"The best bargains will be in stocks that are completely neglected, that other investors are not even studying."

"Search among many markets for the companies selling for the smallest fraction of their true worth."

-John Templeton, "Money Masters of Our Time"

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Research
U.S. Stock Focus
2008 Tickers
Green Investing
Covanta Wants Your Garbage CVA,WMI
Fishing Unfamiliar Waters PHO,LNN,VE

Industrials
Meet Parker Hannifin PH,ETN
Can Paccar Keep Rolling? PCAR

REITs
Global King Of The Mallrats? GGP,SPG

Financials
AXA Finds the Financial Sweetspot RIO,RTP
T.Rowe Price Targets Retiring Boomers TROW

Consumer Goods
Stressed Consumers Seek Comfort Food PEP,YUM
Hanes Has The Right Fit HBI,VFC
   
   

Latin American Focus
2008 Tickers
Media
Grupo Televisa: Beyond the Stream TV,TEF

Banking
A Pure Banks is a Profitable Bank STD

Industrials
Companhia Vale An Ironclad Opportunity RIO,RTP

March 2007
CVRD Leads Iron Imports to China  RIO,BHP 

Africa and Middle East Focus
2008 Tickers
Frontier Investing
The Case for Frontier Markets FRN

Diversification Strategy
Portfolio Diversification: NBA Style VEA