Value Investing News

Any investor that understands the merits of asset allocation also understands the importance of including an international allocation in their portfolio. To meet my set international allocation, I have focused on the following four areas of my overall portfolio:

I cannot predict what will happen to the value US Dollar and/or future growth from emerging markets. Dividend growth investors have many choices to position themselves which will blunt the effect of these issues. Invest in dividend growth companies that have notable presence in all markets. After that, the discussion of dollar demise becomes purely academic in nature.

Germany’s relative fiscal restraint during this crisis should make it an attractive option for investors, says Martin Hutchinson. The EU’s strongest economy will likely emerge as a safe haven in the post-recovery world. Martin recommends four ways to profit from this trend.

Martin Denholm says wind power is taking off in the US. And big players such as T. Boone Pickens and Michael Blooomberg are throwing their weight behind the industry.

For investors who want to minimize risk in a relatively new industry, Martin recommends General Electric (NYSE:GE) and Siemens AG (NYSE:SI). These blue chips are making significant investments in wind energy projects.

Despite attractive economics and the potential for lasting competitive advantages, the Software sector is not a favorite of the Magic Formula screen. I examine why in this article, as well as providing some attributes to look for when picking a Software company from the screen.

Deep value investor Michael Embler discusses four stocks in this article.

Hat Tip: Controlled Greed.com