The FTSE has dropped a little this week from 12067.8 to 12042.9. We remain above 12,000, but the loss this level of pessimism could bring back the park. This week there has been no major events. August is over, and the stock has risen sharply so far this month with little volume. My forecast for the remainder of the year is as follows. In the short term we may see reductions up to 11,750 points or even a little more (so it would be good time to buy) with a rise after that could overcome even the 12,500 points.
Anyway, has to remember that some companies have risen sharply in the last 2-3 years. In case of descent, are probably the most down. So you have to be selective when investing.
Recommendations: Short Term Buy
Metrovacesa (less than a month to end the saga of the OPA and apart from having a significant differential, the value could go up if it is confirmed that the soap gets to the end. NOTE: After the takeover, total sales. Buy
Medium term: REPSOL (listed very cheap) Long-term Purchase
: TELEFONICA (attractive dividend in the future)
Sale Short Term: ALTADIS given the strength of 38 euros. Recommendation to buy euros in 36-36.5.
Sale Short Term: ENDESA (heats when there is news of takeover bids and then cooled)
Sale Short Term: BBVA (very vertical climb on speculation OPA)
0 comments:
Post a Comment