Price momentum recently has underperformed, but typically rallies at this point in the cycle and has improving valuations and breadth Also, favor companies with greater interest coverage, lower volatility, and cheaper free cash flow multiples Favored Stocks Include: LVMH, Nestle, L'Oreal, Unilever, Equinor, Novartis, Roche Holding, SAP, Compass Group, Relx, Rio Tinto, BHP Billiton
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