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Predictions

buy
ArcelorMittal S.A.

Start price
Target price
Perf. (%)
€77.04
28.08.09
€99.00
11.09.09
7.28%
11.09.09

buy
Norilsk Nickel ADR

Start price
Target price
Perf. (%)
€7.78
08.08.09
€8.50
22.09.09
6.68%
22.09.09

International Paper

Start price
Target price
Perf. (%)
€14.05
07.08.09
€11.50
07.02.10
14.09%
07.02.10

buy
Howmet Aerospace Inc.

Start price
Target price
Perf. (%)
€26.25
03.08.09
€33.00
16.09.09
9.27%
16.09.09

buy
BASF SE

Start price
Target price
Perf. (%)
€34.91
01.08.09
€40.00
01.09.09
5.04%
01.09.09

Could be very worthwhile Investment >20% year
Revenue growth >5% per year expected
Very high dividend yield expected
positive Cash Flow expected
buy
Cemex SAB de CV ADR

Start price
Target price
Perf. (%)
€5.42
27.07.09
€9.48
25.01.10
23.18%
25.01.10

buy
Linde plc

Start price
Target price
Perf. (%)
€39.48
20.07.09
€41.56
28.07.09
5.76%
28.07.09

buy
BASF SE

Start price
Target price
Perf. (%)
€32.30
20.07.09
€38.00
31.07.09
8.39%
31.07.09

Could be very worthwhile Investment >20% year
Revenue growth >5% per year expected
Very high dividend yield expected
positive Cash Flow expected
buy
BASF SE

Start price
Target price
Perf. (%)
€31.55
17.07.09
€50.00
02.11.09
16.29%
02.11.09

Could be worthwhile Investment >10% per year
Known brand
buy
Wheaton Precious Metals Corp.

Start price
Target price
Perf. (%)
€5.90
15.07.09
€9.00
15.01.10
103.14%
15.01.10

buy
Henkel AG & Co. KGaA ST

Start price
Target price
Perf. (%)
€19.55
02.07.09
€21.00
23.07.09
5.78%
23.07.09

HeidelbergCement AG

Start price
Target price
Perf. (%)
€29.55
30.06.09
€26.60
30.12.09
64.30%
30.12.09

HeidelbergCement AG

Start price
Target price
Perf. (%)
€29.55
30.06.09
€26.60
23.09.09
63.45%
23.09.09

buy
Agnico Eagle Mines Ltd

Start price
Target price
Perf. (%)
€38.62
29.06.09
€44.00
23.07.09
5.46%
23.07.09

buy
Teck Resources Ltd. B

Start price
Target price
Perf. (%)
€11.54
24.06.09
€12.50
07.08.09
55.63%
07.08.09

Could be worthwhile Investment >10% per year
Fair valuation
Known brand
Top 10 in its market
buy
Lafargeholcim Ltd.

Start price
Target price
Perf. (%)
€37.72
22.06.09
€47.62
29.07.09
6.24%
29.07.09

buy
Howmet Aerospace Inc.

Start price
Target price
Perf. (%)
€24.51
11.06.09
€33.00
03.08.09
6.49%
03.08.09

Linde plc

Start price
Target price
Perf. (%)
€39.94
10.06.09
€35.95
10.12.09
32.97%
10.12.09

Symrise AG

Start price
Target price
Perf. (%)
€10.96
02.06.09
€9.86
02.12.09
38.50%
02.12.09

buy
BASF SE

Start price
Target price
Perf. (%)
€30.49
01.06.09
€35.00
20.07.09
6.07%
20.07.09

Could be very worthwhile Investment >20% year
Revenue growth >5% per year expected
Very high dividend yield expected
positive Cash Flow expected
buy
Vale S.A. Pfd A

Start price
Target price
Perf. (%)
€11.58
28.05.09
€13.00
02.06.09
6.74%
02.06.09

buy
HeidelbergCement AG

Start price
Target price
Perf. (%)
€26.07
26.05.09
€30.00
27.10.09
76.18%
27.10.09

buy
Vale S.A. ADR

Start price
Target price
Perf. (%)
€13.26
23.05.09
€25.00
23.11.09
45.26%
23.11.09

buy
BHP Group Ltd.

Start price
Target price
Perf. (%)
€18.25
17.05.09
€25.00
17.11.09
39.41%
17.11.09

buy
Rio Tinto plc

Start price
Target price
Perf. (%)
€27.60
14.05.09
€35.00
15.05.09
7.43%
15.05.09