Heineken N.V. (HEINY) and Smith & Nephew (SNN) see much lower valuations versus U.S. peers, says Eric Lynch. He discusses searching for high quality international value names. He talks about how we saw demand destruction and deferment leading to low margins, earnings, and P/E. He then goes over how post-pandemic profit recovery should mitigate cyclical earnings slowdown. He also mentions why international, value and non-mega cap stocks look attractive. Tune in to find out more about the stock market today.
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