安德鲁·斯特罗茨和团队 |
美国银行Merrill Lynch |
美国银行Merrill Lynch团队的三个安德鲁·斯特罗茨在2点胜地赢得第三次亮相。伦敦的分析师追踪22股,一年多以前。In light of ongoing weak consumption trends in Europe, they have been especially bullish on the diversified and agricultural subsectors, and they remain so going into 2013. Accordingly, a favorite stock is Belgium’s Solvay, a top pick since January 2012 as a bargain at €62.73, thanks to its global reach, strong dividend yield and improving balance sheet. By the end of the year, shares of the producer of soda ash, specialty polymers and other materials for the consumer and construction markets had soared a whopping 74.3 percent, to €109.35. “Their stock picks have helped us make money,” applauds one buy-side counterpart in London. —本马特林 |