Give Wall Street credit for consistency. Time after time it has shown it’s not afraid to ignore what really matters. Today the biggest unfolding economic story is surging growth in China and India—and the Street clearly is missing its extent and implications. When Intel is… Read More

For investors, the outcome is irrelevant   A surging Asia soon will have more economic clout than the U.S., with multiple ramifications for investors. Below and in the next article—in fact, throughout this issue—we tell you which groups and stocks will profit most.   Kerry… Read More

To qualify as a true growth play, a company needs a direct or indirect stake in Asia   Our lead article stresses the emergence of Asia as an overwhelming investment theme. To help you further comprehend why we’re so focused on Asia, here’s yet another startling… Read More

They’re your ticket to a world of promising opportunities   ADRs, short for American depository receipts, are a mechanism designed to make it easy for U.S. investors to buy and sell foreign securities in U.S. dollars. Some investors, though, avoid ADRs simply from a lack of… Read More

We’re replacing Oakmark with an even finer offering from Vanguard   Oh the problems of success. When a fund attracts too much new money, it often closes its doors to new investors. Not surprisingly, the best funds, which tend to attract the most new money, are… Read More

It stands out in a competitive field of financial guarantors   As noted on the preceding page, we have a lot of respect for Fidelity Export and Multinational fund, with its focus on big U.S. companies with multinational operations. The fund’s performance speaks for… Read More

Scoop up this oil services pro; Red Hat and Novell remains buys   So far this year, when it comes to factors affecting investments, two trends have stood out: higher energy prices and slower technology growth. The latter has seen the tech-laden Nasdaq move down 6.5… Read More

The winning ways of companies with high free cash flow yields   When it comes to picking stocks, most investors focus on earnings, looking at the P/E—stock price divided by earnings. This is the standard measure of value, found in all the newspapers next to the… Read More

Russia: The Ghost of Stalin   Usually in this space we spotlight the thinking and investment outlook of a market adviser or analyst whose views we think are interesting, or insightful, or provocative. This month, though, we were struck by comments in a Sept. 8 op-ed… Read More

How to use PEGs to make parting with a stock sensible, not sorrowful   Buying a stock is easy. You identify macro-economic trends—inflation, strong growth in Asia. You find companies squarely positioned to benefit, with solid records of growth, good management, modest valuations. With hopeful heart… Read More