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Nemo17 Portfolio
#1
I'm an Italian investor and many stocks are european.

My portfolio :

Air Liquide (France)
Nestlè (Swiss)
Whitbread (England)
Walt Disney
Unilever
Vodafone
British P.
Mc Donalds
Realty Income
Johnson & Johnson
Coca Cola
Morrison plc (England)
Petsmart
BB Biotech (Swiss)
E On (Germany)

And 13 italian stocks.
The biggest investment is Air Liquide (12%) a french company world leader in gases for industry,health care and more.
The company is competitor of Praxair,Linde and Air product.
Air Liquide offers to registered shareholders +10% in dividends and bonus share(yuo must hold your shares for 2 years minimum).

Italian share
Ima :World leader in the design and manufacture of automatic machines for the processing and packaging of pharmaceuticals, cosmetics, tea, coffee and foods.

Good mid Italian cap. Ima is world leader of automatic machines in the tea packaging.
Ima has the 70% of the world market of tea bag. The second player only 19%.
The moat is very strong in a low cyclical market.
Ima is also one of the leader in the machinery pharma market and packaging machine in food,dairy and coffe market.
The numbers 1H 2013 are very good and now the dividend yeld is 4,54%.
http://www.ima.it/Home/EN/Home-P1.html
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Messages In This Thread
Nemo17 Portfolio - by nemo17 - 10-02-2013, 09:56 AM
RE: Nemo17 Portfolio - by Kerim - 10-05-2013, 08:14 PM
RE: Nemo17 Portfolio - by nemo17 - 10-06-2013, 06:59 AM
RE: Nemo17 Portfolio - by sagitarius84 - 10-14-2013, 09:27 PM
RE: Nemo17 Portfolio - by nemo17 - 10-18-2013, 01:50 AM
RE: Nemo17 Portfolio - by fiveoh - 10-18-2013, 06:20 AM
RE: Nemo17 Portfolio - by nemo17 - 10-18-2013, 07:17 AM
RE: Nemo17 Portfolio - by fiveoh - 10-18-2013, 09:33 AM
RE: Nemo17 Portfolio - by Robert_NL - 11-30-2013, 09:54 AM
RE: Nemo17 Portfolio - by nemo17 - 12-03-2013, 11:12 AM



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