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Featured Advisors
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Monday October 22, 2012
by Tom Bishop, editor BI ResearchThe Matthews Fund family is focused strictly on the Pacific Rim portion of Asia, extending to India. They have feet on the ground there every day and that’s all they do.
So my money is on Matthews as best suited to guide us through the myriad languages, cultures and economies to ferret out the best opportunities for growth in these emerging countries, which have the most exciting growth prospects of anywhere in the world. In all, Matthews has about 13 country and other funds dedicated to different angles in this region. My selection for our model portfolio has been Matthews Pacific Tiger Fund ( MAPTX), which is a larger cap fund focused on all the emerging nations in the Pacific Rim, exclusive of Japan. What I like about it is that Matthews can cherry pick the best stocks from its various country funds to put in Pacific Tiger and this is why it is one of its best performing funds. The fund is rated 4 stars by Morningstar, and has averaged a gain of 14.6% per year over the past 10 years. This is the top performing Matthews fund over this period (light years better than the S&P). That turned $10k into $44k in 10 years, despite the intervening “great recession.” While smaller cap stocks are my normal focus, when it comes to emerging nations I have learned that you are more likely to get a “real” picture by investing in large companies with top flight auditors. These companies give us some steadier, lower risk, larger cap ($20 billion on average) exposure to emerging, more rapidly growing countries as compared to the U.S. Accordingly, MAPTX remains a Buy. Learn more about this financial newsletter at Tom Bishop's BI Research.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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