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...Picking the right stocks also helps. Berenberg Bank's Troll says his favorite stocks in France are Vivendi, Alcatel (ALA: news, msgs), TotalFina (TOT: news, msgs), and Pernod Ricard. In Germany, he likes Mannesmann AG -- which may be the subject of a hostile takeover bid from Vodafone Airtouch (VOD: news, msgs) (See full story.) -- Siemens AG (SMAWY: news, msgs), and the banking sector, especially HypoVereinsbank AG and Dresdner Bank AG, which are poised to merge, according to recent speculation. |