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Strategies & Market Trends : The Financial Collapse of 2001 Unwinding

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To: elmatador who wrote (5043)3/30/2020 11:30:04 AM
From: DinoNavarre  Read Replies (1) of 13796
 
Hi Elmat....

Bought a little bit of these German medical related outfits recently.....

SMMNY / SHL.DE

DRW3.DE (bought 500 @ 56.10 Euro), I have used some of their gear while working in the power generation field.....Will probably have to sell them soon.....Then re-buy....

EVT.DE I owned them for several years....I like their shared risk approach.....

Recently picked up some HFG.DE & DHER.DE just for a trade....Might keep HelloFresh for the longer haul if things go good....

Hopefully the market gods will deliver PFV.DE to me soon.....Always wanted to own them, but did not want to pay up!

I used to have a German portfolio, at it's high point in 2015 it had 28 companies in it....Over the last 5.5 years, slowly sold all of them....Starting to very slowly reload....Trying to buy Quality at low prices....

Would like to buy back some of the companies that I used to own...SYIEY, PUMSY, EVK.DE, VBK.DE, CE2.DE, SIS.DE, GEAGY, INH.DE, KWS.DE, RHM.DE, BASFY, HHFA.DE and FRA.DE. Plenty of others that I like....

Any German outfits you like...???

Germany don't fit anywhere....to big for the EU.....not big enough for world....

dmv
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