Still with stocks with strong cash positions next year.
December, 2012 Archive
In 2012, investors got very comfortable with sovereign debt
Only one country saw its default risk increase in 2012.
Some perspective on the fiscal cliff mess
Markets myopically focused on a single issue lose sight of other factors.
Two 2013 picks: Bank of America and Aveo Pharmaceuticals
Bank of American could be a break-out financial play next year.
Healthcare poised for growth under Obamacare
Healthcare reform will bring more patients and boost profits.
Reality Bites for Groupon
Two years ago, this company represented the future of digital retailing. No more.
We like Ford, GM and Paccar as auto industry revs up
In 2013, the auto industry is poised for a robust year of sales.
Sodastream, Facebook and Tesla will power this portfolio in 2013
Using both fundamental and technical analysis is a great way to find value.
The five worst ads of the year: Apple, Nokia, Pizza Hut, Belvedere, McDonald's
Sometimes it doesn't turn out the way they hoped.
Why we like emerging market debt in 2013
We've taken a position in the Wisdom Tree Emerging Markets Local Debt Fund.