Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : HONG KONG -- Ignore unavailable to you. Want to Upgrade?

To: Tom who wrote (1651)	5/20/1998 1:50:00 PM
From: fred douglas liebling	Read Replies (1) \| Respond to of 2951

I think my continued move into Germany comes from watching Alexander Nevsky too many times ( of course, it was the Germans moving into Russia in that one) which amazingly enough also happened: I took some money from SAP to buy Lukoil!!! With Germany, there are alot of positives: the euro, the low dollar, the changeover to an American model ie. allowing layoffs etc, and most important, a focus on shareholder value. Of course, the best laid plans... in particular the dollar going down would hurt in the short term, but would be an opportunity to buy high quality blue-chips like SAP, BMW etc. Japan!!! I got killed there last year.... it might sound simple but you just have to stay remotely aware of Japan to be there when suddenly it becomes a good market again. good luck, fred