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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Personal Finance / Macroeconomic Trends & Risks
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Author: OrmontUS   😊 😞
Number: of 4460 
Subject: Re: $899
Date: 05/30/25 9:58 PM
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Jim,

It might be interesting to, rather than try to filter European companies, look for opportunities which effect a particular field and then sort through the handful that specialize in that area.

If hypothetically, you thought the war in Ukraine was a "forever" war, you might look at arms manufacturers. If not, you might look at companies involved in electrical infrastructure, for example. While that second group would include firms like Eaton, Emerson or Hubble, in Europe they might include ABB (Swiss), Schnieder (French), Siemen (German), Philips (Dutch) for example.

For "fast fashion" it might be Inditex (Spanish company which owns Zara), H&M (Swedish), Shein (Chinese) and (my personal favorite Fast Retail (the Japanese company which owns Uniqulo).

Just a thought.

Jeff
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