In times of growing uncertainty, the allure of our HQGB increases given “consistency” is one its intrinsic characteristics (along with top line and cash-yield growth). Below are the stocks within our HQG basket that we would be buying here and now based on Riccardo’s technical advice:
Aeroports de Paris, Anheuser-Busch, Aryzta, Bayer, Compass Group, GEA Group, Givaudan, Henkel, Hugo Boss, Ingenico, Linde, Next, SABMiller, SES, Symrise.
Full note here: http://www.aviatelive.com/eu-high-quality-growth-basket-5/
