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Yesterday’s message looked at how we can gain glimpses
of reality that support our business, money, wealth and health.
One glimpse of reality is that all existence is a process
of eternal blending.
This never-ending blending creates a global economy and
contrasts in stock markets. We can invest in markets where conditions
are best. Monday’s Major Market Value update showed that
Denmark was one of the best performing stock markets last month.
See below how this and the global market place can help our
wealth now.
This picture taken near Cotacachi by reader Bob E. Burnham
(beburnham@gmail.com) shows the beauty of contrasts.
Jyske Bank has selected five Danish equities
that they recommend to buy now. Their investment horizon is
the next major price movement within the coming 12
months.
Their recommendation is based on the forecast return relative
to the equity market, at present 10%.
Buy B&O with a price target of DKK 900. This high risk
share is trading at a low premium considering its future prospects.
Expected strong news flow over the coming years. Accelerating
growth due to the opening of new shops, increased development
pace, new distribution channels and ICEpower.
Buy Pharmexa with a price target of DKK 31. This is a high
risk share but the market has not yet discovered the potential
of the pipeline. Jyske expects a positive news flow and the
company has a solid liquidity.
Buy FLSmidth with a price target of DKK 290. This is a medium
risk share of a firm with a strong competitive position in
the US market. The order book will attain a record-high level
in 2006. There is a possibility of a positive earnings surprise
as new orders make their impact.
Buy TrygVesta with a price target of DKK 455. This medium
risk share is in a market leader in the general insurance market
in the Nordic countries. They have an attractive business model
that offers opportunities of exploiting synergies thanks to
the pan-Nordic platform.
Buy Novo Nordisk with
a price target of DKK 450. This medium
risk share is fundamentally undervalued. The accounts revealed
good news with respect to the pipeline. The share price will
in the short term be driven by a positive news flow.
Jyske has also listed five shares investors should avoid or
consider selling. You
can read the entire analysis.
For more information contact Thomas Fischer at fischer@jyskebank.dk
Gary
P.S. Join Merri, Thomas Fischer of Jyske Bank and me at our
next International Business and Investing Made EZ course in
North Carolina. Review where to invest and do business now
and learn which markets and currencies may be strong in the
year ahead. Do not delay we have only two spaces left! DETAILS
P.P.S. Double your profit potential with the MultiCurrency
Sandwich. Leverage investments in top value markets. DETAILS |
