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Value Investing: Two Sectors You Must Know

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And where those two sectors intersect are the best values of all.

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Gregg Early: Right, plus they have more global exposure than the more focused US market, which seems to be healthier than the rest of the world at this point.

Brian Frank: Absolutely. You need to follow the pockets of growth. Within the US there are some great sectors right now. IT in particular. Health care is always pretty darn consistent, but it looks very underpriced here, so it is a great area to be in.

Even though we focus only on US-listed stocks, we are able to get some of that emerging-market exposure. What we insist on is that you file with the SEC and you have an American auditor. My background is actually partially accounting, so I understand the games a lot of these companies can play, but I also understand that places like Malaysia and Indonesia are growing very rapidly.

We get exposure through there through American companies that have the majority of their sales overseas, and one of those is called NuSkin (NYSE:NUS). That is a global consumer company. They sell a weight loss pill, and they sell skin creams, and all of the growth is coming out of China, Malaysia, Singapore, Indonesia, Vietnam. So it is these pockets of growth that we are going after.

Editor's Note: This article was written by Gregg Early of MoneyShow.


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