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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (46039)	12/22/2011 11:51:22 PM
From: Spekulatius	1 Recommendation Read Replies (2) of 78717

>I'm also holding a small losing position in utility RWE AG. Not sure what to do with that one. I'm also in the red with Volkswagen (VLKAY.pk). That one I'll add to if it will fall back to lows on no adverse news<< RWE raised some capital a few weeks ago. I think it is at least a hold here. The German and I suspect the whole European car market is tough right now, the scrap programs from a few years ago, may have sapped demand for some time. There certainly is no pent up car demand in Europe right now. I continue to like Sulzer; I think this quality outfit is very cheap.

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