Latest Stock Buy or Sell?
Today, Brett Girard, CPA, CA, CFA commented about whether TMO-N, NTR-T, STN-T, DSY-FP, LFUS-Q, LNN-N, JKHY-Q, RNG-N, T-T, KL-T, ORLY-Q, HDB-N, IBN-N, RAVN-Q are stocks to buy or sell.
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COMMENT
The S&P and Nasdaq have been real leaders in the last decade. There is a bit of catchup being made in Europe. It has been underperforming since the financial crisis. Things are starting to turn around. Export is the driver behind Europe. Valuation in NA has gotten so far from Europe so there is a natural catchup happening.
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COMMENT
Although the EU moves directionally together, there is some divergence, especially looking at Nordic vs Mediterranean markets. Investors must understand the macro country level market, but also the EU market as a whole. Developed EU is one block and the UK is a close trading partner. Holds most European stocks in Nordic countries.
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COMMENT
Has always stayed away from direct Chinese listings. Can't get comfortable with the rule of law in place in China. Asian investments have been made in Singapore and India. Chinese exposure is based in companies with activities in China, such as Unilever, that operates in China. Risk for owning direct Chinese listings is too high.
Unknown
COMMENT
The rising tide is buoying the European market broadly. The industrials are doing particularly well. Financials are recovering but European interest rates are still negative. North American trends are translating into Europe. Confidence is broadly coming back.
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COMMENT
Has held it until 2015. There was an offer to purchase a month ago, and it has now gone through. Very positive on the technology for precision farming. This will now be rolled into CRH.
INDUSTRIAL PRODUCTS
COMMENT
India has been affected by covid. In India, prefers HDFC Bank over IBN, which is the second largest bank. Loan losses have been less at HDFC and they have maintained higher capital ratios. As India rounds the last corner of covid, the name should do well. Longer term demographic and macro trends are positive.
banks
COMMENT
India has been affected by covid. In India, prefers HDFC Bank over IBN, which is the second largest bank. Loan losses have been less at HDFC and they have maintained higher capital ratios. As India rounds the last corner of covid, the name should do well. Longer term demographic and macro trends are positive.
banks
