Despite the political risks of investing in the former Soviet Union, Russia’s increasing embrace of the web makes these two technology companies good bets for aggressive investors. Read More

This wealth management firm is a great play on the Chinese economy’s increasing emphasis on domestic consumption—and the new millionaires that are getting spawned in the process. Read More

Angela Merkel’s re-election to a third term as head of Europe's economic powerhouse spells less austerity and more growth-oriented policies for Europe—and that’s good news for global investors. Read More

The Federal Reserve is likely to continue its loose monetary policy throughout the autumn, which is manna for developing economies. Read More

As the global economic recovery gains traction, this German-based IT company will thrive on improving corporate optimism and investment. Read More

The recent turnover of government in Australia will likely result in policy changes that boost these portfolio holdings. Read More

Red flags in earnings reports, and a Dutch auction primer From healthcare to financial accountability, US corporations are facing a slew of new regulations. Topping the list are the mandates of the “Affordable Care Act” (aka Obamacare) as well as the “Dodd-Frank Wall Street Reform and Consumer Protection Act,” both signed into law in 2010. Read More

This spring, we alerted you to the likelihood of rising US interest rates, the threat to bonds, and the potential for rising inflation. While the Federal Reserve may start to curtail its stimulus program this fall, we think such tapering will be too little, too late. The once-distant threat of rising inflation has become very real.   Read More

Most people have been taught that investment markets are efficient at all times, and when there’s an anomaly, it gets arbitraged away pretty quickly. But there’s a persistent anomaly called “post-earnings announcement drift” (PEAD), which is usually not immediately arbitraged away because of human nature. It’s this anomaly that we take advantage of. of a dividend The undervalued favorites of a dividend devotee Read More