Hanseatic Championship - Round1, 2nd

Quest for top equity investments

Round 1 is under way with a total of 237 stocks passing the Qualification. Today we publish the second results. When we do not get at least 15 stocks per category, we have grouped sectors together. Hence, Round 1 consists of the following divisions (please see details in previous posts):

• 1st: Solid Growth / Consumer (40) --> completed May 17

• 2nd: Solid Growth / Industrials & Materials (34) --> completed May 21, see below

• 3rd: Solid Growth / Health Care (20)

• 4th: Solid Growth / Technology (27)

• 5th: Turnaround / Consumer & Technology (16)

• 6th: Turnaround / Industrials & Materials (34)

• 7th: Highflyer / Consumer (17)

• 8th: Highflyer / Health Care (15)

• 9th: Highflyer / Industrials & Technology (34)

Here are the results for the 34 stocks in “Solid Growth/Ind&Mat”:

These Matrices help eliminate a few stocks with unattractive growth-to-valuation profiles. From the remainder, only stocks that look good on two additional criteria proceed to Round 2:

• Fundamental momentum: is sales growth accelerating or decelerating?

• Margin potential: can profit margins expand or contract?

And the winners of Round 1 “Solid Growth/Ind&Mat” are:

22 Sto STO3

23 UPM UPM

24 2G Energy 2GB

25 Basler BSL

26 Delignit DLX

27 Garo GARO

28 Landis+Gyr LAND

29 SMA Solar Technology S92

30 Stadler Rail SRAIL

31 Stemmer Imaging S9I

32 va-Q-tec VQT

33 Vorwerk VH2

34 Wolftank-Adisa WAH

35 BayWa BYW6

36 Deutsche Post DPW

37 DSV DSV

38 Tallinna Sadam TSM1T

The HanseaticHunter

#hanse #hanseaticchampionship #stockideas #bestinvestment #fusioninvesting