This analysis is from John Derrick, U.S. Global Investors Director of Research. The market has rallied dramatically since the March 9 low, with the biggest beneficiary of this rally being low-quality companies. This intuitively makes sense, given that companies with the most troubled outlooks are the ones most likely to have a strong recovery when the dire outcomes predicted at the bottom of the crisis failed to transpire. Quality may have different meanings to different investors, but in a recent research piece, Citigroup ranked performance based on multiple definitions of quality. Samp;P earnings quality ranking, debt-to-capitalization ratio and return on equity were used as proxies for quality. The research universe was the small-cap Russell 2000 Index, but I believe broader market conclusions can be drawn as well. Based on Samp;P earnings quality rankings, companies with C or D (the two lowest categories) ratings returned about 55 percent over the past six months, while the ...

Chinese stocks rise 5%! Risk Assets follow! OECD forecasts faster global rowth…Gold & Silver kicking sand again! And Now… Today’s Pfennig!

Good day… And a Tub Thumpin’ Thursday to you! Let’s hope it remains a Tub Thumpin’ Thursday later today, as I head downtown to watch my beloved Cardinals play a day game! For those of you who are baseball fans, you know what I mean when I carry on about how baseball should only be played during the day!

OK… Before I get to the currencies, economies and the dolts in the world, I wanted to briefly talk

...

viastockadvisors

“The rising standard of living of billions of people in India and China is historic, and is the driver behind many of our best stock ideas,” says Ken Kam in the top-notchMarketocracy.

http://trackthepros.com/stocks/category/593

“Throughout history, almost everyone who ever lived, lived in poverty. Never before have so many people’s lives been improved by so much in so little time, and it is putting a tremendous strain on the world’s natural resources.

“The growth in the economies of China and India has been one of the key drivers behind four stocks that are  in the Best Ideas Portfolio: Occidental Petroleum (NYSE: OXY), Valero (NYSE: VLO), Patterson UTI (NASDAQ: PTEN), and U.S. Global Investors (NASDAQ: GROW).

“As the prices of oil and other natural resources have come down, all four of these stocks have come down as well.

“It used to be said that when the U.S. economy catches

...