Boss Score harvest: Top 25 Benelux
Top 25 10 year Boss score:
Top 25 5 year Boss score:
I have to admit that I do not no much about a couple of the stocks which score well . So let’s look at some of those stocks which might be interesting (apart from Accell which I have to tackle anyway at some point in time…)
Retailer with UK exposure, market cap 200 mn EUR. Struggling lately (loss in first 6 month 2012). Might be interesting. Bestinver holds 10%.
Also interesting. Mkt. cap 100 mn EUR. Seems to process food but is also active in chemical business. Loss 2nd half of 2011 and first half of 2012.
Market Cap. 80 mn EUR. Producer of cooling systems and air polution control. Relatively large US activities.
Construction & engineering company, 46% owned by Vinci.
Specialty textile company. Doesn’t seem to have majority shareholder
SA Belge Constr. Aeronautique
Thinly traded supplier to Airbus & Co. 98% owned by Dassault and Focker.
Large cap (4bn). Interesting business model (collects and sells geological data).
Coffee distribution and plastic packaging.
Market cap 900 mn, food distributor. Very stable margins.
Summary: So all in all some really interesting companies to research in the Benelux area. I guess Accell and Macintosh will be my first priority.