Vivendi is unlocking a ton of value by aggressively restructuring itself and investors will do well by coming along for the ride, says David Marcus, portfolio manager for the Evermore Global Value Fund. Marcus is also bullish on German industrial giant Thyssenkrupp, saying it is shifting away from steel production where there is too much capacity into better performing businesses. Finally, Marcus is positive on the Bollore Group because the French conglomerate, which also holds a stake in Vivendi, is constantly seeking new profitable businesses to explore.

If you liked this article you might like

3 Must-Own Global Value Stocks for 2017

3 Must-Own Global Value Stocks for 2017

These Undervalued Stocks Are Unfairly Overlooked

These Undervalued Stocks Are Unfairly Overlooked

Four Overlooked But Highly Undervalued Stocks

Four Overlooked But Highly Undervalued Stocks

Buy Telecom Italia, Marine Harvest, CK Hutchison, Says Evermore Global Manager

Buy Telecom Italia, Marine Harvest, CK Hutchison, Says Evermore Global Manager

Telecom Italia, Vivendi Very Smart in ‘16 Says Evermore Global Manager

Telecom Italia, Vivendi Very Smart in ‘16 Says Evermore Global Manager