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Featured Advisors
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Monday January 07, 2013
by Jim Lowell, editor Fidelity InvestorUnloved and overlooked are two key ingredients to my contrarian stance. For 2013, my favorite picks are Fidelity Total International Equity ( FTIEX) and Fidelity Total Emerging Markets ( FTEMX).
Total International Equity is run by one of my newsletter’s top-ranked international fund manager teams: Ashish Swarup, Jed Weiss, and Alex Zavratsky. And Total Emerging Markets is in the hands by veteran active emerging market stock and bond manager John Carlson. Investing in international companies, including those in the emerging markets region, the MSCI All Country World ex U.S. Index is the fund’s bogey and benchmark. The top five country representations are the UK (17.5%), Japan (10.7%), US (8%), Switzerland (7%), and Hong Kong (5.4%). The top three sectors are financials (21.3%), consumer staples (14.1%), and industrials (12.3%). The top ten holdings are Nestle Sa, Roche Holdings, Royal Dutch Shell, Sanofi, GlaxoSmithKline, Vodafone, BHP Billiton, Anheuser Busch, HSBC Holdings, and Commonwealth Bank of Australia. Meanwhile, the theme of growing global consumers has me more bullish about the long-term prospects for emerging market stocks and bonds than most. Here, I like Fidelity Total Emerging Markets. This is a tactical emerging markets fund that blends the stocks and bonds not just of some of the more mature emerging markets, but also the under-researched frontier ones. As such, I’m willing to stamp my portfolio’s passport with this fund. Learn more about this financial newsletter at Jim Lowell's Fidelity Investor.Related articles
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News Flash
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Monday May 20, 2013
Express Scripts: Obamacare buy |
by J. Royden Ward, editor Cabot Benjamin Graham Value Investor
I am attracted to healthcare stocks because the confusion surrounding “ObamaCare” has held healthcare stock prices back. I think Express Scripts (ESRX) is very likely to shine in 2013.
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Monday May 20, 2013
Hodges: High conviction funds |
by Walter Frank, editor MoneyLetter
Over the last two months, Hodges Fund (HDPMX) has made a strong run to the top echelons of our domestic stock fund rankings. And one of its siblings, Hodges Small Cap (HDPSX) has been within the top decline of the small blend category from 2009 through last year, and is in the top 20% this year.
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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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