Message Font: Serif | Sans-Serif
 
UnThreaded | Threaded | Whole Thread (16) | Ignore Thread Prev | Next
Author: TMFDoraemon Big red star, 1000 posts Old School Fool CAPS All Star Global Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 132  
Subject: Re: Looking to add ballast Date: 7/10/2012 12:25 PM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 0
Hey everybody!

Thanks for all the great suggestions.

The pharma companies are definitely on my list, though I am still a little bit wary of what's going on in the peripheral countries. I find it odd that the Germans have the toughest pricing in the region, while the countries in a weaker position are having trouble paying their pharma bills but aren't trying to negotiate better pricing (a la the Germans).

Maybe I'm wrong to get caught up on this, but I'd like to see a little price reaction in the shares because of it before I jump in.

I do think it is the right time to start selectively looking in Europe. Primarily companies in Spain and Italy with a large amount of revenues outside of the home country. Inditex fits this mold, though it's not cheap at the moment.

I'll add these suggestions into the mix and we'll see what I come up with in the next few weeks.

Best,

Nathan
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (16) | Ignore Thread Prev | Next

Announcements

Pencils of Promise - Back to School Drive
"Pencils of Promise works with communities across the globe to build schools and create programs that provide education opportunities for children."
Managing Your Wealth
Our own TMFHockeypop from Rule Your Retirement fame on the TV show Managing Your Wealth.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Post of the Day:
Macro Economics

Should You Be an Index Investor?
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and "#1 Media Company to Work For" (BusinessInsider 2011)! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement