Stock price when the opinion was issued
(A Top Pick July 5/17, Up 4%) Banks are big players here, but they’ve gone nowhere because of interest rates where pretty flat. The place to be in the future. Likes it for a taxable account because it doesn’t pay the dividend, it’s one of those total return ETF, the stock price will reflect the accumulated dividend. A key holdings for them on the international side.
(Past Top Pick on June 1, 2017, Up 2%) This covers countries that carry the Euro (Germany, France, not UK). Tailwind: Germany is running big trade and fiscal surpluses, so Germany could pump prime rates onto the ECB.