Long Term Investment Ideas by Region

April 14, 2010

There has been a lot of discussion over the future potential growth in the United State versus the developing world.  This chart provides a nice summary of the logic driving that argument.

I don’t know about you, but I’d rather be invested in countries with high growth rates, little or no deficits, low inflation and low unemployment.  Judging by those standards, it would seem that China, South Korea, Taiwan and Brazil may be smart places to be allocating capital.

World Market Capitalizations April, 13 2010

World Market Capitalizations April, 13 2010


You Can’t Make This Stuff Up… “Dick’s added: BJ’s removed from US 1”

April 13, 2010

A recent research piece from Bank of America Merrill Lynch actually carries this title:

Dick’s added; BJ’s removed from US 1

Apparently BOAML has added Dick’s Sporting Goods (DKS) to its buy list while simultaneously removing BJ’s Wholesale Club from the list.  I guess compliance and marketing staff’s have been cut to the bone!

Copyright prevents me from posting it, but I have clipped the title for posterity.  Call your local BOAML representative for a full copy!

Dick’s added; BJ’s removed from US 1