I think it’s a mix of both effects (not buying as much and copying) but this type of sector is known to be cyclical so my gut feeling tells me buy on bad news:
https://finance.yahoo.com/quote/UHRN.SW/news/
Didn’t do any research regarding the price of 30 but it feels good to buy at such a low price which has last been seen around 15 years ago. Last time I bought it was at 48 so I want to even it out a bit.
Here’s the FASTgraphs for Swatch who those interested in it.
Fun fact: had you bought it at the beginning of 2004 for CHF 148.50 you would have garnered an annualized return (including dividends) of 2.84%.*
As already mentioned the company is cyclical but expected to grow earnings again in 2025 and 2026. The thing I like least about it is that analysts have revised down the expected earning from six months ago to three months ago and to their last / current estimate.
* Well, substract the taxes you would have paid on those dividends collected and your return is likely a little lower.
Interesting, but we talka about UHRN. Does it make any difference? (I suppose not for the company, but yes for the dividends.)
They seem to trade alongside each other:
I suppose one has voting rights and the other does not.
Which is another thing I don’t like about the company: the Hayek family owns the one with voting rights and despite being an overall minority shareholder basically governs the company.
That exactly is a bright red flag. My gut feeling is that the Hayek family wants to see the shares tank, then will make a low-balled offer to buyout the company and take it private. They have a long history of despising the stock market and don’t even have an investor relations.
It’s going below 30chf now. I’m thinking to sell tbh. Maybe I’ll hold just 1.
Anyway interesting link: [edit: it has nothing to do with swatch]
Guessing Goofy doesn’t like is the verdict?
I like Also’s growth (even if cyclical), their tiny long term debt to capital and their steadily rising dividend.
I don’t like the current valuation.
The chart shows that with patience every now and then they can be bought at fair valuation or even with a margin of safety.
Nothing stands out too much for Barry Callebaut: mediocre growth, slightly overvalued but in line with its historic multiple.
Meh.
Ypsomed.
No.*
As we say in German: as long as there’s plenty of other potential brides out there, I don’t have to put on beer goggles to find these three attractive.
* I even had to remove the normal multiple line (the blue line tracing the historic multiple the Ypsomed’s been trading at) or the graph would be too hard to read:
And I bought some at this discount price part of my fun portfolio so no bad feelings here seeing it going even downer…
Thanks for sharing the link about these undervalued stocks which lists 10 of them. I actually got some BARN last year again at a discount price when it announced bad results. Since then it’s up >20%.
I can’t help trying to catch falling knives. AWE.L fell 30%+ today. Bought 10k shares at 87.
I wanted to buy LEU too, but it is up 10% and now I wonder whether to wait for volatility to decline.
All the speculative mining companies I hesitated on are up a lot and I vacillate between being patient and waiting for a better moment, or trying to ride the momentum.
AWE.L? This AWE.L?!
And LEU … er, not this LEU, right?
Me looking at AWE.L and LEU’s FASTgraphs:
We are not the same.
I’m in awe of how you can trade.
These are very much in the speculative part of the portfolio. We all need to have some fun 
AWE.L didn’t go too badly, it went from -33% to -13% so my purchase for the day was up >25%.
I bought a stock even worse than LEU: ASPI. It trades like a crypto currency. I bought just over $2 back in August. Now you reminded me, I sold half at around $3. (you don’t want to look at the chart - massive losses that are increasing and tiny revenues which are barely growing.)
My top 10 isn’t too bad. AWE.L does show up at #8 and WDS.L is also over-allocated.
and LEU today 57.83
I caught the cortana curse!
Hi everyone!
I am not so experienced but in general I gravitate to investing in a number of tobacco stocks such as BATS, IMB, PM…
No complaints so far, but is it possible that they are overvalued?
What do you think?
They are one of my biggest holdings. I always thought PM was over-valued, but recently, I decided to start buying in again anyway.
PM is IMO probably the only one overvalued right now. But note I’m also the one who couldn’t bring myself to buying it when it was fairly valued for about a year until April this year and who is now regretting not buying … 
I like that they recently bought into the Eastern Company (Tobacco Egypt) – right around the time when their stock price (PM’s) started trending upwards …
Some FASTgraphs even if nobody asked for them:
Just stumbled on Adecco due to it’s current high dividend payout and was surprised nobody mentioned it in this thread. Is it because it has too high debt? or because they currently burn their capital to payout a constant (high) dividend?
