The weak European economy is allowing firms to unlock extra value via restructurings and spin-offs, but it's better to invest while firms are still cheap conglomerates, says Evermore's David Marcus.
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.
Value investors interested in taking a position in beaten-down natural gas have to deal with the contango headwind.
Short- and long-term drivers bode well for this utility's nuclear-fired merchant fleet, with a nice dividend yield in the meantime.
©2012 Morningstar Advisor. All right reserved.