Despite recent investor flows into European equity funds, European equities still appear “anti-consensual” and offer value according to analysts at Barclays. Top 15 Low-Volatility Dividend Aristocrats Gotham Research Shorts German Private Equity Firm What to do about slowing earnings growth? European Equities Still Look Cheap But Not For Long Poor earnings have been the dominant driver of dire European equity performance since 2008. Indeed, since 2008 European equity earnings in comparison to US earnings have declined by 40% on a relative basis. On a nominal basis, European earnings per share are running around 80% below comparable US peers using data...
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Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway.
Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK.
Rupert covers everything value investing for ValueWalk
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The key is not to predict the future but to be prepared for it.–Pericles
Wal-Mart vs. Costco
Data
WMT
Cost
Difference
Supercenters
3158
448
Discount Stores
561
0
Sam’s Clubs
620
0
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