$DLG (-0,59%) : this is a very interesting pick for long term investment. I am now retired but I worked for this company for very long time and after leaving the company I built a portfolio in DLG share which is giving me excellent return. Disclaimer: I do not know any non-public information about the company business, I just read their financial reports with the knowledge of a industry insider.
the stock price has long term fluctuations between 22-25€ and 35-38€. Any drop to the 25-26€ is a very good buying opportunity and it usually happens whenever major investors are profit taking, given the limited amount of floating shares. Fair value in terms of P/E is probably north of 37-39EUR (to be aligned with the multiples of the competitors). Solid company, flush of cash (400EUR of cash reserves) with 50% sales exposure to an industry (coffee) which is in a "generational" growth (the penetration rate of electric coffee makers in many countries is still relatively low), while also performing well with some other flagship products as Kenwood Chef, Nutribullet, Brain minipimer #valueinvesting
