Tuesday, December 11, 2012

A Eurozone Portfolio

This is a second in a series of four. Same guidelines & caveats apply here as for the UK portfolio I posted last week. It is notable that all but one of the above stocks feature in mmi’s “BOSS score” harvests at Value and Opportunity. Google Docs doesn't have ticker codes for some of the above, so I'll update manually and occasionally. Disclosure: I have positions in Precia, GEA and Cybergun


  1. Hi Red,

    I don't think Gigaset did show up on my blog. This is a really shitty company.


  2. Hi MMI, My apologies; thought I'd seen it in one of the BOSS lists, but I see now that I've imagined it.


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