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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (45951)12/14/2011 2:50:12 PM
From: Spekulatius  Read Replies (1) of 78742
 
re COV
>>My biggest concern for COV was their European exposure and what would happen to them w/ a European implosion.<<

Check again, COV European exposure is fairly moderate, their business is mostly US based. COV moved to Ireland to save taxes, their tax rate is only about 19%. I also think there will be no European implosion for the European based multinational industrials. Their European exposure is probably higher than that of their US counterparts but in some cases not that much. typically, I see 40% European, 30% US and 30% emerging market revenue split. For US multi's it's more like 50% US, 30% Europe, 20% emerging markets. And since even Asian and US home markets are somewhat related to Europe and vice verse, the net effects of any disruptive event will probably look much the same for US and European multinationals, with some difference in severity.
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