Some European values

[Arnaud]

Hi,

What do you think, Jérôme (and others too), of the following European values?

HIS SA
Kinepolis
Pharmagest interactive

Well, these are still European values, we don't have 20 years of growing dividends obviously, just between 7 and 10.

[Jerome]

Hi Arnaud,

SES SA: excellent, I can't find any fault with it! Very nice value, attractive yield, reasonable payout, low beta, sustained growth... in short, excellent choice.
Kinepolis: same, but still a question about liquidity?
Pharmagest: like SES, I can't find any fault with it!

In short, 3 very interesting titles that you are proposing there… I am thinking about adding one to my “EX-US” strategy…

[Arnaud]

You don't only put ETFs in this strategy?

[Jerome]

ah no not at all, there are only four ETFs (cf. market = PCX)

I quote myself:
The "Ex-US International ETFs and Dividend Stocks" strategy is a selection of securities offering a solid return as well as good protection against monetary and market risk. The ETFs consist of international stocks and bonds (including emerging markets), excluding the United States. The stocks, Swiss or European, are selected for their long-term profitability and attractive valuation. This portfolio offers good diversification to the Global Dividend Growers strategy, essentially based on the dollar.

[Jerome]

Here I added Kinepolis to my Ex-US strategy:

Ex-US International ETFs and Dividend Stocks

[Author]

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