There are a lot of
European cyclical stocks that also look pretty interesting to us.
Not exact matches
Based on our fundamental analysis, we believe conditions have begun to turn more favorable for
European stocks, especially value
stocks and companies in
cyclical industries.
While Musson wants to remind investors that there are no guarantees when buying
stocks, he does believe there are still some good opportunities among the less
cyclical European equities, mainly in consumer products and health care.
However, Musson believes prices of many
cyclical European stocks are overvalued, as they don't fully reflect weak economic prospects yet.
A mid-cap
European company — presumed by many to be a classic
cyclical stock, but is in fact a classic secular growth
stock which also offers attractive contra -
cyclical characteristics.