Woow what I start of the year! Wonderful buy opportunities have appeared in more or less every part of the world. Great! I went to the site to check the activity of the managers and I was astonished over how little activity there had been. Maybe they also had an expensive Christmas / New Year party and decided to tighten the belt a little or due to the massive reporting season coming up with Q4, full year and Q1 many of them are maybe not even allowed to trade. Either way it was very low activity!
The few things happening can be summarized as:
Braas Monier
- sold shares
Intertainment - bought shares
Villeroy & Boch, bought shares
Biofrontera
- bought shares
MorphoSys -
bought shares
Social Commerce - bought shares
BASF - bought shares, analysis
of BASF 2015.
BayWa
- bought shares
Lanxess- bought shares, analysis of Lanxess 2015.
Axel Springer - bought shares, analysis
of Axel Springer.
WCM Beteiligungs - sold shares
WCM Beteiligungs - sold shares
Deutsche
Euroshop - bought shares, analysis
of Deutsche Euroshop.
K+S - bought shares, analysis
of K+S 2015.
Tom Tailor - bought shares
SAP AG - sold shares, analysis
of SAP 2015.
Aurubis - bought shares
Heliocentris - bought shares
Conclusion: Descent activity with PVA TePla, KWS Saat and with Lanxess. I am very happy to see that in three of the companies that I already own: K+S, BASF and RWE the managers felt confident enough to buy more. Generally it was very little activity but the activity that took place was to increase their holdings.
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