Ibexx,
Am thinking of adding some more SAP. Guess ORCL statements (Ellison) in the WSJ might have driven down the share price last week.
I take the H driver to the company, not the taxi from Rhein-Main, so I don't know about the costs. Frugality is still alive and well in Deutschland, I think.
Actually, there is a bit more interest in analyst's views of companies in Germany (at least in my company), and I read in the papers about a bit of 'unlocking' of European investor interest in equities, compared to having all of one's savings in bonds or in banks. My German colleagues these days talk less of buying German unification bonds, and talk more about share prices. I guess this is a change of sorts. Whether it will translate into more EU investor interest in US equities, for example, remains to be seen.
Still a lot of talk about the Euro as well.
TCG |
