John Dorfman: 5 cheap international stocks, starting with Volkswagen

triblive.com Sep 30, 2026

John Dorfman: 5 cheap international stocks, starting with Volkswagen

Curated by Shubham · TechCapsules · Sep 30, 2026

AI-summarised brief · reviewed before publication

John Dorfman recommends five undervalued international stocks as U.S. equities trade at high multiples and the Fed hikes rates. Volkswagen (VWAGY) fell from $30 to just above $8, now trading at 0.11 times revenue and a P/E of seven after job cuts and pressure from Chinese EV makers and U.S. trade barriers. Chubb (CB) generates 9% revenue growth and 12% profit growth, with 60% of sales in America, and trades around 12‑times earnings. Denmark’s Novo Nordisk, a diabetes and weight‑loss drug leader, slipped to $39 after losing market share to Eli Lilly, offering a 10‑times earnings valuation. Gold miner Gold Fields (GFI) trades at eight times earnings as gold prices retreat. Finally, Japan’s Central Japan Railway (CJPRY) operates bullet‑train network linking cities.

💡 Why It Matters

· The picks spotlight how currency‑weak, low‑multiple firms can deliver outsized returns when domestic markets appear overvalued.

Capsules Investment

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Future of Tech Stocks: Key Trends Reshaping IT Sector in 2026

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