Global Shares to Watch in High Value Markets

Here are overseas shares to watch now.

EClub advisor Andy Kaegi has been my banker for nearly 30 years. He was just starting with Credit Suisse when I opened my first account there in the 70s. His business Bulach Private Client Services helps manage portfolios for investors from all over the world and they update news on shares that are currently worth considering.

Last message we looked at the best value markets in the world. In the data below you can spiot some shares in these markets that offer special opportunity at this time.

Possibilities in the markets

We update this paper at irregular short term intervals based upon our internal buy and watchlists and make it available to interested parties by email. These comments are for informative purposes only. They do not cover all of our active positions but reflect only a small part of our investment strategy and BPCS may or may not engage in the actions described below. Because of individual client requirement readers should always take individual advice from a professional advisor before making investments.

USA

 

Portfoliopositions:	possible action:DuPont			Watch rise towards 50 for possible call writesBoston Scientific		Bought below 15; sell above 17.50Novell			Buy between 3.50 and 4.50; sell above 5.70At Home			Take profit as from 5 and repurchase below 4 possibly 3.60IBM			Realise close to 120Eastman Kodak 		Take profit as from 48

 

Watchpositions:		possible action:Iomega			Buy below 2.75Oracle 			Consider below 15; (sell puts 15)McDonalds			Consider around 25; (sell puts 25)Acme			Speculative, below 2.75Coors			Consider below 50

Europe

 

Portfoliopositions:	possible action:British Telecom		Add from rights issueMetro			Take profit above 52Thyssen Krupp		Wait for rebound to 20; add below 15EVN			Add below 29Wienerberger Baust.	Consider profit taking at 23Watchpositions:		possible action:Rentokill			Buy below 180

Switzerland

 

Portfoliopositions:	possible action:Givaudan			Covered call writing 450 Dec.Fischer			Add below 420Swissair 			Hold; possibly add on new weakness; high yield bonds as alternativeZürich Financial Serv.	Partial sales above 640 for lower repurchase; covered call writing 650/09 ABBN			Hold; cheap purchases may be realised at 34; add below 27Roche ROG			Hold; Consider covered call writes above 140 Watchpositions:		possible action:Actelion			Buy below 200COS			Consider below 100; maybe low 90Von Roll			Speculative, consider at 10

For more details eClub members can ask Andy any questions they might have about these shares.

Until next message, good global investing and business.

Gary

Global Shares to Watch in High Value Markets was published on May 30th, 2001

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