Friday 3 October 2014

Stocks of Interest: October 2014

Contrarian, stocks, interest, October, 2014

Even thought I failed and jumped to quickly on the smorgasbord I still publish the list as if it would be used for the decision process of which stock to buy. Once again it will be the snapshots from the Google drive excel sheet.

Stocks of Interest, October, 2014
Snapshot from Google Drive concerning Stocks of Interest.

In October there has been a lot of changes to the list, especially since several companies have been kicked out and this then gives us a top ten list of: Kernel, Neste Oil, Aksa, Agrana, Fugro, Volkswagen, Morrisons, Hannover Rückversich, Casino and finally Debenhams. On the top then list I now own two of the companies: Kernel and Fugro that recently entered my stock portfolio.

DAX, companies, October, 2014
Snapshot from Google Drive concerning the DAX companies.

Here in October many of the companies on DAX are still highly overvalued according to my opinion. There are two of interest still and those are: Fresenius and Volkswagen. There is one company that I have started to open my eyes a little on and that is Continental. They have dropped a lot lately and I am not certain that that is fully motivated...
Stock Portfolio, October, 2014
Snapshot from Google Drive concerning my current investments.

Finally we should take a look at my current stock portfolio to see if there are any companies there which I should increase my investment in. We very clearly see that several companies are of interest: Asian Bamboo (no chance!), my two banks DB and Commerzbank but I am already pretty heavy there, Kernel which I am also currently happy with the size of which leaves us with BP and my three new investments Fugro, Tessenderlo and Eniro.

The decision was already made so it is not difficult this time as it were in September. Instead we must hope that the list will remain like this so that I next month can push some more money into my new fresh investments!

From the Stocks of Interest page you will have direct access to the live update of the list from Google drive and if you go to the Stock Portfolio page you find the direct access to the live update of my current holdings and their share prices compared to my future expectations.

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