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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (15801)	11/16/2002 4:10:05 AM
From: Dale Baker	Read Replies (1) \| Respond to of 78666

A quick look at Dutch ADRS - the economic news here is uniformly crummy, so I wouldn't recommend much. In addition to AKZOY's perpetual bad news, AHO and AEG are still stumbling (though I don't follow pharmas much). My main Dutch position is ING due to the international diversification and the combination of insurance and banking. I have shares from the 16's and April 20 calls. I wish I had bought ABN in the 10's but won't chase it in the 15's. KLM seems to track the US major airlines, and KPN had a decent report the other day (but SCM seems more interesting for a European telco). My main European bets are EWU (FTSE I-Share) and IRL, the Ireland Fund. Ireland still has the strongest economy in Europe, and property values in the UK have driven a nice boomlet there.