Head to the 4:39 mark of the video for when Winters comes in.
- Everyone is down on Europe and therefore European stocks are cheap.
- Both retail and institutions have given up on Europe.
- Winters likes Schindler which is an elevator and escalator company that is buying back cheap stock.
- He thinks fear is far too rampant in the world today. The last 12 years are one of the worst periods in history for the stock market and people are projecting that forward.