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Nicholas Vardy

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Looking at the investment markets around the world, I see a lot of terrific opportunities emerging across a wide range of sectors. But with stocks experiencing a lot of volatility and heading into what is historically a directionless season for the market, let’s review our current picks, based on are our strongest Global Bull Market themes — deep value, best of breed, outsourcing, and commodities.

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It’s rare that I recommend that my Global Bull Market Alert subscribers move back into a stock on which you have already made big profits.

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Tires, toilet paper, and televisions were all part of Finnish holding company Nokia’s (NOK) inauspicious product range in the 1980s. But by narrowing its focus to its hot-selling cell phones, Nokia rapidly overtook U.S. rival Motorola (MOT) in global market share by the end of the 1990s.

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Even the darkest cloud has a silver lining, and last week’s sharp stock market correction is no exception.

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The commodities markets came tumbling down yesterday as Mr. Market reverted back to one of his manic depressive moods.

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A: Perusahaan Perseroan Perseropt PTelekomunikasi Indonesia tbk (TLK).

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