Historical Performance

LVMH for luxury returns
2015-05-06

Nestlé because all do
2015-05-29

ABB's sister Sandvik is cheap
2015-06-05

Luxottica because Italy will be back
2015-06-12

Merck Health
2015-06-19

Iberdrola for Spain's recovery
2015-06-26

Portugal Jeronimo Martins
2015-07-03

Cheap Schneider Electric
2015-07-10

BAE Systems less affected by Brexit
2015-07-17

Umicore of Belgium: Recycling Batteries
2015-10-23

Vodafone: Returns from Africa Eastern Europe and India
2015-11-06

Siemens because of 2020 strategy, not Volkswagen
2015-11-27

Meyer Burger because Stern knows them
2015-12-04

Climate Leader Atlas Copco - not Nokia
2015-12-11

Sanofi not Pernod Ricard
2016-01-08

Leoni with good value
2016-01-22

Fruity returns with Total Produce
2016-01-29

Stern benefits from the refugee crises with RWE
2016-02-05

Open country needs cheap furniture - buying Hornbach
2016-03-04

Time to buy in Belgium - Steel company Bekaert
2016-03-11