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Barron's Cover Story: Europe On Sale: Time To Buy Foreign Stocks

TedTed
in Fund Discussions
FYI: (Click On Article Title At Top Of Google Search)
European stocks are cheaper than U.S. shares, and look ready to outperform. What's ahead for the MSCI EAFE index and Europe's banks.
Regards,
Ted
https://www.google.com/#q=Europe+on+Sale:+Time+to+Buy+Foreign+Stocks+Barron's

Comments

  • catch22catch22
    edited May 2017
    I couldn't access the article at this time, so I don't know what was discussed or compared.
    A general overview comparing SPY and IEV for the past 3 years.
    SPY = +33.8%
    IEV = -1.9%

    Note: SPY is about +7.4% YTD and IEV is about +15.5% YTD.
    So, yes; there was more value at a given point.
    ALSO keep in mind that after the market melt; the U.S. moved into quantitative money easing while the ECB maintained an austerity mode is may still be about 3 years behind the money curve. In addition, the structure of the ECB and Eurozone is not as is the Federal Reserve system here.

    http://stockcharts.com/freecharts/perf.php?SPY,IEV&n=758&O=011000

    Regards,
    Catch
  • Sven
    Emerging market has done even better this year; YTD return is over 2X that of the S&P 500.
  • Sven
    @catch, You should have no problem by clicking by the link above and Barron's article is the first subject with the same title.
  • TedTed
    @catch22 "I couldn't access the article at this time, so I don't know what was discussed or compared." The article is accessible by click on the link below. Its as easy as apple pie !
    Regards,
    Ted
    https://www.google.com/#q=Europe+on+Sale:+Time+to+Buy+Foreign+Stocks+Barron's
  • Old_JoeOld_Joe
    Apple pie is easy? Bet you never made one.
  • catch22catch22
    @Sven @Ted Thanks for the notes. Not that I don't know how to follow a link; as the chart post is much more work, eh?. But, to the point I noted that the pc wouldn't open the Barron's link at the time and I had to exit the household for an appointment, so I did not read the article as noted before posting the chart.
    Just being the nice fellow to provide an easy graphic as an example for those interested.
  • jaba
    Any favorite international funds that have a good percentage in Europe? I've seen Doubleline funds mentioned on other threads but we are restricted from investing in them.
  • Tony
    jaba, my favorite international funds are OAKIX and VWIGX. The links below should help answer your question.

    http://www.oakmark.com/Oakmark-files/fact-sheets/OAKIXFundFactSheet.pdf

    https://advisors.vanguard.com/VGApp/iip/site/advisor/investments/productoverview?fundId=0081



  • jaba
    Thanks. We're restricted from Oakmark too, but will take a look at the Vanguard one.
    What do you like about that one?
  • Simon
    PRIDX has 42% in Europe and the rest in Japan and ex-Japan.
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