The Young And Restless Portfolio: Selling Apple In This Aggressive Growth Portfolio [View article]
I like that you have the honesty and strength of mind to reverse a decision quickly (apple) if you think this is necessary for the investment objectives of the portfolio. Do you intend to sell stocks when you feel they have run ahead in order to buy back cheaper and use reserve cash for smaller purchases to diversify the portfolio?
Manitowoc: An Impressive Investing Opportunity For 2013 [View article]
Read Arne Alsins articles( a seeking alpha contributor) on this company which is outperforming within his top ten stock picks for 2013 .Good insight into this company.
I agree as to the softly softly approach.This government had not tasted power for years and they had to build relationships at a different level so they are taken seriously by their european counterparts which takes time.
Thanks for your response. I can see you are supportive and well informed as to Ireland. I was just concerned that less informed readers might take too negative a view of Ireland.
The pace of austerity in this country has unnecessarily slowed our recovery .We expect our government to put more pressure on the eu for bank bond concessions during their eu presidency.Perhaps Spain and the southern countries will co operate collaberatively with the eu if they see we are being treated properly but like you I suspect we will get a token concession or nothing at all until the German elections are over.
Not so sure about the potential further fall of 20 per cent for property values.Plenty cash on the sidelines waiting to buy and assets are being bought for cash. Banks are starting to debt forgive and the irish are more determined and resilient than you may realise.We will get out of this mess as long as we as we get some EU assistance re the bank bonds as it seems to me we are incurring a very heavy price because we were first to face the banking crisis where our government had no precedent and the other peripheral countries such as spain have learnt from us and are negotiating better deals.The export sector is doing well and retail performed well this christmas.We in Ireland are getting on with austerity and this will stand to us when we return to the bond markets.Our economy is much more competitive now with falling wages and I see more business in the services sector.Ireland is very investible now .It is no accident China is looking to develop ventures in Ireland and Wilbur Ross has taken a large stake in Bank of Ireland.Just my thoughts for what they are worth.
Top 10 Pick: Buy NCR (And Then Again) [View article]
New to your picks Arne. How do you view the recent takeover of Retalix? Do you think the price is right? On the face of it the move looks to be positive if they can bed the acquisition down quickly.
The Young And Restless Portfolio: Selling Apple In This Aggressive Growth Portfolio [View article]
Manitowoc: An Impressive Investing Opportunity For 2013 [View article]
What Irish Recovery? [View article]
What Irish Recovery? [View article]
The pace of austerity in this country has unnecessarily slowed our recovery .We expect our government to put more pressure on the eu for bank bond concessions during their eu presidency.Perhaps Spain and the southern countries will co operate collaberatively with the eu if they see we are being treated properly but like you I suspect we will get a token concession or nothing at all until the German elections are over.
What Irish Recovery? [View article]
Top 10 Pick: Buy NCR (And Then Again) [View article]
Top 10 Pick: Buy NCR (And Then Again) [View article]