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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (62290)8/1/2019 6:24:45 PM
From: Spekulatius   of 78744
 
Re SIEGY -
Siemens (SIEGY) also had a below expectation quarter, and blamed the results in a slowdown in Europe and Asia business. I find this somewhat troubling&scary since this is such a big company with diverse businesses.
Stock is now near 12-mo low. I'll hold on to my few shares.
My read is that the manufacturing sector in Germany is already in a recession and Germany may get in a shallow recession so far. It‘s fallout from the trade war and the weak auto sector.

Some stocks I am watching : FPE.DE (leading lubricant manufacturer), DUE.DE (leader in 3 different machinery sectors , Paint machines (Auto), woodworking and measurement systems, KRN.DE (bottling machines). One could consider them hidden champions, and I feel they could become great values at some point. (No position so far). All of them have in common that they are controlled by owner operators.
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