FTSE Italy Index – Revenue by Geographic Region

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Many of the large-cap Italian firms in some sectors generate a large portion of their revenues from markets abroad. This is similar to the UK market where the FTSE 100 firms are dependent on foreign countries than the local market. So Italian multi-nationals may offer opportunities for investors when politics and other issues lead to short-term decline in stock prices.

The following chart shows the revenue of FTSE Italy index firms’ revenue by geographic regions:

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Source: Where next for the value rally in Europe?, Schroders

According to the above chart only 39% of revenues come from Italy for FTSE Italy Index companies.

While sectors such as banking are most exposed to the domestic market, investors can focus on sectors such oil, luxury goods markers, etc. who are more impacted by the state of the foreign countries than the local economy.

For a list of Italian ADRs trading on the US markets go here.

 

How Much Has Apple Stock Grown Since March 2009 ?

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Last week marked  the 8th anniversary of the bull market that began in 2009 at the peak of the Global Financial Crisis. Since then the SS&P has soared by more than 260% with an annual average return of about 18% with dividends reinvested.

Apple(AAPL) stock has had a fantastic run that beat even the S&P 500’s 260%. Apple has surged more than 1,080 percent from early 2009 thru now.

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Source: U.S. Global Investors

By any measure this is an extraordinary growth. However the question now is: Can this type of growth occur in the future? Or was this a one-time wonder that may or may not happen moving forward.

Disclosure: No Positions