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Re: madrose1 post# 1235

Thursday, 05/03/2007 12:27:27 AM

Thursday, May 03, 2007 12:27:27 AM

Post# of 1266
Vive la France TASR VE CGG ...Jim says Nicolas Sarkozy could turn France into the best market in the world if he wins the presidential elections. Accordingly, he provides two picks from that country. First, he selects CGG Veritas (CGV), an oil patch play. The co maps the land for oil exploration companies to let the drillers know where they should be digging. Next, he suggests Veolia Environment (VE), a play on water, waste management and transportation, which in the end makes it a play on privatization. Cramer believes that water and the treatment of waste water is being privatized worldwide and that VE is the beneficiary of that because it's "more efficient" and "does a better job." Finally, he mentions Taser (TASR) as a spec play because Sarkozy has stated he'd like to place a Taser stun gun in every police vehicle in France.


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