Tired Of Tariffs? Invest In American Or European Broadcasting

2025-04-06 10:50:00 ET

Summary

• American and European broadcasters hardly experience any direct impact from trade tariffs through the nature of their business.
• European broadcasters are in the region where stock performance has been better than in the U.S. in 2025. These trade at low valuations and pay attractive dividends.
• Nexstar Media Group and RTL Group are similar in size and both leading broadcasters in their regions. If Nexstar is a "buy", then RTL Group is a "buy" also.
• There's more undercovered European broadcasters that deserve a closer look by those who're looking to invest.

Outstanding European stocks performance in 2025 so far

Now that the first quarter of 2025 is behind us, it's clear that European stocks have had a much better start to the year than U.S. stocks. If we look at the YTD returns of the S&P 500 ( SPY ) in comparison with European stock ETFs ( VGK )/( FEZ ), we see that there's a ~18% higher return for European stocks (U.S.:-8.5% vs. E.U.:+9.7%) (see graph below). This is a major change in comparison with the last few years, when the situation has been mostly the other way around with U.S. stocks having a better performance than European stocks....

Read the full article on Seeking Alpha

For further details see: