Here are My Top 5 International Stock Picks

OguzO Capitalist

As tariffs are scheduled to come into effect in April, global diversification is more important than ever.

Here are my top 5 international stock picks:

1. $Nu Holdings Ltd.(NU)$

Stock tanked following Q4 earnings as it suffered from FX headwinds. Brazilian Real dipped against USD in December and it’s been strengthening since then. As FX turned to tailwinds, it remains cheap at 22 times forward earnings.

2. $ASML Holding NV(ASML)$

Monopoly in extreme ultraviolet lithography machines that are indispensable for manufacturing cutting edge chips. Order intake is set to accelerate as TSMC plans 5 new facilities in the USA and it keeps expanding in Japan and Europe.

3. $MercadoLibre(MELI)$

Dominant e-commerce platform in LatAm with fast growing fintech business. Still not active in 18 countries in LatAm and it’s looking to expand into the US.

4. $NEBIUS(NBIS)$

Fast growing cloud provider with data centers in France, Finland and the US. $NVDA invested $700 million in them and they are early adopters of GB300 series GPUs. Management has $750 million revenue target for this year and trading at just 6 times sales.

5. $Brookfield Corp(BN)$

Canadian asset manager trading at 13 times distributable earnings and 20% expected annual growth for the next 5 years. One of the cheapest high quality stocks in the market.

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Still not active in 18 countries in LatAm and it’s looking to expand into the US.</p><p>4.  <a data-mention-id=\"NBIS\" class=\"teditor-mention\" data-mention-name=\"NEBIUS\" href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> </p><p>Fast growing cloud provider with data centers in France, Finland and the US. $NVDA invested $700 million in them and they are early adopters of GB300 series GPUs. Management has $750 million revenue target for this year and trading at just 6 times sales.</p><p>5.  <a data-mention-id=\"BN\" class=\"teditor-mention\" data-mention-name=\"Brookfield Corp\" href=\"https://ttm.financial/S/BN\">$Brookfield Corp(BN)$</a> </p><p>Canadian asset manager trading at 13 times distributable earnings and 20% expected annual growth for the next 5 years. 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Order intake is set to accelerate as TSMC plans 5 new facilities in the USA and it keeps expanding in Japan and Europe.</p><p>3.  <a data-mention-id=\"MELI\" class=\"teditor-mention\" data-mention-name=\"MercadoLibre\" href=\"https://ttm.financial/S/MELI\">$MercadoLibre(MELI)$</a> </p><p>Dominant e-commerce platform in LatAm with fast growing fintech business. Still not active in 18 countries in LatAm and it’s looking to expand into the US.</p><p>4.  <a data-mention-id=\"NBIS\" class=\"teditor-mention\" data-mention-name=\"NEBIUS\" href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> </p><p>Fast growing cloud provider with data centers in France, Finland and the US. $NVDA invested $700 million in them and they are early adopters of GB300 series GPUs. Management has $750 million revenue target for this year and trading at just 6 times sales.</p><p>5.  <a data-mention-id=\"BN\" class=\"teditor-mention\" data-mention-name=\"Brookfield Corp\" href=\"https://ttm.financial/S/BN\">$Brookfield Corp(BN)$</a> </p><p>Canadian asset manager trading at 13 times distributable earnings and 20% expected annual growth for the next 5 years. One of the cheapest high quality stocks in the market.</p></body></html>","text":"As tariffs are scheduled to come into effect in April, global diversification is more important than ever. Here are my top 5 international stock picks: 1. $Nu Holdings Ltd.(NU)$ Stock tanked following Q4 earnings as it suffered from FX headwinds. Brazilian Real dipped against USD in December and it’s been strengthening since then. As FX turned to tailwinds, it remains cheap at 22 times forward earnings. 2. $ASML Holding NV(ASML)$ Monopoly in extreme ultraviolet lithography machines that are indispensable for manufacturing cutting edge chips. Order intake is set to accelerate as TSMC plans 5 new facilities in the USA and it keeps expanding in Japan and Europe. 3. $MercadoLibre(MELI)$ Dominant e-commerce platform in LatAm with fast growing fintech business. Still not active in 18 countries in LatAm and it’s looking to expand into the US. 4. $NEBIUS(NBIS)$ Fast growing cloud provider with data centers in France, Finland and the US. $NVDA invested $700 million in them and they are early adopters of GB300 series GPUs. Management has $750 million revenue target for this year and trading at just 6 times sales. 5. $Brookfield Corp(BN)$ Canadian asset manager trading at 13 times distributable earnings and 20% expected annual growth for the next 5 years. 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