Clownbuck, thanks for the view from Europe. I am still looking to buy European-centric multinationals that are near lows. Sorry I did not step in for a few that were mentioned here recently that have now risen, like the chemical makers (e.g. Bayer).
I still hold a few shares of Pargesa (PRGAF.pk). Based on your comments here about its possible structural changes, I'm a reluctant holder, and I'm not willing to add more to my losing position. Instead, I have been buying directly some of the component companies that they own.
I'm also holding a small losing position in utility RWE AG. Not sure what to do with that one. I'm also in the red with Volkswagen (VLKAY.pk). That one I'll add to if it will fall back to lows on no adverse news. |
