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Strategies & Market Trends : Buy and Sell Signals, and Other Market Perspectives
SPY 681.44+1.6%Nov 10 4:00 PM EST

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To: Hawkmoon who wrote (32773)5/28/2012 12:23:58 AM
From: robert b furman1 Recommendation  Read Replies (2) of 218670
 
What?

If you have money parked in Euro land and you can buy a competitor on a 25 % DISCOUNT DUE TO CURRENCY VALUATIONS.

You just accomplished organic growth.

Europe whistled past the graveyard in 2008 and kept rates high as the real old wealth of Euroland wanted.

They did not read the writing on the wall and now are payiing the price for procrastination.

De levered companies that have accumulated cash and can not get a return, can now convert Dollars to Euros and get a bargain.

Buy a dynamic competitor - pay a 35 % premium and it only costs you 5-10 % and it is immediately acretive.

Emerging markets have created excess capacity for the world.

Those without debt and cash can buy up competitors on the cheap.

It always happens - to not act now is to miss growth within the gloal framework.
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