My Current Companies

	A	B	C	D	E	F	G	H	I	J	K	L	M	N	O	P	Q
1	Investment/Company	Analys	Cur.	P then	P/E then	P/B then	ROE, %	CAGR, %	Div, %	P now	P/E now	P/B now	Div now, %	Mot. P/E	To Price	% P / To P	Comment for sale

2	ABF	06.11.14	GBP	29.66	30.82	3.65	11.84	6.67	1.15	22.17	23.04	2.73	1.54	28.00	26.95	82%	Primark less successful
3	Adidas	14.03.15	EUR	70.86	29.55	2.57	8.71	3.92	2.12	163.30	68.10	5.92	0.92	28.00	67.14	243%	P/E>28 or D<1%
4	Avtovaz	09.06.15	RUB	10.85	-0.99	0.71	-71.91	6.74	0.00	#N/A	#N/A	#N/A	#N/A	6.80	#N/A	#N/A	B.I.A leaves in 3.5y
5	BASF	06.03.15	EUR	87.68	15.62	2.86	18.28	3.08	3.19	43.59	7.77	1.42	6.42	16.00	89.81	49%	P/E>16 or D<2%
6	BP	05.02.15	USD	6.78	32.64	1.11	3.39	3.17	5.46	6.21	29.88	1.02	5.96	16.00	3.32	187%	P/E>16 or D<2%
7	Commerzbank	10.04.15	EUR	13.20	56.93	0.58	1.01	-7.26	0.00	34.47	148.66	1.51	0.00	6.80	40.97	84%	P/B ~1.8
8	Deutsche Bank	12.04.15	EUR	33.09	27.44	0.63	2.28	2.46	2.27	32.99	27.36	0.63	2.28	10.45	94.54	35%	P/B ~1.8
9	Deutsche Beteiligungs AG	25.03.15	EUR	31.13	8.91	1.41	15.78	1.09	6.42	24.15	6.91	1.09	8.28	16.00	55.90	43%	P/E>16 or D<2%
10	E.ON.	23.03.15	EUR	14.25	-9.02	1.16	-12.85	3.58	3.51	15.72	-9.95	1.28	3.18	16.00	-25.28	-62%	P/E>16 or D<2%
11	ETF Portugal	-	EUR	5.55	-	-	-	-	-	#N/A	-	-	-	-	12.00	#N/A	Portugal recovers
12	ETF Russia	-	EUR	7.51	-	-	-	-	-	#N/A	-	-	-	-	14.00	#N/A	Russia recovers
13	ETF Oil	-	EUR	31.87	-	-	-	-	-	#N/A	-	-	-	-	55.00	#N/A	Oil & Gas recovers
14	ETF Greece	-	EUR	8.67	-	-	-	-	-	54.98	-	-	-	-	55.00	100%	Greece recovers
15	IBM	23.01.15	USD	157.22	13.21	13.38	101.30	-1.46	2.35	313.72	26.36	26.70	1.18	6.80	260.00	121%	W.B. sells ~14% /yr
16	Intel	19.01.15	USD	36.45	15.38	3.22	20.95	5.07	2.47	37.88	15.98	3.35	2.38	22.00	52.14	73%	P/E>22 or D<1%
17	K+S	10.04.15	EUR	32.20	16.81	1.55	9.22	-5.21	2.80	11.37	5.94	0.55	7.93	16.00	30.65	37%	P/E>16 or D<2%
18	RWE	21.05.15	EUR	22.45	8.10	1.17	14.48	-1.89	4.45	44.55	16.07	2.32	2.24	16.00	44.35	100%	P/E>16 or D<2%
19	Talanx	14.04.15	EUR	30.97	10.18	0.61	5.96	5.01	4.04	109.90	36.12	2.16	1.14	16.00	48.68	226%	P/E>16 or D<2%
20	Tessenderlo	06.04.15	EUR	26.33	20.79	2.57	12.37	-9.99	0.00	26.5	20.92	2.59	0.00	6.80	55.00	48%	L.T. sells ~20% 5y
21	TJX	14.07.15	USD	69.19	21.98	11.42	51.95	5.79	1.01	146.16	46.43	24.12	0.48	28.00	88.14	166%	TJX less successful
22	Volkswagen	22.05.15	EUR	229.00	10.04	1.21	12.05	9.80	2.12	101.30	4.44	0.54	4.79	16.00	364.94	28%	P/E>16 or D<2%
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