Wednesday, 5 November 2014

Stocks of Interest: November 2014


Stocks of Interest, contrarian, November, 2014

Now due to the ease of Google Docs I am able to make these type of presentation on a monthly basis and not quarter wise. This was in the end also necessary since I make monthly investments and not quarter or half year investments. All the tables are available online for everyone to observe following the links below.


For the previous publication concerning Stocks of Interest: October 2014 please click on the link.

Contrarian, Stocks of Interest, 2014, November
Snapshot from Google Docs concerning Stocks of Interest.

There has been a couple of fluctuations on the list due to the very dramatic October and therefore the top ten list in November is: Fugro, Kernel, Agrana, Neste Oil, Aksa, Volkswagen, Morrisons, Hannover, Casino and Picanol. The biggest jump was made by Fugro that has now taken the top position after deciding to cut their dividends.

DAX, companies, November, 2014
Snapshot of the DAX companies in November 2014.

There are still only two really interesting companies which are Fresenius and Volkswagen. Due to the dip in October there were a couple of more candidates during some days but most of them have now jumped up again.

Stock Portfolio, November, 2014
Snapshot of Google Docs concerning my current stock portfolio.

There are plenty of interesting candidates among the companies that I already own: Asian Bamboo, BP, Commerzbank, DB, Eniro, Fugro, Kernel and Tessenderlo. No more fresh investment money will currently go to Asian Bamboo, BP, Commerzbank, DB or Eniro. Tessenderlo will soon ask for more money which I will then also be happy to pay and that then only leaves two candidates left... Kernel and Fugro... unless I start up a completely new investment that is.

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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