Video. Fund manager James Sym of River & Mercantile highlights 19 European stock ideas.

22nd Nov '23 by Paul Hill

10 comments 634 reads

In this fascinating discussion of all things European equities,James Sym of River and Mercantile takes me through 19 stocks ideas, alongside his upbeat thoughts on the markets.

Timestamps

00:00 Outlook for equities

05:45 Novo Nordisk

11:25 Roche

14:50 Sanofi

16:15 ASML

18:15 BE Semiconductor Industries N.V.

24:30 Air Liquide

27:00 Metso

33:50 Sensirion

38:50 Airbus

43:20 Stellantis & Renault Group

49:45 FMCG stocks: Nestlé & Carlsberg Group

53:55 Luxury sector: LVMH, EssilorLuxottica, Swatch Group & Rémy Cointreau

59:40 Banks: UBS & Swedbank

66:55 What investors should avoid doing

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About the Author

Paul Hill

Premium Member

Stocks owned : EQLS, AGFX, Pfizer, Bristol Myers, Roche, WATR, VCT, MBH, ASTO, IOM, TR25, ESYS, ELCO, IHC, Paypal & AOM Elsewhere, I'm also paid by Vox Markets (as a contractor) to interview interview fund managers, capital market experts & companies (re EQLS, VRCI, BELL, FIN, AVG, AVCT, LLAI, VLG, FADL, SUP, ELCO, LORD , MPAC & ONC). I believe all these stocks are clients of Vox.Lastly my 24 year HIT RATE is only 62%. Meaning 38% of the time I lose money (ie often wrong) - albeit my winners are (on average) 1.5x larger than my losers. Please Do Your Own Research. more »

10 comments

Paul Hill

22nd Nov '23

Stock valuations

Paul Hill

22nd Nov '23

My personal favourite from James was BE Semiconductor. Here I need to do some serious research wrt their potentially enormous TAM, USP & upside.

Anyone else know anything about #BESI?

abtan

22nd Nov '23

Hi Paul

Is there meant to be a link here?
Or is there one and I'm not seeing it?

Thanks!

Rusty2

22nd Nov '23

Yes, the video is missing.

BnB

22nd Nov '23

Anyone else know anything about #BESI?

I own this one (half position) and am waiting for a pull-back to add while selling OTM puts to drive good yield from the money set aside for the purpose while the shares run too hot. Most analysts have PTs 10-20% below current SP so I’m not chasing higher. But the association of their hybrid bonding tech and packaging knowhow with the AI boom/bubble is very appealing to investors right now.

By the way, this is a good selection of European stocks, and I own 6, amongst which some of my largest positions, namely LVMH, EssilorLuxottica, Air Liquide, ASML, BESI, Novo Nordisk. Great to have some coverage outside the UK small and mid-cap universe. Nice one, Paul.

Only thing missing is the link!!

Paul Hill

22nd Nov '23

Apologies guys - I forgot to include the Youtube link. My mistake

abtan

22nd Nov '23

"Great to have some coverage outside the UK small and mid-cap universe. Nice one, Paul."

Agreed.

Thank you Paul

Paul Hill

23rd Nov '23

Paul Hill

23rd Nov '23

Apologies - link now provided

Paul Hill

24th Nov '23

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Video. Fund manager James Sym of River & Mercantile highlights 19 European stock ideas.

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About the Author

Paul Hill

10 comments

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