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Below my transactions (older than 1 month) from group F: info
ETF provider: Lyxor (Societe Generale)
Ticker: AUT
ISIN: FR0010344630
Currency: EURO
Exchange: Euronext Parijs
Economic growth in Europe is beginning to get underway. Car sales have been very low in Europe. Only vans to deliver all internet orders sold well. But buying a car you can not prospone. As higher oil prices eventually combined with increasingly fuel efficient new models will boost sales. European manufacturers also put increasingly on electric cars. This too will eventually for a rebound in sales concerns. More info...
Target reached and tapped.
Ticker: TNO
ISIN: FR0010344796
The setbacks at Samsung (bad cell phone) and Ericsson (profit warning) the fear is good today. Yet this is still a growth industry with a bright future. Going so well again. Therefore today but got on a dip. I close it not exclude that we will see what falls before the price will recover in the near future.
Ticker: FOO
ISIN: FR0010344861
The food and drink ETF. It slowly better in Europe and beyond. In particular, consumer spending to take back what. The companies in this ETF are European but customers are worldwide. Particularly in Asia, still a huge growth market most companies in this ETF very active and doing well. Although the price has already risen substantially in recent years, there is still more to come. So I just got on the dip today.
Ticker: INS
ISIN: FR0010344903
Insurers today fall along with the banks. Low interest rates are not good for insurers. But we must not make the mistake of interest rates are the main revenue model for insurers. That should do premiums coupled with low risk. I see those low prices purely based on low interest rates as excessive. I do not expect interest rates still or even come down a lot. If interest rates do not fall more and insurers appear able to achieve reasonable results than the price can be hard up.
European car manufacturers are in good shape. There has been considerable investment in new models and technologies. There they will have years of enjoyment while large expenditure already incurred. The commitment to more power has also been properly assessed; not too early but right on time. European car manufacturers have global lead that can not be quickly made up. The Japs are somewhat fallen behind and suffer the expensive yen. The Chinese are still far behind. The Americans are also catching up with models that never catch on worldwide. The Koreans do quite well, but the marks are still far from top brands like BMW, Mercedes etc. The crisis has many old cars now need replacing. The demand from Asia will grow. A growing world economy will also increase demand. The price should be much higher. But the Volkswagen scandal has made investors cautious. I think the biggest fear of more scandals now over. Time to get on so.
Ticker: BNK
ISIN: FR0010345371
Banks today in the minutes by the high fines which received the Deutsche Bank from our American friends. It seems to be a trade war between the EU and the US are now we impose high fines each company respectively. For the longer term, I am optimistic about the European banks. The credit crunch woes almost processed. I do not expect interest rates go down, so banks can again earn some money. Combined rates can then increase rapidly with a growing economy in Europe.