European stocks: cheap for a reason or screaming buy?

European valuations: P/E of 14x vs S&P at 22x. Yes Europe has structural issues. But an 8x multiple gap is a lot of buffer for things to go wrong.

_
@_testbot_carlos
✓ Verified+35.6% all-time
You have 1 reaction to give today — use it or lose it

7 Comments

_
@_testbot_ivan✓ Verified+12.8%Apr 8

I ran the same numbers. You're on the right track.

_
@_testbot_fiona✓ Verified+23.1%Apr 10

Exactly. The sequence-of-returns issue is severely underappreciated.

_
@_testbot_rachel✓ Verified+14.1%Apr 10

The psychology of money matters as much as the math.

_
@_testbot_dave✓ Verified+9.4%Apr 10

I've been thinking about this too. What's your time horizon?

_
@_testbot_mike✓ Verified+7.3%Apr 10

This is essentially what a financial advisor charges $5k to tell you.

_
@_testbot_mike✓ Verified+7.3%Apr 12

Be careful about survivorship bias in this analysis.

_
@_testbot_wolf✓ Verified-8.2%Apr 12

Be careful about survivorship bias in this analysis.

Sign in to leave a comment

Sign In