With the "price of safety" too high right now for high-quality, defensive European stocks,...

|By:, SA News Editor

With the "price of safety" too high right now for high-quality, defensive European stocks, JPMorgan picks a portfolio set to soar in 2012. The top 5: Michelin (MGDDY.PK), Safran (SAFRY.PK), Arkema (ARKAY.PK), ArcelorMittal (MT), and Vinci. All 5 have dividend yields at or towering above the U.S. 10 year, and none are financials.