Lorillard shares rally after Reynolds confirms buyout talks
Reynolds American confirms discussions about possible business combination
UPDATE: Reynolds rises on buyout report; Delta gains altitude
Amid the current challenging environment for defensive names, we see several opportunities for long-term investment in wide-moat companies at reasonable discounts.
These quality funds with smaller asset bases have portfolios built around solid companies.
Modest pockets of value emerge among consumer defensive companies.
Plus, a top executive bolts from eBay, Brazilian telcos get cheap, and more.
HiddenLevers helps investors generate trading ideas based their economic views and understand how big picture scenarios will impact their investments. The team is comprised of successful Wall Street macro-traders, economic experts, and Black Swan contrarians.
Morningstar 2012 International-Stock Fund Manager of the Year Rajiv Jain expects continued earnings growth for the less popular growth stories of tobacco and Indian consumer stocks.
An impressive strategy runs through Mutual Series, but the funds have key distinctions, as well.