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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (27706)8/10/2007 2:51:27 PM
From: Paul Senior  Read Replies (3) of 78708
 
More clarification required for me, EKS.

What do you mean by "pure international play"? And are you looking for value tech, value, growth, what?

Do any of these fit?

Canroys?
Not too volative Korea telecom, KTC?
Israeli ELRN?
Mexican beverage co. FMX?
International gambling (gaming) stocks, MPEL, AZECF, CRYP?
Pharma?
German tech QI?
BMW cars BAMXF?

I have positions in all mentioned. I'm not recommending any.

I've got an order in now for more FIREX, an international real estate fund. Have today upped my EDVMF position a little. I may add to big pharmas AZN, WYE today.
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