Well-known value investor David Winter of Wintergreen Funds was on Bloomberg to discuss his global investment strategy: 'Avoid troubles and go for the opportunity.'
-- They are avoiding majority of Europe (except a few countries) and not investing further.
-- Better opportunities in U.S., Canada, Switzerland.
-- Loves railroad. Great indicator of the economy and it says things are getting better there.
Credit and source: www.bloomberg.com, Bloomberg
Here is the video:
[
bloom.bg]
About the author:
I am an individual investor with deep interest in the field of value investing. My ideas and thinking is inspired by highly respected value investors like Ben Graham, Warren Buffett, Walter Schloss, Bill Ruane and Tweedy Browne
Track Gurus’ Stock Purchases Daily – Real Time Guru Picks
GuruFocus "Real Time Picks" reports the stock purchases and sales that Gurus have made within the prior 2 weeks. The report time lag can be as short as 3 days after the date of the transaction. This is just one of the features provided with GuruFocus Premium Membership.
Click Here to Try It Free!
Feedback
European Shorting
My Portfolios
Browse Gurus
Print
Email
Subscribe RSS
RSS