AXFOF News and Press, Axfood AB From 09/24/20

The objective of this article is to help to better understand the Axfood business, a well-established Swedish retailer. Although it is tempting to focus on its store chains, one of the keys to Axfood’s success is its logistics operations. The economies of scale of its logis...

I seem to be the only contributor with an interest in Swedish grocer Axfood ( AXFOF ). The company remains my largest grocery holding by far. The company has neither postponed nor cut - instead increased - the dividend, and stuck to its plan. In February, I made a case for why you should consi...

As an investor, I have an extensive desire (read: obsession) for control and states of overview both on a very macro level in terms of my portfolio, and also in terms of micro-managing individual company and having quick access to relevant data. Some of this is easily solved by access to fre...

( Photo Source ) Before we start this article, I want to preface this by saying that any sort of "evaluation model" such as the one presented in this article can be argued to be not merely an exercise, if not in futility, at the very least in uncertainty. As much as we, as investors, wan...

(Author's Note: Investors should be mindful of the risks of transacting in securities with limited liquidity, such as AXFOF and ICCGF. The Axfood and ICA International listings in Stockholm, STO:AXFO and STO:ICA, offers stronger liquidity). In this article, we'll consolidate the FY19 resul...

Many authors are going through their best and worst-performing stocks for the full year of 2019. I thought, given that my focus is international dividend stocks, it might be fun to do much the same. It could show you, my readers, just how my picks have been performing and what's worked/what ...

This article is an update on ICA-Gruppen ( ICCGF ), Sweden's (by some measures) largest grocer. Together with Axfood ( AXFOF ), the company has come to more or less dominate the market across the entire nation. The companies are quite different in their corporate structure, with ICA essentiall...

Looking back at my Axfood ( OTCPK:AXFOF ) investment, it's by far my best-performing consumer staples stock in terms of absolute returns since the date of the initial investment. Since that time, however, the stock has grown to valuations that can't really be defended by anyone, except playe...

Europris ( ERPSY ) is a Norwegian discount retailer which went public in the summer of 2015 and its shares have experienced an important drop since 2017. It runs more than 250 large stores with a great variety of products in all the territories of Norway. What makes this drop interesting is th...

In my last more general article, titled "Here Are The Stocks I'm Buying In The Next Dip," I presented some of the stocks I was preparing to buy if a dip materialized. Now, a strong dip did not truly materialize, but the market has recovered somewhat in the light of positive trade news, with ...