Markets remain strong, but investors are beginning to look over their shoulders for the correction that often follows a strong rally like the one we’ve enjoyed since the middle of December. A couple of our stocks have experienced little waves of selling, but everything is remaining safely north of our loss limits. Today, we’re revisiting a couple of old friends, stocks that have done well for us in the past, and whose time has come around again. We also have a little reality check about the performance of emerging markets in the past year and for 2012’s year thus far. There’s lots of action, so read on for the details.