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

OMSP1: Interroll
2024-10-31

Obermatt Top 10: S&P 500 US Consumer Staples
2024-10-24

Top 10: Diversity Europe
2024-10-10

OMSP1: OC Oerlikon added
2024-10-03

Obermatt Top 10: Moonshot Tech
2024-09-26

Stock tip: KSB
2024-09-12

Stock tip: Guerbet
2024-09-05

OMSP1: dormakaba
2024-08-29

Stock tip: Gruppo A2A
2024-08-22

Stock tip: Samse
2024-08-15

Stock tip: Nokia
2024-08-08

OMSP1: Emmi added
2024-08-01

Stock tip: MEKO
2024-07-11

OMSP1: Allreal
2024-06-27

OMSP1: VAT Group
2024-05-30

Stock tip: E.ON
2024-05-09

Stock tip: Fresenius
2024-05-02

OMSP1: DKSH
2024-04-25

German Industrials: Heidelberg Materials
2024-04-18

Swiss Value Wikifolio: Siegfried
2024-04-11

Swiss Real Estate: Mobimo
2024-04-04

OMSP1: Bucher
2024-03-28

Swiss Tech: ALSO Group
2024-03-14

Stock tip: NCC
2024-03-07

OMSP1: Schindler
2024-02-29

Stock tip: Bilfinger
2024-02-22

Stock tip: Commerzbank
2024-02-15

Stock tip: Drägerwerk
2024-02-08

OMSP1: Sonova
2024-02-01

Stock tip: PSP Swiss Property
2024-01-25

Stock tip: Inficon
2024-01-18

Stock tip: Huber+Suhner
2024-01-11

OMSP1: Sandoz Group
2024-01-04

Stock tip: Bachem
2023-12-28

Stock tip: SoftwareOne
2023-12-21

OMSP1: SFS
2023-11-30

OMSP1: Partners Group
2023-11-02

Stock tip: BASF
2023-11-02

Stock tip: AXA
2023-10-26

Stock tip: Zurich Airport
2023-10-19

Stock tip: CNH Industrial
2023-10-12

Stock tip: Sulzer
2023-10-05

Stock tip: Stellantis
2023-09-28

Stock tip: Vienna Insurance Group
2023-07-13

Stock tip: Munich Re
2023-06-22

Mercedes for the innovations
2023-05-18

Dottikon ES: Good 360° View
2023-05-11

Glencore: high dividend
2023-05-04

Mikron: a good performer
2023-04-27

Sto: Well positioned
2023-04-13

Galenica: safe
2023-03-23

IBM: good sentiment
2023-03-16

Richemont: good 360° View
2023-03-09

ENGIE for renewables
2023-02-16

Arbonia climate change
2023-02-02

Bechtle: IT, yet safe
2023-01-26

Stadler Rail for the quality
2023-01-12

Agree with Swiss Re
2022-12-22

Expensive - Barry Callebaut
2022-12-15

Sodexo: controversial & interesting
2022-12-08

No hunger: DSM
2022-12-01

Swiss Life | Richemont | CFT
2022-11-24

Schaeffler: future of cars
2022-11-17

Merck for healthcare
2022-11-10

Iberdrola: Clean energy
2022-11-03

Südzucker (not) sweet
2022-10-27

(Safe) Solvay
2022-10-20

Swatch - a safe bet
2022-10-13

Aker BP: Oil rebels
2022-10-06

Glencore: Rights <-> Value?
2022-09-29

ABN AMRO: sustainable at interest hike
2022-09-22

Carr: Food and Shelter
2022-09-15

Poste Italiane = low price & good growth
2022-09-08

Maersk = energy efficient + cheap
2022-09-01

Origin Ireland = 🌱
2022-08-25

NOMV - No OMV
2022-08-18

Telekom Austria = good Value + Dividends
2022-08-18

ABB for Wikifolio
2022-04-14

Poland is safer: KGHM
2022-04-07

Imerys: modern mining
2022-03-31

Credit Suisse is cheap
2022-03-17

Meyer Burger revisited
2022-03-10

Only short-term bonds
2022-03-03

Obermatt ♥ Choba Choba
2022-02-10

Comet Holding for Wikifolio
2022-01-27

Swiss Re | Helvetia | Zurich
2021-11-04

Bunge | Activision
2021-10-28

Teladoc | Hologic
2021-10-14

Holcim | CRH
2021-10-07

Affordable cheese: Unibel
2021-06-04

Green steel: Aperam
2021-05-28

Buying Credit Suisse
2021-05-14

Eni and Siemens Energy
2021-05-07

US semiconductors: Lam Research and Axcelis
2021-04-30

US raw earth RockTech Lithium
2021-04-16

US energy NextEra
2021-04-09

US health LabCorp
2021-04-02

Forecast spring 2021
2021-03-26

Buying Vestas Wind
2021-03-19

Quest | Seneca
2021-02-05

Small stocks?
2021-01-29

Kühne+Nagel Opportunity
2021-01-15

NENT = “Netflix” Europe
2021-01-08

BMW is good Value
2020-11-13

Selling Tesla
2020-10-30

Selling Facebook
2020-10-23

Selling Amazon
2020-10-16

Selling Google
2020-10-09

Landis+Gyr electrifying
2020-10-02

Strabag Construction Boom Estern Europe
2020-09-25

BNP Paribas: Profit in Investment Banking
2020-09-18

Roundtable: quicker, better
2020-06-12

Corona stock: BASF
2020-05-22

Second Stocks Roundtable
2020-01-10

First Stocks Roundtable
2019-12-06

Obermatt Portfolio Review
2019-09-20

Peñoles on Pink Sheet
2019-07-05

Mexico Gold Fresnillo
2019-06-21

More Wood: UPM
2019-06-07

Wood Stock West Fraser
2019-05-24

Upswing in Portugal
2018-11-30

Plastic out? Great!
2018-11-09

Aluminum is taking off
2018-10-25

Steel convinces - bought SSAB
2018-10-11

Africa moves - IAMGOLD, too
2018-09-27

Cars need suppliers – buying Hella
2018-09-20

Fake-News ≠ tamedia
2018-07-05

UBS Boom → Buying Fortum
2018-06-28

Buying H&M - not Zara
2018-06-21

Buying Oil: Eni of Italy
2018-06-14

Anheuser Busch ≠ liquid
2018-06-07

Safra Sarasin: Commodities ✓
2018-05-31

Gold → Money
2018-05-24

Swisscom
2018-05-04

Logitech keyboard & stock
2018-04-20

Gold Fields Hedge
2018-04-06

Lenzing Functional Clothes
2018-03-30

Endesa Solar
2018-03-23

G4S
2017-12-08

Cargotec
2017-11-10

Adecco
2017-10-27

Securitas
2017-10-06

Barry Callebaut
2017-09-15

Saint Gobain
2017-07-14

Diversification
2017-06-30

Marine Harvest
2017-06-23

Gemalto
2017-06-16

Swedish Match
2017-06-02

SKF
2017-05-26

Carlsberg
2017-05-19

Philips
2017-05-12

RTL & Axel Springer stocks
2017-04-07

Meggitt stock
2017-03-31

Gamesa stock
2017-03-24

Obermatt rankings
2017-03-17

Peugeot
2017-03-03

Buying clean energy from Italy: Enel
2016-10-28

Switzerland role model for the UK - Buying Debenhams
2016-10-21

The last Swiss stock with value: Givaudan
2016-10-14

TOTAL is not my first choice but still a good pick
2016-10-07

Needing Real Estate, buying store chain Ahold
2016-09-30

Simply diversify! I’m buying Arkema
2016-09-23

Fertilizer-Stock Yara better buy than Google or Apple
2016-09-16

Buying the cleaned up Nokia stock
2016-07-15

IT-Services in Spain: Stern buys Amadeus
2016-07-08

Brexit, so what? Buying Sainsbury's
2016-07-01

New record with Electrolux stock
2016-06-24

Airbus is a non-brainer
2016-06-17

No attractive stocks in Spain - Stern buys Conzzeta​
2016-06-03

Stern buys diversification with BASF
2016-05-27

Universal Basic Income: good for stocks and Valora
2016-05-20

Stern would recommend Metro stocks to Julia Engelmann
2016-05-06

Stern bought ABB in 3 minutes and 7 seconds
2016-04-29

After BMW - Stern buys what’s contrary: Peugeot
2016-04-22

Stern buys the Tesla car and the BMW stock
2016-04-08

Because of Brexit Stern buys Smith & Nephew
2016-04-01

Open borders good for Novartis
2016-03-25


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