BoConcept; here come the upgrades....

Today Danske upgrade FY16 eps by 18% and FY17 by 12% despite a 5% reduction in sales targets. They now see a 9.88% ebit margin vs new guidance of 9%. That could still be a touch conservative and the new 14x PE makes it cheaper now than it was last week. New Danske target is an unadventurous 550; mine is 570. 

I aim to take my profits soon but story may run further. If you have a portfolio of many stocks I would keep BoCo - but I only own two and need to recycle! For those who missed this 3-4 bagger (130 to 480) my next idea will appear soon (on the new sitewww.handelandcompany.wordpress.com)!