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Under the radar: Financial newsletters express worry, and markets climb walls of worry

Under the radar: Some trends are obvious enough and visible to all investors. Others are more-subtle, but are just as potent, and these often slip 'under the radar.'

Case in point: As the Dow slowly approaches the psychologically-significant 10,000-level, jittery sentiment prevails among short-term stock market timing newsletters, and those jitters are a sign that Dow 10,000 could be achieved soon, so says marketwatch.com Editor Mark Hulbert.

Continue reading Under the radar: Financial newsletters express worry, and markets climb walls of worry

Price New Asia: The 'first choice for emerging markets'

"T. Rowe Price should be the first fund family to consider if you want to increase your exposure to emerging market equities," says Mark Salzinger and Sheldon Jacobs.

The editor of The No-Load Fund Investor explains, "Price has a fine general emerging market stock fund, along with the broadest lineup of regional emerging market funds, all guided by experienced, successful managers."

Among the Price funds, they note, "Price New Asia (PRASX) is our current favorite among Price's emerging market stock funds, and we recommend it strongly now as a speculative play on our favorite emerging region."

China, they add, accounts for 28.2% of New Asia's assets.They note, "China is fiscally the strongest of all the emerging market countries. Its economy is growing in the 10% plus area, exports are booming across various manufacturing sectors, and foreign exchange reserves recently reached $1 trillion and are headed even higher."

Meanwhile, India accounts for 27.2% of the fund's assets, they note. Salzinger and Jacobs explain, "Though India's stocks are expensive by traditional valuation measures, it offers an entrepreneurial dynamism that is the envy of much of the rest of the world. Also, India's consumer class is booming, partially thanks to increased incomes from outsourcing to India from companies in the developed world."

South Korean stocks, at 12.7% of assets, make up the next largest weighting, while Taiwan accounts for 9.7% of assets. "In South Korean, valuations are relatively low and R&D spending is relatively high." Taiwan, they suggest, acts as a "back door avenue to growth in Mainland China."

Each day, Steven Halpern's TheStockAdvisors.com features the latest investment ideas and market commentary from the financial newsletter community.

Hansen: A 'natural' breakout?

A specialist in "breakout" candidates, Leo Fasciocco sees upside potential in Hansen Natural (NASDAQ: HANS), a maker of sodas, juices and teas.

In his Ticker Tape Digest, the technical advisor says, "The company is showing tremendous profit growth. And at current prices, he says, the shares are attractive for value and growth investors.

The company, he notes, has expanded its drink line to include a wide variety of energy drinks, such as the popular Monster brand. Its other products are fruit juice, smoothies, lemonade, iced tea, and spring water -- most of which are sold under the Hansen's brand name.

He points out that the company is also branching out with soy drinks and juices aimed at toddlers.

Technically, he explains, the stock's daily chart of HANS shows a breakout; its momentum indicator is very bullish and getting stronger. The analys adds, "The accumulation - distribution line is making new peaks. That shows the price advance is being supported by good buying."

Continue reading Hansen: A 'natural' breakout?

Symbol Lookup
IndexesChangePrice
DJIA-74.9212,454.83
NASDAQ-1.852,837.53
S&P 500-2.861,317.82

Last updated: May 28, 2012: 09:47 AM

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