Playlist: GE:xnys

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From the Floor: The big mess of GE — #SaxoStrats
14 November 2017 at 8:32 GMT
From the Floor: Markets pricing in Macron victory
21 April 2017 at 7:23 GMT
Earnings Season: Why GE's struggles ain't over yet
Peter Garnry
16 October 2015 at 7:03 GMT
Should you be investing in 3D printing companies?
Thomas Kiely
27 June 2014 at 8:15 GMT
Three stocks you must watch this earnings season
Owen Thomas
13 January 2014 at 12:53 GMT
Profiting from GE’s 'bumps'
Lea Jakobiak
19 July 2013 at 6:51 GMT
Video / 28 April 2014 at 7:22 GMT

Garnry: 'It's a stock-picker's paradise so change your game!'

Peter Garnry
You can no longer just be "long" US or European equities; you've now got to be more specific and target the right companies and sectors. So says Saxo's Peter Garnry who says this is a "stock-picker's paradise".
In terms of sectors, Peter likes banking, healthcare and tech. European banks are still trading way below their book value, he says. Healthcare is "phenomenal" and many IT companies are way down relative to the rest of the market. Peter is also keen on Russian companies, if you've got good nerves. 
Ottosen Ottosen
Does the rumour of the $5bn lawsuit alter the perspective on BNP Paribas significantly?
Ottosen Ottosen
Make that $10bn - I guess it shouldn't affect the long run, but this should provide a good opportunity for those seeking this type of exposure
Peter Garnry Peter Garnry
Obviously it is a big figure and if it lands at $10bn, which I doubt strongly, it will has to be addressed by BNP Paribas' management. The ultimate consequence could be that the bank has to raise equity capital to plug the hole. That would naturally be dilutive for shareholders in the short-term, but the long-term value is mostly independent of one-off items like these.


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