Salient to Investors: Scottish money managers, including Aberdeen Asset Mgmt and Scottish Widows Investment Partnership, are investing in US regional banks. James Kinghorn at Scottish Widows Investment said regional banks are more leveraged to benefit from an improving economy than the larger banks, better relative to European banks, and attractively valued. Kinghorn said the US economy
READ MORE... →Salient to Investors: Bloomberg survey of analysts shows they are most bullish on stocks farthest from their highs – banks. Financial institutions remain 58 percent below the record of February 2007 while analysts raised estimates for profit growth to 21 percent for Q3 and 32 percent for Q4 on signs of a housing recovery. Revenue
READ MORE... →Salient to Investors: Smaller stocks are outperforming larger stocks in 2012. Top sector is healthcare, followed by consumer discretionary, telecom and financials. Bottom is utilities, followed by energy, industrials, technology, consumer staples and materials. Read the full article at http://seekingalpha.com/article/884011-best-performing-russell-3-000-stocks-and-sectors-in-2012?source=intbrokers_regular
READ MORE... →Salient to Investors: Contrarian fund manager Bill Smead is: Bullish on the U.S. but bearish on companies exposed to China. Looks for strong balance sheets, industries with high barriers to entry, long histories of profits and dividends, p/e ratios below their 10-year average, strong insider ownership, and shareholder friendliness with regard to
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