Ariel's Rupal Bhansali highlights picks, including Nokia, chipmaker Dialog Semiconductor, and energy services firms Schlumberger and Core Laboratories.
UPDATE: Why some aren't buying the tech bubble talk
Credit Suisse sees years of painful transition ahead for IBM
In a strong market for equities, these mild-mannered vehicles have lagged.
Jun Zhu Named Co-Portfolio Manager of Leuthold Core Investment Fund
While rebalancing in a pure form will do a better job of controlling risk, these strategies can help add a contrarian tilt to a portfolio.
UPDATE: 5 reasons to be a contrarian and buy Russian stocks