As bottom-up investors, we try to be systematic, not get swayed by sentiment and stay focused on the fundamentals over the next three to five years. This is how we’re able to find good opportunities around the globe. The undervalued favorites of a dividend The undervalued favorites of a dividend devotee Read More

While the outlook for interest rates (and bonds) has become decidedly more cloudy, there is a silver lining: higher long-term interest rates are generally good for banks and other financials. Coupled with a strengthening economy and improving housing market, a favorable rate spread should be the icing on the cake for the US financial sector. Read More

Red flags in earnings reports, and a Dutch auction primer Salt and certain other basic commodities are cheap. But since they’re bought in very large amounts, they’re expensive to transport. And so the most efficient local producers/transporters often dominate regional markets. Lately, some of these producers have fallen out of favor due to the vagaries of their trade – either weather-related or due to the slow economy. Below, we take a look at two that seem poised to rebound. Read More

We detect some mitigating news for China, and the rest of the global economy, amid the latest downbeat economic data to emerge from the Middle Kingdom. Read More

Deepening unrest in this relatively small country is exerting a profound influence on global energy and equity markets, reminding investors that all economies are interconnected. Read More

We’ve unearthed strong, blue chip multinationals based in Europe that should continue to prosper, regardless of the region’s debt and recession woes. Read More

The improving global economy combined with potential supply shortfalls of aluminum will boost demand for the metal, benefiting this low-cost producer. Read More

Investors shouldn’t panic over the recent civil strife in Brazil. Reasons still abound to stick with this growing economy. Read More