Publishing the Boss Score – Top 25 Germany
As announced in the last post, until I find a nicer solution for the whole file, I will publish selected lists.
As there are many German readers, I start with German stocks.
First the Top 25 German stocks based on the 10 year Boss Score:
and then the German Top 25 stocks based on the 5 year Boss Score
This is based on ~400 German stocks, so it is not a complete list.
Not surprisingly, a couple of stocks are in my Portfolio (Hornbach, AS Creation, Rhoen) or were in the portfolio at some point (Frosta, Einhell, Bijou). Interestingly, one can see that in the 10 year Top 25, there is a mixture of cyclical stocks (Salzgitter, Aurubis, H&R, Bauer), Holding Co’s (Indus, Gesco), port operators (Eurokai, Bremer Lagerhaus) and Nanocaps (Nucletron)
One of the stocks I really have to check out is Mühlbauer, I always considered it as a “neue Mark” stock but maybe it is worth a second look. Also I find interesting how well the expensive “quality stocks” like Sixt and Grenke are scoring.
From the 5 year list, I find IVU and Bechtle most interesting. Eurokai might be worth a second look as well.
All in all however, German stocks look relatively expensive in my model. Other countries like France yield a lot mmore interesting companies.
All tables will be posted on the Boss Score page.