PASSPORT TO WEALTH: THE WORLD

1 TOP PROS TOP INVESTMENT IDEAS FROM AROUND THE WORLDPASSPORT TO wealth :$79 PROS TOP INVESTMENT IDEAS FROM AROUND THE WORLDPASSPORT TO wealth : PASSPORT TO wealth : TOP PROS TOP INVESTMENT IDEAS FROM AROUND THE WORLDG iven the volatile rollercoaster ride that the global markets took recently, it is completely understandable for an investor to now feel a tinge of trepidation about placing even the slightest portion of his portfolio in or back in foreign securities, but the fact is, just like it is with investing domestically, proper education and analysis of the country under consideration can make all the difference in the WORLD . However, researching a foreign country s economic, political, and social events, as well as any fluctuations in its currency exchange rate, not to mention the country s overall market procedures can feel like an insurmountable obstacle to overcome at times.

2 This is why we ve asked the Nation s most respected and well-known newsletter advisors to offer their top global picks to assist always, we caution you to use these ideas only as a starting place for your own research and only buy stocks that meet your own personal investing criteria, your risk parameters, and your time , these global picks represent each advisor s current outlook. As fundamentals change during the rest of the year, a favorite buy can become a sell. As such, it is up to each investor to monitor future developments at these stocks to be sure that the reasons behind buying them remain in would also emphasize that no one advisor is always right and there is no guarantee that any individual recommendation will succeed; you can also minimize your risks by considering the global stocks featured in this report for only a portion of your overall would also point out that investing in global securities can add currency risk to your portfolio and some securities receive different treatment for tax purposes.

3 As always, when considering these securities, consult with your own tax advisor or financial also encourage you to visit on a regular basis. Everyday, we feature new investment ideas from the top advisors. There s no better way to follow the ongoing advice and favorite stocks from the very best investment newsletter wish you the very best for your investing for the rest of Halpern Editor, Top Pros Top PicksTOP PROS TOP INVESTMENT IDEAS FROM AROUND THE WORLDPASSPORT TO PROS TOP INVESTMENT IDEAS FROM AROUND THE WORLDPASSPORT TO WEALTH: Artisan Global: A Bullish Reopening: Oracle, Bank of New York Mellon, Royal Bank of Scotland, CitigroupBy Mark Salzinger 3 Aussie Income: Aberdeen Asia-Pacific Income FundBy Mark Skousen 4 Banking on China.

4 Global X China FinancialsBy Yiannis Mostrous 5 Brookfield Trio: Brookfield Asset Management, Infrastructure Partners, Renewable Energy Partners, and Property Partners LPBy Robert Rapier 6 Building Value with Global Infrastructure: SPDR S&P and iSharesBy Todd Rosenbluth 7 Canadian Gold Gains: Endeavor Silver and NovaGold ResourcesBy Albert Barsanti 8 Canadian REITs for Lifelong Income: Artis, Northern Property, and RioCanBy Roger Conrad 9 China Biologic: Plasma and ProfitsBy Jim Oberweis, Jr. 10 Computer Modelling: Software for OilfieldsBy Vivian Lewis 11 Cuban Connections: Coca-Cola, Coca-Cola FEMSA, and IDT Corp By Nick Hodge 12 CyberArk: Unique Niche in Hot SectorBy Nicholas Vardy 13 Diversify with Asian Tech: Yaskawa Electric, LG Display, and NintendoBy Martin Hutchinson 14 Emerging Markets: Too Cheap to Ignore?

5 IShares MSCI Emerging Markets Minimum Volatility ETFBy Ben Johnson 15 Europe: A Full House Alert: iShares MSCI Europe Financial Sector and iShares ItalyBy Jon Markman 16 Favorite Foreign DRIPs: Ryanair, Shire, Novo-Nordisk, Fresenius Medical, Baidu, and China Mobile By Chuck Carlson 17 Fosun: China s Warren Buffett?By Tony Deltorio 18 Global Flights Life Aircastle: F5 NetworksBy Tim Plaehn 19 Global Managers: Assets for the Long-Term: Brookfield Asset Management and Kennedy WilsonBy Charles Mizrahi 20 Grupo Aeroportuario: Taking FlightBy Timothy Lutts 21 HDFC Banks on the Indian EconomyBy Paul Goodwin 22 IAMGold: Canada to Africa: Sandstorm Gold Ltd.

6 And AngloGold AshantiBy Pat McKeough 23 JinkoSolar: Bright Spot in China SolarBy Michael Cintolo 24 Lloyds: Sweet Spot over the PondBy Bryan Perry 25 Nestle: A Sweet IdeaBy Adrian Day 26R Squared: A Global Trio: Liberty Global, Lloyd s, Inc., and Novo-NordiskBy Riad Younes 27 Thrilla in Manilla? iShares MSCI Philippines ETFBy Benjamin Shepherd 28 Turnaround Funds in Emerging Markets: MSCI, EEM, VWO, JFAMX, MSF, EMF, AIA, ILF, GMF, GUR, PRLAX, PRASX, TDF, IFN, MXF, AND TKFBy George Putnam 29 CONTENTS Click on page numbers to go directly to each PROS TOP INVESTMENT IDEAS FROM AROUND THE WORLDPASSPORT TO WEALTH: By Mark SalzingerEditor No-Load Fund InvestorARTISAN GLOBAL: A BULLISH REOPENING: ORACLE, BANK OF NEW YORK MELLON, ROYAL BANK OF SCOTLAND, CITIGROUPA stock must offer four characteristics.

7 Undervaluation, superior business quality (including strong cash flows, competitive strength, and barriers to entry), financial strength, and shareholder-oriented Global Value Fund (ARTGX) reopened to investors on October 1. We think that s a reason to be they are seeing enough attractive securities to warrant reopening the fund, it s a strong sign that recent volatility in the market has caused some quality companies to become attractively valued again. The financial services and technology sectors are easily the fund s most prominent sectors, as they accounted for and of top holding, database provider Oracle (ORCL), is down 17%. The next largest holdings are financial stocks: Bank of New York Mellon (BK), Royal Bank of Scotland (RBS), and Citigroup (C).

8 Global Value has traditionally devoted about 60% of assets to US stocks. Stocks from developed Europe currently account for 33 percentage points of the balance, followed by South Korea, and a smattering of other emerging markets. Through September 30, the fund has produced a loss this year of , which places it in the bottom 40% of the Global Equity category. But the relative performance of the fund improves as you lengthen the time period. Its annualized gain of over the past three years places it in the second 20%, while its annualized gain over the past five places it among the top five funds in its category. With a record of excellent risk-adjusted returns over the long run, this fund is a welcome addition to the list of no-load global equity funds available to new to No-Load Fund Investor PROS TOP INVESTMENT IDEAS FROM AROUND THE WORLDPASSPORT TO WEALTH: By Mark SkousenEditor High-Income AlertAUSSIE INCOME: ABERDEEN ASIA-PACIFIC INCOME FUNDWith government securities paying record low rates, the demand for alternative high-income investments is see a special situation, an opportunity to earn a high dividend in a beaten-down foreign currency, the Australian Aussie dollar used to sell for more than a buck, until the collapse of commodities struck two years ago.

9 Australia is viewed as a commodity-driven economy. Now the Aussie is selling for 74 cents and it could rally here as commodities make a Aberdeen Asia-Pacific Income Fund (FAX) is a deeply discounted closed-end fund that invests primarily in Australian government also invests in other sovereign debt in New Zealand and other Asia-Pacific countries. It also has a hefty position in US Treasuries. Yet because of the weak Australian dollar, FAX is selling at a historically high discount to net asset value of $ At the current price (around $ ), that s a whopping 17% discount. FAX pays a relatively high dividend of cents per month, but only 58% of the income comes from interest on the rest (42%) comes from return on capital. Eventually, I believe that means that FAX will need to cut its dividend from cents per month to 2 cents per month.

10 But in the meantime, FAX is grossly undervalued. Let s buy Aberdeen Asia-Pacific Income Fund at market today and set a protective stop of $4 a to High-Income Alert PROS TOP INVESTMENT IDEAS FROM AROUND THE WORLDPASSPORT TO WEALTH: By Yiannis Mostrous Editor Capitalist TimesBANKING ON CHINA: GLOBAL X CHINA FINANCIALS When it comes to China, most Western investors assume the worst until proven herd mentality leads to violent stampedes into and out of Chinese equities, with little regard for the economy s long-term overlooking the occasional policy misstep mistake from Beijing, we ve generally maintained a more sanguine outlook for the China s economy, a stark contrast to those who have warned of an eventual or imminent the past 15 years, we ve argued against a collapse in the Mainland economy, a view that has panned out thus being said, the Chinese government has a lot on its plate, from promoting GDP growth and preventing the economy from overheating to reforming state-owned enterprises, shifting the emphasis to service industries.