Monday, April 13, 2099

Valuation of all stocks listed in Holland AEX All Share AAX: Benjamin Graham Defensive Investor method

Warren Buffett: "Well, start with the A’s." Click on the companies below for Graham Evaluation:

Aalberts Industries 2018
ABN AMRO 2018 
Accell Group 2018 
Ahold Delhaize Koninklijke 2018
Accsys Technologies 2018
Adyen 2018
Aegon 2018
Air France-KLM 2018 
Akzo Nobel 2018 
Alfen new IPO, 1/2 year report August 28th 2018
Altice AEX:ATC, NL0011333752
Alumexx trappen 1/2 year report date?
AMG Advanced Metallurgical Group NV 2018
Amsterdam Commodities ACOMO 2018
AND International Publishers 2018
Apollo Alternative Assets EMPTY? 
Aperam 2018
Arcadis 2018
ArcelorMittal 2018 
ASM International AEX:ASM NL0000334118 2018
ASML 2018
ASR Nederland 2018
Avantium 2018
Batenburg Techniek 2018
BAM Koninklijke Groep 2018 
Basic Fit 2018
BE Semiconductor AEX:BESI, NL0000339760 2018
Beter Bed Holding 2018
B&S Group 2018

Berkshire Hathway run by Warren Buffett

Bever Holding 2018
BinckBank 2018
Boskalis Westminster Koninklijke 2018
Boussard & Gavaudan Holding Ltd. An expensive hedge fund.
Brill, Koninklijke 2018
Brunel 2018
Coca-Cola European Partners 2018
Corbion 2018
Core Laboratories 2018
Ctac 2018
Curetis 2018
DGB Group cijfers 27 september 2018
DPA Groep N.V. buy at €1,4
DSM Koninklijke 2018
Dutch Star One 2018
Ease2pay 2018 a  holding for the parking payments via Rabo app
Esperite: Stem Cell Bank losing money hand over fist. Price fell from 3 to 0,70 June 2016-17
Eurocastle NPL Non Performing Loans in Italy 10% dividend FFO Funds From Operations pretty good, selling at 8,55 which is 7% under Net Asset Value
Eurocommercial Properties: Buy under 40?
Euronext buy at €30
Fagron compounding 
ForFarmers a Graham Defensive Pick up to €6,50
Flow Traders outside my circle of competence, seems like a buy under €30
Fugro's Graham Value has decreased, buy at €10?
Gemalto buy under €35
Galapagos is a clinical-stage biotechnology company, not profitable (yet?).
GrandVision : Don't buy over €20
Groothandelsgebouwen N.V. buy under €50
HAL Trust
Headfirst Source part of Value8 holding. Figures? Earnings 2017 before Amortization 0,30?
Heijmans losing money check August 17 2017
Heineken, buy under 60?
Holland Colours buy under €70
Hunter Douglas, good balance sheet, buy if under €70
Hydratec buy at 55 sell at 65
ICT Group NV buy under 9 Euros
IEX Group Sales 2m, losses 600k, not for the defensive investor
IMCD buy under 35 Euros
ING Bank buy under 15 Euros
Intertrust too little history: Earnings per share 2016 Euro 1,3 x 15 = 19,5 Euros: Price = 19,86 Euros
Inverko used to be Newconomy, is for sale, garbage (disposal) Price = 0,60 Euros
Kardan made a loss 5 out of the last 5 years including 2016 and first Q 2017. Almost bankrupt?
KAS BANK cheap now under 10 Euros ?
Kendrion buy at 25 Euros
Kiadis Pharma 2018
Klepierre French Retail Real Estate 5% dividend
KPN not for the Graham Defensive Investor
Porceleyne Fles Koninklijke Check under 5 Euros.
K. VolkerWessels check after August 31st, 2017
K. VOPAK buy under 35
K. Wessanen 2018 
K. VolkerWessels
Lavide taking over childcare company sept 2017 
Lucas Bols 2018 buy now
Nedsense lege beurshuls prijs 5,6x intrinsieke waarde
New Sources Energy fraud
Neways 2018
NN Group 2018
Novisource turnaround
NSI Nieuwe Steen Investments HNK = Het Nieuwe Kantoor
Nedap NV Nederlandsche Apparatenfabriek
OCI NV buy under 16 Euros
Oranjewoud not a Defensive stock...
Pharming back of the envelope math
Philips Electronics buy around 20?
Philips Lighting
Probiodrug loss making biotech, not a stock for the Defensive Investor
Refresco Group  buy around 12 Euros?
RELX Group (formerly Reed Elsevier)
RoodMicrotec shareholder financed
Royal Dutch Shell
SBM Offshore 
Sif Holding
Stern Groep 2018 a buy? making a loss, not for the Defensive Investor. Prijs 10x verkoop.
Tetragon investment fund including CLO (Collateralized Loan Obligations) NAV $20, price $12,44
Thunderbird Resorts: Negative book value and losing money.
TIE Kinetix Shares Outstanding: 2013:933 2014:1127 2015:1227 2016:1830
TKH Group
TomTom 2018
Unibail Rodamco a buy?
Unilever after Kraft Heinz bid
Value8 2018
Van Lanschot
Vastned Retail 2018

Volta Finance fund including CLO (Collateralized Loan Obligations)
Wereldhave, buy! 2018
Wolters Kluwer
Yatra Capital Indian Real Estate, losing money, stopping? Book 7,5 E, Price 5,75 E.

Other countries:
Starbucks 2018

Comments, questions or E-mails welcome:


pranjali upadhyay said...
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William Domburg said...

Osman Mohammed said...
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Anju Shukla said...
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William Domburg said...

Why you stick on AEX, while Americans return 3 times better?

Ansgar John said...

Thanks William, There are a lot of (Benjamin Graham) stock screeners for the US based on the SEC Edgar database and a lot of companies. I can go through ALL the Amsterdam AAX companies once a year.