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Signs of progress in January
Macro-economic events currently drive micro-economic investment portfolios. Today the focus is on Europe. Tomorrow it may be China, Japan or the U.S.
Manager Commentary Chris Rees on 13 Feb 2012
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These sectors should outperform over 2012
Our economy and markets should move ahead slowly, but in an upward direction.
Manager Commentary Ben Dickey on 12 Feb 2012
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Two big risks in the Facebook IPO
Can they monetize their business in a more significant way without turning off users?
Manager Commentary Daniel Beckerman on 12 Feb 2012
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Decoupling? Not in this lifetime.
Emerging markets were supposed to untether themselves from the debt-burdened West and find their own way in the world. It didn't work out that way.
Manager Commentary Charles Sizemore on 12 Feb 2012
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The macro trends that matter this year
Will the Year of the Dragon be a flying and fire-breathing beast for the markets?
Manager Commentary Gary Harloff on 11 Feb 2012
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Silver could gain significantly in coming months
Underlying investor mood is not overly bullish yet, which points to potentially higher prices ahead.
Manager Commentary Michael Arold on 10 Feb 2012
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This rally appears to have real legs
We expect there will be a correction at some point, but my guess is that buying that correction will be the right move as opposed to selling it.
Manager Commentary Lelio Vrancovich on 10 Feb 2012
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My six Concentrated GARP stocks could have a strong 2012
Management at Gigamedia always keeps it interesting.
Manager Commentary Yale Bock on 10 Feb 2012
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IBM continues to confound and amaze
Here's an example of why we focus almost exclusively on a company’s business model and market opportunity.
Manager Commentary Barry Randall on 9 Feb 2012
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Pandora's more attractive than other recent web IPOs
The music service appears more difficult for another startup to replicate.
Manager Commentary Mitch Jones on 9 Feb 2012
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