As a Money Morning Member, you'll get our top financial news stories delivered straight to your inbox – every weekday morning.
Cancel at any time | How it works
Welcome to Money Morning - Only the News You Can Profit From.
Private Briefingwith WILLIAM PATALON III, Executive Editor
Today I want to tell you the tale of how the Scottish secession referendum is killing the Japanese yen.
That’s right – the Japanese yen.
Click here and learn how to get exclusive access to the backdoor way to make a quick 149% before the IPO likely goes public on Sept. 18. Don't worry... this play has nothing to do with the "obvious" companies that've been bandied about on the internet. Go here for full details.
Members log in:
Not a member yet? Sign up here or learn more.
Chief Investment Strategist
33-year seasoned market analyst and professional trader with highly accurate track record. Specialty in global markets.
Global Energy Strategist
35-year expert in oil and gas policy, risk assessment, and emerging market economic development.
Capital Wave Strategist
30-year CBOE trader, market maker, and retired hedge fund honcho. Helped launch the Volatility Index in 1993.
20-year commodity guru and portfolio advisor. Top authority on metals + mining stocks. Head- quartered in Canada.
Defense + Tech Specialist
30-year veteran of tech markets with a Rolodex of Silicon Valley CEOs. Pulitzer nominee. Uncovered rare earths crisis.
30-year veteran analyst of business, economics, and financial markets. Award-winning author of "Contrarian Investing."
BioScience Investment Specialist
Gifted researcher with 20 years' experience tracking bioscience and pharma stocks. Master of the FDA approval process.
Small-Cap Investing Specialist
Known for his pioneering research on the seven "sparks" that trigger explosive profits in the small-cap sector.
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.
The remaining content is exclusively for Money Morning subscribers. To gain access, enter your email address: