For ten years, all you had to do to make money in emerging markets was throw money at them. From 2001 through 2010, the MSCI Emerging Markets index returned an eye-popping 16.2% annualized.
Don't expect a repeat of that kind of performance anytime soon. Indeed, since the start of 2011, the index has lost 4.2% annualized. And that includes a 7.8% loss so far this year (all returns are through July 30).
See Also: Look Overseas for Cheap Stocks
What should emerging-markets investors do now? Ruchir Sharma, head of the emerging-markets stock team at Morgan Stanley, says the secret is to choose the best markets. "In the developed world, the key is to pick the right industry sectors," he says. "In emerging markets, it's picking the best countries." Sharma wrote "Breakout Nations: In Pursuit of the Next Economic Miracles", a provocative book on emerging markets.
5 Best Gold Stocks To Buy For 2015: Aegon NV(AEG)
AEGON N.V. provides life insurance, pensions, and asset management products and services worldwide. The company?s life insurance products include traditional, term, universal, whole, and other life insurance products sold as part of defined benefit pension plans, endowment policies, post-retirement annuity products, and group risk products; supplemental health insurance products comprise accidental death, other injury, critical illness, hospital indemnity, medicare supplement, and student health; specialty lines consists of travel, membership, and creditor products; and long term care insurance products for policyholders who require care due to a chronic illness or cognitive impairment. It also offers a range of savings and retirement products and services, including mutual funds, and fixed and variable annuities, savings accounts and investment contracts, segregated funds, guaranteed investment accounts, and single premium immediate annuities, as well as investment advice to individuals. In addition, the company offers employer solutions and pensions, such as retirement plans, pension plans, and pension-related products and services; investment products, including onshore and offshore bonds, and trusts; reinsurance products and solutions to life insurance and financial services companies; general insurance products comprising house, car, and fire insurance; and asset management products and services, including general account assets, unit-linked funds, and third party activities. AEGON N.V. markets its products through independent and career agents, financial planners, registered representatives, independent marketing organizations, banks, broker-dealers, benefit consulting firms, wirehouses, affinity groups, institutional partners, independent managing general agencies, and specialized financial advisors, as well as through online, direct, and worksite marketing. The company was founded in 1900 and is headquartered in The Hague, the Netherl ands.
Advisors' Opinion:- [By Will Ashworth]
Assuming it delivers on its outlook for 2014, its current free cash flow yield is a very enticing 20%. This isn�� a growth stock, but its brands still possess hidden value. As cheap stocks go, it�� very attractive.
Cheap Stocks to Buy: Aegon (AEG)It�� not often that you can buy a $19 billion market cap for under 10 bucks. Aegon�� a Dutch insurance company that�� had a rough ride over the past few years, and its stock�� suffered as a result. In the late ’90s AEG stock traded around $60 — it hasn�� been anywhere close since. However, it�� got some good assets that should bear fruit in the years to come. Aegon has 12,000 employees in the Americas doing business primarily under the Transamerica brand, which has been a part of AEG since 1999.
Top Cheap Companies To Watch For 2014: Wendy's/Arby's Group Inc.(WEN)
The Wendy's Company operates as a quick-service hamburger company in the United States. The company, through its subsidiary, Wendy's International, Inc., operates as a franchisor of the Wendy's restaurant system. As of December 26, 2011, the Wendy's system comprised approximately 6,500 franchise and company restaurants in the United States and the United States territories, as well as in 26 other countries worldwide. The company was formerly known as Wendy's/Arby's Group, Inc. and changed its name to The Wendy's Company in July 2011. The Wendy's Company was founded in 1884 and is headquartered in Dublin, Ohio.
Advisors' Opinion:- [By Rick Aristotle Munarriz]
Alamy Things are going from bland to worse at McDonald's (MCD). The world's largest burger chain capped off what it rightfully classified as a "challenging" year on another ho-hum note with Thursday morning's quarterly report. Global comparable sales declined as a decline in store traffic was more than enough to offset the fact that patrons were spending more on average. The 0.1 percent downtick in worldwide comparable sales may not seem like much, but things are degrading at a more dramatic level closer to home. Stateside comps plunged 1.4 percent during the final three months of 2013. Something's just not right at McDonald's. A Quarter That Floundered Another uninspiring quarter at the fast food giant is no longer a surprise. McDonald's ended an impressive nearly 10 year streak of positive monthly comparable sales in late 2012, and business has been sluggish ever since. Opinions vary on the reasons for the iconic chain's lackluster performance. Some argue that it shouldn't have strayed from the Dollar Menu that increased its magnetism to cost-conscious diners. Others suggest that it was the push to offer higher-priced entrees and beverages -- adding premium chicken-topped salads and fancy coffee drinks to the menu -- that alienated its core customers. There may be some truth to both theories, and McDonald's has tried to address them by introducing the Dollar Menu & More late last year -- highlighting the popular low-cost offerings, but enhancing it by tacking on some higher-priced value items. The move should have rallied thrifty loyalists around the chain, but the decline in store traffic during the fourth quarter and all of 2013 is proof that it wasn't enough. A Costly Casual Culture Clash The surprising decline in traffic at McDonald's comes at a challenging time for the fast food industry. But not every burger flipper is smarting. A week earlier, Wendy's (WEN) had posted encouraging preliminary results for the same three months, with North
Top Cheap Companies To Watch For 2014: Emerson Electric Company(EMR)
Emerson Electric Co. operates as a diversified manufacturing and technology company. The company engages in appliance solutions, climate technologies, industrial automation, motor technology, network power, process management, professional tools, and storage solutions businesses. Its appliance solutions business provides appliance controls, appliance motors, heating products, and white-rodgers; climate technology business provides heating, ventilation, air conditioning, and refrigeration (HVACR) solutions for residential, industrial, and commercial applications; and industrial automation business offers bearings and power transmission products, electrical power generation products, electric motors, variable speed drives and servos, electrical products, material joining solutions, fluid automation products, and wind turbine systems. The company?s motor technology business provides appliance motors, HVACR motors, DC motors, fractional horsepower motors, integral horsepower a nd larger motors, and drives; network power business provides power, precision cooling, connectivity, and embedded solutions; and process management business provides various wireless related products from self-organizing field networks to wireless asset and people tracking. Its professional tools business offers pipe working and threading equipment, pressing technology, utility locating and visual diagnostics systems, drain maintenance tools, power tools, air tools, general purpose hand tools, wet/dry vacs, job site storage equipment, truck tool boxes and equipment, and van storage equipment; and storage solutions business provides shelving and storage products for residential, commercial, and foodservice needs, as well as offers specialized carts, mobile computer workstations, and cabinet fixtures. The company was founded in 1890 and is headquartered in St. Louis, Missouri.
Advisors' Opinion:- [By Dividends4Life]
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- More Stock Analysis - [By Chuck Saletta]
Emerson Electric (NYSE: EMR ) is a selection for the real-money Inflation-Protected Income Growth portfolio. Like any investment, it needs to be reviewed from time to time to see if it's still worth owning. In the brief video below, portfolio manager Chuck Saletta reviews its valuation, balance sheet, and dividends, and decides whether to hold on to the stock, or let it go.
- [By Lee Samaha]
Emerson Electric's (NYSE: EMR ) fourth-quarter results did two things that will interest investors. First, they gave a good reading on�trends in the global economy -- something all investors should be watching. Second, they confirmed just�why the company remains a dividend favorite.�Putting these things together, is the stock worth buying?
Top Cheap Companies To Watch For 2014: Bank of America Corporation(BAC)
Bank of America Corporation, a financial holding company, provides banking and nonbanking financial services and products to individuals, small- and middle-market businesses, large corporations, and governments in the United States and internationally. The company?s Deposits segment generates savings accounts, money market savings accounts, certificate of deposits, and checking accounts; and Global Card Services segment provides the U.S. consumer and business card, consumer lending, international card and debit card services. Its Home Loans & Insurance segment offers consumer real estate products and services, including mortgage loans, reverse mortgages, home equity lines of credit, and home equity loans. It also provides property, disability, and credit insurance. The company?s Global Commercial Banking segment offers lending products, including commercial loans and commitment facilities, real estate lending, leasing, trade finance, short-term credit, asset-based lending, and indirect consumer loans; and capital management and treasury solutions, such as treasury management, foreign exchange, and short-term investing options. Its Global Banking & Markets segment provides financial products, advisory services, settlement, and custody services; debt and equity underwriting and distribution, merger-related advisory services, and risk management products; and integrated working capital management and treasury solutions. The company?s Global Wealth & Investment Management segment offers investment and brokerage services, estate management, financial planning services, fiduciary management, credit and banking expertise, and asset management products. Bank of America Corporation serves customers through a network of approximately 5,900 banking centers and 18,000 automated teller machines. It was formerly known as NationsBank Corporation and changed its name on October 1, 1998. Bank of America Corporation was founded in 1874 and is based in Charlott e, North Carolina.
Advisors' Opinion:- [By MONEYMORNING.COM]
Wake me up when the prosecutors go after Bank of America Corp. (NYSE: BAC) and JPMorgan Chase & Co (NYSE: JPM).
But maybe Credit Suisse or BNP outcomes are just shots across the bow.
- [By Matt Thalman]
Before we hit the Dow losers, let's look at the big winner of the week --Bank of America (NYSE: BAC ) . The Wall Street bank saw shares rise 3.17% during the short trading week despite the continued Countrywide problems hanging around its neck. One reason why shares may have increased this past week is rising interest rates. Although the bank has been able to borrow funds cheaply for some time because interest and mortgage rates were also being held down, the spread between what B of A borrows at, and then lends at, has been low. Now that rates are climbing higher, the spread is widening, which means that the bank will make a larger profit on basic banking transactions that carry low risk compared to what the Wall Street firms were doing just a few years ago.
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