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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (17061)5/14/2003 10:28:28 AM
From: Spekulatius  Read Replies (3) of 78525
 
With some of our investment's, we better watch the exchange rate of US$ versus Euro a bit. Stocks with cost in Euro and Sales in US$ could suffer quite a bit due to the 20%+ rise of the Euro against the $. NTZ and DCX come to my mind amongst the stocks mentioned here. On the other side an exporter like BA who has to compete against European Airbus will be in a much better position.
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