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Johnny1982”

Johnny1982”
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  • Is American Capital Agency Really This Cheap? [View article]
    isn't it better to look at HTS in this moment , it should have only floating rate or short duration agency mergages ... So rising of interest rates shouldn't be a problem ...
    Jun 23 08:48 PM | Likes Like |Link to Comment
  • The 9 Largest Italian Companies By Revenue 2012 [View article]
    Euro crisis affects our company in a dramatic way (i'm italian) but there are some exceptions , expecially in the export oriented companies

    Luxottica and tod's are the most relevant examples, there are few good stocks on the italian market

    The best italian company isn't listed ... Ferrero ...
    Apr 10 12:08 AM | Likes Like |Link to Comment
  • The 9 Largest Italian Companies By Revenue 2012 [View article]
    If you see tod's had even a greater growth than luxottica

    Both are 2 very good company , they can take high margins from their product selling

    Look also at tod's . It is rising up for a long time
    Mar 18 04:29 AM | Likes Like |Link to Comment
  • The 9 Largest Italian Companies By Revenue 2012 [View article]
    I don't know if they are on nyse ...

    I suggest you to look also to smaller companies

    terna is much more reliable that enel, terna owns the country electrical grid... It the most stable stock in the italian stock market...

    Growth chempions are the luxury stocks like tod's , the company of diego della valle , and luxottica one of the biggest glasses maker in the world...

    Another very good stock is MARR , part of the Cremonini group that is one of the most bigger food supplier for resturants , Mc Donalds is one of thier biggest customer in europe.

    Atlantia also has a very good revenue and stable income , they manage part of the highway services .

    If you like Italy look at them...
    Mar 16 06:38 AM | Likes Like |Link to Comment
  • Yes, This Is A Secular Bull Market [View article]
    Bank of ireland may be a great opportunity , ireland is nearly out of the public debt problem ...

    Bank of ireland is the first bank of the coutry , now should capitalize about a billion € that is a very low valuation for the first bank of a country like ireland, in which the economy has restarted to grow
    Mar 10 10:57 AM | Likes Like |Link to Comment
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