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Posted (edited)
7 hours ago, CorpRaider said:

I'm maintaining my allocation and would appreciate quality names in the UK, Netherlands, and maybe Switzerland.

 

I checked my portfolio and found some European stocks, even some which are matching your description:

STG.CO

ASML

LRE.L

BRE2.ST

DB1.DE

RMV.L

AQ.ST

LIFCO-B.ST
ENX.PA
LGEN.L
ADM.L
LSEG.L
BOL.PA
ODET.PA
REL.L
 
I also checked some neutral data.
 
image.thumb.png.f3bfba9eb39bd6429ffaf553043c8509.png
image.thumb.png.f8170adb9ae591f3f1c3cf84575da5c3.png
 
It seems Europe is still investible.
 
The DAX can be found here:
 
I'm backing up my thesis with further data which I present to you here:

image.thumb.png.70d1111a6980c339e9ba9d9d5a892855.png
image.thumb.png.2dec8862cf015c516f16e32d00708fc2.png
image.thumb.png.bfd5e0fc541926e489c6572a995a360b.png
 
I guess as always it depends on your perspective:
image.thumb.png.a962b969f1ae2264ef8c3aa6accc273f.png
Edited by formthirteen
Posted
12 hours ago, Dalal.Holdings said:

 

Are there any Europeans that can actually stand up and loudly yell in the face of such patently absurd notions ?

 

Seriously, what is wrong with the continent???

Geez. WTH?
 

Anything to not have to address the moral rot. Maybe it will hit them when they are killing each other with large rocks. 
 

 

Posted
6 hours ago, formthirteen said:

I checked my portfolio and found some European stocks, even some which are matching your description:

STG.CO

ASML

LRE.L

BRE2.ST

DB1.DE

RMV.L

AQ.ST

LIFCO-B.ST
ENX.PA
LGEN.L
ADM.L
LSEG.L
BOL.PA
ODET.PA
REL.L
 
I also checked some neutral data.
 
image.thumb.png.f3bfba9eb39bd6429ffaf553043c8509.png
image.thumb.png.f8170adb9ae591f3f1c3cf84575da5c3.png
 
It seems Europe is still investible.
 
The DAX can be found here:
 
I'm backing up my thesis with further data which I present to you here:

image.thumb.png.70d1111a6980c339e9ba9d9d5a892855.png
image.thumb.png.2dec8862cf015c516f16e32d00708fc2.png
image.thumb.png.bfd5e0fc541926e489c6572a995a360b.png
 
I guess as always it depends on your perspective:
image.thumb.png.a962b969f1ae2264ef8c3aa6accc273f.png


Indeed, the DAX has been surging, despite the shitshow going on in Germany. After years and years of underperformance, maybe the market is smelling a turnaround, even while Germany’s economy is still shrinking or stagnating.

Posted
3 hours ago, backtothebeach said:


Indeed, the DAX has been surging, despite the shitshow going on in Germany. After years and years of underperformance, maybe the market is smelling a turnaround, even while Germany’s economy is still shrinking or stagnating.

Germany mag 7 are the mag 2 stocks SAP and Siemens. Banks also have been doing well.

Posted
14 hours ago, formthirteen said:

 

I checked my portfolio and found some European stocks, even some which are matching your description:

STG.CO

ASML

LRE.L

BRE2.ST

DB1.DE

RMV.L

AQ.ST

LIFCO-B.ST
ENX.PA
LGEN.L
ADM.L
LSEG.L
BOL.PA
ODET.PA
REL.L
 
I also checked some neutral data.
 
image.thumb.png.f3bfba9eb39bd6429ffaf553043c8509.png
image.thumb.png.f8170adb9ae591f3f1c3cf84575da5c3.png
 
It seems Europe is still investible.
 
The DAX can be found here:
 
I'm backing up my thesis with further data which I present to you here:

image.thumb.png.70d1111a6980c339e9ba9d9d5a892855.png
image.thumb.png.2dec8862cf015c516f16e32d00708fc2.png
image.thumb.png.bfd5e0fc541926e489c6572a995a360b.png
 
I guess as always it depends on your perspective:
image.thumb.png.a962b969f1ae2264ef8c3aa6accc273f.png

Thank you!

Posted
9 hours ago, backtothebeach said:

Outlaw rocks?

 

Of course. When the criminals are killing people with rocks, this will provide a golden opportunity for regulators to do what they do best: create more regulations. Only rocks the size of pebbles shall be allowed.

Posted
11 hours ago, backtothebeach said:


Indeed, the DAX has been surging, despite the shitshow going on in Germany. After years and years of underperformance, maybe the market is smelling a turnaround, even while Germany’s economy is still shrinking or stagnating.

 

Maybe the DAX is simply becoming more like America? The stocks go up regardless of what earnings are doing. 

Posted
35 minutes ago, TwoCitiesCapital said:

 

Maybe the DAX is simply becoming more like America? The stocks go up regardless of what earnings are doing. 

No, some companies are doing very well. SAP and Siemens have their headquarter in Germany, but they are international and do business around the world. Same as the Mag7.

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