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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (45950)12/14/2011 12:15:06 PM
From: E_K_S  Read Replies (1) of 78747
 
Hi Clownbuck -

I think I like COV's products and devises better than ZMH. My biggest concern for COV was their European exposure and what would happen to them w/ a European implosion. I have not studied their regional sales coverage but just being a foreign company has made me hold off on any new buys.

FWIW I added BAYER AKTIENGES ADS (Other OTC: BAYRY.PK ) to my buy list on any sell off. I am looking at $48.00/share as my first buy target. This one should get filled on any European implosion and if that occur, I may not want any of these.

EKS
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