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Europe’s Financial Woes A Good Thing?

Thursday, 13 May 2010 | 5:49 PM ET

It appears weakness in Europe might not be an equal opportunity albatross. In fact, some may find the situation somewhat welcoming.

Who could possibly benefit from the weakness overseas? Exporters - especially German exporters!

According to Fast Money trader Tim Seymour, Germany is quite healthy. And they generate two and half times more exports than the combined PIIGS to Asia. In fact, until recently Germany was the number 1 exporting country in the world.

And weakness in the euro means goods and services produced in Germany are cheaper to buyers using other currencies.

So what names could see the biggest boost?

Siemen’s , Daimler , BMW , BASF, FMS are all names for your radar, says Tim Seymour. They’re all fantastic export stories.


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Trader disclosure: On May 13, 2010, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Adami Owns (GS), (INTC), (MSFT), (AGU), (BTU), (NUE), (C); Finerman's Firm Is Short (IYR), (IWM), (MDY), (SPY); Finerman's Firm Is Long S&P Puts; Finerman Owns (AAPL); Finerman's Firm Owns (BAC), (BAC) Calls; Finerman Owns (BAC), (BAC) Preferred; Finerman's Firm Owns (BP), (BP) Calls; Finerman Owns (GOOG); Finerman's Firm And Finerman Own (JPM); Finerman's Firm Owns (KFT); Finerman's Firm And Finerman Own (RIG), (RIG) Calls; Finerman's Firm Owns (TGT); Finerman Owns (WFC) Preferred; Finerman's Firm Owns (WMT); Finerman Owns (IBM); Finerman Owns (GS) Calls; Finerman's Firm Owns (MCD), (IBM); Seymour Owns (AAPL), (BAC), (HAL), (MSFT); Kelly Owns (FXE) Puts; Kelly Owns (FXB) Puts; Kelly Owns (SPY) Puts; Stutland Owns (SLV) Calls, Is Short (SLV) Puts; Kinahan Owns (AKS), (C), (MSFT), (CSCO), (WFC), (YHOO); Kinahan Is Short (SPY); Grasso Owns (BP), (NDAQ), (DYN), (LPX), (ASTM), (ABK), (BAC), (BGP), (C), (CVGI), (JPM), (PRST), (PFE), (BA), (T), (CSCO), (X)

For Brian Kelly
Kanundrum Capital Is Long U.S. Dollar
Kanundrum Capital Owns (GLD)
Kanundrum Capital Owns (GFI)
Kanundrum Capital Owns (AUY)
Kanundrum Capital Is Short Euro
Kanundrum Capital Is Short Yen
Kanundrum Capital Is Short Pound
Kanundrum Capital Is Short Franc
Kanundrum Capital Is Short (IBM)
Kanundrum Capital Is Short (XOM)
Kanundrum Capital Is Short (HES)
Kanundrum Capital Is Short (NUE)
Kanundrum Capital Is Short (DB)
Kanundrum Capital Is Short (BCS)
Kanundrum Capital Is Short (XLF)
Kanundrum Capital Is Short (XLK)
Kanundrum Capital Is Short (XLI)
Kanundrum Capital Is Short (XLY)
Kanundrum Capital Is Short (XLV)

For Hilary Kramer
A&G Capital Is Short (VZ)
A&G Capital Is Short (QQQQ)
A&G Capital Owns (RIG)
A&G Capital Owns (SCHN)
A&G Capital Owns (GS)
A&G Capital Owns (MSFT)
A&G Capital Owns (SLB)
Kramer Is A Hedge Fund Client Of (GS)


For Steve Grasso
Stuart Frankel And Its Partners Own (AMR)
Stuart Frankel And Its Partners Own (BAX)
Stuart Frankel And Its Partners Own (DYN)
Stuart Frankel And Its Partners Own (CUBA)
Stuart Frankel And Its Partners Own (DYN)
Stuart Frankel And Its Partners Own (GERN)
Stuart Frankel And Its Partners Own (HSPO)
Stuart Frankel And Its Partners Own (MERC)
Stuart Frankel And Its Partners Own (NWS.A)
Stuart Frankel And Its Partners Own (NYX)
Stuart Frankel And Its Partners Own (PALM)
Stuart Frankel And Its Partners Own (PDE)
Stuart Frankel And Its Partners Own (PFE)
Stuart Frankel And Its Partners Own (PRST)
Stuart Frankel And Its Partners Own (RDC)
Stuart Frankel And Its Partners Own (TLM)
Stuart Frankel And Its Partners Own (XRX)
Stuart Frankel And Its Partners Own (SDS)
Stuart Frankel And Its Partners Are Short (QQQQ)
Stuart Frankel And Its Partners Are Short (CL)
Stuart Frankel And Its Partners Are Short (AAPL)

For Patty Edwards
Edwards Owns (HD) For Clients
Edwards Owns (BKE) For Clients
Edwards Owns (COST) For Clients
Edwards Owns (JCG) For Clients
Edwards Owns (COH) For Clients

For Robert Mackenzie
FBR Capital Markets Is A Market Maker Or Liquidity Provider For (RIG)
FBR Capital Markets Analyst(s) Own (RIG)
FBR Capital Markets Is A Market Maker Or Liquidity Provider For (SLB)




CNBC.com with wires

  Price   Change %Change
BAS
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BMW
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DAI
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FME
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SIE
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