It’s estimated that the global carbon dioxide (CO2) market, now valued at $28 billion, will be worth $40 billion by 2010. Carbon trading isn’t about the environment anymore—there’s money to be made on our climate situation, and carbon credits are the new hot commodity. Read More
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Conventional wisdom holds that the health of the railroads depends exclusively on economic growth. But that’s a dangerous oversimplification. Read More
When the US stock market has issues and the S&P 500 does its usual slip and slide, the financial media types come up with all sorts of rationales for why the markets did what they did. Read More
We have a single purpose: to empower subscribers to make more money from their investments. In selecting our recommendations for the Portfolios, we don’t limit ourselves to the S&P 500’s big companies, nor do we even limit ourselves to certain markets, industries or countries when we’re doing our analysis. Read More
A month ago, the Bank of Japan (BoJ) raised interest rates from 0.25 percent to 0.5 percent, taking one more step—albeit a small one—down the path of interest rate normalization. Read More
The past few weeks have been unsteady. Should we blame the Chinese again? Was it the former US Federal Reserve Bank chair making some off-handed and, as usual, misunderstood comments? Read More
Despite solid long-term performances and great management, we’re selling Matthews Asian Growth & Income and Matthews Pacific Tiger. They’ve been closed for a while now, and there’s a slim chance of them re-opening for new investors. Read More
There are two things to keep in mind with any closed-end fund: the quality of management and the premium or discount to net asset value (NAV). Even the best-run fund isn’t a bargain if investors have bid its market price up well past the value of its assets. Read More
Dominion Resource’s planned sale of its natural gas and oil production operation now likely won’t take place until summer, but prices should be better. TEPPCO Partners’ prospects have improved markedly, thanks to a new arrangement with management compensation and the successful sale of certain assets. Read More
Slightly softer-than-expected same-store sales growth hit Rite Aid’s stock. But the problem was primarily limited to nonpharmacy sales; drug sales remain robust. Buy Rite Aid. Rumors that Porsche will takeover Volkswagen continue to spread, especially because a pending change to German law will facilitate such a move. Volkswagen’s business fundamentals continue to improve. Buy Volkswagen. Only a handful of firms globally have the know-how to build modern nuclear plants. Toshiba’s Westinghouse unit is one of them. Toshiba is a buy. Read More