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Jamie Zimmerman of Litespeed Management says deutsche mark might come back, euro to go bye bye. It will take years to play out.
Zimmerman is saying that she is staying away from Germany. She doesn't think Bank of Ireland
IRE will be nationalized, and she likes their senior debt. It's trading around 50 cents on the dollar. Zimmerman is saying that she sees opportunities in the Airgas
ARG.
She thinks MGM
MGM could've been taken over by Time Warner
TWX and she sees opportunity in MGM debt.
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Posted In: Long IdeasHedge FundsMovers & ShakersTrading IdeasBloomberg 2010 Hedge Fund ConferenceJamie Zimmerman
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