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Matthews Asia Small Cos. (MSMLX): 'Beyond Impressive'

"For my latest recommendation, I wanted to add some exposure to India and/or other Asian markets, while keeping our focus on smaller cap stocks," says Tom Bishop.

The small cap stock specialist and editor of BI Research explains, "I decided to go with Matthews Asia Small Companies Fund (MSMLX). One reason? Matthews is number one in Asian mutual funds. That‟s all they do ... Asia.

"They have lots of feet on the ground staying abreast of developments in the countries and at the companies. They speak the language.They live there.They know Asia inside and out.

Continue reading Matthews Asia Small Cos. (MSMLX): 'Beyond Impressive'

Low Valuations Boost South Korea ETF (EWY)

"Although emerging markets such as China and India garner the most attention, South Korean equities have also enjoyed a banner year," says Yiannis Mostrous.

The contributing editor to Personal Finance newsletter suggests, ""South Korea's domestic demand story has returned to life.

"The retail sector posted strong same-store sales in July, with the various categories registering growth of 8 to 11 percent. And this uptick isn't a credit-induced aberration: Household incomes continue to improve.

Continue reading Low Valuations Boost South Korea ETF (EWY)

Titans of steel: The 'Iron Five'

"Global steel producers are thriving, and their stocks are hitting new highs," note Yiannis Mostrous and Roger S. Conrad, who add, "But the best is yet to come."

In the industry-leading Personal Finance, the two advisors explain, "We're still in the early stage of a truly global bull market cycle for steel, and the companies best positioned to take advantage are headed a lot higher." Here, they look at their "Iron Five."

"As is the case with other building blocks of economic growth, steel is enjoying explosive demand from the developing world. And with the world expanding as never before, steel companies are literally selling as fast as they can produce.

"In the August 2007, we highlighted five first-rate global steel producers. Since then, they've returned an average of 67.4%, versus a decline of 3.7% for the S&P 500.

"The Iron Five are five picks that we believe are ripe for even bigger gains. Like the last group, these stocks are often volatile. They're also vulnerable to the possibility of a general stock market slide and most of all to a dip in global demand growth, particularly from China.

Continue reading Titans of steel: The 'Iron Five'

Symbol Lookup
IndexesChangePrice
DJIA-89.2312,801.23
NASDAQ-23.352,903.88
S&P 500-9.311,342.64

Last updated: February 12, 2012: 08:23 AM

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