Salient to Investors:
Armin Zinser of Societe de Gestion Prevoir remains bullish for 2013 even if the euro-economy continues to contract. Zinser likes companies that make products that we will always need, and prefers luxury-goods companies as in times of crisis, luxury does well. Zinser avoids companies partly owned by the state, or fallen angels.
Thomas Dhainaut at Sycomore Asset Mgmt said valuations remain very discounted. Dhainaut said brokerages will soon stop downgrading earnings for telecoms as companies benefit from sharing infrastructure.
Read the full article at http://www.bloomberg.com/news/2013-01-21/france-s-best-investors-say-stocks-to-gain.html
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