In this post I want to present a list of interesting stocks which I want to look at in the near future. I want to note the name and the reason why I think the stock is worth a look.
In my last post I mentioned Eddy Elfenbein and his new “Buy List Stocks”. I would put all of them on my To-Do list. I also will watch through the indices and look at the “losers” – maybe some of them are worth a look (a bad performance alone is no reason to buy a stock). The selection I did here is intuitively (no Solar, no Roll-Ups, reputation).
This are MMI’s 27 Investments for 2017. A lot of them are “reasonably priced” – he plans to increase his Admiral Group plc holding.
The biggest Index losers – screenshots
Some Screenshots from ariva.de – this are the stocks of the SP500, Dow, HDAX and FTSE that have performed worst in 2016.
(Far away from perfect, to long and still in process)
Danaher / Eddy Elfenbein / frequently named quality stock
Bolloré / Ebdem, Muddy Waters*
Nike / Dow Loser
TripAdvisor / SP500 Loser (maybe just spin-off)
Regus plc / Ebdem, ProfitlichSchmidlin
CBS / 6 top ten shows
Coty / SP500 Loser / Reimann family
easyJet plc / FTSE Loser (BRK bought Airlines)
HugoBoss / DAX Loser / contra: fashion
Dt pbb / DAX loser / Valueandopportunity
Cinemark Holdings / Eddy Elfenbein
Pitney Bowes / SP500 loser / owned company previously
Moody’s / Eddy Elfenbein / owned company previously
Philip Morris Int. / poor 2016 performance
*We value BOL shares at €8.50, which is 94.6% higher than its current price.
Axalta Coating Systems / Eddy Elfenbein / BRK?
Continental Building Products / Eddy Elfenbein
Ingredion / Eddy Elfenbein
Intercontinental Exchange / Eddy Elfenbein
RPM International / Eddy Elfenbein
Sherwin-Williams / Eddy Elfenbein / theconservativeincomeinvestor
JM Smucker / Eddy Elfenbein