Europe Is Next
It's Not Just A Nice Place To Visit
A while back Horace Greeley was given credit for the phrase, “go west young man”. A bit after Greeley’s death an American journalist and writer said “there are two kinds of Europeans, the smart ones, and those who stayed behind.” Maybe H. L. Mencken was correct during the early 20th century but today, it’s just makes sense to take a look at investing on the continent.
The “plan” was originally to post a “paid”thread today but that will have to wait until next weekend. Given our additional educational courses take flight this week, contact with everyone who’s signed up as “paid” Substack members comes first. Although it’s well past the holiday season, you “paid” subscribers will receive a few more “stocking stuffers” in your email. Watch out for all of them and enjoy them, take advantage of the extra knowledge offered and thank you for being patient. Now let’s take an initial look at a few investments Europe has to offer.
Europe Offers More Than History
I’ll be the first to tell you that the “big boys” have abilities in the international arena I can only be jealous of. Jealousy is a terrible trait, especially when it festers so I’ll just do what I do best. My ears and eyes are open and my mouth is shut except when you are the beneficiary. A cross section of European stocks mentioned in their research and included in their privately managed funds reveals a lot of common sense. So keep your eyes and ears open and check out these ten stocks I’ve listed below. Check back next weekend to discover a little more about the ones I’ve picked out for investment. I have my favorites and will mention which ones I like best then.
Adyen (“ADYEY”)
Adyen (“ADYEY”) is a global payment company that provides payment processing solutions for businesses. Adyen's business model revolves around providing payment processing services to businesses, enabling them to accept various payment methods, including credit cards, digital wallets and more. Its platform supports transactions in multiple currencies and has a reputation for offering a seamless and efficient payment experience.
The payment processing industry is highly competitive, with several players and new entrants. Adyen faces competition from companies like Stripe, Square, and traditional payment processors. It’s shown a strong financial performance in recent years, driven by the increasing trend of digital payments.
ASML Holdings (“ASML”)
ASML Holdings is a Dutch company, a key player in the semiconductor industry. It’s a “dominant” player in the field of lithography, an important step in all semiconductor manufacturing especially through extreme ultraviolet (EUV) lithography technology, EUV is widely used for the production of advanced chips with smaller feature sizes, enabling the development of more powerful and energy-efficient electronic devices.
ASML holds a virtual monopoly in the market for EUV lithography machines, which are essential for producing the latest generation of semiconductor chips. This allows for ASML to collaborate closely with leading semiconductor manufacturers globally. Its technology is crucial for the development of every next-generation chip, and its relationships with major players in the industry contribute significantly to its success.
ASML invests in research and development. Continuous innovation is essential in the semiconductor industry. ASML's commitment to advancing lithography technology is a key factor in its success.
DSV (“DSDVY”)
DSV is a Danish global transport and logistics company providing services such as freight forwarding, supply chain management and global transportation solutions. DSV operates in numerous countries, offering a wide range of logistics services to various industries, including automotive, healthcare, technology and more.
Its global presence allows it to provide comprehensive supply chain solutions to clients. The financial performance of DSV is influenced by factors such as global trade, economic conditions and trends in the logistics industry.
Ermenegildo Zegna NV (“ZGN”)
Ermenegildo Zegna is renowned for its high-quality menswear and luxury fashion products. The company is known for its genuine expertise in fine wool production and tailoring. The brand is associated with luxury, craftsmanship and sophistication.
Over the years, Ermenegildo Zegna has diversified its product offerings to include a range of luxury items beyond traditional menswear. This diversification may include accessories, fragrances and other lifestyle products. The brand has a global presence with flagship stores and boutiques in major cities around the world. Its products are available through various channels, including high-end department stores and online.
Ferrari (‘RACE”)
Ferrari is an Italian luxury sports car manufacturer and one of the most iconic and prestigious automotive brands in the world, synonymous with high-performance, craftsmanship and exclusivity. Ferrari has a rich history dating back to the 1940s. The brand is associated with Formula One racing success and has cultivated an image of exclusivity and luxury. The prancing horse logo is recognized globally as a symbol of performance and style.
Ferrari's product lineup typically includes a range of high-performance sports cars, Grand Touring vehicles, and limited-edition models. The company places a strong emphasis on design, innovation and cutting-edge technology in its vehicles. Ferrari operates in the luxury automotive segment and competes with other high-end brands. Despite its relatively small production volume compared to mainstream automakers, Ferrari has a strong market presence and commands premium pricing for its vehicles.
Moet Hennessy Louis Vuitton (“LVMUY”)
LVMH Moët Hennessy Louis Vuitton is a multinational conglomerate with a strong presence in the luxury goods sector. It’s known for its portfolio of prestigious brands covering a wide range of product categories. LVMH owns and operates a vast array of luxury brands across multiple sectors, including fashion and leather goods, perfumes and cosmetics, watches and jewelry, wine and spirits, and more. Some of its brands include Louis Vuitton, Christian Dior, Moët & Chandon, Hennessy, Givenchy and TAG Heuer, among others.
LVMH has a strong international presence, with its products sold in various markets worldwide. The company benefits from the global demand for luxury goods and the aspirational status associated with its brands. The sale of luxury goods sector is often considered relatively resilient, with demand driven by factors such as brand prestige, craftsmanship, and exclusivity.
Novo Nordisk (“NVO”)
Novo Nordisk is a Danish multinational pharmaceutical company specializing in the development and production of “diabetes care” and other related healthcare products. The company is a global leader in the production of insulin and diabetes medications. Its portfolio includes a range of insulin analogs, GLP-1 agonists and other innovative products aimed at managing diabetes.
While diabetes care is a primary focus, Novo Nordisk diversified its product portfolio to include biopharmaceuticals in areas such as hemophilia, obesity, growth disorders and more. Novo Nordisk operates globally, with a significant presence in key markets around the world. The prevalence of diabetes and related conditions has contributed to the company's international success.
Richemont (“CFRUY”)
Richemont is a Swiss luxury goods holding company with several high-end brands in various sectors, including jewelry, watches, fashion and accessories. It’s renowned for its portfolio of prestigious brands and its major presence in the luxury goods market. Richemont's portfolio includes some of the world's most iconic luxury brands. This includes names like Cartier, Van Cleef & Arpels, Montblanc, Jaeger-LeCoultre and many others.
Richemont has a major presence in the jewelry and watchmaking industries. Brands like Cartier and Jaeger-LeCoultre are renowned for their high-quality watches and jewelry pieces. It operates globally, through a network of boutiques and distribution channels in major cities around the world. Its products cater to a high-end consumer demographic and the company benefits from the global demand for luxury goods. It has adapted to the digital age by investing in e-commerce and online presence.
SAP (“SAP”)
SAP is a German multinational software corporation that is a prominent player in the enterprise software industry. SAP is best known for its business software applications that help “organizations” manage various aspects of their operations. SAP provides a range of enterprise software solutions to “businesses”, Enterprise Resource Planning (“ERP”), Customer Relationship Management (“CRM”), Supply Chain Management (“SCM”) and more. These solutions are designed to integrate and streamline business processes, improving efficiency and decision-making.
SAP has a strong global presence, serving all businesses across various industries. Its software solutions are used by organizations worldwide to manage and optimize their business operations. In response to today’s trends, it has been actively transitioning to cloud-based services providing its customers flexibility and scalability. Competition from major enterprise software providers, Oracle, Microsoft and Salesforce exists.
Schneider (“SBGSY”)
Schneider Electric is a multinational corporation specializing in energy management and industrial automation. It’s provides a varied range of products and solutions for energy efficiency, automation and sustainability. Schneider’s a primary global leader in providing solutions for energy management and industrial automation, including electrical distribution, automation and control, building management systems and renewable energy solutions.
Schneider operates in numerous countries and serves a diverse range of industries, including commercial and residential buildings, data centers, manufacturing and infrastructure. The company's global footprint allows it to address the energy and automation needs of various sectors. It invests heavily in research and development placing a strong emphasis on sustainability and energy efficiency. Competitors may include Siemens, ABB and other companies offering similar solutions.
Not a bad list of securities, eh? I think so and so should you. I have more work to do on this “flock” so look for a paid article next week when I pick the ones from this list that attract me. in the interim let me know what you think. Your opinion matters and always remember, follow the rules. Who knows, maybe there were 15 Commandments.
Enjoy the “Saturday Night” special. I’ve got to get back to preparing for our launch on Udemy, Education Network, LinkedIn, here and more. It’s been almost a year since I got started on this plan. I thought it would be done in a couple months. Silly me, eh? When it comes to assembling then introducing something to anyone the first rule to follow is that product better be motre than good. It has to be the best and deliver. The second rule is to follow the first. That is what we’ve done and you are about to be the beneficiary. Teaching everyone how to be the “best damn investor or trader” they can possibly be, the “right way” is my objective. I look forward to hearing and seeing what you all think. Thank you for your time and above all your patience as I got it “right”.
Face it, without y’all as Porgy and Bess professed, “I Got Plenty of Nothing” that is to the exception of my “better half” who has put up with me and my dreams for the last few years. Yeah, I’m thankful for that but experience has taught me well. Not just in the investment industry, no. Sure 55+ years of experience helps a great deal but there is more. I’m turning 69 next month. I started my first successful business when i was just 8-years old. Like that one I served a need just like today. Turning everyone into the “best damn investor or trader” they can possibly be fills a need. Doing it in what is a manageable and affordable manner is the special part. You see, becoming better at anything you do takes time, it’s a marathon, not a sprint and the same is true here. So see you on board next week as you get started and thanks. You are all the best.