Stern bought BAE Systems, almost SABMiller, Mayr-Melnhof, Vodafone, Royal Mail
Channel: Investing made easy
Date: 2015-07-15

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Obermatt CEO Dr. Hermann J. Stern buys 800 stocks of BAE Systems (UK) for his European stock portfolio using Obermatt's Top 10 list of the UK Climate Leaders Focus Market from Obermatt, July 17, 2015. 

The rationale: Hermann took longer than usual to decide where to invest. The Austrian company Mayr-Melnhof Karton had good Obermatt ranks and is family run but seemed a little to sleepy. The brewery SABMiller had good consolidated Obermatt Ranks for Value but if you looked at the detailed ranks, their value in respect to revenue and invested capital wasn't that great. However, SABMiller has a very promising customer base in emerging Africa and supports micro breweries which Hermann believes is adaptive to the current market. Obermatt will check the value ranks for SABMiller and Hermann may come back to that stock. Hermann also considered Vodafone and Royal Mail but ended up buying the UK defence company BAE Systems because of good Obermatt ranks and because he believes defence is an industry that will grow more due to the renewed threats against Europe by its neighbours.

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