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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (33311)1/21/2009 5:04:08 AM
From: Oblomov  Read Replies (1) of 78746
 
I think the economics are good right now for European (particularly German) utilities. Spark spreads have exploded upward because of the drop in natgas prices and the cost of carbon credits. I have held off on a purchase because I thought that EONGY and RWEOY might get a bit cheaper in dollar terms.
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