Barron's Streetwise
3 European Blue Chips Below 6 Times Earnings. Plus, Free Toys
Nov 10, 2023
David Herro shares stock picks in European equities. Investment opportunity in Hasbro and Magic the Gathering. Europe's strategies for energy crisis mitigation. European companies' shareholder-friendly attitude. Analysis of cheap valuation of European banks. Bayer's acquisition, liability, and success.
33:15
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Quick takeaways
- European equities offer great value with low valuations and attractive cash flow yields.
- Lloyd's Banking Group is a solid UK retail bank with strong cash flow and commitment to shareholder returns.
Deep dives
Investing in European Equities
David Harrow, the manager of the Oakmark International Fund, believes that the greatest pocket of value in the market currently lies in European equities. Despite concerns about the slow growth and geopolitical tensions in Europe, Harrow argues that the low valuations and attractive cash flow yields make European stocks an attractive investment opportunity. He emphasizes that investors should look beyond the perception of Europe as a whole and focus on individual European companies with global revenue streams and strong fundamentals.
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