Europe is dirt cheap!

willietherock

Based on smoothed earning ratios Europe is dirt cheap. IShare Euro value etf circa dividend yield 5.5%, Euro stoxx 50 4.2%.
Generational buying opportunity if the euro survives.

http://www.economist.com/node/21556299


http://www.mebanefaber.com/

From these sort of valuations you easily get 10% + longterm compound returns. Is it time to be brave?

euroboom13

check out Russel napier on ft vid....dont have link but .....he`s a bear thats turn bull on euro.....first of many...............NEVER has there been a better buy op in the passed 100 yrs(my opinion) for risky european ex-blue chips..........................switch to growth coming...........

Buzzliteyear

willietherock wrote: »

Based on smoothed earning ratios Europe is dirt cheap. IShare Euro value etf circa dividend yield 5.5%, Euro stoxx 50 4.2%.
Generational buying opportunity if the euro survives.

http://www.economist.com/node/21556299


http://www.mebanefaber.com/

From these sort of valuations you easily get 10% + longterm compound returns. Is it time to be brave?

Good info. Good link. Well done. The entry price of good stock is very significant in the long run.

euroboom13

http://video.ft.com/v/1655932538001/Uber-bear-sees-value-in-Europe

willietherock

http://www.arpllp.com/core_files/The_Absolute_Return_Letter_1011.pdf

http://pragcap.com/the-mother-of-all-bull-markets

The Dublin Whale

So specifically, what stocks are dirt cheap? Most seem reasonably priced to me, so can someone point me in the direction of where the bargains are?

euroboom13

its a banking crisis thats seems to be signaling no more casualties..(early yet)barc....bof i .....soc gen...rbs... bankia etc
so my monies on bank stock recovery firstly.
secondly .......any previously stronge stock that will recover once treat of bankruptcy removed and signs of growth return.....

RECOVERY PLAYS....never been cheaper.....select a few and upside is massive for the survivors within 2yrs

no point in trying to pick a surething here because without a recovery there all a complete bag of s**t....

investors call it gambling i call it speculation....There`s onething for sure there will be winners..

If you wait for their charts to improve you will miss out!!:cool:

willietherock

The Dublin Whale wrote: »

So specifically, what stocks are dirt cheap? Most seem reasonably priced to me, so can someone point me in the direction of where the bargains are?

I don't deal in individual stocks. I'm referring to various Country /Euro wide indexes. A lot of tem are v v cheap, theres a hell of lot of pessemism already discounted into the price. If you believe this Euro issue can be solved eventually without the world going falling apart you'll do v well. I f you see the world falling apart, then who the hell knows?