Favored Factors Include: Price Momentum, Free Cash Flow Multiples, Earnings Revisions. Favored Europe ex. U.K. Stocks Include: LVMH Moet Hennessy, Michelin, ING Groep, Siemens, Arkema. Favored U.K. Stocks Include: Burberry Group, Persimmon, Booker Group, Wolseley, Intertek Group, Smiths Group.
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