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Featured Advisors
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Friday January 11, 2013
by Vivian Lewis, editor Global Investing (Editor's note: In last year's Top Stocks report, Vivian Lewis had the 3rd best performing pick. Her favorite idea for 2012, Royal Bank of Scotland pfd. Q, rose 90%.)
Aberdeen Asset owns some jewels. From its stable, Aberdeen Asia Pacific Income ( FAX) is our top conservative idea for 2013. FAX is the best vehicle I can think of for holding dollar and forex bonds from the emerging Pacific Rim countries which pay higher yields than developed countries.
Coupled with 41.5% of its stakes in Australia, FAX holds a diversified portfolio of bonds from: South Korea (10.7%); China and Malaysia (7%); Thailand (6.4%); Indonesia (5.8%), The Philippines (5.4%); Hong Kong (4.9%); India (4.4%); and Singapore (3.1%). The remainder is bonds from developed countries in North America and Europe and New Zealand. The currency exposure is not as high as many of the Pacific Rim countries borrowed US$s. Of its holdings 83% are investment grade. Its current yield is 3.5%. This is the longest-held closed-end fund in my personal portfolio, discovered by my late father well before it was taken over by Aberdeen. (The original Australian manager was taken on by the Scots so there is also continuity in the management of what was once the First Australia Prime Income Fund.) What with a very powerful Australian dollar hurting its trade, Down Under is tending toward lowering interest rates to scare away foreign investors looking for yield. That will push up the valuation of the Australian bonds, mostly government sector, already in its portfolio. The result would be a capital gain for us. While there are other was to play the Aussie dollar, now hovering at parity with the greenback, I think these people have the greatest experience in the game, well ahead of Johnny-come-lately currency exchange-traded funds. And I like the fact that the Australian bonds are now not the sole focus of this fund. Learn more about this financial newsletter at Vivian Lewis' Global Investing.Related articles
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News Flash
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Friday May 17, 2013
United Natural: A play on Whole Foods |
by Mark Skousen, editor Hedge Fund Trader Alert
We’ve recommended Whole Foods Market (WFM) from time to time, and the stock has moved up sharply in the past three years, but I’d like to suggest an alternative -- one of Whole Foods’ primary suppliers, United Natural Foods (UNFI).
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Thursday May 16, 2013
Timing expert eyes India |
by Sy Harding, editor Street Smart Report
The money flow and momentum reversals in India's Bombay Index have now been enough to trigger buy signals on intermediate-term indicators. With this new buy signal, we have added a position in the iShares India 50 ETF (INDY) to our portfolio.
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Wednesday May 15, 2013
Value investor goes with Guess |
by Charles Mizrahi, editor Hidden Values Alert
Guess?, Inc. (GES) is a holding in our special situation portfolio; its strong product quality has created brand name recognition and a loyal consumer following.
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Wednesday May 15, 2013
MGAM: Bingo, lotteries, casinos |
by Jim Oberweis, Jr., editor The Oberweis Report
Multimedia Games Holding Company (MGAM) makes innovative gaming systems for Native American and commercial casino operators in North America, lottery operators, and charity and commercial bingo operators.
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Tuesday May 14, 2013
Fidelity expert: Bowers' bond bets |
by Jack Bowers, editor Fidelity Monitor & Insight
If you’ve been worried that the bond market might take a big hit, you can relax. Indeed, while bond funds may lag stock funds over the next 5-10 years, they still have a decent shot at keeping up with inflation, and they remain an excellent way to cut risk in a blended portfolio.
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Tuesday May 14, 2013
Tesla: 'Out of the ball park' |
by Timothy Lutts. editor Cabot Stock of the Month
Tesla (TSLA), our previously featured Stock of the Month and our top stock pick for 2013, knocked the ball out of the park in its latest quarter. The company exceeded analysts' expectations on all counts: cars sold, revenues, earnings, gross margins and more.
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Monday May 13, 2013
5 ways to speculate on Cuba |
by Jim Powell, editor Global Changes & Opportunities Report
With the death of Hugo Chavez in March, and Venezuela’s economic decline, the heavily subsidized oil lifeline is likely to be cut or sharply reduced. I think the resulting energy squeeze will force Cuba to allow greater foreign trade and investment.
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Monday May 13, 2013
Big gains in nanotechnology? |
by Doug Fabian, editor Making Money Alert
The nanotechnology niche focuses on very small, even microscopic, technology. Nanotech has produced technological developments in medicine (lasers), electronics (ink jet systems) and biomaterials (chemical and bio-detectors).
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Friday May 10, 2013
Gold: Reasons for continued caution |
by Jim Stack, editor Investech Market Analyst
In October 2011, we questioned the run-up in gold prices to $1,895 an ounce and called prices “bubblish”. We were criticized for not understanding the new paradigm. Nonetheless, the price of gold has fallen significantly, and I feel more comfortable sharing my personal perspective of what lies ahead.
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Thursday May 09, 2013
Buffett's Berkshire is still a buy |
by Geoffrey Seiler, editor BullMarket.com
Recommended List selection Berkshire Hathaway (BRK.B) reported a 51% increase in net income for the first quarter, powered by profits from its extensive insurance businesses and strong results from the railroad unit.
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