It’s no secret that US equities have gotten ahead of earnings – even most bulls will concede that there is a good chance of a pullback before year’s end, and with so much skepticism about emerging markets many value investors have been looking for deals in Europe. With a healthy discount to the US market and PE dispersion at one of the highest levels in thirty years, it could be the perfect time for a value-oriented stock picking strategy. Europe set to grow, but not evenly “Restructuring, re-rating, and European revenue growth in 2014 is still a valid proposition,” said…
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