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Feb 06 2015

A Look At The Impact Of Lower Energy Prices On Countries

  • Feb 6, 2015

A big question for investors is: have oil prices bottomed? For the past four days, WTI jumped 19% from its low reached on January 28th, giving some the conviction that prices are reverting back to prior high levels.

Mar 07 2014

Sustainable Dividend Growers Turn From Europe To Asia

  • Mar 7, 2014

We dusted off our research from 2011 on dividend growers. Somewhat to our surprise, we found fewer qualifiers this time, and a shift from Europe to Asia.

Aug 07 2012

Fishing Expedition: European Stocks/Non-European Exposure

  • Aug 7, 2012

Most investors don’t like to swim in shark-infested waters, but our screen may make it more comfortable for some to consider getting back in.


Jul 05 2011

And Now For Something Completely Contrary

  • Jul 5, 2011

Stock markets across much of Europe are priced cheaply enough that investors might need very little incentive to get in, attempting to reap respectable returns.

May 04 2010

Putting Lipstick On The “PIIGS”

  • May 4, 2010

Global Industries equity portfolio has little to no exposure to the PIIGS (Portugal, Ireland, Italy, Greece, and Spain) as our Global Group Selection Scores have not led us to industries that have many component stocks domiciled in those countries.  However, if this work leads us to groups with heavier exposure to the PIIGS, we’ll buy them without blinking.

Jul 03 2001

View From The North Country

  • Jul 3, 2001

The European view of the world, by guest “View” editor, Jim Bianco.

Aug 05 1992

And Then There Was Europe

  • Aug 5, 1992

Our overall “Developing Europe” concept was down about 5.9% in July. Most European markets fell under pressure following Bundesbank action.