On Monday we had NFTRH+ updates on a couple of prime Semi Equipment names, Applied Materials (AMAT) and Lam Research (LRCX). This was a logical extension of the weekend report's…
We have been talking about more dynamic items like the Semi equipment stocks lately, but here is another subject that may have a place in a well rounded portfolio. The two global income funds I have used in the past are the Templeton funds GIM (Global income) and TEI (Emerging Markets income). If the US dollar follows through on its currently bearish bias, these funds could not only provide a dividend, but also net asset value gains.