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


To: Paul Senior who wrote (15982)12/30/2002 4:14:51 PM
From: Spekulatius  Read Replies (2) | Respond to of 78648
 
I have been doing some Xmas shopping for stocks recently. My picks:
DCX: trading for market cap to revenue ratios unseen. Chrysler seems to be turning around. Other businesses Freightliner and Airbus doing reasonably well in a very difficult environment. Mercedes is a cash cow as usual.
Trading below book. This is a chance to pick up a stock at a cyclical low, IMO. Negatives: Chrysler pension liability.

ING: This Dutch financial conglomerate has been discussed here before. Low PE (8) and high yield (5.5%). The recent secondary has boosted the capital ratio somewhat. This company has been around for a while and is very solid.

GER. Germany closed end fund buys the German blue chips at 14% discount. Jawohl!