Favored Factors Include: Price Momentum, Free Cash Flow Multiples, Earnings Revisions, Interest Coverage. Favored Europe ex. U.K. Stocks Include: LVMH Moet Hennessy, Christian Dior, Zurich Insurance, Sanofi, Atlas Copco, Volvo, Sika. Favored U.K. Stocks Include: Carnival, Persimmon, Standard Life, Spirax-Sarco Engineering, IMI, Mondi.
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