In the past few weeks I wrote a number of bullish articles on European equities. You can find some of them here, here, here and here. Over the weekend The Wall Street Journal published an interesting piece on the same topic. The entire article is worth a read. From the article: The Case of Europe …
Continue reading ‘Morgan Stanley: European Stocks Are 40% Cheaper than U.S. Stocks’ »
Storm hits Canadian banks: RBC, BMO, TD downgraded as sector faces worst start in 25 years (Financial Post). Also checkout Canadian Bank Stocks Post Worst Start in 25 Years (Bloomberg) Hugh Young: we can hardly find any value in India (Citywire, UK) Guest post: can India repeat China’s ascent? (FT beyondbrics) Too many choices, high costs and bureaucracy: British …
Continue reading ‘Knowledge is Power: Italy, Canadian Banks, Oil Services Sector Edition’ »
The Greek people elected PM Alexis Tsipras of the left-wing SYRIZA party in the recent election. Since his election, he has canceled some of the austerity programs and has reinstated certain laid public workers such as street cleaning ladies.Greece is without a doubt on a collision course with its creditors.According to one report, Greece owes some €315bn …
Continue reading ‘On the Performance of Greek Bank Stocks Year to Date’ »
The European banking sector offers many attractive opportunities now as the economic recovery gains momentum. Investors looking to buy and hold these stocks for a minimum of three to five years may be able to reap solid returns. Unlike in the past, it is highly unlikely that another European sovereign debt or other type of crisis will …
Continue reading ‘European Bank Stocks: Five to Consider and Five to Avoid’ »
The Aerospace & Defense industry is one of the important and growing industries in both the U.S. and European. Despite budget cutbacks in the U.S. stocks in the industry have done extremely well in the past few years.Similarly European defense companies have also performed well in recent years. Though countries in Europe spend far less than the …
Continue reading ‘Why Invest in European Aerospace & Defense Stocks’ »