How Long Has This Stock Been Hiding?
I was trolling around and stumbled across the PowerShares Global Agriculture Fund (PAGG) and one of the holdings is a company called Taiwan Fertilizer which is on the chart in blue.The red line is iShares Taiwan ETF (EWT) which is about 50% tech stocks...
The Big Picture For The Week of December 20, 2009
A few odds and ends this morning.From the Generalisimo Franco is still dead file Morningstar still does not get it with ETFs. You can read Matt Hougan's takedown of an article about buying an energy related ETF on takeover speculation based on the rece...
Look for Kimberly-Clark to ride the emerging market wave
Filed under: Kimberly-Clark (KMB), Stocks to Buy
A global economy on the mend means better days are ahead for Kimberly-Clark Corp. (NYSE: KMB), hence I'm reiterating my Buy rating for the company, first recommended on June 22, 2009 at a price...Emerging Market Catch All Part Deux
The fascination with emerging markets continues on the web and in the market. China is up over 80% YTD and there are other markets that have also had eye popping gains. I wrote about emerging markets last week but since then there have been a few more ...
Emerging Market Catch All
There are something like four posts in the last couple of days at IndexUniverse about emerging market ETF flows including this very thorough article that had all sorts of data (it was ten pages long).There is all sorts of ground to cover with this arti...
The Reflation Trade Is Over!
I don't actually think so but all things emerging, commodities and inflation have been correcting pretty hard in the last little bit. Does this mean the theme is over? Should it be chucked altogether?What is going on is either serious or it isn't. That...
