Should we invest in Europe?

BNP Parisbas' Damien Kohler says we should invest in European small and mid-caps. Reasons are these companies are trading at attractive valuations, and could take off in a big way over the next 12 months if things continue to improve in Europe. What are these companies? They are:

1. IMI plc (Britain)
2. Nutreco (Holland)
3. Nokian Renkaat (Finland)
4. DS Smith (Britain)
5. Valeo (France)
6. Klepierre (France)
7. Arkema (France)
8. Atos Origin (France)
9. Scor (France)
10. GEA Group (Germany)
11. Weir Group (Scotland)