The institutional equity team at Morgan Stanley have put out a note highlighting the stocks they would be buying, and staying away from, in the current market (which was much much lower when this note came out)!! Falling markets around the world are presenting investors with opportunities that haven’t been available for many months, so it makes sense to capitalize on the move down and snap up some bargains. Morgan Stanley: European picks Starting in Europe, the pan-European FTSeurofirst300 closed down 5.4% today, giving Morgan its first “Full-House Buy Signal” since January 2009. All of Morgan’s market timing indicators, composite valuation, capitulation, risk, and fundamentals…
Sifting Through The Rubble: Morgan Stanley’s Top Ideas
Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk