The month has been filled with mixed emotions in Europe. The shares prices have increased like crazy to the very next day fall like crazy again. Personally I have been buying like crazy during the month so the question is... what did the managers do?
The few dealings were:
H&R AG - bought
shares
Gerry Weber - bought shares, analysis of Gerry Weber 2015.
Alno - bought shares
Schaeffler - bought shares
Gesco - bought shares
Grenkeleasing AG -
bought shares
Syzygy - sold shares
Syzygy - sold shares
Drägerwerk - bought shares
Nucletron Electronic - bought
shares
Heliocentris - bought shares
Chorus - bought shares
Einhell -
bought shares
Tele Columbus - bought shares
SAP AG - sold shares, analysis
of SAP 2015.
Snowbird - bought shares
Conclusion: Very little activity this month. I am amazed that the anyone with inside information in Röhn Klinikum still have shares to sell... Nice to see that the managers in the new spin-off from Bayer, Covestro, are buying shares. Powerland and Gerry Weber had high activity on the buying side and Syzygy and Röhn on the selling side. I like that the managers in K+S, DBAG and Gerry Weber were buying shares since all three companies belong to me. Personally I also increased my position in K+S during the month and I was tempted to increase also in DBAG but I did not in the end.
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