value and opportunity

The next batch of 25 randomly selected German stocks.

In the last post, someone asked why I do not filter out certain stocks (Nanocaps etc.). I have thought of this, but decided against it.  The main reason is that some of these “Zombie’s” have really interesting stories that might contain important lessons. Plus there is a VERY small chance that a real gem is hiding somewhere, although I haven’t found one yet.

This time, I only put 3 stocks on my watch list, but some of the “passed” stocks have really interesting stories.

326. United Labels AG

United Labels is another child and survivor of the Dotcom boom. The 8.7 mn market cap company is active in licensing brands to producers of everyday articles like T-Shirts etc. Top line is however shrinking since a few years and this year they had to put their Spanish subsidiary into insolvency. “pass”.

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At the moment I can keep the weekly frequency for this series. This time, the random generator only included 2 stocks that in my opinion are worth “watching” but some of the stocks covered have interesting histories.

301. Lotto24 AG

Lotto24 is providing online access to Germany’s state lottery. With a market cap of 353 mn, investors get a run rate of 5mn Profit. The high market cap is mostly a result of a successful take-over event of Zeal Group, which now seems to own 93% of the shares. a “pass” for me.

302. WCM Beteiligungs- und Grundbesitz Aktiengesellschaft

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