Run, Forrest, Run... to Global Stocks! Are They Smarter Than a Box of Chocolates?

Mama Always Said 'Global Stocks Are Like a Box of Chocolates...'

Well hello there! Forrest Gump here. You know life is like a box of chocolates you never know what you're gonna get. But Mr. Tim Seymour from Seymour Asset Management he's been investing internationally for almost three decades and says "Big thematic secular trends that have been exciting ... there's opportunity globally and the opportunities in some of these names are [at] significant discounts." He reckons there's a whole world of opportunities out there beyond just the U.S. of A. And me? Well I always listen to good advice just like Mama said.

Magnificent Seven... Goes Global!

Mr. Seymour talks about a global version of the Magnificent Seven! He says these stocks trade in the U.S. so they are as easy to play for domestic investors as the regular Magnificent 7 names like Nvidia and Amazon. Now I may not know much about fancy things like 'secular trends,' but I do know that if something's popular there's probably a good reason. It's like shrimp you can barbecue it boil it broil it bake it saute it... and now invest in it globally!

The World's Runnin' Faster Than Me!

While the U.S. benchmark S & P 500 has turned around earlier losses to put up a 3% gain so far this year most major global markets are doing even better in 2025 after many years of underperformance. The Euro Stoxx 50 the FTSE 100 in the UK and Germany's DAX are all handily topping the S & P 500. Mr. Seymour says a lot of things are becoming tailwinds for international markets including foreign investor flows starting to favor home markets over the U.S. So seems like the rest of the world is runnin' faster than me! Maybe I should invest in some faster shoes... or global stocks!

Global Mag 7 Like Peas and Carrots!

Mr. Seymour thinks there's a global Mag 7s out there too that I think finally are getting a little more attention and some of this is a function of the same big picture thematic trends around AI and data centers. He even says his global version has some stocks that ain't just tech. He said " SAP is not only a software play on AI but it also is on data center and security," said Seymour. "This is a combination of CrowdStrike and Salesforce; before those companies were even established SAP's been a global leader." It's like Jenny and me we just go together. Global stocks and tech they go together too. Like peas and carrots!

Siemens: One Less Thing

On top of those seven Mr. Seymour also mentioned Siemens positively. Now I ain't no financial expert but if someone like Mr. Seymour likes it it's probably worth lookin' at. One less thing to worry about like Lieutenant Dan always said. He was always worryin' about somethin'!

That's All I Have to Say About That...

Mr. Seymour also talked about other things like why the stock and oil markets didn't get too worked up about the Iran bombings how the U.S. will keep its reserve currency status and about deregulation in Europe opening up opportunities in banks like Barclays. He's a smart fella. Me? I just listen. And that's all I have to say about that.