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Nicholas Vardy

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Our Global Stock Investor portfolio recovered strongly this week. Markets bounced back on positive U.S. housing data. After plunging 14% to a 10-year low in January, housing starts rebounded in February with a 9% rise — easing the worst fears about a housing market crash. . .

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In honor of having just celebrated St. Patrick’s Day, this week’s Global Bull Market Alert revisits ICON plc (ICLR) — a previous pick that combines three global bull market themes: global outsourcing, biotechnology and Western Europe’s tiger economy, Ireland.

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After stabilizing over the past week, global markets endured another volatile day yesterday on the U.S. market’s subprime lending woes.

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As global markets begin to regain their footing after their sharp sell-off of two weeks ago, this week’s Global Bull Market Alert uncovers an unloved global blue chip selling at a 20% discount in the world’s third-biggest economy, Germany.

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After the shortest and sharpest drop in four years, global markets bounced strongly yesterday…

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Last week’s drop of over 4% in the S&P makes it a particularly difficult time for global equity markets.

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