Hints and tips:
...Henning Gebhardt, head of European equities at DWS, Germany’s largest fund manager, says that on forward earnings, price-to-book or dividend yield models shares look good value....
...Stocks look cheap,” said Henning Gebhardt, head of European equities at DWS, Germany’s largest fund manager....
...But Henning Gebhardt, head of European equities at Germany’s DWS, said: “It is hard to be extremely bullish when companies are at record margins.”...
...Henning Gebhardt, head of European equities at DWS, Germany’s biggest fund manager, says many of the profit disappointments reflect a difficult final quarter of 2010 which caught analysts by surprise....
...Henning Gebhardt, head of European equities at Germany’s DWS, notes how some companies are starting to disappoint on earnings, particularly those most exposed to raw material costs, such as household goods...
...“This insidious gift for intimacy …that instinct to charm and flatter which he had learnt as a child,” observes Richard Holmes in a perceptive catalogue essay, never left him....
...“Mr Kley has not exactly been a paragon for corporate governance in the past,” Mr Gebhardt said....
...“At the moment, the supervisory board chooses the chairman without even consulting the shareholders – this is a deficit in German corporate governance,” Mr Gebhardt says....
...Henning Gebhardt, head of German equities at DWS, the country’s largest institutional shareholder, agrees....
...Henning Gebhardt, head of equities at DWS, the German institutional investor, said: “There has been a tacit agreement not to slash jobs, which will be dissolved after the elections.”...
...Henning Gebhardt, head of German equities at DWS, said: “It is senseless to have a two-year waiting period. Valuable expertise will be lost....
...Henning Gebhardt, head of German equities at the country’s largest fund manager, DWS, said: “You have to give him a lot of respect for taking political responsibility and looking at his achievements when...
...Hans-Richard Schmitz of DSW, a small shareholders’ association, turned Daimler’s initial boast about the 1998 merger back on itself: “This ‘marriage in heaven’ turned out to be a complete failure....
...Mr Gebhardt says: “Investors look through it: they look at the fundamentals and see a company that its finally moving in the right direction....
...Henning Gebhardt, head of German equities at DWS, Germany’s largest fund manager, said: “This concerns us a lot. We would not be happy about this.”...
...Instead Henning Gebhardt of DWS focused on the complexity of Siemens as a conglomerate and its poor operating performance....
...The comments by Mr Gebhardt were backed by other shareholders at the meeting and by many analysts....
...Mr Gebhardt at DWS says the VW purchase highlights a wider problem of companies with cash burning a hole in their pockets....
..."Companies are opening up more to shareholder-friendly strategies," says Henning Gebhardt, head of German equities at DWS, a German fund manager....
...Henning Gebhardt, head of German equities at DWS, a top-20 shareholder, says: "Investors now are very sceptical about the company." A British investor is even more scathing....
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