Sunday, February 25, 2007

Diversification in Geo Exposure

To continue our intention to decrease European exposure and diversify our investments I recommend the following investments:

- Boeing, rides on a strong growth related to the need for larger aircrafts and Chinese demand.
- Time Warner, works hard to develop content solutions based on internet technology. A rapidly growing segment (Nordic alternatives are Ericsson and MTG).

Finance trough decrease in Ericsson.

P

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