An European Blog and Search Strategy


Jacob Wolinsky of pointed out this blog on European markets. Subscribe to learn more about investing outside the U.S.  You should look in the areas of dislocation like Europe.

Jacob writes, “My good friend Tim Du Toit is a value based investor in Germany. He has over 20 years in money management, and many years of experience in value investing. On the side he runs a blog about value investing containing lots of good ideas for European equities, behavioral finance etc.

Search Strategy

Do not forget to watch the stock 52-week new low lists. There is tax-loss selling that occurs until end of the year. If you can find a stock you are familiar with on the list and know its prospects are good, you may have the benefit of uneconomic–in regards to the company’s prospects–selling due to tax losses. Chrysler, many years ago, comes to mind. It started the year at its low around $3 per share and continued to climb to around $60 by mid-Year.

About three weeks ago (Nov. 15th) , I mentioned this strategy.

Of course, the markets have risen approximately 10% since the November 15th post, but PZN has risen 25% or more.  Operationally, nothing has changed and PZN is not leveraged on its balance sheet. I am making an assumption that some of the selling pressure a few weeks ago was due to non-company factors.

To search go to the new low lists found here:

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