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Featured Advisors
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Monday February 04, 2013
by Carl Delfeld, editor Pacific Rim ConfidentialRather than jump on the bandwagon to buy sectors that performed bat during the past year, I suggest you take a different tack. Look for the laggards that have been beaten down. And one such area is coffee.
Due largely to a bumper coffee crop in Brazil, the Dow Jones-UBS Coffee ETN ( JO), was down 43% in 2012. What the weather will be like in Brazil in 2013 is beyond me but I do know that demand for coffee is steadily rising throughout the world. My coffee habit really goes back to my student days in Japan. Imagine my surprise when I found more coffee shops per block in Tokyo than bars in my hometown Milwaukee. I had thought that Japan, like much of Asia, was a land of tea drinkers, Turns out that with westernization and rising incomes, Japanese came to love coffee provided it was laden with milk and sugar. Today, Japan’s per capita coffee consumption is 75% of America and still trending upwards. From 1980 – 1995, coffee consumption in Japan was up 300% and in South Korea a stunning 1,800%. Taiwan’s coffee consumption has quadrupled over just the past four years. Then there is China, a country that is at a very early stage of this promising trajectory of growth. The upside potential for an explosion of demand can be based on one fact. My three cups of coffee a day is more than the average Chinese drinks in a year! So my advice is to add a dash of JO to your portfolio. Learn more about this financial newsletter at Carl Delfeld's Pacific Rim Confidential.Related articles
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News Flash
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Wednesday May 22, 2013
US Natural Gas ETF: On a roll |
by Doug Fabian, editor Successful Investing
One area I think is ready for a new buy is natural gas. After experiencing a sharp decline from November through early January, natural gas prices have been on a roll.
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Tuesday May 21, 2013
Split buys? HOMB and Noble Energy |
by Neil Macneale, editor 2-for-1 Stock Split Newsletter
Each month, we add one stock to our model portfolio based upon those companies that have announced 2-for-1 stock splits; after a meager number of splits over the past year, we have a nice collection of six splits elect from this month.
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Tuesday May 21, 2013
WisdomTree targets global bonds |
by Mark Salzinger, editor The Investor's ETF Report
While most investors diversify the equity portions of their portfolio with allocations to foreign stocks, few diversify their bond holdings internationally. WisdomTree recently introduced the first ETF to invest in a truly global portfolio of corporate bonds.
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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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