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Finding Upside in Europe

Fast Money Portfolio

Amid all the woes, could there be a silver lining to the EU financial crisis?

Quite possibly.

Most investors are understandably focused on the negative – that is the pressing political issues in Greece and the potential of a chaotic exit from the EU. Considering the potential ripple – that negative focus is understandable.

However, John Lekas, portfolio manager at Leader Capital says if you step back – there’s some positive too.

The crisis is keeping the euro relatively weak against other currencies and that’s extremely beneficial to Germany, because the German economy relies heavily on that nation’s ability to export. (The weak euro makes goods, such as German cars, more affordable to buyers using other currencies.)

“There’s headline risk but fundamentally Germany is good,” he says.

Get all the details. Watch the video now!

Posted by CNBC's Lee Brodie

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Trader disclosure: On May 23, 2012, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s "Fast Money" were owned by the "Fast Money" traders; Josh Brown is long AAPL; Josh Brown is long JPM; Josh Brown is long GLD; Josh Brown is long GDX; Josh Brown is long XLU; Tim Seymour is long BAC; Dan Nathan is long APPL JUN 550/520 PUT SPREADS; Dan Nathan is long IBM JULY 200/185 PUT SPREADS; Karen Finerman is long AAPL; Karen Finerman is long BAC; Karen Finerman is long JPM; Karen Finerman is long WMT; Karen Finerman is long TGT; Karen Finerman is long RIMM; Karen Finerman is long HPQ; Karen Finerman is long JAKK; Karen Finerman is short SPY; Karen Finerman is short MDY; Pete Najarian is long AAPL; Pete Najarian is long C; Pete Najarian is long MS CALLS; Pete Najarian is long INTC; Pete Najarian is long SBUX; Pete Najarian is long PEP; Pete Najarian is long HPQ; Pete Najarian is long FB

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