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Five Eurostocks That Can Survive Eurogeddon
live (public) 0.04% December 30
of the Motley Fool looks at European stocks and how to pick out stocks
that can deal with the current uncertainties that are rife across the
Eurozone. Investors that are willing to manage some risk, could be
looking bargain European stocks.
There are three elements to his filter:
1. Strong cash/debt position so there is strength to deal with the unexpected
2. Significant business outside of Europe
3. Trade on the US Exchanges
Based on this, he found the following five stocks.
|
Stock |
Cash/Debt |
Revenue Outside Europe |
|---|---|---|
| Aixtron (Nasdaq: AIXG) | $426 million / $0 | 95% |
| Icon (Nasdaq: ICLR) | $166 million / $0 | 53% |
| Logitech (Nasdaq: LOGI) | $379 million / $0 | 64% |
| Sequans Communications (NYSE: SQNS) | $65.5 million / $3.4 million | 93% |
| Vistaprint (Nasdaq: VPRT) | $161 million / $0 | 52%* |
Source: S&P Capital IQ as of Dec. 12. *U.S. revenue; Vistaprint doesn't break down non-U.S. revenue between European and non-European countries.
- Aixtron produces semiconductor equipment
- Icon is in the biotech market
- Logitech is more of a household name with computer peripherals
- Sequans is a wireless IC design house
- Vistaprint delivers business cards and brochures
I have not verified all of the data listed above and some of the companies are relatively small which gives me some concern. Despite this, it will be interesting to compare this with our benchmark ETF portfolio.
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | AIXG (Aixtron SE) | 5.56% | 1.13% |
| Asset1 | ICLR (ICON PLC) | 0.17% | 46.69% |
| Asset1 | LOGI (Logitech International SA) | 0.20% | 31.07% |
| Asset1 | SQNS (Sequans Communications SA) | 2.75% | 3.30% |
| CASH | CASH (CASH) | 0.0% | 17.81% |
* Day change on 12/30/2016.
Previous
Since 04/20/2011
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Five Eurostocks That Can Survive Eurogeddon | 11.3% | 10.4% | 16.0% | 22.6% | N/A | |
| VFINX (Vanguard (S&P 500) Index) | 7.3% | 27.5% | 8.3% | 13.5% | 12.6% | 14.6% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 2.7% | 15.1% | 2.4% | 7.6% | 7.7% | 9.7% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/20/2011 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.6 | 10.4 | 16.0 | 22.6 | NA | 6.2 | 11.3 | 25.7 | 10.9 | 50.0 | 18.8 | -49.0 |
| Sharpe Ratio | NA | 0.58 | 0.81 | 1.11 | NA | 0.23 | 0.64 | 1.32 | 0.5 | 2.77 | 0.77 | -0.94 |
| Draw Down(%) | NA | 11.9 | 22.8 | 22.8 | NA | 62.8 | 11.9 | 11.6 | 22.8 | 7.8 | 15.4 | 62.8 |
| Standard Deviation(%) | NA | 17.4 | 19.5 | 20.3 | NA | 26.5 | 17.4 | 19.4 | 21.7 | 18.0 | 24.4 | 52.3 |
| Treynor Ratio | NA | 0.14 | 0.21 | 0.27 | NA | 0.06 | 0.15 | 0.42 | 0.11 | 0.57 | 0.17 | -0.41 |
| Alpha | NA | 0.02 | 0.04 | 0.05 | NA | 0.0 | 0.02 | 0.1 | 0.01 | 0.08 | 0.02 | -0.31 |
| Beta | NA | 0.75 | 0.74 | 0.83 | NA | 0.97 | 0.75 | 0.62 | 0.96 | 0.88 | 1.11 | 1.2 |
| RSquared | NA | 0.32 | 0.26 | 0.28 | NA | 0.32 | 0.32 | 0.24 | 0.26 | 0.29 | 0.33 | 0.39 |
| Sortino Ratio | NA | 0.83 | 1.17 | 1.64 | NA | 0.32 | 0.91 | 2.04 | 0.7 | 4.46 | 1.15 | -1.17 |
| Yield(%) | N/A | 0.82 | 0.86 | 1.13 | N/A | 1.28 | 0.84 | 0.88 | 0.89 | 0.0 | 3.01 | 0.8 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/20/2011
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