-04-09
US health LabCorp
2021-04-02
2021-04-02
Forecast spring 2021
2021-03-26
2021-03-26
Buying Vestas Wind
2021-03-19
2021-03-19
Quest | Seneca
2021-02-05
2021-02-05
Small stocks?
2021-01-29
2021-01-29
Kühne+Nagel Opportunity
2021-01-15
2021-01-15
NENT = “Netflix” Europe
2021-01-08
2021-01-08
BMW is good Value
2020-11-13
2020-11-13
Selling Tesla
2020-10-30
2020-10-30
Selling Facebook
2020-10-23
2020-10-23
Selling Amazon
2020-10-16
2020-10-16
Selling Google
2020-10-09
2020-10-09
Landis+Gyr electrifying
2020-10-02
2020-10-02
Strabag Construction Boom Estern Europe
2020-09-25
2020-09-25
BNP Paribas: Profit in Investment Banking
2020-09-18
2020-09-18
Roundtable: quicker, better
2020-06-12
2020-06-12
Corona stock: BASF
2020-05-22
2020-05-22
Second Stocks Roundtable
2020-01-10
2020-01-10
First Stocks Roundtable
2019-12-06
2019-12-06
Obermatt Portfolio Review
2019-09-20
2019-09-20
Peñoles on Pink Sheet
2019-07-05
2019-07-05
Mexico Gold Fresnillo
2019-06-21
2019-06-21
More Wood: UPM
2019-06-07
2019-06-07
Wood Stock West Fraser
2019-05-24
2019-05-24
Upswing in Portugal
2018-11-30
2018-11-30
Plastic out? Great!
2018-11-09
2018-11-09
Aluminum is taking off
2018-10-25
2018-10-25
Steel convinces - bought SSAB
2018-10-11
2018-10-11
Africa moves - IAMGOLD, too
2018-09-27
2018-09-27
Cars need suppliers – buying Hella
2018-09-20
2018-09-20
Fake-News ≠ tamedia
2018-07-05
2018-07-05
UBS Boom → Buying Fortum
2018-06-28
2018-06-28
Buying H&M - not Zara
2018-06-21
2018-06-21
Buying Oil: Eni of Italy
2018-06-14
2018-06-14
Anheuser Busch ≠ liquid
2018-06-07
2018-06-07
Safra Sarasin: Commodities ✓
2018-05-31
2018-05-31
Gold → Money
2018-05-24
2018-05-24
Swisscom
2018-05-04
2018-05-04
Logitech keyboard & stock
2018-04-20
2018-04-20
Gold Fields Hedge
2018-04-06
2018-04-06
Lenzing Functional Clothes
2018-03-30
2018-03-30
Endesa Solar
2018-03-23
2018-03-23
G4S
2017-12-08
2017-12-08
Cargotec
2017-11-10
2017-11-10
Adecco
2017-10-27
2017-10-27
Securitas
2017-10-06
2017-10-06
Barry Callebaut
2017-09-15
2017-09-15
Saint Gobain
2017-07-14
2017-07-14
Diversification
2017-06-30
2017-06-30
Marine Harvest
2017-06-23
2017-06-23
Gemalto
2017-06-16
2017-06-16
Swedish Match
2017-06-02
2017-06-02
SKF
2017-05-26
2017-05-26
Carlsberg
2017-05-19
2017-05-19
Philips
2017-05-12
2017-05-12
RTL & Axel Springer stocks
2017-04-07
2017-04-07
Meggitt stock
2017-03-31
2017-03-31
Gamesa stock
2017-03-24
2017-03-24
Obermatt rankings
2017-03-17
2017-03-17
Peugeot
2017-03-03
2017-03-03
Buying clean energy from Italy: Enel
2016-10-28
2016-10-28
Switzerland role model for the UK - Buying Debenhams
2016-10-21
2016-10-21
The last Swiss stock with value: Givaudan
2016-10-14
2016-10-14
TOTAL is not my first choice but still a good pick
2016-10-07
2016-10-07
Needing Real Estate, buying store chain Ahold
2016-09-30
2016-09-30
Simply diversify! I’m buying Arkema
2016-09-23
2016-09-23
Fertilizer-Stock Yara better buy than Google or Apple
2016-09-16
2016-09-16
Buying the cleaned up Nokia stock
2016-07-15
2016-07-15
IT-Services in Spain: Stern buys Amadeus
2016-07-08
2016-07-08
Brexit, so what? Buying Sainsbury's
2016-07-01
2016-07-01
New record with Electrolux stock
2016-06-24
2016-06-24
Airbus is a non-brainer
2016-06-17
2016-06-17
No attractive stocks in Spain - Stern buys Conzzeta
2016-06-03
2016-06-03
Stern buys diversification with BASF
2016-05-27
2016-05-27
Universal Basic Income: good for stocks and Valora
2016-05-20
2016-05-20
Stern would recommend Metro stocks to Julia Engelmann
2016-05-06
2016-05-06
Stern bought ABB in 3 minutes and 7 seconds
2016-04-29
2016-04-29
After BMW - Stern buys what’s contrary: Peugeot
2016-04-22
2016-04-22
Stern buys the Tesla car and the BMW stock
2016-04-08
2016-04-08
Because of Brexit Stern buys Smith & Nephew
2016-04-01
2016-04-01
Open borders good for Novartis
2016-03-25
2016-03-25