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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (43138)6/30/2011 10:44:02 PM
From: Difco1 Recommendation   of 78682
 
Paul,

I agree with you - it's much harder to find value picks in this environment. I've been looking at some European companies, but the current level of the euro could eliminate a potential margin of safety that might be built in those. If anything negative were to happen over there I might focus on German stocks that might be cheaper due to the common currency and overall stigma. European banks on the other hand are simply non-starter for me - they keep on rolling the Greek debt. The more you roll in mud, chances are you won't get any cleaner.
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