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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
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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.


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