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Private Briefingwith WILLIAM PATALON III, Executive Editor
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Chief Investment Strategist
33-year seasoned market analyst and professional trader with highly accurate track record. Specialty in global markets.
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35-year expert in oil and gas policy, risk assessment, and emerging market economic development.
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30-year CBOE trader, market maker, and retired hedge fund honcho. Helped launch the Volatility Index in 1993.
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30-year veteran analyst of business, economics, and financial markets. Award-winning author of "Contrarian Investing."
It's no surprise investors are having a hard time finding strong stocks to buy.
After all, nobody's getting too excited about the recent rally. Europe is about to implode, Japan's in a coma, China's suffering a slowdown and the United States faces the possible fiscal cliff.
That's why I was talking to fund manager George Fraise of SGA Global Growth (MUTF: SGAGX) the other day, to find out where the growth - and potential for profit - is in the global market.
Fraise said he's very bullish on global value stocks, and outlined his strategy for picking the right ones.
Fraise's recipe for finding the right value stocks to buy comes down to five characteristics:
I asked Fraise if he had any criteria for finding stocks to buy that are outside the slow-growth, mature markets of the United States and Europe - say, for example, companies for which 50% of revenues are generated outside the United States or Europe.
Fraise said picking companies based on these five characteristics might lead to a list of 60 to 70 companies, of which SGA would hold 25 to 30 at any given time. Those companies generate more than 50% of their revenue outside the United States, even the U.S.-based companies.
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