How Much More can AGCO Grow?
February 23rd, 2012
in b2evolution, contributors
by Mark Bern, CPA, CFA
Editor's note: Global Economic Intersection welcomes Mark Bern, a frequently published author at Seeking Alpha on investment analysis, tactics and strategy. Mark will post investment analysis here on a regular basis, as well as summaries of his extensive work at Seeking Alpha.
AGCO Corporation (NYSE:AGCO) stock has experienced a stellar rally since its recent low near $30 in early October 2011. With the price at $53.17 (at the close on Friday, February 17, 2012), even after giving up some of the gains, this stock is up about 70% in less than five months. I can’t help but think about how appropriate it is that a company which serves the agricultural industry is a genuine growth company. But that is past history. What really matters to investors is what does the future hold?
Investing Outlook February 2012
February 22nd, 2012
in contributors
by MacroTides
The stock market has gotten off to a great start this year. Coupled with better than expected economic reports a surge of optimism has investors focused 
on how much higher the market is likely to rise, rather than whether it will fall. Various measures of investor sentiment reflect a disproportionate level of bullishness. As noted in our February 1 Special Update, we think the market is forming at least a short term high, and vulnerable to a 4% to 7% correction. Comparing investor’s bullish outlook to the actions of corporate insiders also provides a note of caution. According to Vickers Weekly, corporate insiders have been selling 8 times the dollar amount of their purchases. In late September, they were only selling $.80 forevery $1 of purchases. This suggests they think their stock prices have gotten ahead of where they think their businesses are going. This supports our view that the economy is likely to slow in coming months.
Emerging Market Stocks with Dividends: Best of Both Worlds
February 21st, 2012
in contributors
Money Morning Article of the Week
by Martin Hutchinson, Global Investing Strategist, Money Morning
In today's market, dividend investing is the best way to achieve a decent income stream without taking on too much risk. On the other 
hand, this is also true: emerging markets give investors the benefit of the world's fastest economic growth.
Investors would be wise then to combine these two strategies by buying emerging markets stocks that pay steady dividends.
In practice, this is more difficult than it ought to be - but it's not impossible. In fact, as you'll learn later I have found numerous ways to profit from this best of both worlds strategy.
