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Strategies & Market Trends : REITS - Buying 1 - 2 weeks before going ex-dividend
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To: Richard Barron who wrote (2489)12/13/2003 11:42:39 AM
From: gregor  Read Replies (1) of 2561
 
Hi Richard. Continuing with your discussion of Multi-nationals.
I may be way off with my percentages however why wouldn't a good multinational play be made on the S&P 500 as in an index fund?
I forget the exact percentage but I believe that 30 to 40 percent of the earnings of the S&P come from overseas. I believe that this is the main reason we are seeing a resurgence in the McDonalds stock for example.
Do you see any sector in the S&P that may be particularly aligned to benefit from the falling dollar since the falling dollar goes straight to the bottom line for earnings that come from overseas.
Aerospace, defense, multinational banks or brokerages, drugs or pharmaceuticals, software>>>????any of these or sectors I have overlooked?

Thanks...gregor
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