Ok people nothing too solid here but just a few thoughts.
1) Japan (as crappy as it has been for years) is one of the cheapest darn stock markets in the developed world. Read some decent reports on some changes in management/companies/economy. Is it time to add to the Pacific Index or weight it a bit more?
2) Small cap value/growth abroad (and here I guess) from what I have seen in a lot of MF's are trading at about the same or higher valuation as large values. We should pay less for the risk if you ask me. The large foreign value's portfolio I am in is trading @ 14 times this yr's earnings. Not too bad and maybe even a bit more attractive relative to other plays & even better if the dollar drops for unhedged funds.
3) Nords revisited the "Dogs of the Dow" idea a couple weeks back. Instead of picking the top yielders how bout focus on the highest yielders that have actually grown the dividends lately. The top yielders have not grown the divis at all and in some cases will cut the divi. So maybe""Dogs of the Dow" on steroids for the slice and dice portion of the portfolio.
1) Japan (as crappy as it has been for years) is one of the cheapest darn stock markets in the developed world. Read some decent reports on some changes in management/companies/economy. Is it time to add to the Pacific Index or weight it a bit more?
2) Small cap value/growth abroad (and here I guess) from what I have seen in a lot of MF's are trading at about the same or higher valuation as large values. We should pay less for the risk if you ask me. The large foreign value's portfolio I am in is trading @ 14 times this yr's earnings. Not too bad and maybe even a bit more attractive relative to other plays & even better if the dollar drops for unhedged funds.
3) Nords revisited the "Dogs of the Dow" idea a couple weeks back. Instead of picking the top yielders how bout focus on the highest yielders that have actually grown the dividends lately. The top yielders have not grown the divis at all and in some cases will cut the divi. So maybe""Dogs of the Dow" on steroids for the slice and dice portion of the portfolio.