Car shares are undervalued at the moment, though the gains cannot disguise the sector's problems. |
Investors are taking profits in insurers because it (the sector) has been one of the top performers since October. |
It is very positive that there is interest from the foreign camp. At the current price the purchase is extremely interesting. |
Merger fantasy and still strong economic data are protecting the market from a major correction. We could see another short term rally. |
Oil and gas shares are shining at the moment: Rising oil prices are lifting the shares which are also undervalued and offer attractive dividend yields. |
Telecoms and tech stocks (also) still get hit by France Telecom's sales warning. |
The Fed comments are well received by markets in the short-term, particularly for retail shares, on which many funds are underweighted, because consumers might now get more money to spend. |
The gas row between Russia and Ukraine should further support the sector. |
The sentiment for the whole telecoms sector has now cooled down. |
We have had a great run in the European market, and especially in Germany, but we're in the last stages of this bull run. |
We're looking at companies which are taking advantage of high energy prices, and we've been buying energy stocks. We try to avoid consumer-related stocks as high gasoline prices will impact the consumer. |