Stock Research

Value investing portfolio with detailed analysis

10
Owned
78
Watchlist
7
Rejected
83
Analyses

Owned

10 positions

Watchlist

78 candidates
~~Nabtesco~~ ~~6268.T~~
-
-
-
ABB Ltd ABBN.SW
CHF 49.54
+10%
A-1.8%
Air Liquide AI.PA
€160
+10%
A2.0%
Al Rajhi Bank 1120.SR
SAR 97
+21%
A2.9%
ASML ASML.AS
€899
+38%
A+0.7%
Atlas Copco ATCO-A.ST
SEK 165
+18%
A+1.0%
Belimo Holding BEAN.SW
CHF 780
+261%
A+1.2%
Burckhardt Compression BCHN.SW
CHF 543
+18%
A3.3%
Canadian National Railway CNR.TO
C$148
+6%
2.6%
Cintas CTAS
$191
+36%
A0.9%
Constellation Software CSU.TO
C$3,316
+25%
A+0.2%
Costco COST
$920
+69%
A+0.6%
Couche-Tard ATD.TO
C$74
+14%
A0.8%
DBS Group D05.SI
S$56
+17%
A4.3%
DISCO Corp 6146.T
¥48,870
+53%
A+0.9%
DNB Bank DNB.OL
NOK 220
+10%
A4.0%
Domino's Pizza DPZ
$420
+17%
A-1.6%
Enbridge ENB.TO
C$65
+12%
B+6.0%
Equinor EQNR.OL
NOK 270
+13%
B+7.5%
Fortis Inc FTS.TO
C$61
+13%
3.6%
Geberit GEBN.SW
CHF 515
+20%
B+2.0%
Givaudan GIVN.SW
CHF 3,131
+12%
A2.2%
Gjensidige GJF.OL
NOK 200
+11%
A5.0%
Hamamatsu Photonics 6965.T
¥5,500
+22%
A+1.2%
Haw Par Corp H02.SI
S$15.18
+8%
B+3.6%
Holcim HOLN.SW
CHF 78
+26%
B+4.0%
Hyatt Hotels H
$158
+27%
B+0.4%
Inficon IFCN.SW
CHF 98
+23%
A2.0%
Investor AB INVE-B.ST
SEK 326
+9%
A1.6%
Itochu 8001.T
¥7,500
+15%
A2.8%
Japan Elevator Service 6544.T
¥3,000
+15%
A0.8%
Kikkoman 2801.T
JPY 1,441
+63%
A1.7%
Kongsberg Gruppen KOG.OL
NOK 1,200
+14%
A1.0%
Liberty Global LBTYA
$11
-15%
B+
Lindt & Sprüngli LISN.SW
CHF 117,000
+64%
A+1.3%
Lonza Group LONN.SW
CHF 529
+32%
B+0.8%
Lowe's Companies LOW
$241
+9%
A-1.9%
LVMH MC.PA
€632
+15%
A+2.1%
Mabuchi Motor 6592.T
¥4,000
+14%
A2.5%
Mastercard MA
$579
+16%
A+0.5%
Mettler-Toledo MTD
$1,417
+42-61%
A-
Mitsubishi Corp 8058.T
¥2,500
+11%
A3.5%
Mitsui & Co 8031.T
¥4,540
-21%
A-3.7%
MonotaRO 3064.T
¥2,200
+29%
A0.7%
Munich Re MUV2.XETRA
€497
+24%
A3.7%
Nakanishi 7716.T
¥1,400
-7%
A2.0%
Nakilat QGTS
QAR 4.44
+11%
A3.2%
NBK NBK
KWD 1.02
+13%
B+3.3%
Nihon Kohden 6849.T
¥3,200
+14%
B+1.8%
Nihon M&A Center 2127.T
¥900
+20%
A1.5%
Nitto Denko 6988.T
¥13,500
+13%
B+2.0%
NOF Corporation 4403.T
¥2,800
+17%
B+2.0%
Oriental Land 4661.T
¥3,500
+17%
A0.3%
Orkla ORK.OL
NOK 100
+18%
B+10.0%
Partners Group PGHN.SW
CHF 1,233
+12%
A3.4%
Rio Tinto RIO
$82
+26%
B+4.6%
Royal Bank of Canada RY.TO
C$234
+17%
A2.6%
S&P Global SPGI
$505
+10%
A+0.7%
Salik SALIK
AED 6.35
+21%
A2.5%
Schindler Holding SCHN.SW
CHF 281
+25%
A2.1%
SGS SA SGSN.SW
CHF 91
+7%
B+3.5%
Sherwin-Williams SHW
$325
+79%
A+1.0%
Shimano 7309.T
¥20,000
+14%
A+1.0%
Shin-Etsu Chemical 4063.T
¥4,800
+20%
B+2.2%
Sika AG SIKA.SW
CHF 162
+45%
B+2.2%
Singapore Exchange S68.SI
S$17.26
+26%
A+2.6%
SMC Corporation 6273.T
¥53,650
+12%
B+1.9%
Swiss Re SREN.SW
CHF 133
+6%
A-4.5%
Sysmex 6869.T
¥3,800
+27%
A0.6%
Tecan Group TECN.SW
CHF 130
+12%
B+2.3%
Tokio Marine 8766.T
¥5,800
+12%
A3.0%
Tokyo Electron 8035.T
¥25,000
+19%
A+1.6%
Uber Technologies UBER
$82
+9%
A-
UOB U11.SI
S$35
+6%
B+5.2%
VAT Group VACN.SW
CHF 384
+54%
A+1.6%
VICOM WJP.SI
S$1.64
+13%
A3.8%
Visa V
$353
+47%
A+0.7%
Waste Management WM
$221
+5%
A1.5%

Rejected

7 passed