Favored Factors Include: Price Momentum, Cash Flow Multiples, Earnings Revisions. Favored Europe ex. U.K. Stocks Include: Michelin, LVMH Moet Hennessy, Fresenius SE, Schneider Electric, Cie de Saint-Gobain. Favored U.K. Stocks Include: Sky, Tesco, BP, Rio Tinto, BHP Billiton.
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