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Drop in rates subsequently favors cheaper companies


Value strategies typically outperform after ten-year yield drops more than 100 bps over a year. Complement sales yield with lower accruals ratio, greater cash growth, and higher shareholder yield. Favored Stocks Include: Deutsche Post, EDP - Energias de Portugal, United Internet, Veolia Environnement, Imperial Brands, WPP, Bunzl, Kingfisher

Ned Davis Research | Stock Selection | Europe Portfolio Strategy | Monthly

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