Since I started writing on this blog I've confessed that my long-term portfolio remains 100% in cash simply because I couldn't see anything worth investing in.
Until now.
As you know, I trade to invest but right now I don't see any reasonable investments. That has changed recently and I'll write up the investment case over the coming weekend. At all times I aim to stay true to my investment principals and a stock has finally met my criteria: EADS (in Paris).
Stay tuned for more on this excellent company which has been beaten down for more than a year because of A380 delays and management turmoil (the latter I'll refer to as the "French Premium"). With BA's order today, EADS looks a lot better to me...
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