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Interesting Article on David Herro: "Why I am Betting Big on Europe"


jjsto
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Guest hellsten

Thanks. Always interesting to read about David Herro, BNP and BKIR. Judging by the comments below the article, it's definitely time to buy Europe :D

 

Regarding European banks, Bestinver's Paramés seems to be saying "we do not yet dare to buy banks…The solution will come when banks submit their balance sheets, their real accounts."

http://www.bestinver.com/pdf/prensa/1_Estrategias%20de%20Inversi%C3%B3n_14-05-2012_Invertir%20como%20los%20grandes%20gestores,%20es%20el%20mejor%20momento%20para%20estar%20en%20bolsa%20.pdf

 

Bestinver has been buying Portugal Telecom:

http://www.bestinver.com/pdf/prensa/1_Funds%20People_22-05-2012_En%20qu%C3%A9%20invierte%20Francisco%20Garc%C3%ADa%20Param%C3%A9s.pdf

 

PT looks interesting, but personally I don't like or understand telecoms:

http://www.google.com/finance?q=pt

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