@memyselfandi006@MikeFritzell I am definitely not an Expert and used to "cheap" Chocolate, but according to this website (German) Neuhaus unfortunately rates similar to Lindt and other "Premium" Vendors, mostly good marketing:
https://t.co/ZcckdeUv8h
Have a look if you want to try the smaller producers
@MichaelR_Quant@memyselfandi006 @Sutjeinvestor @Govro12 Definitely worth to follow, they have an interesting Value Portfolio (good picks such as Kemira).
Another Value Fond owning Lassonde is Palm Valley Capital if im not mistaken, they mostly hold liquidity if they dont find value in markets (about 70-80 percent lately).
@23Liza23 Well Well Well...how the turntables...die you have a clue what is going on ? Speculation of going private ? Was hoping yo buy it below 200 but not gonna happen.
@memyselfandi006 @Sutjeinvestor Has any of you ever had a look at Aalberts N.V. from the Netherlands ? Not that they are similar, but they make a big part of their revenue in housing (valves, pipes). Got to know about them because it was a small add recently from Tweedy, Browne.
@poyntout @stromab@Finanztalk0711@UPMGlobal Danke ! Macht Sinn. Mir gefällt der Waldbesitz, der nach unten zumindest abfedern kann. Vor allem wenn die Unternehmen wie UPM nicht hoch verschuldet sind. Und wenn Lumber ein Vorläufer ist, dann preisen die Kurse vielleicht so langsam eine Rezession ein.
@godwinsoll@TheMarket_CH@gabr_hunter Ich denke, die Rubrik ist zur Vorstellung von Einschätzungen gedacht, und keine Empfehlung der Redaktion. Also müssten Sie sich an Berenberg richten.