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:
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