news jan 08

interview to schmolz and bickenbach amid surge of steel prices , real estate slump in spain and uk balanced by 2008higher carproduction

credit losses continue, citigroup , hyporeal estate point to an incipient recession

chf smallmidcaps, a buying opportunity

Gold shares positive times ahead?

the next crisis , credit cards , first signs of rising payment defaults

telecom in shaky times

Impact of a recession on metal prices


in the middle of the storm ubs official explanation on capital dilution and dividend payment

us real estate valuation, uk( barratt , balfour beatty/expensive, taylor wimpey), spain ( colonial, astroc)

Retail down: Tesco, Metro, Inditex, drop sahrply. buy opportunity? see eastern europe consumption

medical techno: molecular biology, cardio tech/ ( see medtronic)
swiss cyclicals, gf,abb, rieter, burckhardt , sika
SEZ , ANOTHER EX OF LOOTING THE SHAREHOLDERS
UBS financing discussed at the next general assembly
SIKA amd construction shares cheaply valued( Holcim, Geberit)?
EFG, cheap
US Biotech, cheap valuations, interesting article on the cost/ profit structure of the sector compared to pharma and its valuation / earnings outlook
US real estate ; centex, lenner a, d r horton, shares plunge , problem with valuation of inventory( see land price) which may be too high in the book value . trend negative, difficult to stop it ? SOME RECOMENDATIONS in Australia : centro(au), westfield, goodman ( see gs , t 45%),Maquarie(ubs)