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).
Top 10 list: Electromobility
2025-02-06
2025-02-06
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OMSP1: Inficon
2025-01-30
2025-01-30
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SMI Top 10 - Are the giants the best bet?
2025-01-23
2025-01-23
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SPI Top 10 - Small & Mid Caps with Potential
2025-01-09
2025-01-09
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OMSP1: Swisscom added
2025-01-02
2025-01-02
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Insights from Swiss Bliss
2024-12-19
2024-12-19
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Top 10 list: FTSE 250
2024-12-12
2024-12-12
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OMSP1: Forbo
2024-12-05
2024-12-05
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Top 10 list: Solar Technology
2024-11-28
2024-11-28
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AI stocks: Hidden gems
2024-11-14
2024-11-14
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OMSP1: Interroll
2024-10-31
2024-10-31
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Obermatt Top 10: S&P 500 US Consumer Staples
2024-10-24
2024-10-24
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Top 10: Diversity Europe
2024-10-10
2024-10-10
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OMSP1: OC Oerlikon added
2024-10-03
2024-10-03
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Obermatt Top 10: Moonshot Tech
2024-09-26
2024-09-26
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Stock tip: KSB
2024-09-12
2024-09-12
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Stock tip: Guerbet
2024-09-05
2024-09-05
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OMSP1: dormakaba
2024-08-29
2024-08-29
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Stock tip: Gruppo A2A
2024-08-22
2024-08-22
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Stock tip: Samse
2024-08-15
2024-08-15
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Stock tip: Nokia
2024-08-08
2024-08-08
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OMSP1: Emmi added
2024-08-01
2024-08-01
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Stock tip: MEKO
2024-07-11
2024-07-11
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OMSP1: Allreal
2024-06-27
2024-06-27
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OMSP1: VAT Group
2024-05-30
2024-05-30
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Stock tip: E.ON
2024-05-09
2024-05-09
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Stock tip: Fresenius
2024-05-02
2024-05-02
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OMSP1: DKSH
2024-04-25
2024-04-25
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German Industrials: Heidelberg Materials
2024-04-18
2024-04-18
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Swiss Value Wikifolio: Siegfried
2024-04-11
2024-04-11
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Swiss Real Estate: Mobimo
2024-04-04
2024-04-04
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OMSP1: Bucher
2024-03-28
2024-03-28
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Swiss Tech: ALSO Group
2024-03-14
2024-03-14
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Stock tip: NCC
2024-03-07
2024-03-07
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OMSP1: Schindler
2024-02-29
2024-02-29
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Stock tip: Bilfinger
2024-02-22
2024-02-22
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Stock tip: Commerzbank
2024-02-15
2024-02-15
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Stock tip: Drägerwerk
2024-02-08
2024-02-08
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OMSP1: Sonova
2024-02-01
2024-02-01
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Stock tip: PSP Swiss Property
2024-01-25
2024-01-25
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Stock tip: Inficon
2024-01-18
2024-01-18
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Stock tip: Huber+Suhner
2024-01-11
2024-01-11
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OMSP1: Sandoz Group
2024-01-04
2024-01-04
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Stock tip: Bachem
2023-12-28
2023-12-28
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Stock tip: SoftwareOne
2023-12-21
2023-12-21
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OMSP1: SFS
2023-11-30
2023-11-30
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OMSP1: Partners Group
2023-11-02
2023-11-02
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Stock tip: BASF
2023-11-02
2023-11-02
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Stock tip: AXA
2023-10-26
2023-10-26
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Stock tip: Zurich Airport
2023-10-19
2023-10-19
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Stock tip: CNH Industrial
2023-10-12
2023-10-12
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Stock tip: Sulzer
2023-10-05
2023-10-05
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Stock tip: Stellantis
2023-09-28
2023-09-28
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Stock tip: Vienna Insurance Group
2023-07-13
2023-07-13
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Stock tip: Munich Re
2023-06-22
2023-06-22
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Mercedes for the innovations
2023-05-18
2023-05-18
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Dottikon ES: Good 360° View
2023-05-11
2023-05-11
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Glencore: high dividend
2023-05-04
2023-05-04
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Mikron: a good performer
2023-04-27
2023-04-27
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Sto: Well positioned
2023-04-13
2023-04-13
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Galenica: safe
2023-03-23
2023-03-23
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IBM: good sentiment
2023-03-16
2023-03-16
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Richemont: good 360° View
2023-03-09
2023-03-09
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ENGIE for renewables
2023-02-16
2023-02-16
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Arbonia climate change
2023-02-02
2023-02-02
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Bechtle: IT, yet safe
2023-01-26
2023-01-26
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Stadler Rail for the quality
2023-01-12
2023-01-12
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Agree with Swiss Re
2022-12-22
2022-12-22
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Expensive - Barry Callebaut
2022-12-15
2022-12-15
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Sodexo: controversial & interesting
2022-12-08
2022-12-08
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No hunger: DSM
2022-12-01
2022-12-01
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Swiss Life | Richemont | CFT
2022-11-24
2022-11-24
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Schaeffler: future of cars
2022-11-17
2022-11-17
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Merck for healthcare
2022-11-10
2022-11-10
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Iberdrola: Clean energy
2022-11-03
2022-11-03
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Südzucker (not) sweet
2022-10-27
2022-10-27
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(Safe) Solvay
2022-10-20
2022-10-20
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Swatch - a safe bet
2022-10-13
2022-10-13
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Aker BP: Oil rebels
2022-10-06
2022-10-06
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Glencore: Rights <-> Value?
2022-09-29
2022-09-29
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ABN AMRO: sustainable at interest hike
2022-09-22
2022-09-22
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Carr: Food and Shelter
2022-09-15
2022-09-15
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Poste Italiane = low price & good growth
2022-09-08
2022-09-08
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Maersk = energy efficient + cheap
2022-09-01
2022-09-01
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Origin Ireland = 🌱
2022-08-25
2022-08-25
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NOMV - No OMV
2022-08-18
2022-08-18
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Telekom Austria = good Value + Dividends
2022-08-18
2022-08-18
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ABB for Wikifolio
2022-04-14
2022-04-14
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Poland is safer: KGHM
2022-04-07
2022-04-07
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Imerys: modern mining
2022-03-31
2022-03-31
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Credit Suisse is cheap
2022-03-17
2022-03-17
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Meyer Burger revisited
2022-03-10
2022-03-10
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Only short-term bonds
2022-03-03
2022-03-03
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Obermatt ♥ Choba Choba
2022-02-10
2022-02-10
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Comet Holding for Wikifolio
2022-01-27
2022-01-27
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Swiss Re | Helvetia | Zurich
2021-11-04
2021-11-04
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Bunge | Activision
2021-10-28
2021-10-28
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Teladoc | Hologic
2021-10-14
2021-10-14
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Holcim | CRH
2021-10-07
2021-10-07
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Affordable cheese: Unibel
2021-06-04
2021-06-04
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Green steel: Aperam
2021-05-28
2021-05-28
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Buying Credit Suisse
2021-05-14
2021-05-14
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Eni and Siemens Energy
2021-05-07
2021-05-07
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US semiconductors: Lam Research and Axcelis
2021-04-30
2021-04-30
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US raw earth RockTech Lithium
2021-04-16
2021-04-16
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US energy NextEra
2021-04-09
2021-04-09
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US health LabCorp
2021-04-02
2021-04-02
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Forecast spring 2021
2021-03-26
2021-03-26
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Buying Vestas Wind
2021-03-19
2021-03-19
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Quest | Seneca
2021-02-05
2021-02-05
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Small stocks?
2021-01-29
2021-01-29
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Kühne+Nagel Opportunity
2021-01-15
2021-01-15
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NENT = “Netflix” Europe
2021-01-08
2021-01-08
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BMW is good Value
2020-11-13
2020-11-13
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Selling Tesla
2020-10-30
2020-10-30
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Selling Facebook
2020-10-23
2020-10-23
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Selling Amazon
2020-10-16
2020-10-16
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Selling Google
2020-10-09
2020-10-09
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Landis+Gyr electrifying
2020-10-02
2020-10-02
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Strabag Construction Boom Estern Europe
2020-09-25
2020-09-25
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BNP Paribas: Profit in Investment Banking
2020-09-18
2020-09-18
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Roundtable: quicker, better
2020-06-12
2020-06-12
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Corona stock: BASF
2020-05-22
2020-05-22
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Second Stocks Roundtable
2020-01-10
2020-01-10
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First Stocks Roundtable
2019-12-06
2019-12-06
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Obermatt Portfolio Review
2019-09-20
2019-09-20
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Peñoles on Pink Sheet
2019-07-05
2019-07-05
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Mexico Gold Fresnillo
2019-06-21
2019-06-21
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More Wood: UPM
2019-06-07
2019-06-07
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Wood Stock West Fraser
2019-05-24
2019-05-24
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Upswing in Portugal
2018-11-30
2018-11-30
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Plastic out? Great!
2018-11-09
2018-11-09
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Aluminum is taking off
2018-10-25
2018-10-25
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Steel convinces - bought SSAB
2018-10-11
2018-10-11
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Africa moves - IAMGOLD, too
2018-09-27
2018-09-27
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Cars need suppliers – buying Hella
2018-09-20
2018-09-20
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Fake-News ≠ tamedia
2018-07-05
2018-07-05
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UBS Boom → Buying Fortum
2018-06-28
2018-06-28
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Buying H&M - not Zara
2018-06-21
2018-06-21
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Buying Oil: Eni of Italy
2018-06-14
2018-06-14
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Anheuser Busch ≠ liquid
2018-06-07
2018-06-07
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Safra Sarasin: Commodities ✓
2018-05-31
2018-05-31
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Gold → Money
2018-05-24
2018-05-24
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Swisscom
2018-05-04
2018-05-04
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Logitech keyboard & stock
2018-04-20
2018-04-20
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Gold Fields Hedge
2018-04-06
2018-04-06
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Lenzing Functional Clothes
2018-03-30
2018-03-30
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Endesa Solar
2018-03-23
2018-03-23
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G4S
2017-12-08
2017-12-08
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Cargotec
2017-11-10
2017-11-10
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Adecco
2017-10-27
2017-10-27
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Securitas
2017-10-06
2017-10-06
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Barry Callebaut
2017-09-15
2017-09-15
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Saint Gobain
2017-07-14
2017-07-14
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Diversification
2017-06-30
2017-06-30
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Marine Harvest
2017-06-23
2017-06-23
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Gemalto
2017-06-16
2017-06-16
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Swedish Match
2017-06-02
2017-06-02
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SKF
2017-05-26
2017-05-26
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Carlsberg
2017-05-19
2017-05-19
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Philips
2017-05-12
2017-05-12
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RTL & Axel Springer stocks
2017-04-07
2017-04-07
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Meggitt stock
2017-03-31
2017-03-31
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Gamesa stock
2017-03-24
2017-03-24
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Obermatt rankings
2017-03-17
2017-03-17
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Peugeot
2017-03-03
2017-03-03
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Buying clean energy from Italy: Enel
2016-10-28
2016-10-28
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Switzerland role model for the UK - Buying Debenhams
2016-10-21
2016-10-21
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The last Swiss stock with value: Givaudan
2016-10-14
2016-10-14
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TOTAL is not my first choice but still a good pick
2016-10-07
2016-10-07
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Needing Real Estate, buying store chain Ahold
2016-09-30
2016-09-30
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Simply diversify! I’m buying Arkema
2016-09-23
2016-09-23
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Fertilizer-Stock Yara better buy than Google or Apple
2016-09-16
2016-09-16
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Buying the cleaned up Nokia stock
2016-07-15
2016-07-15
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IT-Services in Spain: Stern buys Amadeus
2016-07-08
2016-07-08
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Brexit, so what? Buying Sainsbury's
2016-07-01
2016-07-01
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New record with Electrolux stock
2016-06-24
2016-06-24
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Airbus is a non-brainer
2016-06-17
2016-06-17
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No attractive stocks in Spain - Stern buys Conzzeta
2016-06-03
2016-06-03
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Stern buys diversification with BASF
2016-05-27
2016-05-27
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Universal Basic Income: good for stocks and Valora
2016-05-20
2016-05-20
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Stern would recommend Metro stocks to Julia Engelmann
2016-05-06
2016-05-06
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Stern bought ABB in 3 minutes and 7 seconds
2016-04-29
2016-04-29
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After BMW - Stern buys what’s contrary: Peugeot
2016-04-22
2016-04-22
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Stern buys the Tesla car and the BMW stock
2016-04-08
2016-04-08
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Because of Brexit Stern buys Smith & Nephew
2016-04-01
2016-04-01
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Open borders good for Novartis
2016-03-25
2016-03-25
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