Fenix Outdoor what to think?

Fenix Outdoor used to be a Swedish company that now have their headquarters in Switzerland. Since I use one of their brands more or less on a daily basis and are extremely happy with their quality I have kept an eye on them from time to time.

Back in 2013 I made an analysis of them (analysis of Fenix Outdoor) and by the look of things that would have been an excellent moment to buy the company. Back then a P/E of 20 scared me which it still does today but not as much. Looking at Fenix Outdoor as an example the P/E is still around 20 but the share price have increased by around 28% during these two years which gives a more than fully acceptable yearly return. The share price was even up sniffing on 400 SEK which would have been a 50% increase if one would have acted upon it that is.

Stocks of Interest: November 2015

Due to the sale of two stocks (MüRe and K+S) I went on an investment bonanza during October. I therefore increased my holdings in RWE, Commerzbank, BP, E.On and K+S. I also started to completely new holdings namely Deere and fast Retailing. To be honest I feel a little investment saturated at the moment and I am considering to build up my 1k € buffer that I like to have on the broker account in case of special situations that can appear. 

I privately also hold a 1k € buffer that is not on the broker account but are devoted to the same objective. That buffer I have managed to hold on to but the one on the broker account was eaten up during summer/autumn. I will look at my lists below and see what I decide to do. Who knows maybe there will even be a special situation appearing during this November which makes me clean out both buffers.

Summary of October 2015

To be able to make the bicycle ride to work I now have to wear a hat, gloves and Long Johns. It starts to get very cold and due to the one hour time change it is now also very dark in the evenings when I leave work and generally one feels more tired.

I have now finished all the assignments and exams for this block of studies in Business Administration and today the new thing already started. The teacher was not very energetic is probably one of the kinder words to use but on the other hand one will not interact too much with her if I understood things correctly.

German inside trading: October 2015

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?

For the previous report please click on German inside trading: September 2015.

The few dealings were:

Eniro report Q3 2015

My Swedish mistake Eniro arrived with their Q3 report for 2015. The market response was good and the share price increased with double digits (in percentage that is). They have still not gone belly up and I have still not sold my shares so the story continues.