Car shares are undervalued at the moment, though the gains cannot disguise the sector's problems.
We're looking at companies which are taking advantage of high energy prices, and we've been buying energy stocks. We try to avoid consumer-related stocks as high gasoline prices will impact the consumer.
It is very positive that there is interest from the foreign camp. At the current price the purchase is extremely interesting.
The sentiment for the whole telecoms sector has now cooled down.
Telecoms and tech stocks (also) still get hit by France Telecom's sales warning.
Merger fantasy and still strong economic data are protecting the market from a major correction. We could see another short term rally.
The gas row between Russia and Ukraine should further support the sector.
Investors are taking profits in insurers because it (the sector) has been one of the top performers since October.
Oil and gas shares are shining at the moment: Rising oil prices are lifting the shares which are also undervalued and offer attractive dividend yields.
The Fed comments are well received by markets in the short-term, particularly for retail shares, on which many funds are underweighted, because consumers might now get more money to spend.
