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Global Tactical Asset Allocation - Greek Stocks

Tyler Durden's picture




 

Submitted by Damien Cleusix

 

 

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Wed, 04/28/2010 - 19:29 | 322880 Midasfinancas
Midasfinancas's picture

I have some currency forex trading AUDUSD and AUDJPY that might be usefull. Started to enter short.

 

http://midasfinancialmarkets.blogspot.com/2010/04/update-later.html

Wed, 04/28/2010 - 20:07 | 322917 Matto
Matto's picture

I saw coca cola greece on that list, worth keeping an eye on some of those staples.

Midas: arent you in Southern Europe? What news on holders of Greek & Portugese sovereign debt? the ones who will be left holding the can on a default?

Ive got a list of European banks with ADRs

BBVA, STD, CS, DB, NBG, UBS

And UK banks

AIB, IRE, BCS, HBC, LYG, RBS

Who's going to be left holding the can here??

 

 

 

 

 

Wed, 04/28/2010 - 20:47 | 322953 RobotTrader
RobotTrader's picture

My prediction is that between now and the end of the year, those stocks listed above will have registered fantastic gains.

Anybody with brass balls should start laddering in longs now.

Wed, 04/28/2010 - 20:54 | 322957 trav7777
trav7777's picture

Inclined to agree in principle...but sometimes when there is blood in the streets, it's time to run like hell lest your blood be next

Wed, 04/28/2010 - 20:56 | 322958 cbaba
cbaba's picture

I predict just the opposite.

You can buy these stock half price( or less) within 6 months  to 1 year.

The Greece is a sinking ship, people will suffer terribly in the coming months.

How a greek company can make good profits under these once in a 100 year greek debt crisis?

Thu, 04/29/2010 - 07:47 | 323313 jkruffin
jkruffin's picture

So exactly how are Greek debt fears eased today all of a sudden??? The news media is as bad as this crooked government.  That is simply amazing that their debt keeps getting worser one day, then its no problem the next day?   Never seen such astonishing recovery in my life.

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