Favored Factors Include: Price Momentum, Cash Flow Multiples, Earnings Revisions. Favored Europe ex. U.K. Stocks Include: Siemens, LVMH Moet Hennessy, Henkel AG, Schneider Electric, Koninklijke Philips. Favored U.K. Stocks Include: Kingfisher, Tesco, BP, Rio Tinto, BHP Billiton.
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