I've just returned from the World Money Show, where some 10,000+ investors gathered to learn about global investing. I had a chance to meet with many of the advisors who were featured at the show, and I have been highlighting some of their favorite investment ideas. To view all of the stocks featured in this special global report, click here.

"Germany is the third largest economy in the world, and it's leading index -- the DAX 30 -- has been in a bull market for four years," notes Heiko Böhmer.

The editor of Privat-Finanzletter offers a trio of German stocks -- on sports cars, solar cells, and Internet broadband growth -- as well as an ETF play for U.S. investors seeking an easy way to participate in the German market.

He explains, "Changes are occurring, as Angela Merkel has become the first female chancellor in Germany and the first chancellor from the former GDR. Meanwhile, we are seeing an ongoing consumer record, health care reform, corporate tax reform, and a recovering construction sector.

"Earnings growth for 2006 was estimated at 21%. I would caution, however, that earnings could slow this year and, after a four-year bull market, there is a chance for an overall market correction -- perhaps as much as 15%.

"Meanwhile, Germany is the biggest export nation in the world and is known for brands that are recognized worldwide. For example, Porsche (Other OTC:PSEPF) is the most profitable car producer. Earnings grew 78% from 2005 to 2006. The U.S. is a very important market.

"Meanwhile, its stake in Volkswagen could grow later this year. Currently, VW's earnings are the biggest driver for Porsche shares right now. Longer term, Porsche will be selling more higher margin cars such as the 911 Turbo. And, its Panamera will be launched in 2009-2010.

Continue reading Global gains: Böhmer's bets on Germany

Global gains: Böhmer's bets on Germany originally appeared on BloggingStocks on Sun, 18 Feb 2007 08:30:00 EST. Please see our terms for use of feeds.